The problem is: your pricing logic isn’t per unit.
A lot of the cost is actually in:
When the customer cherry-picks line items, it feels like a paper loss – because the effort required is the same, but now the numbers don’t make sense anymore.
From the top right click on the “spanar” icon 🔧
Once in the Odoo Studio, click on “Reports” menu
Click on the ‘triple dot’ of “PDF Quote” > Duplicate
Click on “PDF Quote (Copy) you have just created
Give your PDF Quote (Copy) a meaningful, like renaming it “PDF Quote Without Quantity”, under Report Name
Click on Edit Sources
<t t-name="sale.report_saleorder_document_copy_1">
<t t-call="web.external_layout">
<t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
<t t-set="forced_vat" t-value="doc.fiscal_position_id.foreign_vat"/> <!-- So that it appears in the footer of the report instead of the company VAT if it's set -->
<t t-set="address">
<div t-field="doc.partner_id" class="mb-0" t-options="{"widget": "contact", "fields": ["address", "name"], "no_marker": True}"/>
<p t-if="doc.partner_id.vat" class="mb-0">
<t t-if="doc.company_id.account_fiscal_country_id.vat_label" t-out="doc.company_id.account_fiscal_country_id.vat_label"/>
<t t-else="">Tax ID</t>: <span t-field="doc.partner_id.vat"/>
</p>
</t>
<t t-if="doc.partner_shipping_id == doc.partner_invoice_id and doc.partner_invoice_id != doc.partner_id or doc.partner_shipping_id != doc.partner_invoice_id">
<t t-set="information_block">
<strong>
<t t-if="doc.partner_shipping_id == doc.partner_invoice_id">
Invoicing and Shipping Address
</t>
<t t-else="">
Invoicing Address
</t>
</strong>
<div t-field="doc.partner_invoice_id" t-options="{"widget": "contact", "fields": ["address", "name", "phone"], "no_marker": True, "phone_icons": True}"/>
<t t-if="doc.partner_shipping_id != doc.partner_invoice_id">
<strong class="d-block mt-3">Shipping Address</strong>
<div t-field="doc.partner_shipping_id" t-options="{"widget": "contact", "fields": ["address", "name", "phone"], "no_marker": True, "phone_icons": True}"/>
</t>
</t>
</t>
<div class="page">
<div class="oe_structure"/>
<t t-set="is_proforma" t-value="env.context.get('proforma', False) or is_pro_forma"/>
<t t-set="layout_document_title">
<span t-if="is_proforma">Pro-Forma Invoice # </span>
<span t-elif="doc.state in ['draft','sent']">Quotation # </span>
<span t-else="">Order # </span>
<span t-field="doc.name">SO0000</span>
</t>
<div class="row mb-4" id="informations">
<div t-if="doc.client_order_ref" class="col" name="informations_reference">
<strong>Your Reference</strong>
<div t-field="doc.client_order_ref">SO0000</div>
</div>
<t t-if="doc.is_subscription">
<div t-if="doc.start_date and doc.end_date" class="col-4" name="plan">
<strong>Recurring Plan</strong>
<div t-field="doc.plan_id.name"/>
<div class="text-muted small">
From <span t-field="doc.start_date"/>
- Until <span t-field="doc.end_date"/>
</div>
</div>
<div t-else="" class="col" name="plan">
<strong>Recurring Plan</strong>
<div t-field="doc.plan_id.name"/>
<span t-if="doc.start_date" class="text-muted small">
From <span t-field="doc.start_date"/>
</span>
<span t-if="doc.end_date" class="text-muted small">
Until <span t-field="doc.end_date"/>
</span>
</div>
</t>
<div t-if="doc.date_order" class="col" name="informations_date">
<strong t-if="is_proforma">Issued Date</strong>
<strong t-elif="doc.state in ['draft', 'sent']">Quotation Date</strong>
<strong t-else="">Order Date</strong>
<div t-field="doc.date_order" t-options="{"widget": "date"}">2023-12-31</div>
</div>
<div t-if="doc.validity_date and doc.state in ['draft', 'sent']" class="col" name="expiration_date">
<strong>Expiration</strong>
<div t-field="doc.validity_date">2023-12-31</div>
</div>
<div class="col" t-if="doc.incoterm">
<strong>Incoterm</strong>
<div t-if="doc.incoterm_location">
<span t-field="doc.incoterm.code"/> <br/>
<span t-field="doc.incoterm_location"/>
</div>
<div t-else="" t-field="doc.incoterm.code"/>
</div>
<div t-if="doc.commitment_date" class="col" name="delivery_date">
<strong>Delivery Date</strong>
<div t-field="doc.commitment_date" t-options="{'widget': 'date'}">
2023-12-31
