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How to Create a Product in the Sales Module of Odoo

13 December 2024 by
How to Create a Product in the Sales Module of Odoo
Coding Crown

Adding products to your Odoo database is an important step to manage your sales effectively. The Sales module in Odoo makes it simple to create and manage products that can be included in quotations, sales orders, and invoices. Here’s how you can create a product in the Sales module.

Steps to Create a Product in Odoo Sales Module

  1. Open the Sales Module
    • Go to your Odoo dashboard and click on the Sales module.
  2. Access the Products Menu
    • In the Sales module, click on Products in the menu.
    • Select Products from the dropdown.
  3. Click Create
    • On the Products page, click the Create button to start adding a new product.
  4. Enter Basic Product Information
    • Product Name: Enter the name of the product.
    • Product Type: Choose from:
      • Consumable: Products that don’t need stock tracking.
      • Stockable Product: Products tracked in inventory.
      • Service: Non-physical items like services or subscriptions.
    • Sales Price: Set the price for selling the product.
    • Cost: (Optional) Add the cost price to calculate profit margins.
  5. Set Product Categories (Optional)
    • Assign the product to a category to keep your database organized.
  6. Enable Features
    • Enable additional options based on your needs:
      • Can be Sold: Allows the product to appear in the Sales module.
      • Can be Purchased: Useful for products you also buy from suppliers.
  7. Add Advanced Details
    • Go to the Sales tab to set up extra options like taxes, discounts, or product variants.
    • If the product requires inventory tracking, set this in the Inventory tab.
  8. Save the Product
    • After entering all the required information, click the Save button.
    • The product is now available for use in quotations, sales orders, and other transactions.

Why Manage Products in the Sales Module?

  • Efficient Sales Process: Products are instantly available in quotations and orders.
  • Accurate Pricing: Pre-set prices and taxes ensure consistent and error-free sales.
  • Better Organization: Categories and types keep your product list manageable.
  • Integration: Products connect seamlessly with inventory, purchasing, and accounting.

Creating products in Odoo is straightforward and helps you streamline your sales and inventory workflows. By following these simple steps, you can ensure that your business operations run smoothly and efficiently.