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Product Lists Template module allows users to create lists of products as templates & use them in Sales in Odoo.
Key Features
- Create lists of favourites/similar products as templates.
- These templates can be used in Sale Orders & Invoices.
- Users can add all or some of the products from the template lists to the orders & invoices.
- Only users with manager rights can create/edit/delete the templates.
- No additional configuration needed.
Create new list templates
- Navigate to the Sales menu and click on Product List template menu in Configuration.
- Create a product template by entering a name for the template, then add the products to the template.
Adding products to Lines
- Now, navigate to Sales and create a Sales Order and add the template to the template lines & click on Save.
- After saving, Edit & click on 'Add' button. This will add the products to the order lines. You can add all the prodcuts from the list or selected products from the list based on your preference.
List Templates in Invoices
- The same flow works in the case of invoices also.
- Users who don't have manager rights cannot create or delete product templates.
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