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Prefill sales order with customer data

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customersales.orderprefill
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Alexander Karg

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

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Thoufeer
Best Answer

Hi,

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

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Alexander Karg
Author

Haha cool,

Thank you for the video! Now I have understood!

The community here is Really awesome!

Thoufeer

Thank you 😊.

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Waleed Ali Mohsen
Best Answer

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.

 

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Alexander Karg
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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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