Hi guys!
I would like to make an automatization to create new quotation, when someone order a product which have servise plan.
The automatization works, when i want to send an e-mail for my client, but i can't find out the right settings for recording new sales order...
I set this below:
Action : Create a new record
Target model : Sales order
Data to write:
| Field | Evaluation Type | Record | Value | |
|---|---|---|---|---|
| Customer (sale.order) | Python expression | record.id | ||
| Quotation Template (sale.order) | Reference | RO - PURE - Polročný servis | 1 | |
| Company (sale.order) | Reference | Danum, s.r.o. | 2 | |
| Order Date (sale.order) | Python expression | record.date | ||
| Order Reference (sale.order) | Value | servis | ||
| Invoice Address (sale.order) | Python expression | record.id | ||
| Delivery Address (sale.order) | Python expression | record.id | ||
| Shipping Policy (sale.order) | Value | As soon as possible | ||
| Pricelist (sale.order) | Reference | Maloobchodný cenník EUR (EUR) | 4620 | |
| Warehouse (sale.order) | Reference | Danum sklad | 2 |
Thanks for the answer.
