Managing Product Documents

In Odoo, you can attach multiple documents to a product and configure their visibility based on different settings, making them accessible across various applications.

The Documents view is available via the Document smart button on the product page. The visibility of each document can be adjusted using the following settings:

Company:

  • None selected: The document is visible to all companies.
  • Specific company: The document is available only for the selected company.

MRP Visibility:

  • Hidden: The document is invisible in the BoM view. It is the default value unless uploaded from the BoM view (Components section).
  • Bill of Materials: The document is available in the BoM when the product is used as a component.

Sale Visibility:

  • Hidden: Not available in sales.
  • On Quote: Included in the quotation.
  • On Confirmed Order: Available once the order is confirmed.
  • Inside Quote PDF: Included within the quote PDF when selected in the Quote Builder tab.

Publish on Website:

  • When enabled, the document becomes available for download on the website. This option is available only when documents are uploaded in the Product Template
Documents accessibility when using variants

If you use product variants, document availability depends on where it was initially uploaded:

  • Specific variant: The document is accessible only for that variant.
  • Product template: The document is accessible for all variants.
Final Thoughts

Document visibility and accessibility depend on both the upload location and the configured visibility settings. To ensure proper availability, upload the document to the appropriate location, such as:

  • Product Template: For general documents that should be accessible across all related variants.
  • Product Variant: For variant-specific documents that should be available only for a specific product variant.
  • BoM Components: For documents that should be accessible only in the Bill of Materials section.