Hi, Odoo cannot generate a CRM opportunity automatically when a sales quotation is generate? I saw a thread here about developer mode (which we activated) but I cannot see how to do this. Thank you.
Thank you.
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Hi, Odoo cannot generate a CRM opportunity automatically when a sales quotation is generate? I saw a thread here about developer mode (which we activated) but I cannot see how to do this. Thank you.
Thank you.
Hello Premier Property Management Co. Ltd.
Please find code in comment.
I hope this will help you.
Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari
When you can create a sale order create an opportunity in the order
from "Other Info --> Opportunity" so you can be added exiting lead to link this order,
or create a new one for this sale order.
Or, you can create an automatic opportunity so add the below example.
class SaleOrderInherit(models.Model):
_inherit = 'sale.order'
def create(self, vals)
""" Generate opportunity automatically when order is saved """
res = super(SaleOrderInherit, self).create(vals)
if res.partner_id:
opportunity_id = self.env['crm.lead'].create({
'name': res.name + "Opportunity",
'partner_id': res.partner_id,
})
res.opportunity_id = opportunity_id.id
return res
Thank you. Is this custom code or standard functionality? We are using Odoo online, and do not want to custom code anything because then we lose support. Thanks. I am in the "Other info" tab of the quote screen, but I cannot see where to link this quote or to create an opportunity.
Hi,
In Odoo, you can generate a CRM opportunity automatically when a sales quotation is created by using the 'sale.order' model's 'create' method and the 'crm.lead' model.Here is an example of a new function that creates a CRM opportunity when a sales quotation is created:
class SaleOrder(models.Model):
_inherit = 'sale.order'
@api.model
def create(self, vals):
# Create a new opportunity
opportunity = self.env['crm.lead'].create({
'name': vals.get('name', ''),
'partner_id': vals.get('partner_id', False),
})
# Link the opportunity to the quotation
vals['opportunity_id'] = opportunity.id
quotation = super(SaleOrder, self).create(vals)
return quotation
In this example, when a new quotation is created, a new opportunity is created with the name of the quotation and the customer of the quotation. The opportunity is linked to the quotation using the opportunity_id field.
Regards
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