Odoo Help

1

How to add a Quotation summary?

By
Jorge Cardenas
on 6/13/13, 6:25 PM 1,346 views

I would like to have a field where we just put in plain english what we are quoting to the customer, this field would be need to appear also in the quotations list view so we can find easily a specific quote and later be converted up to sales order keeping this field.

It is just like the customer reference but instead of be provided by the customer is our way to say what we are quoting in this document.

3
Borni DHIFI
On 6/13/13, 8:42 PM

Hi,

it is possible for two way :

  • created a module to do that : best way.
  • use interface:

if you use interface :

1°- Activate the developer mode .

2°-in form quotation click Manage views

3°- Edit view name sale.order.form (External ID : sale.view_order_form ) and add new field name : x_quoting_note

image description

image description

image description

see resultat :

image description

4°- in tree quotation click Manage views

5°- Edit view name sale.order.tree (External ID : sale.view_quotation_tree)

and add this field x_quoting_note

image description

image description

6°- in openerp Quotation and Sales Order is the same object :

Quotation = (sale.order , state=draft)

Sales Order = (sale.order , state=confirmed)

so Quotation and Sales Order use same field x_quoting_note. all data entered in Quotation will be kept in Sales Order .

just add this field x_quoting_note in tree Sales Orde.

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

Question tools

0 follower(s)

Stats

Asked: 6/13/13, 6:25 PM
Seen: 1346 times
Last updated: 3/16/15, 8:10 AM