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Naresh Dawer
Naresh Dawer

Reputation: 29

How to bring products from opportunity to quotation

Hello I am new to odoo and want some help.

I have created a tab products(many2many) in opportunity (your pipeline) which contains product which comes from mass mailing which has been customized. Now when a opportunity is won and converted into an quotation i want those products present in opportunity to be transferred in order_line(one2many) tab of quotation. I need to know is there any possible way to complete this functionality.

Upvotes: 0

Views: 136

Answers (1)

CZoellner
CZoellner

Reputation: 14768

I see two ways, how to do that:

Lead (Opportunity) scope

Try to override the functionality of Odoo which is creating the sale.order from crm.lead. Here you have to create sale.order.line via one2many triplets (look into write method) or after sale.order creation, create some sale.order.line by yourself (with values and create())

Order scope (only useful when you have the lead ID on sale.order creation)

Get the crm.lead (when provided) and create sale.order.line by one of the approaches from "Lead (Opportunity) scope".

Upvotes: 1

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