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How to add Contact Person of the company while sending  quotation.

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Hi 

we can add te contacts associated with a company inside the Contact and Addresses Tab 


Or create the person as an individual and assign this company to them


Contacts & Addresses Tab


Regards

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To add the contact person of the company to a sales quotation template in Odoo, you can follow these steps:

1. Modify the Sales Quotation Template:

  • Go to Settings > Technical > Reports > Templates.
  • Search for the quotation template, typically named sale.order, and open it.

2. Add Contact Person Field:

  • Edit the template's XML. You'll need to add a new field that references the contact person associated with the company's partner record.
  • Locate the section where customer details are rendered (often within a
    or table structure).
  • Insert the following line where you want the contact person to appear:
  • xmlCopy code
        
    
    
    • This code checks if there are any child contacts associated with the company and displays the name of the first contact person.

    3. Customize Display (Optional):

    • If you have multiple contact persons and want to list them, you can loop through the child_ids:
    xmlCopy code
        
            
    • This code will list all contact persons under the company.

    4. Save and Test:

    • Save your changes and test by creating a new quotation to see if the contact person appears as expected.

    5. Email Template (Optional):

    • If you want to include the contact person in an email template, follow similar steps to edit the email template and add the corresponding field.

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Hi,

To begin, include the contact person's information in the relevant company section. Take a look at this: https://www.odoo.com/documentation/17.0/applications/essentials/contacts.html

While making a quotation, you can opt for the company and the contact person's name. Another option is to use the studio and add a new field to display the contact person separately.


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