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Include product attachments in the email

Add product attachments to the email
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ODOO'S FUNCTION

In Odoo, emails sent from documents such as Purchase Orders or Sales Orders do not automatically include product-related attachments. Users need to manually add any required attachments to the email before sending.

CLUEDOO'S FUNCTION

CLuedoo enhances the standard Odoo process by adding a checkbox “Include product attachments” on the email template. When this option is enabled, any email sent using that template will automatically attach the latest product attachment related to the corresponding record.

1. Go to Settings > Technical > Email > Email Templates

  • Choose an email template 

e.g., Purchase: Request for Quotation

  • Enable checkbox Include Product Attachments
  • Set the Product Field Relation to tell Odoo which field it should use

e.g., record.order_line.product_id.product_tmpl_id because I want Odoo to use the attachment linked to the product template

  • Add an Attachment Domain for Odoo to filter attachments
e.g., [('name', 'ilike', 'signed')] > Odoo will use only attachments that have “signed” in their filename.

2. Go to Products and create/choose an existing one > Attach file(s) or image(s) to the product 

3. Create an RFQ > add the product > Send by Email > The product attachment(s) will be included in the email


Notes: 

  • If there is more than 1 attachment that matches the attachment domain > the latest one is chosen
  • The product attachments are not restricted by file type (pdf, jpg, jpeg, etc.,)

  • If no attachment matches the domain, no file will be selected and a warning message will be displayed
  • In case there are multiple POLs, Odoo picks one attachment per POL