Hi!
To compute my event quotes, I need some information from the customer and their request:
- The customer entity type (company, NGO…) -> Information is on the company
- When their event is taking place -> Information is on the quote
- Etc…
I can have my sales team type in everything in the quote calculator, but I'd like to avoid having them type the same info twice every time:
- Type in the entity type in the quote calculator, then make sure to update the company
- Type in the event date in the quote calculator, then make sure to update the quote
- And so on…
Since I can plug in lists in my quote calculator, I could use several lookups to fetch the data I need automatically as long as it is properly set on the related entities:
- Update the company entity type
- Update the event date
- Update everything else…
- Reload the quote calculator. Bam, everything is computed already!
This would lead to beautiful beautiful data structuration paired with the wonderful quote calculator system.
So, my issue: how do I know what quote I am currently on?
If I had the quote ID, I can find the opportunity and the customer and all related data.
The quote is displayed in the corner, but I don't know how to find it inside the sheet…
This is on Odoo Online so version 18.