odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/products_prices/prices/discounts.md

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+---
+title: "Discounts"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/products_prices/prices/discounts.html"
+---
+
+=========
+# Discounts
+
+The *Discounts* feature allows users to decrease or increase the price on item lines in a sales
+quotation or order. This is calculated as a percentage of the products' sales price.
+
+To access discounts in the **Sales** app, navigate to :menuselection:`Sales app --> Configuration
+--> Settings`. In the :guilabel:`Pricing` section, tick the :guilabel:`Discounts` checkbox, then
+click :guilabel:`Save`.
+
+After the setting has been activated, navigate to the desired quotation by going to
+:menuselection:`Sales app --> Orders --> Quotations` at the top of the page. Once there, click on
+the desired quote from the list.
+
+# Discounts on product lines
+
+In the :guilabel:`Order Lines` tab of the quotation form, a new column heading appears labeled
+:guilabel:`Disc.%`. This column is used to set discounts on individual line items. Enter the desired
+discount for each product line and the new price is automatically calculated in the
+:guilabel:`Total` at the bottom of the page.
+
+> **tip**:
+>    A discount can also be added directly to a sales order in the same way. Navigate to
+   :menuselection:`Sales app --> Orders --> Orders`, click the desired sales order, and add the
+   discount to :guilabel:`Disc.%` field as described above.
+
+.. image:: discounts/discount-on-sales-order.png
+   :alt: The Dis.% heading will now appear in Order Lines.
+
+> **note**:
+>    Positive values for :guilabel:`Disc.%` will apply a *discount*, while negative values can be
+   used to *increase* the price.
+
+> **important**:
+>    Positive values, or price decreases, will be visible to the customer, while negative values, or
+   price increases, will *not* be visible to the customer. Instead of a discount column, the
+   negative discount will change the product's unit price.
+
+.. _sales/discounts/discount-button:
+
+# Discount button
+
+With the *Discounts* settings enabled, a :guilabel:`Discount` button appears at the bottom of sales
+orders.
+
+.. image:: discounts/discount-button-sales-order.png
+   :alt: The discount button located at the bottom of a sales order form in the Odoo Sales app.
+
+Clicking the :guilabel:`Discount` button on a sales order opens a pop-up window, where the
+:guilabel:`Discount` percentage, and options are configured:
+
+- :guilabel:`On All Order Lines`: Add the specified discount percentage (configured in the
+  :guilabel:`Discount` field of the pop-up window) on all existing order lines of the sales order.
+- :guilabel:`Global Discount`: Add a discount product line to the order, which has the cumulative
+  value equivalent to the specified discount percentage.
+
+  .. example::
+     A global discount of 10% is added in the last line of a sales order with a subtotal of $4,200
+     by adding a discount line with a -$420 value (which is 10% of $4,200).
+
+     .. image:: discounts/global-discount-option.png
+        :alt: The sales order with the applied global discount option in the Odoo Sales application.
+
+  > **important**:
+>      Any product added (or removed) *after* the global discount line is added does **not** affect
+     the discount value on the discount line. To include new products or amend current products in
+     the global discount, delete the current global discount line and repeat the steps.
+
+- :guilabel:`Fixed Amount`: Add a monetary amount to the :guilabel:`Discount` field. Once applied,
+  this amount is added to the order as a product line, with the monetary value subtracted from the
+  order total.
+
+  .. example::
+     A fixed discount of $20 appears as a product line, with a negative :guilabel:`Unit Price`.
+
+     .. image:: discounts/fixed-discount-on-sales-order.png
+        :alt: The sales order with the applied fixed discount option in the Odoo Sales application.
+
+> **note**:
+>    It is more beneficial to add a :guilabel:`Fixed Amount` discount after **all** desired products
+   have been added to a sales order. If there are changes made to the sales order *after* the
+   discount is added, adjust the value on the :guilabel:`Discount` line, or remove the line and add
+   the discount again, as needed.

