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How can I change the company logo and name when generating sales-quotes?

By
Jofrah
on 7/23/14, 4:49 PM 683 views

I already have the system set up to generate quotes from our complete product list with various price lists and currencies (Eur, GBP & USD). I am looking for a way to allow one of our partners to generate sales-quotations from our product and price-lists, but with his address and logo. I have tried creating his company as a sub-company of mine and have added his logo to the company configuration screen, but am not getting anywhere on that avenue--how do I "switch" companies? I am starting to wonder if I would have to duplicate the whole system  just to get his logo and address on the quotes.Thank-you!

Are you running in multi-company mode?

John Baldwin
on 7/23/14, 4:56 PM
0
Jofrah
On 7/23/14, 5:07 PM

Good question. Maybe not, but I was able to create the sub-company though. How can I turn multi-co mode on?

 

UPDATE: PROBLEM SOLVED--Multi-company mode was allowed. Since I had already created the company, all I had left to do was to create a "Shop" with this company. Once that was done, I could select the Shop when creating the quote and the logo/address appears automatically when I print the Quote.

Note: We have been using this version of Open ERP (V 6.0.3) since 2006 as our CRM and it does everything we need it to do.

 

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Asked: 7/23/14, 4:49 PM
Seen: 683 times
Last updated: 3/16/15, 8:10 AM