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Hi
We are facing an issue where we are unable to make a custom email template to be used as a default for sending sales orders and invoices via email from Odoo.
We have created the custom email template as a new template, but every single time we have to send a sales order via email it uses the default template and we have to manually choose the custom template that we created.
Is there a way to have Odoo use our custom template as the default template?
Hi Kenneth,
@salesorder
When you click on send email button on sale order it opens up mail compose wizard. At botton of mail.compose wizard you will see a selection box allowing to choose template. Please note that the template related to object sale.order will only be visible on that wizard.
@Invoice
Same as above.
Let me know if this resolves your issue.
Hi Kinner
I know that I can select it in that wizard, but the problem is that I can choose it for sending salesorder 1, but when I go to send salesorder 2, I have to choose the correct template again. What we want is to be able to set our custom template as the default so that it is always selected automatically when we open the wizard.
Do I really have to edit the default that comes with Odoo to archive this?
Unfortunately there isn't any easy way of doing it.
In the code sale/sale.py : 363 def action_quotation_send
it is setting email_template_edi_sale template by default. Now there are two ways I can see.
1. Modify original email template and tailored it according to your need (Most of people I know choose this option).
2. Override action_quotation_send method and make your custom template default. Note: you need to this for invoice as well.
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