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/products_prices/prices/pricing.md

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+---
+title: "Pricelists"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/products_prices/prices/pricing.html"
+---
+
+==========
+# Pricelists
+
+A *pricelist* is a method of dynamic pricing that applies a list of prices (or price rules) to
+adjust sales prices. This adjustment can apply to specific customers, customer groups, sales orders,
+time periods, etc., and is useful for creating pricing strategies and optimizing sales margins.
+
+Odoo **Sales** has a useful pricelist feature that can be tailored to fit any unique pricing
+strategy. Pricelists suggest certain prices, but they can always be overridden on the sales order.
+
+# Pricelists configuration
+
+To enable pricelists in the Odoo **Sales** app, first navigate to :menuselection:`Sales app -->
+Configuration --> Settings`. In the :guilabel:`Pricing` section, tick the checkbox next to the
+:guilabel:`Pricelists` feature, and click :guilabel:`Save` to save all changes.
+
+.. image:: pricing/pricelist-feature-setting.png
+   :alt: How the pricelist feature setting looks in Odoo Sales.
+
+After activating and saving the :guilabel:`Pricelists` feature, the :guilabel:`Settings` page
+reloads. From here, either select the :icon:`oi-arrow-right` :guilabel:`Pricelists` link (beneath
+the :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to
+:menuselection:`Sales app --> Products --> Pricelists`.
+
+Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or
+modified at any time.
+
+.. image:: pricing/18-sales-pricelist-page.png
+   :alt: How the pricelists page looks in Odoo Sales.
+
+> **important**:
+>    If there is no specific pricelist configured on a sales quotation, the :guilabel:`Default`
+   pricelist is applied.
+
+> **note**:
+>    The :guilabel:`Selectable` column is only applicable to Odoo **eCommerce**. This option allows
+   website visitors to choose a pricelist when shopping in your **eCommerce** website.
+
+> **note**:
+>    In Odoo 17 (and above), you are *not required* to enter a pricelist in the :guilabel:`Pricelist`
+   field on a sales quotation form in order to confirm it (i.e. turn it into a sales order).
+
+   The chatter section is available on pricelist forms, which allows you to add notes and
+   communications on each pricelist page.
+
+## Creating and editing pricelists
+
+From the :guilabel:`Pricelists` page, either select the pricelist to edit, or click :guilabel:`New`
+to create a new pricelist, which reveals a blank pricelist form that can be configured in a number
+of different ways.
+
+.. image:: pricing/18-sales-new-pricelist-form.png
+   :alt: How the pricelist detail form looks in Odoo Sales.
+
+When creating a new pricelist, start by adding a name for the pricelist at the blank field at top of
+the form. Next, select which :guilabel:`Currency` should be used.
+
+If working in a multi-company environment, select which company this pricelist should apply to in
+the :guilabel:`Company` field. If this field is left blank, the pricelist is automatically applied
+to all companies in the database.
+
+If working in a multinational company, select the countries where this pricelist will apply under
+the :guilabel:`Country Groups` column.
+
+.. _sales/products/price-rules:
+
+## Price Rules tab
+
+In the :guilabel:`Price Rules` tab, each line creates a new record that will implement customized
+pricing to the sales order where the pricelist is applied. To create a new price rule, click on
+:guilabel:`Add a line`, which opens a new pricelist rules form.
+
+Then, select whether to apply this set of rules to a :guilabel:`Product` or :guilabel:`Category`.
+
+From here, there are several configuration options:
+
+- :guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this field to choose one
+  or more products to which this pricelist will apply.
+- :guilabel:`Category`: Select one or more product categories to which this pricelist will apply.
+- :guilabel:`Price Type`: Select whether the specialized pricing will fall under
+  :guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`. Depending on the price
+  type, there will be additional configurations on how to apply the pricelist.
+
+  - :guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can be configured by
+    using a negative value in this field.
+
+    > **important**:
+>        If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set
+       as :guilabel:`Discount`, the discount will visible to the customer.
