2015-02-27 13:00 GMT+01:00 Cédric Krier <[email protected]>: > Hi, > > I would like to push the issue3320 [1] before the 3.6 release. > As it is quite a big workflow change, I would like to have feedback on > it.
Though I did not test the patch: - I like the general workflow and it is, in fact, what we're already using in our installs - I would consider making it possible to use the "convert button" several times. So it is possible to create another sale instead of creating a new one and using the origin or instead of duplicating the existing sale. We did that change and renamed "Convert" to "Create sale". In fact, for me "Convert" is misleading as a conversion is when you convert a lead into a paying customer [1]. - Also I think that it is good that whenever possible the workflow can go backwards and if the user mistakenly pushes the Convert button, even if he removes the sale afterwards, the opportunity stays in Converted state (didn't test it but looks to me that this is what happens looking at the code) - Not sure if that should be in the core module but: - It'd be nice to make the module work without the need of creating a sale (that is, being able to push a "won" button) as some business do sales without creating sale documents. - It'd be nice to make it possible to use other "sale" models, such as contracts (we already talked about that somewhere else). I understand this would require those other models to be prepared, but I'm unsure if it also requires some other artifacts in the core module. [1] http://en.wikipedia.org/wiki/Conversion_marketing > > [1] https://bugs.tryton.org/issue3320 > > Thanks, > -- > Cédric Krier - B2CK SPRL > Email/Jabber: [email protected] > Tel: +32 472 54 46 59 > Website: http://www.b2ck.com/ -- Albert Cervera i Areny Tel. 93 553 18 03 @albertnan www.NaN-tic.com
