Bỏ qua để đến Nội dung
Menu
Câu hỏi này đã bị gắn cờ
2027 Lượt xem

(Odoo v. 14, Enterprise)

We issue numerous quotations for the same client, on a frequent basis.  Quite often we want to refer back to Quotations/Sales Orders.  When I look at Sales Orders, however, the information might look something like this:

Number, Order Date, Customer, Salesperson, Next Activity, Company, Total, Invoice Status

S00076, 11/02/2021, Company ABC, ....

S00075, 11/02/2021, Company ABC, ...

S00074, 11/02/2021, Company ABC, ... (and so on)

I know that there are the three periods where you can add/delete displayed fields but what I'm trying to do is to have at least a project name or other short description in a field that can be displayed so that I can distinguish one quotation from another, without having to open them up one-by-one.  So far, the Tags field seems to be my only option.  If I could see, say, the Customer Reference field it would be much more helpful.

Has anyone come up with a simple solution for this (I can't believe that I'm the only one that finds this less than optimal)?  I'd prefer not to have to get into customization.

Happy Holidays.

Ảnh đại diện
Huỷ bỏ
Bài viết liên quan Trả lời Lượt xem Hoạt động
1
thg 12 17
2638
0
thg 5 17
3153
1
thg 5 17
2700
1
thg 4 17
2510
2
thg 3 18
5808