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Feature Request: add related items of ERPnext to leads/ deals #502

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ossplus opened this issue Dec 31, 2024 · 2 comments
Closed

Feature Request: add related items of ERPnext to leads/ deals #502

ossplus opened this issue Dec 31, 2024 · 2 comments

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@ossplus
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ossplus commented Dec 31, 2024 •
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ERPNext Integration:
We should be able to add related items of ERPnext to leads/ deals,
Then we can create quotation/sales order automatically from this New CRM, when the deals is Won.
@ossplus ossplus changed the title Feature Request: ERPNext Integration add related items of ERPnext to leads/ deals Feature Request: add related items of ERPnext to leads/ deals Dec 31, 2024
@ossplus ossplus mentioned this issue Dec 31, 2024
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@shariquerik
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shariquerik commented Jan 3, 2025 •
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#346
https://docs.frappe.io/crm/erpnext

@ossplus
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ossplus commented Jan 5, 2025 •
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https://docs.frappe.io/erpnext/user/manual/en/item
An Item is a product or a service offered by your company.
It should be able to assign item(s) to leads/deals. Then when we create quotation automatically from this New CRM, items should be added to the quotation.

@ossplus ossplus closed this as completed Jan 8, 2025
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@ossplus @shariquerik