Use Cases / Context

In summary:

The module prioritizes automatic branding based on the originating record. If no brand is associated with the record, or if you need to override it, you can manually select a brand in the "Compose Email" wizard. Ensure your brands are correctly configured with linked partners and logos for the branding to appear in your outgoing emails.

Usage

1. Defining Brands:

• Navigate to Contacts > Brands.

• Create new brand records. For each brand, you can:

  • Partner: Link the brand to an existing partner (company). The logo displayed in emails will be derived from the image of this partner. Ensure the partner has a logo uploaded (visible in the contact form).
  • Website: Optionally specify a website URL associated with the brand. This URL may be used for links in emails.

2. Automatic Email Branding (Based on Originating Record):

• When sending emails from records that have a brand_id field populated (e.g., Sales Orders, Invoices, or other relevant models), the module will automatically attempt to use the branding associated with that record's brand.
• The email will display the logo of the linked brand, and any company details (website, address, phone number) in the email footer should correspond to the brand's partner information.

3. Manual Brand Selection (Using the Compose Email Wizard):

• When composing a new email (e.g., via the "Send message" button in the chatter or through other email actions), a Brand field will be available in the "Compose Email" wizard. ( The brand field is only available in the full view of the compose wizard. )

• Usefull if the originating record does not have a brand_id set, or if you want to use a different brand for this specific email:

  1. Open the "Compose Email" wizard.
  2. In the wizard form, select the desired brand from the Brand dropdown field.
  3. Compose your email content as usual.
  4. Click Send.

• The email sent will then use the logo and company details associated with the brand you selected in the wizard.

4. Website Links in Emails:

• If a website is defined for the selected brand, the module may use this website URL for any relevant links included in the email.

Known issues / Roadmap

• If the brand module gets implemented more broadly this module could need extension to work properly, because not all odoo modules use the same mail templates
• Color the buttons & other elements in the email according to brand style.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

This module is part of the OCA/brand project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.