David Beguin
4c9c249cc3
When creating a quotation from a opportunity that does not have any customer set, we ended up on a quotation without any customer or any of the contact information entered on the crm.lead. If no customer is set on the opportunity, when hitting New Quotation button, a modal is displayed to ask the user what to do to fill in the customer field. - Create a new customer : Use the information from the opportunity to create automatically a res.partner. Set the res.partner on the quotation and on the opportunity. - Use an existing customer : Set this customer on the quotation and on the opportunity. Task ID : 1917332 Closes PR #30475
31 lines
1.0 KiB
Python
31 lines
1.0 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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{
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'name': 'Opportunity to Quotation',
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'version': '1.0',
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'category': 'Hidden',
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'description': """
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This module adds a shortcut on one or several opportunity cases in the CRM.
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===========================================================================
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This shortcut allows you to generate a sales order based on the selected case.
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If different cases are open (a list), it generates one sales order by case.
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The case is then closed and linked to the generated sales order.
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We suggest you to install this module, if you installed both the sale and the crm
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modules.
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""",
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'depends': ['sale_management', 'crm'],
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'data': [
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'security/ir.model.access.csv',
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'views/partner_views.xml',
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'views/sale_order_views.xml',
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'views/crm_lead_views.xml',
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'views/crm_team_views.xml',
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'wizard/crm_opportunity_to_quotation_views.xml'
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],
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'auto_install': True,
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'uninstall_hook': 'uninstall_hook'
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}
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