Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
2 Odpovědi
1228 Zobrazení

Hi there,


When I create a new sales order for a customer, I want that Odoo prefills several specific data from the customer card into the sales order.


These things can be proce list, sales person, delivery terms, incoterms, and so on


Can this somehow be done?


Thank you so much for the help


Best Alex

Avatar
Zrušit
Nejlepší odpověď

Hi,

Please refer this video: https://youtu.be/IuDNZ10SJW0

Avatar
Zrušit
Autor

Haha cool,

Thank you for the video! Now I have understood!

The community here is Really awesome!

Thank you 😊.

Nejlepší odpověď

Hi,

Yes, this can be done. For sales person and payment terms its automatically filled when you select a customer.

For other fields you can either build you custom app if you are on Odoo.sh or on-promise. if your system in Odoo online with custom plan, you can add these fields to customer card using studio and then using the automated action you get the data from customer card to SO when you select a customer.

 

Avatar
Zrušit
Autor

Awesome thank you!

So I have to use the app automated action to set this action up so That on sales order creation the required fields are getting pulled from the selected customer to the newly created sales order!?

Related Posts Odpovědi Zobrazení Aktivita
3
čvn 21
6665
1
pro 20
4325
3
úno 25
1921
1
pro 24
2080
2
bře 24
2415