What Are Optional Products in Odoo Sales?
Optional products in Odoo Sales are a powerful feature that supports upselling and cross-selling strategies. They allow businesses to suggest useful and related products alongside a main or “core” product during the quotation process or in Odoo eCommerce.
For example, if your customer requests a quotation for a laptop, Odoo can automatically suggest optional products, such as a mouse, keyboard, laptop bag, or extended warranty. The suggestions will appear without forcing the customer to buy, while still accommodating and increasing the potential order value.
This makes Odoo’s optional products an effective sales tool that simultaneously improves the customer's experience and boosts revenue at the same time.
Why Optional Products Matter in Odoo Sales
Optional products help sales teams offer more value without being pushy. Instead of creating multiple quotations or manually explaining add-ons, Odoo automatically handles product recommendations.
Using optional products in Odoo Sales can help you:
Increase the average order value through smart upselling using templates.
Improves your customer’s decision-making by showing relevant add-ons.
Save time during quotation creation.
Make quotations more professional and interactive.
This feature is especially useful for businesses that regularly sell bundles, accessories, or service add-ons.
Optional Products vs Accessories vs Alternative Products in Odoo
Before configuring optional products, it’s important to understand how they differ from other product recommendation types in Odoo.
Optional Products:
Optional products are suggested after a core product is added to a quotation or shopping cart. Customers can choose whether to consider those products.
Accessory Products:
Accessory products appear as suggestions when a customer is viewing the shopping cart in an Odoo eCommerce website.
Alternative Products:
Alternative products are displayed at the bottom of a product page, suggesting similar or substitute items.
Understanding this difference helps businesses use the right strategy in the right part of the sales process.
How Optional Products Appear in Odoo Sales and eCommerce
Optional Products in Quotations
During the quotation process in Odoo Sales, optional products appear as a pop-up or a dedicated optional section. Salespeople and customers can easily review and add them before confirming the order.
Optional Products in Odoo eCommerce
In Odoo eCommerce, optional products are shown when a customer adds a core product to their shopping cart. This encourages last-minute add-ons without interrupting the checkout flow.
How to Configure Optional Products in Odoo Sales
Step 1: Open the Product Form
Go to Sales ‣ Products ‣ Products and select the product you want to configure as the core product.
Make sure the Sales checkbox is enabled.
Step 2: Add Optional Products
Under the Sales tab, locate the Upsell & Cross-sell section. In the Optional Products field, select the products you want to suggest.
You can:
Choose products from the dropdown list.
Type the product name to search.
Click Search more… to select multiple optional products at once.
To remove an optional product, simply click the delete (✖) icon.
Setting Optional Product Sections in Odoo Quotations
Optional products can also be added directly inside a quotation, even if they weren’t preconfigured in the product form.
How to Create an Optional Product Section
Open a quotation in Sales ‣ Orders ‣ Quotations.
Click Add a section.
Enter a section name (e.g., “Optional Add-ons”).
Click the dropdown menu and select Set Optional.
Once set, the section changes color to indicate its optional status.
How Optional Product Quantities Work
All products in the optional section default to a quantity of 0, meaning these products are not included in the total price.
Customers or portal users can change the quantity of their orders.
Once the quantity is 1 or more, the product is added to the quotation total.
This keeps pricing transparent, and it is customer-controlled.
How Optional Products Help Increase Sales in Odoo
Using optional products in Odoo Sales is a smart way to apply cross-selling without overwhelming customers. Instead of aggressively pushing products to your customer’s quotations, Odoo presents helpful suggestions at the right moment.
Optional products are especially effective for:
Technology products (laptops, accessories, warranties).
Services (support plans, installation, maintenance).
Retail and eCommerce upsells.
Product bundles are customizable.
By using Odoo’s upselling and cross-selling features, your business can simultaneously improve conversion rates and customer satisfaction.
Final Thoughts: Using the Full Potential of Optional Products in Odoo
Optional products are a simple yet powerful feature in Odoo Sales. When composed correctly, they help sales teams create smarter quotations, guide customer choices, and increase overall revenue.
Whether you’re using Odoo for quotations or eCommerce, optional products allow you to offer more value without complicating the buying process. For beginners, this feature is easy to set up and delivers immediate impact.
If you want to improve your sales workflow, mastering optional products in Odoo Sales is a great place to start.