+
+       .. image:: pricing/sales-pricelist-pricerule-discount.png
+          :alt: A pricelist rule using Price Type: Discount to create a discount.
+
+       .. image:: pricing/sales-pricelist-pricerule-discount-customer.png
+          :alt: How a pricelist rule using Price Type: Discount appears on customer preview.
+
+  - :guilabel:`Formula`: Calculate the pricelist rules based the following configuration:
+
+    - :guilabel:`Discount`: Percentage discount to be applied. Negative values can be entered to
+      increase prices.
+
+    > **important**:
+>        If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set
+       as :guilabel:`Formula`, the discount will *not* be visible to the customer.
+
+    - :guilabel:`Round off to`: Numerical value to act as round-off multiple, to be applied after
+      discount. The rounding method sets the price so that it is a multiple of the value in this
+      field.
+
+      > **note**:
+>          Rounding is applied *after* the discount and *before* the extra fee.
+
+         - :guilabel:`Extra Fee`: Fixed amount to be added or subtracted once :guilabel:`Discount`
+           and :guilabel:`Round off to` have been applied.
+         - :guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied, all product
+           lines in the quotation form will be updated to this price.
+
+- :guilabel:`Min Qty`: Specify the minimum quantity of selected products for this pricelist to
+  apply.
+- :guilabel:`Validity Period`: Specify the start and end date during which this pricelist can be
+  applied to quotations.
+
+.. example::
+   To formulate a 100% markup (or two times the price of the product), with a $5 minimum margin, set
+   the :guilabel:`Based price` field to :guilabel:`Sales Price` and the :guilabel:`Discount` to
+   `-100`. This is often seen in retail situations.
+
+   .. image:: pricing/formula-markup-cost-example.png
+      :alt: How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales.
+
+.. example::
+   To apply 20% discounts, with prices rounded up to 9.99, set the :guilabel:`Based on` field to
+   :guilabel:`Sales Price`, the :guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field
+   to `-0.01`, and the :guilabel:`Rounding Method` field to `10`.
+
+   .. image:: pricing/formula-discount-example.png
+      :alt: Example of a 20% discount with prices rounded to 9.99 in Odoo Sales.
+
+> **tip**:
+>    To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10` and the
+   :guilabel:`Extra Fee` to `-0.01`.
+
+## Recurring Prices tab
+
+Recurring prices are specifically used with :doc:`subscription products
+<../../../subscriptions/products>`. When configuring price rules in this tab, keep in mind that
+they will only apply to subscription products, or products with recurring prices enabled.
+
+In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the
+:guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` add
+:guilabel:`Recurring Plan`.
+
+:guilabel:`Product Variants` are configured under products that have one or more values, such as
+color, size, etc. Once a product has been selected under the :guilabel:`Products Tab`, if
+applicable, select the desired product variants to be included in the price rule.
+
+Then, select the blank field in the :guilabel:`Recurring Plan` column to reveal a drop-down menu of
+pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.).
+
+.. image:: pricing/sales-pricelist-recurringprices.png
+   :alt: The recurring prices tab in a pricelist configuration form.
+
+New recurrence periods can also be created from this column. To do so, type in the name for the new
+:guilabel:`Recurring Plan`, then select :guilabel:`Create` from the resulting drop-down menu to
+create the time period, which can be edited later. Alternatively, select :guilabel:`Create and
+edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From this pop-up form, the new
+recurrence period can be configured, with specific :guilabel:`Details`, :guilabel:`Self-Service`,
+and :guilabel:`Pricing` options. When the configurations are complete, click the :guilabel:`Save &
+Close` button.
+
+.. image:: pricing/time-period-popup.png
+   :align: center
+   :alt: Custom time period pop-up form in Odoo Sales.
+
+Lastly, add the desired price for this recurring price rule in the :guilabel:`Recurring Price`
+column.
