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Help

show canceled quotes in crm

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Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
crmquotationcrm.lead
2 Replies
4318 Tampilan
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Ferrosa construccion center, Antonio Santiago

I need to see the quotes that have been canceled to the client through crm, since it only shows the active or sent quotes,

Could it be achieved from odoo studio? if so, how?

Or would it be necessary through a custom module? likewise how would this be?



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Ferrosa construccion center, Antonio Santiago
Penulis

hello, thanks for the answer, what I need is to show it on the top button, or add a new one from studio

Avatar
Ashish Hirpara
Jawaban Terbai

In Odoo, you can view the canceled quotes in the CRM module by going to the Quotations tab and then selecting the Cancelled filter from the dropdown menu. This will show you a list of all quotes that have been canceled.

If you want to see the canceled quotes in a report, you can create a custom report using Odoo Studio. To do this, go to the CRM module, click on the Reports tab, and then click on the Create button to create a new report. In the report editor, you can add a filter for the quote status to only show canceled quotes. You can then customize the report layout and design as needed.

Alternatively, you can create a custom module to display the canceled quotes in the CRM module. To do this, you will need to create a new model and add the necessary fields to store the information about the canceled quotes. You can then create a new view to display this information in the CRM module. You can customize the view to show the canceled quotes in a list or in a separate tab.

Regardless of whether you use Odoo Studio or a custom module, you will need to have some knowledge of coding in order to implement this functionality. It is also worth noting that Odoo does not provide support for customizations or modifications made using Odoo Studio or custom modules. You may need to seek assistance from a developer or a third-party provider if you need help with this.

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Cybrosys Techno Solutions Pvt.Ltd
Jawaban Terbai

Hi Antonio,

We can see all the quotations from My quotations under the sales menu inside the crm module.


Regards

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Buang
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