odoo-addon-partner-prospect 18.0.1.0.0.3

Usage

To use this module, you need to:

1. Go to Contacts and create a new contact or company.

2. Verify that the Prospect field is checked, as the partner has no confirmed sales orders or customer invoices.

3. Go to Sales and create a new quotation for the partner.

4. Verify that the partner is still marked as Prospect while the quotation is in draft or sent state.

5. Confirm the quotation and verify that the Prospect field is unchecked.

6. Cancel the sales order and verify that the Prospect field is checked again, provided that the partner has no other confirmed sales orders or customer invoices.

A partner will also stop being considered a prospect when a customer invoice or credit note is created for the partner.

Sales orders and invoices linked to child contacts are also taken into account when determining whether the commercial partner is a prospect.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.