Products Management Interface is an Odoo app, that helps to improve catalog administration and to simplify the implementation of changes. The app introduces an innovative interface to search, analyze, select, and mass edit Odoo product templates.

Filter products by the hierarchy of categories and tags: select one or a few. Systematize products by attributes: e.g. find products, which are both white and made of metal. You can also filter products by the e-shop categories ().

Create and manage categories, attributes and attribute values, e-categories (), and tags right from the product management interface. Drag and drop products to a category, attribute value, e-category, and tag to assign it to all chosen products.

Sort product templates by name, reference, category, type, and price. Apply to standard Odoo search. Click on an image to open a product form; on the card - add it for selection.

Pick products up step by step: the selection is not cleared with a new search or after you've opened a record. Proceed mass action(s) for all chosen templates.

Define which mass operations are available from a predefined list or prepare your own server actions. Just a few clicks to update the category, add attribute values, withdraw from sales, change price, etc. 

Add any product template fields for kanban cards for an instant overview.

Assign any user who has rights for products (e.g. sales, warehouse, or purchase manager) the special role of 'Product manager' to access the products' interface.

Features introduced by add-ons are marked by these signs:

The innovative single-view interface is implemented in the module. This allows you to see product details and perform a mass action from the same entry, without opening product templates. The interface has 3 functional areas: the main part with products in the middle and two functional parts with sets of control elements on the sides of it.

The left navigation panel lets sort products according to various criteria, select all found products, and filter products by categories, attributes, e-commerce categories (), and Odoo product tags.

You can sort products by name, category, product type, internal reference, and basic sale price. If you click on the 'Arrow' icon on the right side of the sorting criteria, then the sorting will be reversed.

To sort products:

1. Open Product Management Interface

2. Choose the sorting criterion

3. Click on the 'Arrows' sign to see the reversed sorting

You can filter products by categories. To see all products of one or several categories just put a tick in the box by them. Categories have a hierarchy: if you choose a parent category, you will see products in the children categories as well. You can choose different variations of them.

If you tick two categories, then you will see the product templates, which relate to the first OR the second category. For example, if you filter by the category 'Consumable' and then also add the filtering option by the category 'Expenses', then the product templates related to ANY of these categories will be shown.

Categories have a hierarchy. You can set a parent category and some subcategories while editing or creating a category, or simply by drag and drop. The order of the parent and child categories is defined alphabetically (by the name).

If a child category is selected, its parents will be hierarchically highlighted by the border of dots around the name of the element. Thus, it is always clear that some choice has been made somewhere (even if the structure itself is closed).

Apart from the standard way of creating a category, it is possible to create and edit categories right from the product management interface. To add a new category through the interface click '...add' and write the title. Right-click on a category to see all available actions:

1. Create (click to start creating a child category)

2. Rename (click to change the category's name)

3. Edit (click to edit a category).

To create and edit categories users should have rights to create products.

You can assign/change a category of a product in the field 'Product Category' as you create, or edit a product. You can also quickly change the category of all selected products by dragging and dropping them to the required one.

Also, you can filter products by attributes. Unlike categories, when you choose two different product template attributes, then only the products, that have BOTH chosen attributes are shown. For example, you filter by the attribute 'Color' - 'White' and also by the attribute - 1 year ('Duration'). Then only product templates of the white color with a 3-year warranty will be shown.

If you select 2 values of one attribute, then the product templates, which relate to ANY of those will be shown. For example, we have different values (Steel, Aluminium, Custom) for the attribute 'Legs'.

If we select several or all values within the attribute 'Legs', we will see all the product templates related to each of the chosen values.

As you filter products by attributes, only products, that have the attribute assigned are shown, even if the related attribute values aren't chosen.

Attributes have a flat hierarchy, so it isn't possible to add child attributes to attributes, or child attribute values to attribute values, etc. You can change the order of the attributes and attribute values, or change the attribute of a particular attribute value simply by drag and drop.

If an attribute value is selected, the related attribute will be hierarchically highlighted by the border of dots around the name of the element. Thus, it is always clear that some choice has been made somewhere (even if the structure itself is closed).

Apart from the standard way of creating an attribute, it is possible to create and edit attributes right from the product management interface. To add a new attribute through the interface click '...add' and write the title. Right-click on an attribute to see all available actions:

1. Create (click to start creating a new attribute value)

2. Rename (click to change the attribute's name)

3. Edit (click to edit an attribute).

To create and edit attributes and attribute values users should have rights to create products.

