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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
Hi,
Please refer this video: https://youtu.be/IuDNZ10SJW0
Haha cool,
Thank you for the video! Now I have understood!
The community here is Really awesome!
Thank you 😊.
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.
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!?
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