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Expand Up @@ -58,12 +58,26 @@ optional products at once when using this form by clicking their checkboxes and
.. image:: optional_products/search-optional-products-form.png
:alt: The Search: Optional Products form accessed by clicking Search more...

.. important::
Prior to Odoo 19.0, optional products were added to quotations on a separate tab in the quotation
and quotation template forms. Beginning in 19.0, that tab has been removed from both quotations
and quotation templates. If a core product with associated optional products is added to a
quotation template, those optional products **will not** be automatically suggested during the
quotation process and must instead be manually suggested to customers.
Setting optional product sections in quotations
===============================================

When developing a quotation for customers, entire sections of the quotation can be set as optional
products, even if they haven't been configured in the product form. To create a section, click the
:guilabel:`Add a section` link and enter its desired name in the :guilabel:`Enter a description`
field. Click the :icon:`fa-ellipsis-v` :guilabel:`(drop-down menu)` and choose :icon:`fa-list`
:guilabel:`Set Optional`.

.. image:: optional_products/set-optional-dropdown.png
:alt: The dropdown menu with the "Set Optional" text highlighted.

Once a section is set to optional, the font color changes to reflect its status. All products within that section default to a quantity of `0`, ensuring they are not included in the total cost automatically. Both portal users (such as customers or vendors) and employees with access to create quotations and sales orders can update these quantities. Once a quantity is set to `1` or more, the product is added to the quote total.

Once an optional product section has been created in a quotation, users who have been :doc:`granted
portal access <../../../general/users/portal>` can interact with the quotation there. They can view
the quotation and decide whether or not to add the optional products to their final sales order.

.. image:: optional_products/optional-products-section.png
:alt: An optional products section with the quanitty and corresponding amount set to 0.

.. seealso::
:doc:`quote_template`
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