You can add/change attributes and attribute values of a product in the tab 'Attributes & Variants' as you create, or edit a product. You can also quickly add the attribute value to all selected products by dragging and dropping them to the required one. 

You can also filter products by e-commerce categories (). To see all products of one or several e-categories just put a tick in the box by them. E-categories also have a hierarchy: if you choose a parent e-category, you will see products in the child e-categories as well. 

If you filter by several e-categories, then product templates are also shown, if they relate to ANY of the chosen ones.

If a product relates to two different e-commerce categories and only one of them is chosen, then this product template will be shown anyway.

If you filter product templates both by a category and an e-category. Then, only products, which relate to BOTH will be shown. For example, let's filter by the e-categories 'Chairs' and 'Boxes'. All products related to ANY of these e-categories will be shown. Let's also add the category 'Expenses'. Here, we will not see any product templates, as there are no products that relate to both: a category and one of the e-categories.

E-categories have a hierarchy. You can set a parent e-category and some sub-categories while editing or creating an e-category, or simply by drag and drop. It is also possible to change the order of the parent and child e-categories by drag and drop.

If a child e-category is selected, its parents will be hierarchically highlighted by the border of dots around the name of the element. Thus, it is always clear that some choice has been made somewhere (even if the structure itself is closed).

It is possible to create and edit e-categories right from the product management interface. To add a new e-category through the interface click '...add' and write the title. Right-click on an e-category to see all available actions:

1. Create (click to start creating a child e-category)

2. Rename (click to change the e-category's name)

3. Edit (click to edit an e-category)

To create and edit e-categories users should have the right Sales/Administrator.

You can assign/add an e-category of a product in the field 'Categories' as you create, or edit a product. You can also quickly assign/add the e-category to all selected products by dragging and dropping them to the required one.

You can also filter products by the existing Odoo product tags. If you choose several tags, then the products that relate to either of the tags will be shown.

If you filter products by a tag and a category/e-category or an attribute, then only those that match both will be shown. For example, if we filter by the tag 'Best Seller' and e-commerce category 'Chairs', then only the products that match both will be shown.

Apart from the standard way of creating a tag, it is possible to create and edit tags right from the product management interface. To add a new tag through the interface click '...add' and write the title. Optionally, change the order of tags by drag and drop. Right-click on a tag to see all available actions:

1. Rename (click to change the tag's name)

2. Edit (click to edit a tag).

To create and edit tags through the interface users should have rights to create products.

You can add a tag to a product in the field 'Product Template Tags' as you create, or edit a product. You can also quickly add a tag to all selected products by dragging and dropping them to the required one.

Simultaneously, you can search for products with the help of the search bar at the right top of the page. The standard searching criteria are available, for example, you can search products by their category or title. 

For extra convenience, above the categories/attributes/e-commerce categories/tags, special search bars were introduced. Just start typing the word and click 'Enter' or the search button and the matching results will be shown and marked red. Click the button 'Reset' on the right side of the search bar to empty the search.

You can combine filtering by attributes and searching by attributes. In this case, you will also see only those product templates, which match both of the attribute values. For example, you filter by the attribute 'Class' - A and search by the attribute - steel ('Legs'). Then only product templates of the A class with legs made of steel will be shown.

If you choose a child category, attribute, or e-commerce option, then all parents in the hierarchy will be outlined. This way it is always clear, when there are some limitations applied, even if the structure is hidden. The outline is shown only in case the parent element itself is not chosen.

The main part of the interface shows the product templates list. On a product template card, you will find the product's name and picture, its category, type, and price.

You may also find some of the product template's characteristics. For example, 'Can be sold', 'Can be purchased', and 'Website published'.

The list of the fields on the product's template might be changed according to the installed modules. For example, the product's stock 'On Hand' will be shown only if you have the extension 'Stock by Locations' installed.

Any field on the product template can be also manually added to the kanban view for an instant overview. For that:

1. Open the 'Products Management Interface' and go to Configuration

2. Scroll down the page and find the section 'Kanban Fields'

3. Click 'Add a line'

4. Choose the fields and click 'Select'

5. Click 'Save'

To delete a field, that you no longer need, after adding, you can click on the cross on the right side by the field.

If you click on a product's picture, then a product's template will be opened.

Tick a checkbox in the top right corner of a product or click anywhere on a product card (except the image) to choose it and open the right navigation panel.

