Opportunity to Quotation (sale_crm)

This module adds a shortcut on one or several opportunity cases in the CRM.
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This shortcut allows you to generate a sales order based on the selected case.
If different cases are open (a list), it generates one sales order by case.
The case is then closed and linked to the generated sales order.

We suggest you to install this module, if you installed both the sale and the crm
modules.

Code Analysis ⓘ

Views touched (5)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	form	Inherits crm.crm_lead_view_form
`crm_lead_merge_summary_inherit_sale_crm`	crm_lead_merge_summary_inherit_sale_crm	ir.ui.view	qweb	Inherits crm.crm_lead_merge_summary
`crm_quotation_partner_view_form`	crm.quotation.partner.view.form	crm.quotation.partner	form	New
`crm_team_salesteams_view_form_in_sale_crm`	crm.team.form	crm.team	form	Inherits crm.sales_team_form_view_in_crm
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	form	Inherits sale.view_order_form

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (4)

New fields (4)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
quotation_count Integer
compute='_compute_sale_data' string='Number of Quotations'
sale_amount_total Monetary
compute='_compute_sale_data' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_order_count Integer
compute='_compute_sale_data' string='Number of Sale Orders'

Public methods (4)

action_new_quotation(self)
action_sale_quotations_new(self)
action_view_sale_order(self)
action_view_sale_quotation(self)

New fields (3)

action Selection
required=True string='Quotation Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
lead_id Many2one → crm.lead
required=True args: 'crm.lead', 'Associated Lead'
partner_id Many2one → res.partner
args: 'res.partner', 'Customer'

Public methods (2)

action_apply(self)
Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view.
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (1)

action_primary_channel_button(self)

New fields (1)

opportunity_id Many2one → crm.lead
check_company=True domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]" index='btree_not_null' string='Opportunity' args: 'crm.lead'

Public methods (1)

action_confirm(self)

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Code Analysis ⓘ

Views touched (5)

HTTP endpoints (0)

Models touched (4)

crm.lead Extends Model 4 fields 4 methods CrmLead · inherits crm.lead

crm.quotation.partner New model TransientModel 3 fields 2 methods CrmQuotationPartner · Create new or use existing Customer on new Quotation

crm.team Extends Model 0 fields 1 method CrmTeam · inherits crm.team

sale.order Extends Model 1 field 1 method SaleOrder · inherits sale.order