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Sale Order Product Assortment

sale_order_product_assortment folder_open OCA/sale-workflow open_in_new
Sales License: AGPL-3

This module allows to use the product assortments related to a partner on sale orders. Whith this implementation, we just allow to select the products defined on allowed list and we don't allow to select the products defined on restricted list on sale orders.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Restricts the products that can be added to a sale order based on the customer's product assortment. When a customer has an allowed product list, only those products can be selected on the order lines.

This module connects product assortments (allowed and restricted product lists) to sales orders. When you pick a customer on a sale order, Odoo automatically looks up the assortments applied to that customer and builds a list of allowed products.

  • If the customer has an allowed product list, the product field on the order lines is filtered so only those products can be chosen. Products outside the list cannot be selected.
  • The restriction applies both in the order line list and in the detailed order line form, and also when choosing a product template.
  • The allowed product list is recalculated automatically when the customer, the delivery address or the invoice address changes.
  • The module adds two hidden helper fields on the sale order form (allowed products and a flag indicating whether an allowed list exists); they are not visible to users but drive the filtering.
  • Which customer field is used to find the assortment can be configured through a system parameter (customer, delivery address or invoice address); by default the customer field is used.

It touches the sale order model and the sale order form view. No new menus or reports are added.

Models and fields (1)
  • sale.order · extends an existing modelallowed_product_ids (Allowed Products), has_allowed_products

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 7 confirmed, 2 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 18.0

Follow the steps of product_assortment module to define a list of allowed products or restricted products or both to some partner.

You can use a system parameter to specify the partner field on sale orders "sale_order_product_assortment.partner_field"

  • Go to Sales \> Orders \> Quotations.
  • Create a new order.
  • Select one of the partners defined on product_assortment.
  • Add products defined on the product assortment.

No verified information in OCA: Installation.

info

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.