Choose an unlimited number of products step by step. When you switch between filters or apply a new search, the selection will not be cleared and that is very convenient when you want to search, open, update, or do another mass action on various products at once.

As you choose some products, the right navigation menu appears. There, you will find the list of selected products and the list of available mass actions for products (see Managing Mass Actions). Click on a product's title, in the right functional interface, to remove it from the list. Remove all products by clicking on the icon () on the right side of 'Selected products'.

The product management Interface allows applying mass actions to all chosen product templates in a batch. Our module and its add-ons offer a list of mass actions, among which you can choose the ones you need. The full list of available mass actions you can see in the articles: 'Product Management Basic Mass Actions', 'Product Management Interface: e-Commerce', 'Product Management Interface: Warehouse', 'Product Management Interface: Accounting', 'Product Management Interface: Purchases'.

You can select the mass actions to show only the ones that you need. To add a mass action:

1. Open the product management app and go to Configuration

2. Find the section 'Mass actions'

3. Click 'Add a line'

4. Choose mass actions by ticking the box by the action

5. Click 'Select'

6. Click 'Save'

After saving the changes in settings, the list of mass actions in the right navigation panel will be updated.

To add the mass action 'Export', in Configuration, in the section Product Management Options tick the option 'Export'.

Besides the available ones, you can also prepare your own server actions and then choose them as mass actions (see Custom Mass Editing Operations).

In the list of available for selection mass actions, you will also find some standard Odoo Server Actions for product templates. For example, the Manufacturing module adds the action 'Generate Pricelist Report', which is also detected by our module and can be added to the right navigation panel for managing product templates in a batch.

To delete a mass action, that you don't need from the list go to Configuration and find the section 'Mass Actions'. Click on a cross by the mass actions, that you don't need. Then, click 'Save' in the top left corner of the page. The mass action will not be deleted from the system, they will just be hidden from the list. Thus, later, if you need this action, you will be able to select it again.

An optional module (), which introduces mass product templates actions to change E-shop-related attributes and instant filtering by e-commerce categories. The standard Odoo module E-commerce is required. 

Here are the mass actions, that you can add by installing the add-on:

In addition to mass actions, the module adds the opportunity to filter product templates by public categories. To see all products of one or several categories just put a tick in the box by them. E-commerce categories have a hierarchy: if you choose a parent category, you will see products in the children categories as well. You can filter product templates by several e-commerce categories at once (see Products Management Interface).

An optional module (), which adds warehouse mass actions on product templates. The standard Odoo module Inventory is required.

Here are the mass actions, that you can add by installing the add-on: 

An optional module (), which adds mass accounting actions on product templates. The standard Odoo module Accounting is required.

Here are the mass actions, that you can add by installing the add-on:

An optional module (), which adds purchases' mass actions on product templates. The standard Odoo module Purchase is required.

Here are the mass actions, that you can add by installing the add-on:    

In addition to the available actions, you can also prepare your own mass actions. Batch actions for product templates are based on Odoo Server Actions. It means that you may add custom mass editing operations.

To create a new mass action:

1. Go to configuration and find the section 'Mass Actions'

2. Click 'Add a line'

3. Click 'New'

4. Type the name of the action

5. Choose the model 'Product'

6. Choose an action to do (according to the action, the list of further configurations will change)

7. Create an action

8. Click 'Save&Close'

9. Click 'Save'

After that, it will appear in the list of available mass actions, from where it can be added to the right navigation panel. Just choose the product templates and click on the action, to update the selected products.

For example, let's create a mass action 'Mark Fragile'. As a model, we should choose 'Product', as an action to do 'Update the Record'. After that, click 'Add a line' and choose the field, which will be updated. As the 'Evaluation type' let's choose 'Value', and in the line 'Value' type define what should be added to the field. Then, save the action. 

As we open the single view interface, in the right navigation panel we can find the new action 'Fragile'. Choose product templates to apply the action. After that, on each selected product template the value of the 'Description for internal transfers' will be updated to 'Fragile'.

When you create a custom mass action, take into account the following peculiarities:

1. As the model, always use 'Product'. Otherwise, your action would not be displayed in the list of operations

2. In case you want to return a wizard, such a wizard should not have a footer (only standard buttons) and should have an explicitly specified view_id. Look for examples in any module of the Product Management Bundle.

