| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 23 |
| Technical Name |
create_opp_from_quote |
| License | OPL-1 |
| Versions | 16.0 15.0 14.0 |
Create Opportunity from Quote
This utility will create an opportunity automatically when you save a quotation, as long as the quote was not created from an opportunity (sale.order.opportunity_id is not set).
- Name is set to the customer's name and "'s Opportunity". For example, "Demo Addict's Opportunity"
- Type (Lead/Opportunity) is always set to Opportunity
- Partner ID (Customer/Contact) is set to the Partner ID from the Quotation
- Salesperson is set to the Salesperson from the Quotation
- Expected Revenue is set to the Total Amount on the Quotation
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Hello, I want to know if your module permit select some quotes to create opportunities
I mean, we only want create an opportunity from a selected quote but no create automatically all quotes to opportunities
Best Regards,
Julio Vargas
jvargas@lifegroup.com.pe
Re:
Hi Julio,
I am very sorry for my delay in getting back to you! The module currently creates opportunties for any Quotation upon saving, so long as the opportunity was not already set on the order (there is already an opportunity).
We are happy to modify this for you. If you would like a quote for the module and necessary modifications - please feel free to send us an email at sales@oybi.com. Thank you!