Sales - Odoo

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Product Documents

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In this video, learn how to add unique, informative, eye-catching documents to your products to take your customer's shopping experience to the next level. 0:00 - Introduction 0:42 - Product Documents 1:29 - Documents smart button/Documents page 1:46 - New Product Document 3:14 - Upload Product Document 4:54 - Product Documents on Website 5:38 - Conclusion **App documentation** - https://www.odoo.com/documentation/latest/applications/sales/sales.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/tv9V - Start a free trial: https://www.odoo.com/r/wPYQ

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1. Where in the product form can you access the page to upload and manage specific files for that item?

Under the "Inventory" tab at the bottom. By clicking the "Documents" smart button at the top middle of the form. In the "Sales" tab, under the "Optional Products" section.

2. What happens if you select the "Inside quote PDF" visibility option for a product document?

The document is sent to the customer as a separate attachment in the email. The document is hidden from the customer and only visible to the salesperson. The document is automatically compiled into the final PDF quotation document sent to the client.

3. What is the benefit of toggling the "Publish on Website" switch for a product document?

It creates a clickable link on the e-commerce product page so customers can download the PDF. It makes the document the primary image of the product in the online store. It automatically translates the document into the customer's preferred language.

Sales - Odoo

Product Documents

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