Master sale management onboarding kme #21118
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| position: "bottom", | ||
| }, { | ||
| trigger: ".modal-body .o_required_modifier input, .o_list_view .o_required_modifier input", | ||
| trigger: ".o_form_editable .o_field_many2one[name='product_id']", | ||
| extra_trigger: ".o_sale_order", | ||
| content: _t("Select a product, or create a new one on the fly. The product will define the default sales price (that you can change), taxes and description automatically."), |
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Change it into "Select a product, or create a new one on the fly."
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Purpose ======= Rewrite the tour tips Specification ============= - Organize your sales activities with the Sales Management app ==> OK - Let's create a new quotation. Note that colored buttons usually point to the next logical actions. ==> OK but put it under the create button and not on the right - Write the name of your customer to create one on the fly, or select an existing one. ==> OK but put it under the field and not above - Click here to add some lines to your quotations. ==> Click here to add some products or services to your quotation. - Select a product, or create a new one on the fly. The product will define the default sales price (that you can change), taxes and description automatically ==> Rename in into "Select a product, or create a new one on the fly." - Once your quotation is ready, you can save, print or send it by email. ==> OK - Use the breadcrumbs to go back to preceeding screens. ==> OK - Use this menu to access quotations, sales orders and customers. ==> OK - Click the Home icon to navigate across apps. ==> Remove that step - Configuration options are available in the Settings app.==> remove that step - Invite salespeople or managers via email. Enter one email per line. ==> remove that step
Specification ============= - Rename the menu entry "Invoicing" into "To Invoice" - Rename the menu entry"catalog" into "Products" - Remove a part of the empty list message for quotations - In Orders/Sales : remove the default filter Sales Order (doens't make sense)
Purpose ======= In the order line, when you create a product on the fly: if set a price you store the price and the description on the product (not if you select the product, only if you quick create it) (only the first time, like in Purchase)
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Task : https://www.odoo.com/web?debug#id=38720&view_type=form&model=project.task&action=327&menu_id=4720
Pad : https://pad.odoo.com/p/r.fa79ef2e6ea4c63e842e5c821a81537f
Description of the issue/feature this PR addresses:
Current behavior before PR:
Desired behavior after PR is merged:
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