Car Sales Inquiry Customer Link

[jigneshpshah]

Custom app : Car Sales
Icon : Bookmark
Background Color : Green
Author : GreyCube Technologies
Email : [email protected]

• Fetch Customer Info from Sales Inquiry
• Shift Sales Inquiry doctype to custom app
• Fetch Items in Quotation from Sales Inquiry

Overall process flow :

Steps
1: Sales Inquiry created
2: Create Quotation
3: Create Customer
4 : User will enter Mobile No and click on button "Fetch Customer from Sales Inquiry"
5 : System will fetch Customer Name, Customer Group, Customer Territory, Customer Email from the latest Sales inquiry ( if there are multiple sales inquiry for the same Mobile No) , Customer will be saved and will go back to quotation draft
6 : In Quotation , User will Click on "Get Items From Sales Inquiry".
7 : System will show all sales inquiries for the selected customer , based on the Mobile No matching
8 : User will select the sales inquiry from which the Items will be copied in Quotation Item Table.

[jigneshpshah]

Fetch Customer Info from Sales Inquiry

1. Remove Customer quick entry form

2. When User add customer , he will put the mobile no and click on button "Fetch Customer from Sales Inquiry" , located just beside the primary contact > mobile no field.

3. Upon clicking the button, based on the input mobile no , fetch the latest top 1 record from Sales Inquiry doctype with following details and set in the customer doctype.
   Client Name
   Customer Group
   Customer Type
   Customer Email
   Sales Partner

[jigneshpshah]

Fetch Items in Quotation from Sales Inquiry

While creating new Quotation, user will Click on Get Items from Sales Inquiry.
System will show all Sales Inquiry for the selected customer, and will select the Sales Inquiry for which Items will be copied in Quotation Item Table.