2015-02-27 15:45 GMT+01:00 Albert Cervera i Areny <[email protected]>: > 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.
One more thing, this one related more to the sale module. Maybe we should consider adding the "Lost" state to sales too. There is already cancelled, but I think that should be something different. > > > [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 -- Albert Cervera i Areny Tel. 93 553 18 03 @albertnan www.NaN-tic.com