+
+.. seealso::
+   :doc:`../../../subscriptions`
+
+## Rental rules tab
+
+Price rules can be configured for :doc:`rental products <../../../rental>` under the
+:guilabel:`Rental rules` tab, using the same methodology as the :guilabel:`Price Rules` and
+:guilabel:`Recurring Prices` tabs.
+
+To add a rental rule, click :guilabel:`Add a line`, and select a desired product in the
+:guilabel:`Products` column. Then, select any specific :guilabel:`Variants`, if necessary.
+
+Next, designate a :guilabel:`Period` of time for the rental rule (e.g. `Daily`, `Hourly`, etc.).
+
+Lastly, configure a :guilabel:`Price` for the rental rule in the respective column.
+
+.. image:: pricing/sales-pricelist-rental.png
+   :alt: The rental tab in a pricelist configuration form.
+
+## Ecommerce Tab
+
+Under the :guilabel:`Ecommerce` tab, price rules can be configured for products sold on an
+:doc:`Ecommerce website <../../../../websites/ecommerce/products>`.
+
+To enable the pricelist to be visible, select the target website in the :guilabel:`Website` field.
+
+The :guilabel:`Selectable` can be enabled to allow the customer to choose this pricelist.
+
+Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code`
+field.
+
+.. image:: pricing/sales-pricelist-ecommerce.png
+   :alt: The Ecommerce tab in a pricelist configuration form.
+
+# Customer pricelist application
+
+While the default pricelist applied to any customer is the :guilabel:`Public Pricelist`, Odoo
+provides the opportunity to directly apply a different pricelist to customers on their contact form.
+
+To do that, open the desired customer's contact form, either by navigating to :menuselection:`Sales
+app --> Orders --> Customers` and selecting the customer from the main :guilabel:`Customers` page,
+or by clicking on the customer's name on a sales order.
+
+.. image:: pricing/customer-detail-form.png
+   :align: center
+   :alt: Sample customer detail form in Odoo Sales.
+
+On the desired customer's contact form, under the :guilabel:`Sales & Purchase` tab, in the
+:guilabel:`Sales` section, designate what pricelist should be applied to this specific customer from
+the drop-down menu in the :guilabel:`Pricelist` field.
+
+.. image:: pricing/customer-form-pricelist-field.png
+   :align: center
+   :alt: The pricelist field in a customer detail form in Odoo Sales.
+
+> **note**:
+>    When a customer is added to the database, the default pricelist is automatically applied to them.
+   There is **no way** to have a blank *Pricelist* field on a contact form. Even if that field is
+   left blank, the default pricelist appears when that contact form is opened again.
+
+   However, when that contact is added to a quotation, and the *Pricelist* field is auto-populated
+   (based on the information from their contact form), that predetermined pricelist can be removed
+   from the *Pricelist* field, and the quotation can still be confirmed, and subsequently, turned
+   into a sales order.
+
+## Conditions
+
+At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the :guilabel:`Conditions`
+section.
+
+Here, start by selecting one of the options in the :guilabel:`Apply On` field:
+
+- :guilabel:`All Products`: the advanced pricelist rule will be applied to all products.
+- :guilabel:`Product Category`: the advanced pricelist rule will be applied to a specific category
+  of products.
+- :guilabel:`Product`: the advanced pricelist rule will be applied to a specific product.
+- :guilabel:`Product Variant`: the advanced pricelist rule will be applied to a specific product
+  variant.
+
+If any of those options, apart from :guilabel:`All Products`, are selected, a new option-specific
+field appears, in which the specific :guilabel:`Product Category`, :guilabel:`Product`, or
+:guilabel:`Product Variant` must be chosen.
+
+Then, select a minimum quantity to be applied to the advanced pricelist rule in the :guilabel:`Min.
+Quantity` field. Lastly, select a range of dates for the pricelist item validation in the
+:guilabel:`Validity` field.
+
+Once all configurations are complete, either click :guilabel:`Save & Close` to save the advanced
+pricelist rule, or click :guilabel:`Save & New` to immediately create another advanced pricelist
+rule on a fresh form.