The module can be configured. For that, just open the module and click on the tab 'Configuration'. In the convenient configuration menu of the module you can do the following:

1. Add/remove the filtering by attribute values. For that, just put/remove the tick from the option 'Filter by attribute values' (see Products Management Interface)

2. Add/remove the filtering by Odoo product tags. For that, just put/remove the tick from the option 'Filter by tags'

3. Add/remove the mass action export. For that, tick/remove the tick from the option 'Export'

4. Turn on/off the extra mass action sets. To turn an add-on with mass actions on/off, just tick the box by it. As you turn the add-on off, it will be uninstalled from the system. As you turn the option on it will be installed again. In order to use the function, the related add-ons should be installed in the system (Read more in 'Product Management Interface: e-Commerce', 'Product Management Interface: Warehouse', 'Product Management Interface: Accounting', 'Product Management Interface: Purchases')

5. Manage mass actions. To add mass actions, click 'Add a line' and choose the action. Change the order of mass actions by drag and drop. To delete an action click on the cross by the mass action (see Managing Mass Actions)

6. Manage Kanban fields. To add kanban fields, click 'Add a line' and choose the field. To delete a field click on the cross by it (see Products Management Interface)

Access to articles is managed in a different way for different types of users. There are 3 types of users:

1. Odoo user or internal user

2. Portal user or registered user ()

3. Public user ()

By default, all articles are available to any internal user, if you don't restrict access only to particular user groups. You can restrict access either to particular sections, including subsections or to particular articles.

On the website (), public users see only published articles. Portal users can also see the articles they have access to. To give access to a particular user add this user or several users to the field 'Allowed partners' as you edit a tag and add this tag to articles that you want to allow the user to see.

Rights to administrate the Odoo knowledge management system belong to 2 user roles: KnowSystem Editor and KnowSystem Administrator. If you want a user to be able to create articles, he or she should belong to one of those groups.

In KnowSystem articles' access for internal users is defined on 2 levels: per section and per article. In order to be able to read an article, a user should have both: access to an article and its' section.

To manage user groups for an article:

1. Open or start creating an article

2. Click 'Actions' in the right corner above the article's form and choose 'Restrict access'

3. Choose user groups that will see the article

If the user groups are not defined, an article is considered 'global' and each internal user may read it (if he/she has an access to its section).

 Odoo user always may access an article if he/she is an author of that article disregarding further restrictions.

Rights to administrate Odoo knowledge management system belong to 2 user roles: KnowSystem Editor and KnowSystem Administrator. If you want a user to be able to create articles, he or she should belong to one of those groups. If an internal user has access to see an article and belongs to one of the stated groups, then he can also edit it.

All article versions are stored in revision, so there is always a way to return to one of the previous ones. Only KnowSystem Admin can restore and delete revisions (see. Article revision and history of changes). Thus, it helps to make the editing process more secure.

Public users () - website visitors - may access KMS interfaces only if you explicitly allowed that. Thus, you can switch off the option 'Public KnowSystem' () to fully disable knowledge base for such users.

Public users () would see only those KMS objects, which are published and available for a website they are visiting.

Only sections that contain available for this user articles would be shown (thus, there would not be a filter by a section which would result in an empty list of articles).

An article would be available for a public user if its section and itself are published.

To publish () an article:

1. Chose one or several articles and choose 'Publish' in mass actions in the right navigation panel of the interface

2. Open an article, click 'Actions' in the functional line above the article title, and choose 'Publish'

You can share the link to an article with any user neglecting the access rights (). For that click on the 'Share' button at the bottom of the info page. The link with a special token will be generated. Copy the link and send it to a user. Anyone with the link will be able to see the article even if it is not published.

To make a tag visible on a website ():

1. Start creating or editing a tag

2. Tick the box 'Show Tag on Website'

3. If you leave the field 'Website' empty, then the tag will be seen on all available websites

To make a type () visible on a website ():

1. Start creating or editing article type

2. Tick the box 'Visible on current website'

3. If you leave the field 'Website' empty, then this type would be seen on all available websites

Portal users () have the same access rights as public users (), but you can also grant extra rights for particular partners. To that goal knowledge tags are used. You can assign those tags in two ways:

1. Start creating or editing a tag, choose a particular contacts in the field 'Allowed partners, and click 'Save'

2. Open contacts, find a particular user, start editing the profile card, in the field 'KnowSystem' tags choose the tag, click 'Save'

Thus, a portal user would have access to all published articles (see above) and all articles which have partner-related tags.

For example, create tag 'premium', 'standard', 'free' to manage knowledge base tariffs and assign the tags to corresponding articles. Or create a tag with a country to assign it to all articles available to the partners from it.