Product customer info elaboration
This modules allows to use customers info structure, available in Sales tab of the product form, also for defining customer information, allowing to define default elaboration per customer and product.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Lets you set default elaborations and an elaboration note per customer and product, and automatically fills them on sales order lines for that customer.
This module links the customer-specific product information (the customer info lines you see on a product's Sales tab) with product elaborations.
On each customer info line you get a new "Elaborations" section where you can pick one or more elaborations and write an elaboration note. The note is filled automatically from the names of the selected elaborations, but you can still edit it by hand.
When you create a sales order line for a product, Odoo looks for the customer info line matching the order's customer (or its commercial entity) that has elaborations defined, and copies those elaborations onto the order line. The elaboration note from that customer info is also copied onto the line when the elaborations match.
The new fields are visible in the customer info form and list views, so you can review them from the product's Sales tab. Access rights are granted to warehouse managers for the customer info model.
It touches product.customerinfo and sale.order.line.
Models and fields (2)
- sale.order.line · extends an existing modelelaboration_ids (Elaborations)
- product.customerinfo · extends an existing modelelaboration_ids, elaboration_note
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0To see this module working you need to define some elaborations as the module sale_elaboration explains.
Usage
Source · Odoo 19.0To use this module, you need to:
- Go to Sales \> Products \> Products
- Create or select one of existing
- Go to window Sales and create a new entry for some customer
- Select one elaboration and one elaboration note
After this create a new quotation and select the partner with that was configured. You will see that the elaboration and the elaboration note is completed.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.