+
+> **note**:
+>    If a price rule is set for a particular product, and another one for its product category, Odoo
+   takes the rule of the product itself.
+
+.. seealso::
+   - :doc:`/applications/sales/sales/products_prices/prices/currencies`
+   - :doc:`/applications/websites/ecommerce/products/price_management`

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/products_prices/prices.md

@@ -0,0 +1,15 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/products_prices/prices.html"
+---
+
+:nosearch:
+# 
+# Manage your pricing
+
+.. toctree::
+   :titlesonly:
+
+   prices/pricing
+   prices/currencies
+   prices/discounts

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/products_prices/products/import.md

@@ -0,0 +1,253 @@
+---
+title: "Import products"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/products_prices/products/import.html"
+---
+
+===============
+# Import products
+
+Odoo *Sales* provides a template for importing products with categories and variants, which can be
+opened and edited with any spreadsheet software (Microsoft Excel, OpenOffice, Google Sheets, etc.).
+
+When this spreadsheet is filled out properly, it can be quickly uploaded to the Odoo database. When
+uploaded, those products are instantly added, accessible, and editable in the product catalog.
+
+# Import template
+
+In order to import products with categories and variants, the *Import Template for Products*
+**must** be downloaded. Once downloaded, the template can be adjusted and customized, and then
+uploaded back into the Odoo database.
+
+To download the necessary import template, navigate to :menuselection:`Sales app --> Products -->
+Products`. On the :guilabel:`Products` page, click the :guilabel:`⚙️ (gear)` icon in the upper-left
+corner. Doing so reveals a drop-down menu.
+
+From this drop-down menu, select the :guilabel:`Import records` option.
+
+.. image:: import/gear-import-records-option.png
+   :align: center
+   :alt: The Import records option selectable from the gear icon on the Products page in Odoo Sales.
+
+Selecting :guilabel:`Import records` reveals a separate page with a link to download the
+:guilabel:`Import Template for Products`. Click that link to download the template.
+
+.. image:: import/import-template-products.png
+   :align: center
+   :alt: The Import records option selectable from the gear icon on the Products page in Odoo Sales.
+
+Once the template download is complete, open the spreadsheet file to customize it.
+
+# Customize product import template
+
+When the import template has been downloaded and opened, it's time to modify its contents. However,
+before any changes are made, there are a few elements to keep in mind during the process:
+
+- Feel free to remove any columns that aren't deemed necessary. But, it is *strongly* advised that
+  the :guilabel:`Internal Reference` column remains.
+
+  While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in the :guilabel:`Internal
+  Reference` column for each product can be helpful in many cases. This can even be from previous
+  software spreadsheets to ease the transition into Odoo.
+
+  For example, when updating imported products, the same file can be imported several times without
+  creating duplicates, thus enhancing the efficiency and simplicity of imported product management.
+- Do **not** change the labels of columns that are meant to be imported. Otherwise, Odoo won't
+  recognize them, forcing the user to map them on the import screen manually.
+- Feel free to add new columns to the template spreadsheet, if desired. However, to be added, those
+  fields **must** exist in Odoo. If Odoo can't match the column name with a field, it can be matched
+  manually during the import process.
+
+  During the import process of the completed template, Odoo reveals a page showcasing all the
+  elements of the newly-configured product template spreadsheet, separated by :guilabel:`File
+  Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`.
+
+  To manually match a column name with a field in Odoo, click the :guilabel:`Odoo Field` drop-down
+  menu next to the :guilabel:`File Column` that needs a manual adjustment, and select the
+  appropriate field from that drop-down menu.
+
+  .. image:: import/odoo-field-dropdown-menu.png
+     :align: center
+     :alt: The Odoo Field drop-down menu next to a Field Column that needs to be manually adjusted.
