How to Attach Files With Products Using Odoo 17

For an efficient and organized business, it is important to manage product related documents such as images, sheets, manuals etc. By attaching the files with products we can increase the transparency of our business.

1. How to attach files with products using odoo 17 Enterprise

2. Introduction Enterpr ise For an efficient and organized business, it is important to manage product related documents such as images, sheets, manuals etc. By attaching the files with products we can increase the transparency of our business. Odoo 17 provides a new feature to attach files with products to ensure the consistency of product information. This slide will show how to attach files with products using Odoo 17.

3. Enterprise Install Documents module First install the documents module from the apps to get the feature.

4. Enterprise Open Products Form First Open the Products menu from any modules such as Sales, Inventory. There we can see all the products created. From the products, open a specific product. In the product form there will be a dedicated tab for Documents.

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6. Enterprise When opening the Documents tab , we can see all the documents related to the product. It is also possible to upload documents and configure new files.

7. Enterprise Configure New Files When configuring the files we have to give some points. Name : Name of the file. Type : Select the file type. File Content : By clicking the button we can upload the file. Visible at : It is possible to share the documents with the customers. If we select Quotation then the file is sent and can be accessible by customers at any time.

8. Enterprise If we select Confirmed order then the file sent and can be accessible by customers only for confirmed order. And in case of Inside quote the file included inside the pdf of the quotation. Show on product page : Show this file on our ecommerce product page .

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10. Enterprise We can also download, edit or delete the attachments if necessary.

11. Enterprise Create a new quotation with the document attached product. Then the documents will be attached to the quotation. We can view it on the customer portal.

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13. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com