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Sales product set

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

A product set is a list of products which end customers aren't aware, this list is defined by sales manager.

This module aims to load a product set in a sales order though a wizard. The product set is a list of products and quantities that gets inserted as separate sales order lines.

After a product set is added to the sales order, each line can be updated or removed as any other sales order lines.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets sales users insert a predefined product set (list of products and quantities) into a quotation through a wizard, creating separate order lines. Adds a discount per set line and an option to sync product set archiving with the partner.

This module extends the product set feature to sales orders. From a quotation, a new "Add set" button appears next to the catalog button. Clicking it opens a wizard where you choose a product set, a quantity, and optionally skip products already present in the order. The wizard then creates individual order lines for each product in the set, multiplied by the chosen quantity, and places them after existing lines.

Product set lines now include a discount percentage, visible only to users with the discount permission. The discount is carried over to the created sale order lines.

A new setting in Sales settings, under "Product Sets", allows you to automatically archive or unarchive a partner's product sets when the partner is archived or unarchived.

Product sets can also be added directly from the product set form via an action, and the wizard validates that the order's partner matches the product set's partner if one is defined.

Menus for product sets and product set lines are added under the Sales > Catalog menu for sales managers.

Depends on

salesale_managementproduct_set

Menus it adds

menu_product_set_configmenu_product_set_line_config
Models and fields (4)
  • res.partner · extends an existing model
  • product.set.line · extends an existing modeldiscount (Discount (%))
  • res.config.settings · extends an existing modelarchive_partner_product_sets (Sync product sets active state with partner)
  • sale.product.set.wizard · new modelorder_id, partner_id, skip_existing_products

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

Confirmation status: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 13.0

Confirmed on 2026-11-03 in branch 13.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 19.0
  • Define a product set as sales manager:
  • choose products
  • for each product, define a quantity.
  • for each product (if Discounts setting is active), define a discount or leave default value
  • Sort set lines, this order will be the default when added into the quotation
  • Then you can remove or update added lines as any other sales order lines.

No verified information in OCA: Installation, Configuration.

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.