+
+# Import product template spreadsheet
+
+After customizing the product template spreadsheet, return to the Odoo product import page, where
+the template download link is found, and click the :guilabel:`Upload File` button in the upper-left
+corner.
+
+.. image:: import/upload-file-button.png
+   :align: center
+   :alt: The upload file button on the import products template download page in Odoo Sales.
+
+Then, a pop-up window appears, in which the completed product template spreadsheet file should be
+selected and uploaded to Odoo.
+
+After that, Odoo reveals a page showcasing all the elements of the newly-configured product template
+spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`.
+
+.. image:: import/import-a-file-page.png
+   :align: center
+   :alt: The import a file page in Odoo Sales after a product template has been uploaded.
+
+From here, the :guilabel:`File Column` can be manually assigned to an :guilabel:`Odoo Field`, if
+necessary.
+
+To make sure everything is appropriate, and all the columns and fields are lined up accurately,
+click the :guilabel:`Test` button in the upper-left corner.
+
+If everything is lined up and applied correctly, Odoo reveals a blue banner at the top of the page,
+informing the user that :guilabel:`Everything seems valid`.
+
+.. image:: import/everything-seems-valid-message.png
+   :align: center
+   :alt: The everything seems valid message that appears if file columns are entered correctly.
+
+If there are any errors, Odoo reveals a red banner at the top of the page, with instructions of
+where to locate the specific issues, and how to fix them.
+
+.. image:: import/import-error-message.png
+   :align: center
+   :alt: The import error message that appears if file columns don't match an Odoo Field.
+
+Once those errors are fixed, click :guilabel:`Test` again to ensure all necessary issues have been
+remedied appropriately.
+
+If additional product template spreadsheets need to be uploaded, click the :guilabel:`Load File`
+button, select the desired product template spreadsheet, and repeat the process.
+
+When everything is ready, click the :guilabel:`Import` button.
+
+When clicked, Odoo instantly imports those products, and reveals the main :guilabel:`Products` page,
+with a pop-up message in the upper-right corner. This pop-up message informs the user how many
+products were successfully imported.
+
+.. image:: import/successful-import-popup.png
+   :align: center
+   :alt: The pop-up window that appears after a successful product import process in Odoo Sales.
+
+At this point, all the newly-imported products are accessible and editable via the
+:guilabel:`Products` page.
+
+# Import relation fields, attributes, and variants
+
+It's important to note that an Odoo object is always related to many other objects. For example, a
+product is linked to product categories, attributes, vendors, and things of this nature. These
+links/connections are known as relations.
+
+> **note**:
+>    In order to import product relations, the records of the related object **must** be imported
+   *first* from their own list menu.
+
+## Relation fields
+
+On product forms in Odoo, there are a number of fields that can be modified and customized at any
+time. These fields are found under every tab on a product form. While these fields are easily
+editable directly on the product form, they can also be modified via a product import.
+
+As mentioned, relation fields of this nature can **only** be imported for products if they already
+exist in the database. For example, if a user attempts to import a product with a *Product Type*, it
+can only be one of the preconfigured product types existing in the database (e.g. *Storable
+Product*, *Consumable*, etc.).
+
+To import information for a relation field on a product import template spreadsheet, add the name of
+the field as a column name/title on the spreadsheet. Then, on the appropriate product line, add the
+desired relation field option.
+
+When all desired relation field information has been entered, save the spreadsheet, and import it
+to the database, per the process mentioned above (:menuselection:`Sales app --> Products -->
+Products --> ⚙️ (gear) icon --> Import records --> Upload File`).
+
+Once the spreadsheet with the newly-configured relation field information has been uploaded, click
+:guilabel:`Import`, and Odoo returns to the :guilabel:`Products` page.
+
+When the newly-changed/modified products, complete with the new relation field information, has been
+imported and uploaded, that new information can be found on the :guilabel:`Products` page.
+
+## Attributes and values
+
+Odoo also allows users to import product attributes and values that can be used for products that
+already exist in the database, and/or with imported products.
