Smart BOM Kit Customization in Odoo for Sales & Delivery Efficiency

We successfully handled over 3,500 kit products by making the process smooth and efficient through smart customization, which enabled direct management of kits via sales orders.

A leading Belgian fencing company offering aluminum, wire, wooden, and soundproof barriers for both residential and commercial clients faced frequent custom requests. We implemented BOM editing in sales orders, allowing easy kit modifications with automatic updates to pricing, margins, and deliveries for accurate and efficient shipments.

Number of employees: 15

Project Brief

This project was about making kit products easier to manage in Odoo. Instead of going to different screens, the sales team can now open a small pop-up right from the sales order to see and edit the components of a kit. They can change quantities, add or remove parts, and even update the final price of the product without leaving the order. It’s simple and keeps everything in one place.

We also made sure these changes carry through the rest of Odoo. The prices and margins update automatically, and the delivery order is created with the right items so the warehouse knows what to ship. Nothing in the usual Odoo flow was broken — it just works the way people expect, but now with more flexibility for handling kit products.

Business Needs / Challenges

Customizing Kits in Sale Orders

The client wanted their sales team to configure kits directly while creating a sale order. Instead of relying on fixed kits, sales reps needed to make changes on the fly so they could offer customers exactly what they asked for. The catch was to make this flexible without slowing down the workflow or messing with Odoo’s standard process.

Dynamic Kit Components

A big part of this requirement was the ability to add or remove kit components in real time. If a customer wanted to drop a part or add an extra, the sales rep had to do it instantly, while keeping inventory and pricing under control in the background.

Automated Calculations

The client didn’t want manual recalculations. Whenever a change was made, whether adjusting the main product’s quantity or tweaking sub-components the system had to automatically recalculate prices, quantities, and margins.

Keeping Sale Orders and BOM in Sync

Every change made in the kit needed to reflect right away in the sale order. Without this, there was a real risk of mismatched pricing, stock issues, or delivery errors. Lastly, the solution couldn’t break anything else in Odoo. Sales, inventory, and delivery all had to work just as before, with kit customization fitting in naturally.

Technology Stack

Implementation Overview

BOM Inside The Sale Order

We put the Bill of Materials where sales people already work on the sale order line. No hopping between modules. If a product is a kit, you can manage its components right there: see them, change quantities, and save changes. It keeps the process simple and avoids mistakes from copying data around.

Interactive Kit Editor

Add a kit to the order and an icon appears. Click it and a pop-up shows every sub-component. From that window you can change quantities, add items, or remove them. The pop-up also shows the main product and margin fields, so reps don’t have to guess values or open other screens to make decisions.

Delivery lines updated automatically

When you change the kit in the pop-up, delivery lines update automatically to match. That way what the warehouse ships always reflects what the customer ordered. No manual updates, fewer packing mistakes, less back-and-forth with logistics.

Real-Time Synchronization

Any edit to the custom BOM add a part, remove one, change qty updates the sale order right away. Quantities, prices and margins stay in sync. Sales and back-office teams don’t have to reconcile numbers later because the system keeps them aligned as you work.

Dynamic Pricing and Margins

Prices and margins recalc automatically. Change a sub-component’s qty (or the main product qty) and the system recomputes component costs, sums them, applies the margin, and updates the sale line. Sales reps get correct quotes instantly without manual math.

Save BOM for Later

Not every kit is final on the first try. We added a “Save BOM” option so reps can save a draft configuration even if the order is still in draft. They can return later, tweak the kit, and finalize once approvals or customer choices are done.

Update Main Product Price

There’s a one-click button in the BOM editor to update the main product’s sale price from the current configuration. Use it when the kit changes and you want the order total to reflect the latest parts and margins clean and quick.

Business Impact

Easy management of large kit product volumes

The client needed to handle thousands of kit products, and the new setup made it practical. More than 3,500 kits could be configured and managed directly from sale orders without the process becoming messy or slow. What used to feel overwhelming became a routine task.

Dynamic product selection in BOM saved effort

Instead of opening each kit product separately and making manual edits, users could now adjust components on the fly within the sale order itself. This cut down work which was repeated and gave the sales team more time to focus on customers rather than admin tasks.

Replacing an extra software with Odoo

Before this customization, the client relied on a separate tool just to manage kit configurations. With the new feature in Odoo, they no longer needed that extra software. Everything could be managed in one place, making processes faster, data more consistent, and the overall system easier to maintain.

Seamless Fit with Odoo’s Delivery Flow

Even with all the customizations, the delivery process continued to work with Odoo’s standard logic. Any updates in the custom BOM automatically reflected in deliveries without breaking the default flow. This meant the warehouse team could keep using Odoo as they always had, with no extra training or disruption.

Enabling Financial Accuracy and Workflow Efficiency with Odoo

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