Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I have 3 quote templates. Each of our customers needs to have 1 of the 3 quote templates as a default template when customer is selected in the quote screen. Currently, I do not have the option to select default template from the customer screen. Is there a way to make that happen?
The only current option is to select the template from the drop down menu in the quote screen. I would like the right template to pop up instead when customer is selected.
I you wanna that you need to code an field onchange for set the template value in the corresponding template field and to pick the proper template according to the selected user you should add a many2one field to the template in the res.partner model so every partner have configured their template
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 10/31/16, 8:52 AM|
|Seen: 180 times|
|Last updated: 11/1/16, 7:17 AM|