Sale order product recommendation with elaborations
This module extends the functionality of the sale order product recommendator to allow you to quickly repeat last elaborations for a given customer and product, or to indicate them easily while adding some recommended product to the sale order.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0When you use the product recommendation wizard on a sale order, this module also carries over the elaborations and elaboration notes from the customer's previous orders, so you can accept or adjust them before adding the products.
This module extends the product recommendation wizard used on sale orders so that elaborations (extra preparation or finishing options) are not lost when you reorder products for a customer.
- When recommendations are generated, the wizard looks at the customer's past sale order lines and copies the elaborations and elaboration note from the most recent line for each product.
- If a recommended product already exists on the current sale order, the elaborations and note already on that line are used instead.
- In the recommendation wizard, each line now shows an "Elaborations" group with the selected elaborations and a free-text elaboration note, both in the form and in the list view.
- When you accept a recommendation, the elaborations and note are transferred to the new or updated sale order line, so the sales order keeps the same preparation details.
The module touches the recommendation wizard (sale.order.recommendation and sale.order.recommendation.line) and relies on the elaboration mixin from the elaboration module. It adds no new menus; the changes appear inside the existing product recommendation screen on sale orders.
Models and fields (2)
- sale.order.recommendation · extends an existing model
- sale.order.recommendation.line · new model
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: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module, you need to:
- Go to a sale order.
- Click on Recommended products.
- Configure what you want and click on Get recommendations.
- Use the new elaboration fields in the lines presented to you.
No verified information in OCA: Installation, Configuration.
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.