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Can each customer have a quote template allocated?

Metal Pros
on 10/31/16, 8:52 AM 513 views

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.



Axel Mendoza
On 10/31/16, 9:39 AM

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

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Asked: 10/31/16, 8:52 AM
Seen: 513 times
Last updated: 11/1/16, 7:17 AM