+
+To import attributes and values, a separate spreadsheet or CSV file dedicated to attributes and
+values **must** be imported and uploaded before they can be used for other products.
+
+The column names/titles of the attributes and values spreadsheet should be as follows:
+:guilabel:`Attribute`, :guilabel:`Display Type`, :guilabel:`Variant Creation Mode`, and
+:guilabel:`Values / Value`.
+
+.. image:: import/attributes-and-values-spreadsheet.png
+   :align: center
+   :alt: An attributes and values spreadsheet template for imports.
+
+- :guilabel:`Attribute`: name of the attribute (e.g. `Size`).
+- :guilabel:`Display Type`: display type used in the product configurator. There are three display
+  type options:
+
+  - :guilabel:`Radio`: values displayed as radio buttons
+  - :guilabel:`Selection`: values displayed in a selection list
+  - :guilabel:`Color`: values denoted as a color selection
+
+- :guilabel:`Variant Creation Mode`: how the variants are created when applied to a product. There
+  are three variant creation mode options:
+
+  - :guilabel:`Instantly`: all possible variants are created as soon as the attribute, and its
+    values, are added to a product
+  - :guilabel:`Dynamically`: each variant is created **only** when its corresponding attributes and
+    values are added to a sales order
+  - :guilabel:`Never`: variants are **never** created for the attribute
+
+    > **note**:
+>        The :guilabel:`Variants Creation Mode` **cannot** be changed once the attribute is used on at
+       least one product.
+
+- :guilabel:`Values/Value`: values pertaining to the corresponding attribute. If there are multiple
+  values for the same attribute, the values need to be in individual lines on the spreadsheet.
+
+Once the desired attributes and values have been entered and saved in the spreadsheet, it's time to
+import and upload it into Odoo. To do that, navigate to :menuselection:`Sales app --> Configuration
+--> Attributes --> ⚙️ (gear) icon --> Import records --> Upload File`.
+
+Once the spreadsheet with the newly-configured attributes and values has been uploaded, click
+:guilabel:`Import`, and Odoo returns to the :guilabel:`Attributes` page. That's where those
+newly-added attributes and values can be found and edited, if necessary.
+
+As mentioned previously, when attributes and values have been added to the Odoo database, they can
+be used for existing or imported products.
+
+## Product variants
+
+When product attributes and values are configured in the database, they can be used on product
+import spreadsheets to add more information and detail to products being imported.
+
+To import products with product attributes and values, the product import template spreadsheet must
+be configured with specific :guilabel:`Product Attributes / Attribute`, :guilabel:`Product
+Attributes / Values`, and :guilabel:`Name` columns.
+
+There can be other columns, as well, but these columns are **required** in order to properly import
+products with specific variants.
+
+.. image:: import/product-attribute-spreadsheet-import.png
+   :align: center
+   :alt: Product variants spreadsheet with product attributes and variants for import purposes.
+
+- :guilabel:`Name`: product name
+- :guilabel:`Product Attributes / Attribute`: name of attribute
+- :guilabel:`Product Attributes / Values`: values pertaining to the corresponding attribute
+
+> **tip**:
+>    To import multiple values, separate them by *just* a comma, **not** a comma followed by a space,
+   in the product import template spreadsheet (e.g. `furniture,couch,home`).
+
+When the desired products and product variants have been entered and saved in the spreadsheet, it's
+time to import and upload them into Odoo. To do that, navigate to :menuselection:`Sales app -->
+Products --> Products --> ⚙️ (gear) icon --> Import records --> Upload File`.
+
+Once the spreadsheet with the newly-configured products and product variants has been uploaded,
+click :guilabel:`Import`, and Odoo returns to the :guilabel:`Products` page. That's where the
+newly-added products can be found.
+
+To view and modify the attributes and variants on any products, select the desired product from the
+:guilabel:`Products` page, and click the :guilabel:`Attributes \& Variants` tab.
+
+.. seealso::
+   :doc:`variants`