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 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.
it is possible for two way :
- created a module to do that : best way.
- use interface:
if you use interface :
1Â°- Activate the developer mode .
2Â°-in form quotation click
3Â°- Edit view name sale.order.form (External ID : sale.view_order_form ) and add new field name : x_quoting_note
see resultat :
4Â°- in tree quotation click
5Â°- Edit view name sale.order.tree (External ID : sale.view_quotation_tree)
and add this field x_quoting_note
6Â°- 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.
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: 6/13/13, 6:25 PM|
|Seen: 1154 times|
|Last updated: 3/16/15, 8:10 AM|