How to Add Notes, Sections & Catalog in
Odoo 18
Enterprise
Enterprise
Introduction
In this slide, we’ll discuss how to add notes, sections, and
catalogs in Odoo 18. You can add detailed notes to records for
better context and tracking. Custom sections can be created to
organize and categorize information effectively. Additionally, the
catalog feature can be leveraged for efficient management of
products and services.
Enterprise
First, we can go the sales module and create a new quotation.
Under the tab order lines, apart from Add a product, we have
another options like Add a note, Add a section, Catalog.
Enterprise
Before adding product, we can click on add a section button and
type the name of the section we need. In this way we can make the
products in the order line more organised.
Enterprise
We can add as many sections as we require and then add product
in that sections. Next we can click on Add a note button.
Enterprise
In that we can add anything related to that product as a note which
we need to acknowledge to the customer.
Enterprise
By clicking on catalog, we can add multiple products at a time and
also add multiple quantities of that product.
Enterprise
In the order lines, we can see all the products we added from the
catalog with their quantities.
Enterprise
After that we can click on confirm button to confirm the quotation.
Enterprise
The section, note and products added will be shown in the
Quotation document as shown below.
For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

How to Add Notes, Sections & Catalog in Odoo 18

  • 1.
    How to AddNotes, Sections & Catalog in Odoo 18 Enterprise
  • 2.
    Enterprise Introduction In this slide,we’ll discuss how to add notes, sections, and catalogs in Odoo 18. You can add detailed notes to records for better context and tracking. Custom sections can be created to organize and categorize information effectively. Additionally, the catalog feature can be leveraged for efficient management of products and services.
  • 3.
    Enterprise First, we cango the sales module and create a new quotation. Under the tab order lines, apart from Add a product, we have another options like Add a note, Add a section, Catalog.
  • 4.
    Enterprise Before adding product,we can click on add a section button and type the name of the section we need. In this way we can make the products in the order line more organised.
  • 5.
    Enterprise We can addas many sections as we require and then add product in that sections. Next we can click on Add a note button.
  • 6.
    Enterprise In that wecan add anything related to that product as a note which we need to acknowledge to the customer.
  • 7.
    Enterprise By clicking oncatalog, we can add multiple products at a time and also add multiple quantities of that product.
  • 8.
    Enterprise In the orderlines, we can see all the products we added from the catalog with their quantities.
  • 9.
    Enterprise After that wecan click on confirm button to confirm the quotation.
  • 10.
    Enterprise The section, noteand products added will be shown in the Quotation document as shown below.
  • 11.
    For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com