</div>
</div>
<div t-if="doc.user_id.name" class="col">
<strong>Salesperson</strong>
<div t-field="doc.user_id">Mitchell Admin</div>
</div>
</div>
<!-- Is there a discount on at least one line? -->
<t t-set="lines_to_report" t-value="doc._get_order_lines_to_report()"/>
<t t-set="display_discount" t-value="any(l.discount for l in lines_to_report)"/>
<!-- Hide taxes AND show taxed amounts on lines -->
<t t-set="hide_taxes_details" t-value="False"/>
<t t-set="display_taxes" t-value="not hide_taxes_details and any(l._has_taxes() for l in lines_to_report) and not doc.is_avatax"/>
<div class="oe_structure"/>
<t t-call="product_matrix.matrix_copy_1">
<t t-set="order" t-value="doc"/>
</t>
<table class="o_has_total_table table o_main_table table-borderless">
<!-- In case we want to repeat the header, remove "display: table-row-group" -->
<thead style="display: table-row-group">
<tr>
<th name="th_description" class="text-start">Description</th>
</tr>
</thead>
<tbody class="sale_tbody">
<t t-set="current_section" t-value="None"/>
<t t-set="current_subsection" t-value="None"/>
<t t-set="price_field" t-value="'price_total' if hide_taxes_details else 'price_subtotal'"/>
<t t-foreach="lines_to_report" t-as="line">
<t t-set="is_note" t-value="line.display_type == 'line_note'"/>
<t t-set="is_section" t-value="line.display_type == 'line_section'"/>
<t t-set="is_subsection" t-value="line.display_type == 'line_subsection'"/>
<t t-set="is_combo" t-value="line.product_type == 'combo'"/>
<t t-if="is_section">
<t t-set="current_section" t-value="line"/>
<t t-set="current_subsection" t-value="None"/>
<t t-set="line_padding" t-value="0"/>
<t t-set="collapse_prices" t-value="line.collapse_prices"/>
</t>
<t t-elif="is_subsection">
<t t-set="current_subsection" t-value="line"/>
<t t-set="line_padding" t-value="2"/>
<t t-set="collapse_prices" t-value="collapse_prices or line.collapse_prices"/>
</t>
<t t-else="">
<t t-set="line_padding" t-value="3 if current_subsection else (2 if current_section else 0)"/>
</t>
<t t-if="line.combo_item_id">
<t t-set="line_padding" t-value="line_padding + 1"/>
</t>
<t t-set="padding_class" t-value="line_padding and ('px-' + str(line_padding)) or ''"/>
<t t-if="not line.collapse_composition">
<tr t-if="is_section or is_subsection" name="tr_section" t-att-class="'fw-bolder o_line_section' if is_section else 'fw-bold o_line_subsection'">
<t t-set="show_section_total" t-value="is_section or not line.parent_id.collapse_prices"/>
<t t-set="section_name_colspan" t-value="3 + (1 if display_discount else 0) + (1 if display_taxes else 0)"/>
<t t-if="not show_section_total">
<t t-set="section_name_colspan" t-value="99"/>
</t>
<td name="td_section_name" t-att-colspan="section_name_colspan" t-att-class="padding_class">
<span t-field="line.name">A section title</span>
</td>
<td t-if="show_section_total" name="td_section_price" class="text-end o_price_total">
<span name="price_subtotal_section" t-out="line._get_section_totals(price_field)" class="text-nowrap" t-options="{'widget': 'monetary', 'display_currency': doc.currency_id}">
27.00
</span>
</td>
</tr>
<tr t-elif="is_note" name="tr_note" class="fst-italic o_line_note">
<td name="td_note_name" colspan="99" t-att-class="padding_class">
<span t-field="line.name">A note, whose content usually applies to the section or product above.</span>
</td>
</tr>
<tr t-elif="is_combo" name="tr_combo" class="fw-bold o_line_subsection">
<td name="td_combo_name" t-att-colspan="3 + (1 if display_discount else 0) + (1 if display_taxes else 0)" t-att-class="padding_class">
<span t-field="line.name">Combo Product</span>
x <span t-field="line.product_uom_qty" t-options="{'widget': 'integer'}"/>
</td>
<td name="td_combo_price" class="text-end o_price_total">
<span t-if="not collapse_prices" name="price_subtotal_combo" t-out="line._get_combo_totals(price_field)" class="text-nowrap" t-options="{'widget': 'monetary', 'display_currency': doc.currency_id}">
27.00
</span>
</td>
</tr>
<tr t-else="" name="tr_product">
<td name="td_product_name" t-att-class="padding_class">
<span t-field="line.name">Bacon Burger</span>
</td>
</tr>
</t>
