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Thread: Products, price and Contacts

  1. #1
    visiond is offline Member
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    Default Products, price and Contacts

    Hey Gyus,

    I´m not a programmer and I belive that this is too easy to do...
    When I convert a lead into a contact (or just create a new contact) I want to have a label to choose the product (I´ve downloaded and installed a product module), untill here ok, no problem. But when the product is chosen I want it to automatically to show the price , terms of payment and other labels that are inputed when creating a new product.
    How do I do that ?

    tks,

    Anna

  2. #2
    eitrix's Avatar
    eitrix is offline Sugar Community Member
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    Default Re: Products, price and Contacts

    i think without getting into code this can't be done so easy.
    CRM Software Engineer
    Eontek - www.eontek.rs

  3. #3
    visiond is offline Member
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    Default Re: Products, price and Contacts

    I see... so is not that simple!
    Can anyone guide me through the codes ?

  4. #4
    visiond is offline Member
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    Default Re: Products, price and Contacts

    Well, I was able to do almost everything that I wanted after studing some posts here in the forum and playing around with the codes. However I wasn´t able to find any that helped me out to do substract from the initial quantity of a product after closing a sale.

    Here is what I´m doing. I have this product module where I have my products created, and one text field where I fill how many units of this product I have available. Than when I have an opportunity module that I convert using a convert button into an quote (invoice) , until now I´m good.
    But I need that when I save the invoice (close the sale) it substracts from my available unitys of the product chosen from a drowpdown field in the product module.
    Example: I have 50 unitys of productA initially (created within the product module) , I create an invoice that have a field of how many unitys of this product A is being bought. in this example, lets say 3. When I hit save, the quantity of the product in the product module have to go automatically to 47.

    Is there a function that I have to use ? Where should I place it ? Also, Im using the text field in both labels , is that correct ?
    As I said, I wasnt able to find any post related to this matter, if there is one, please, just let me know.

    Hope anybody can help me with this matter.

    Tks

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