Hi

To add a custom column like "Customer Reference" to the quotation display in Odoo without using Odoo Studio, you'll need to create a custom module. This approach allows you to implement customizations without directly altering Odoo's core code. The key is to inherit the quotation tree view, which is responsible for displaying quotations. You can identify this view and then, in your custom module's XML file, use <record> and <field> tags to inherit and modify it.

Next, define the custom field (e.g., x_customer_ref) in your module's Python file within the sale.order model. Then, in the inherited tree view, add a <field> tag to include your custom field, specifying the name attribute as the name of your custom field (e.g., x_customer_ref). Finally, ensure that the field is added to the view in a way that it becomes visible in the quotation display. Remember to update your module and the quotation view to reflect these changes.

Python

from odoo import models, fields

class SaleOrder(models.Model):

    _inherit = 'sale.order'

    customer_ref = fields.Char(string='Customer Reference')

XML

<odoo>

    <data>

        <!-- Inherit Sale Order Tree View -->

        <record id="sale_order_tree_view_inherit" model="ir.ui.view">

            <field name="name">sale.order.tree.inherit</field>

            <field name="model">sale.order</field>

            <field name="inherit_id" ref="sale.view_quotation_tree"/>

            <field name="arch" type="xml">

                <xpath expr="//field[@name='name']" position="after">

                    <field name="customer_ref" optional="hide"/>

                </xpath>

            </field>

        </record>

    </data>

</odoo>

Hope it helps

Hi Fezan!

Thank you for this, but for some weird reason, I don't have the View Type: List.

But I managed to make it work! Pointing me the User Interface > Views gave me a clue where to edit it.

Kind regards,

John

Navigate to Settings, then Technical.

From the User Interfaces dropdown, select Views.

Click the New button.

Enter the Name: Custom Quotation List with Customer Ref

Set the View Type to: List

Set the Model of the view to: Sale Order

Set the Inherited View to: sale.order.tree

Set the View Inherited Model to: base View

Set the Sequence to: 16

Toggle Active to Green.

In the Architecture editor, input the following code:

<xpath expr="//field[@name='name']" position="after">

<field name="client_order_ref" optional="hide"/>

</xpath>

The form should now appear as shown.

Subsequently, return to the Quotations and select Customer Reference from the list by clicking on the three dots.

Hope It will help, Happy Odoo John!