Sale Product Configurator (F1957)

Allows sales teams to configure product variants directly within sales orders, simplifying product customization and improving sales accuracy.

Providing customized product options during the sales process is essential for businesses that offer configurable or made-to-order products. The Sale Product Configurator feature allows businesses to easily configure products directly within the sales order, providing customers with a more tailored and flexible purchasing experience. This feature enables sales teams to configure product variants, add-ons, and customizations on the fly, ensuring that the customer's specific needs are met without complicating the sales process.

This feature is particularly beneficial for businesses that deal with products that come in multiple variants or require custom specifications, such as manufacturers, retailers, or service providers. By offering real-time product configuration options, the Sale Product Configurator ensures that sales orders are created with the exact specifications the customer requires. It also reduces the need for manual intervention in product configuration, which improves efficiency and accuracy in the sales process.

Functionality at a glance:

  • Enables real-time product configuration within the sales order, allowing sales teams to customize products based on customer requirements.
  • Supports the configuration of product variants, add-ons, and customizations, simplifying complex product selections.
  • Improves sales efficiency by reducing the need for manual product configuration or separate configuration tools.
  • Integrates seamlessly with Odoo’s sales management system, ensuring that all product configurations are accurately reflected in sales orders.
  • Enhances the customer experience by allowing for more tailored and customized product options.

This feature is particularly valuable for businesses that offer configurable or customizable products. For example, a furniture manufacturer that offers different wood types, finishes, and fabric options for each piece can use the Sale Product Configurator to ensure that the sales team can easily configure the product based on the customer's preferences. The sales team can select the desired options directly within the sales order, ensuring that the correct product configuration is captured, reducing errors, and improving customer satisfaction.

Example Use Case:

A custom computer manufacturer can benefit from the Sale Product Configurator by allowing their sales team to configure each computer based on the customer’s specific requirements. The configurator allows the team to select the type of processor, memory, storage, and additional accessories the customer needs, all within the sales order. This ensures that the correct specifications are captured and that the sales team can quickly provide the customer with a detailed quote, leading to faster order processing and fewer errors.

In summary, the Sale Product Configurator feature enhances the sales process by providing businesses with the ability to configure products in real time directly within the sales order. By allowing for product customization and variant selection, this feature improves the accuracy of sales orders, reduces manual configuration tasks, and ensures that customers receive the products they need. It is ideal for businesses that sell configurable products and need to provide a streamlined, efficient process for customizing orders.

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