Set Default Email Templates per Model in Odoo

In standard Odoo, when you set an email template as “default” in the email editor, that template becomes the default for all models. This can cause problems—for example, a Sales Order template appearing when sending a message from a Purchase Order, leading to incorrect communication or even validation errors.

This Steersman enhancement solves this by letting you assign different default email templates for each model (Sales Orders, Purchase Orders, Invoices, etc.), so the right template is always pre-selected in the Compose Message wizard based on the record you’re working with.

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Why This Matters

• Prevents user errors by ensuring the correct template is selected every time.
• Improves efficiency by removing the need to manually choose the right template.
• Standardizes communication for each type of record.
• Avoids validation issues from using templates tied to the wrong model.

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How It Works

When you open the “Send Message” option from the Chatter on a record:

• Odoo automatically detects the record’s model (Sales Order, Purchase Order, Invoice, etc.).
• The system checks your configuration to see if a default template has been set for that model.
• If found, it pre-selects the correct template in the Compose Message wizard.

Example:

• From a Sales Order → The default Sales Order template appears.
• From a Purchase Order → The default PO template appears.
• From an Invoice → The default Invoice template appears.

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Configuration

1. Enable “Developer Mode” in Odoo.
2. Navigate to: Settings → Technical → Email → Email Template Defaults
3. Click “Create”.
4. Select the “Model” (e.g., Sales Order, Purchase Order, Invoice).
5. Select the Default Template (Odoo will only show templates that apply to the chosen model).
6. Click “Save”.

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Key Benefits

• Eliminates the risk of sending the wrong template.
• Saves time for users working across multiple record types.
• Keeps client communication consistent and professional.