Hi guys, I need to show Customer Reference with or near Order Number in Quotation List and Order List. Also to make it searchable. Can anyone advice me how to.
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Override Sales tree view(sale.view_quotation_tree) and search view (sale.view_sales_order_filter) put given field after specific field which you want
<field name="name" position="after">
<field name="client_order_ref"/>
</field>
Thanks @Krishna for the answer. Didn't understand fully as I'm not tech savvy. Is it possible to do by add custom field or I have to go to coding for it? as I'm using online version only. Thanks in advance
If you are using Studio then you can add using drag and drop elsewhere you need to add custom code in your custom module, field already exist as given in my code
Here are some general steps that you can follow:
Identify the software application you are using for your Quotation List and Order List. If you are using a customized software application, you may need to consult with your IT department or software developer to implement the changes.
Determine the location in your Quotation List and Order List where you want to display the Customer Reference with or near the Order Number. This may involve modifying the layout or design of the list.
Modify the database schema of the software application to include a field for Customer Reference. This field should be linked to the Order Number field, so that it can be displayed alongside or near the Order Number.
Populate the Customer Reference field with data for each order or quotation. This can be done manually or through automated data import/export methods.
Configure the software application's search function to include the Customer Reference field as a searchable parameter. This will allow users to search for orders or quotations based on the Customer Reference field.
Test the changes to ensure that the Customer Reference is being displayed correctly in the Quotation List and Order List and is searchable.
It's important to note that the steps outlined above are general guidelines and may need to be adjusted based on the specific software application you are using. Additionally, it's important to consult with your IT department or software developer to ensure that any changes made to the software application are in compliance with your organization's policies and procedures.
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