How to Set Optional Products in Odoo Sales

Odoo Sales optional products let you suggest related items alongside a core product on a quotation, so customers can add useful extras themselves and increase the order value.

What optional products do

Optional products are automatically suggested whenever their associated core product is added to a quote. They differ from accessory or alternative products shown on an eCommerce or Website page, since they appear specifically in the quotation process.

How to set optional products on a product

1. Go to Sales > Products > Products and open a product.
2. In the Sales tab, under Upsell & Cross-sell, use the Optional Products field to select related products, or click Search more… to add several at once.
3. Click the delete icon next to a product to remove it.

How to add optional products to a quotation or template

1. Open a quotation, or a quotation template under Sales > Configuration > Quotation Templates.
2. Open the Optional Products tab and click Add a product.
3. Select the product from the drop-down, or search for it. The default quantity is 1, and can be changed.
4. Click the trash icon to remove a line if needed.