Skip to Content
Odoo Menu
  • Prihlásiť sa
  • Vyskúšajte zadarmo
  • Aplikácie
    Financie
    • Účtovníctvo
    • Fakturácia
    • Výdavky
    • Tabuľka (BI)
    • Dokumenty
    • Podpis
    Predaj
    • CRM
    • Predaj
    • POS Shop
    • POS Restaurant
    • Manažment odberu
    • Požičovňa
    Webstránky
    • Tvorca webstránok
    • eShop
    • Blog
    • Fórum
    • Živý chat
    • eLearning
    Supply Chain
    • Sklad
    • Výroba
    • Správa životného cyklu produktu
    • Nákup
    • Údržba
    • Manažment kvality
    Ľudské zdroje
    • Zamestnanci
    • Nábor zamestnancov
    • Voľné dni
    • Hodnotenia
    • Odporúčania
    • Vozový park
    Marketing
    • Marketing sociálnych sietí
    • Email marketing
    • SMS marketing
    • Eventy
    • Marketingová automatizácia
    • Prieskumy
    Služby
    • Projektové riadenie
    • Pracovné výkazy
    • Práca v teréne
    • Helpdesk
    • Plánovanie
    • Schôdzky
    Produktivita
    • Tímová komunikácia
    • Schvalovania
    • IoT
    • VoIP
    • Znalosti
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Managament
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Výroba
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware and Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Komunita
    Vzdelávanie
    • Tutoriály
    • Dokumentácia
    • Certifikácie
    • Školenie
    • Blog
    • Podcast
    Empower Education
    • Vzdelávací program
    • Scale Up! Business Game
    • Visit Odoo
    Softvér
    • Stiahnuť
    • Porovnanie Community a Enterprise vierzie
    • Releases
    Spolupráca
    • Github
    • Fórum
    • Eventy
    • Preklady
    • Staň sa partnerom
    • Services for Partners
    • Register your Accounting Firm
    Služby
    • Nájdite partnera
    • Nájdite účtovníka
    • Meet an advisor
    • Implementation Services
    • Zákaznícke referencie
    • Podpora
    • Upgrades
    ​Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Získajte demo
  • Cenník
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Účtovníctvo
  • Sklady
  • PoS
  • Projektové riadenie
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
Pomoc

New Column in Quotation Display

Odoberať

Get notified when there's activity on this post

This question has been flagged
actionconfigurationsales
3 Replies
555 Zobrazenia
Avatar
John

How can I add additional column that is not on the option list in the quotation display?

Let say I want to add-in Customer Reference? I'm only restricted to what Odoo can show me in the options when I click the 3 dots.

So in a sense, I'm looking for a way to customize that option list. 

I don't want to use the Studio as much as possible.


Any help will be greatly appreciated.

0
Avatar
Zrušiť
Avatar
Fezan Muhammad Ali
Best Answer

Navigate to Settings, then Technical.


From the User Interfaces dropdown, select Views.


Click the New button.


Enter the Name: Custom Quotation List with Customer Ref


Set the View Type to: List


Set the Model of the view to: Sale Order


Set the Inherited View to: sale.order.tree


Set the View Inherited Model to: base View


Set the Sequence to: 16


Toggle Active to Green.


In the Architecture editor, input the following code:


<xpath expr="//field[@name='name']" position="after">


<field name="client_order_ref" optional="hide"/>


</xpath>


The form should now appear as shown.


Subsequently, return to the Quotations and select Customer Reference from the list by clicking on the three dots.


Hope It will help, Happy Odoo John!

1
Avatar
Zrušiť
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi


To add a custom column like "Customer Reference" to the quotation display in Odoo without using Odoo Studio, you'll need to create a custom module. This approach allows you to implement customizations without directly altering Odoo's core code. The key is to inherit the quotation tree view, which is responsible for displaying quotations. You can identify this view and then, in your custom module's XML file, use <record> and <field> tags to inherit and modify it.


Next, define the custom field (e.g., x_customer_ref) in your module's Python file within the sale.order model. Then, in the inherited tree view, add a <field> tag to include your custom field, specifying the name attribute as the name of your custom field (e.g., x_customer_ref). Finally, ensure that the field is added to the view in a way that it becomes visible in the quotation display. Remember to update your module and the quotation view to reflect these changes.


Python


from odoo import models, fields


class SaleOrder(models.Model):

    _inherit = 'sale.order'


    customer_ref = fields.Char(string='Customer Reference')


XML


<odoo>

    <data>

        <!-- Inherit Sale Order Tree View -->

        <record id="sale_order_tree_view_inherit" model="ir.ui.view">

            <field name="name">sale.order.tree.inherit</field>

            <field name="model">sale.order</field>

            <field name="inherit_id" ref="sale.view_quotation_tree"/>

            <field name="arch" type="xml">

                <xpath expr="//field[@name='name']" position="after">

                    <field name="customer_ref" optional="hide"/>

                </xpath>

            </field>

        </record>

    </data>

</odoo>


Hope it helps

0
Avatar
Zrušiť
Avatar
John
Autor Best Answer

Hi Fezan!

Thank you for this, but for some weird reason, I don't have the View Type: List.

But I managed to make it work! Pointing me the User Interface > Views gave me a clue where to edit it.

Kind regards,

John

0
Avatar
Zrušiť
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Registrácia
Related Posts Replies Zobrazenia Aktivita
How can I edit the Website?
action configuration
Avatar
Avatar
Avatar
2
okt 25
511
Odoo website Products selecetion manadatory
configuration sales
Avatar
Avatar
1
aug 25
727
suppression site web
action configuration
Avatar
Avatar
2
júl 25
1313
I need to hide Budget button in profit and loss report. Help me, please!
action configuration
Avatar
Avatar
1
jún 25
1212
How to set project visibility and permissions by department in Odoo?
action configuration
Avatar
Avatar
2
jún 25
1500
Komunita
  • Tutoriály
  • Dokumentácia
  • Fórum
Open Source
  • Stiahnuť
  • Github
  • Runbot
  • Preklady
Služby
  • Odoo.sh hosting
  • Podpora
  • Vyššia verzia
  • Custom Developments
  • Vzdelávanie
  • Nájdite účtovníka
  • Nájdite partnera
  • Staň sa partnerom
O nás
  • Naša spoločnosť
  • Majetok značky
  • Kontaktujte nás
  • Pracovné ponuky
  • Eventy
  • Podcast
  • Blog
  • Zákazníci
  • Právne dokumenty • Súkromie
  • Bezpečnosť
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo je sada podnikových aplikácií s otvoreným zdrojovým kódom, ktoré pokrývajú všetky potreby vašej spoločnosti: CRM, e-shop, účtovníctvo, skladové hospodárstvo, miesto predaja, projektový manažment atď.

Odoo prináša vysokú pridanú hodnotu v jednoduchom použití a súčasne plne integrovanými biznis aplikáciami.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now