Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

feat: Create Quotation, Contact and Customer in ERPNext from Deal #346

Merged
merged 5 commits into from
Sep 14, 2024

Conversation

nabinhait
Copy link
Member

@nabinhait nabinhait commented Sep 12, 2024

  • Enable ERPNext Integration from ERPNext Settings and set API credentials
Screenshot 2024-09-12 at 7 22 56 PM
  • Add CRM Form Script to show "Create Quotation" button in CRM Deal
  • Open a new Quotation form
    • For remote ERPNext Site, create Prospect and make a quotation against the prospect
    • For same site, create Quotation against CRM Deal
  • On Won deal, create customer and contact on erpnext site

Depends-on frappe/erpnext#43198

docs: https://docs.frappe.io/crm/erpnext

@shariquerik shariquerik merged commit 2e49844 into frappe:develop Sep 14, 2024
1 check passed
@shariquerik
Copy link
Member

🎉 This PR is included in version 1.23.0 🎉

The release is available on GitHub release

Your semantic-release bot 📦🚀

@ajiragroup
Copy link

ajiragroup commented Sep 19, 2024

Getting this error during ERPnext setup.
image

Context: Erpnext on same site.

@nabinhait
Copy link
Member Author

@shariquerik Can you check this?

@shariquerik
Copy link
Member

Getting this error during ERPnext setup. image

Context: Erpnext on same site.

@ajiragroup can you share the version of Frappe CRM & ERPNext installed?

@ajiragroup
Copy link

ajiragroup commented Sep 19, 2024

image
@shariquerik

@shariquerik
Copy link
Member

image @shariquerik

Is your site on frappecloud? Can I get access to check what is the issue.

@shariquerik
Copy link
Member

shariquerik commented Sep 19, 2024

image @shariquerik

Upgrade ERPNext to v15.36.1

@falahteam
Copy link

Customer is not creating automatic when status change i explain the problem in detail in below post please check

https://discuss.frappe.io/t/frappe-crm-issue-when-enable-the-customer-create-on-status-change-in-setting/133982

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
Projects
None yet
Development

Successfully merging this pull request may close these issues.

4 participants