e64ed7cece84104231674d95598e9230f58c07ec
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. With this commit, 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. Extra For consistency, in the 'convert to opportunity' modal, move the 'create a new customer' at the top of the selection values + change the group title to 'Customer' instead of 'Customers' Task-1917332 closes odoo/odoo#30475 Signed-off-by: Jérome Maes (jem) <jem@openerp.com>
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, Purchase Management, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
Then follow the developer tutorials
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