The changes concern the following modules: - sale - sale_product_configurator - website_sale - website_sale_product_configurator When optional products are enabled and a user adds an item to the cart, the modal popup does not allow further modifications to the main product based on its template. If the user wants to change the color or the material, they have to close the popup, modify the product and open it back up. The same is applied when Add to Cart is active, and the user cannot configure the product at all after clicking the add to cart button. This change will make it possible to change the product variants without having to close the modal, and configure the product when using the "Add to cart" button when it's enabled. The added configuration step is needed for some cases like the following: 1. When adding a product that had variants directly from the /shop page before, the first variant was added by default and configuring it was impossible without explicitly going on the product's page and configuring it from there. This behaviour made no sense, and it's the reason the "optional products modal" (which should no longer be called that) is opened when the product is not configured even if there are no optional products. 2. When going through the product's page, and there are optional products enabled for the product getting configured, then it's nice but not necessary to be able to configure the product further while choosing and configuring the optional products. This doesn't add an extra step in any case, it just makes it possible to still configure your product in the modal. 3. If there are no optional products, the configuration made on the product's page is taken into account and the product is directly added to the cart without opening the modal, which is the same behaviour as previously. Only one modal is shown, depending on the situation: - For the website flow, if the product is not configured and has variants or has optional products (or both), a popup shows that allows for configuration + choosing and configuring optional products. - For the sales flow, there was already a configuration popup, so the optional products modal is only shown when there are optional products and replaces the first instead. Some tests were adapted to function with the new product configuration modal: - The steps checking for the text mentioned above are removed - Triggers were adapted to the modal for products that were previously added to cart with their default variant - Various other small adjustments task-2541663 closes odoo/odoo#73086 Signed-off-by: Romain Derie <rdeodoo@users.noreply.github.com>
Sales Management Made Easy
From quotes to invoices, in just a few clicks with the Odoo Sales Management.
Drive your sales operations from quotes to invoices with all the information you need, easily accessible. Keep track of long term contracts, automate invoicing and notify sales when they have things to do.
Create Professional Quotations
Create quotations in a matter of seconds. Send quotes by email or get a professional PDF. Track quotations, and convert them to sales order in one click.
Spend the extra time focusing on selling, not recording data.
Fully Integrated
The information your need, where you need it.
Don't lose time looking for customers, products or contracts related information; they are all conveniently accessible when creating quotations.
Get access to stock availabilities in the different warehouses, to customer's specific prices, to the history of preceeding offers for this prospect, etc.
Your Address Book
So many features, so easy to use.
Assign tags to your prospects, manage relationships between contacts and store all customer's preferences including pricing, billing conditions, addresses, payment terms, etc.
Navigate through all the documents related to a customer with the powerfull breadcrumb: quotations, invoices, emails, meetings.
Fully Integrated Invoicing
Whether you invoice based on time and materials, on delivery orders or fixed price; Odoo supports all possible methods.
Get recurring invoices produced automatically, create advances in just a few clicks, re-invoices expenses easily, etc.
Keep track of your contracts
Get rid of wasted paper and record all your contracts in the application. Invoices are generated automatically based on your contract conditions. Your account managers get alerts before contracts have to be renewed.
Communicate Efficiently With Customers
The chatter feature enables you to communicate faster and more efficiently with your customer. This takes place directly on a quotation or sale order from within Odoo or via email.
Get all the negotiations and discussions attached to the right document and relevent managers notified on specific events.
Fully Extensible
By default, sales order are very simple, limited to a small number of features. Don't be confused by features you don't need.
But you can activate options to fit your specific need: multi-warehouses, multi unit of measures, manage customer specific prices with pricelists, control margins on quotations, use different addresses for shipping and billing, etc.
Built-in Customer Relationship Management
Activate the CRM application to manage your funnel of opportunities, attract leads, log calls, schedule meetings and launch marketing campaigns.
Opportunities can be converted into quotations in just one click.
Drive Engagement with Gamification
Align Sales Teams on clear targets. Define clear commission plans. Get real time statistics on the performance of individual sales or channels. Motivate your teams with challenges, rewards and leaderboards.
Have Clear Pricing Strategies
Use pricelists to record special conditions for a specific customer or to define prices for a segment of customers. Define promotions and have them applied automatically for all your Sales Teams.