<t t-else="">
<!-- Displaying the section inner content, grouped by taxes -->
<tr t-foreach="line._get_grouped_section_summary(display_taxes)" t-as="section_line" name="tr_section_group" class="o_line_section">
<td name="td_section_group_name" t-att-class="padding_class">
<span t-field="line.name">
Section Summary
</span>
</td>
<td name="td_section_group_quantity" class="text-end text-nowrap">
<span>1.00 Units</span>
</td>
<td name="td_section_group_priceunit" class="text-end text-nowrap">
<span name="price_subtotal_section_grouped" t-out="section_line['price_subtotal']" t-options="{'widget': 'monetary', 'display_currency': doc.currency_id}">
25.00
</span>
</td>
<td t-if="display_discount" name="td_section_group_discount">
<!-- NOTE: not computed atm, but at least provides the API for it if needed in the future -->
<t t-set="aggregated_discount" t-value="section_line.get('discount', 0)"/>
<span t-if="aggregated_discount" t-out="aggregated_discount">-</span>
</td>
<td t-if="display_taxes" name="td_section_group_taxes" t-attf-class="text-end {{ 'text-nowrap' if len(section_line['tax_labels']) < 10 else '' }}">
<span t-out="', '.join(section_line['tax_labels'])">
Tax 15%
</span>
</td>
<td name="td_section_group_total" class="text-end o_price_total">
<span t-out="section_line[price_field]" t-options="{'widget': 'monetary', 'display_currency': doc.currency_id}">
30.00
</span>
</td>
</tr>
</t>
</t>
</tbody>
</table>
<div class="clearfix" name="so_total_summary">
<div id="total" class="row mt-n3" name="total">
<div t-attf-class="#{'col-6' if report_type != 'html' else 'col-sm-7 col-md-6'} ms-auto">
<table class="o_total_table table table-borderless">
<!-- Tax totals -->
<t t-call="sale.document_tax_totals_copy_1">
<t t-set="tax_totals" t-value="doc.tax_totals"/>
<t t-set="currency" t-value="doc.currency_id"/>
</t>
</table>
</div>
</div>
</div>
<div class="oe_structure"/>
<div t-if="not doc.signature" class="oe_structure"/>
<div t-else="" class="mt-4 ml64 mr4" name="signature">
<div class="offset-8">
<strong>Signature</strong>
</div>
<div class="offset-8">
<img t-att-src="image_data_uri(doc.signature)" style="max-height: 4cm; max-width: 8cm;"/>
</div>
<div class="offset-8 text-center">
<span t-field="doc.signed_by">Oscar Morgan</span>
</div>
</div>
<div>
<p t-if="doc.carrier_id.carrier_description" id="carrier_description">
<strong>Shipping Description</strong>
<span class="d-block" t-out="doc.carrier_id.carrier_description"/>
</p>
<span t-field="doc.note" t-attf-style="#{'text-align:justify;text-justify:inter-word;' if doc.company_id.terms_type != 'html' else ''}" name="order_note"/>
<p t-if="not is_html_empty(doc.payment_term_id.note)">
<span t-field="doc.payment_term_id.note">The payment should also be transmitted with love</span>
</p>
<div class="oe_structure"/>
<p t-if="doc.fiscal_position_id and not is_html_empty(doc.fiscal_position_id.sudo().note)" id="fiscal_position_remark">
<strong>Fiscal Position Remark:</strong>
<span t-field="doc.fiscal_position_id.sudo().note">No further requirements for this payment</span>
</p>
</div>
<div class="oe_structure"/>
<t t-set="base_address" t-value="doc.env['ir.config_parameter'].sudo().get_param('web.base.url')"/>
<t t-set="portal_url" t-value="base_address + '/my/orders/' + str(doc.id) + '#portal_connect_software_modal_btn'"/>
<div t-if="any(u._is_portal() for u in doc.partner_id.user_ids) and doc._get_edi_builders()" class="text-center">
<a t-att-href="portal_url">Connect your software</a> with <t t-out="doc.company_id.name"/> to create quotes automatically.
</div>
</div>
</t>
</t>
Finally, we connect everything.
Now in Sales app , we print the quotation, we have a few options:
So that’s how we go from a single quotation in Odoo to two different client-facing formats with just a bit of configuration:
If you’re in industries like interior design, trading, construction, or software projects, this small tweak can make a big difference:
If you’d like help implementing this in your own Odoo, or adapting it to your business, feel free to reach out to us.
Thanks for watching, and I’ll see you in the next video.
