2015-02-27 16:45 GMT+01:00 Cédric Krier <cedric.kr...@b2ck.com>: > On 27 Feb 15:47, Albert Cervera i Areny wrote: >> 2015-02-27 15:45 GMT+01:00 Albert Cervera i Areny <alb...@nan-tic.com>: >> > 2015-02-27 13:00 GMT+01:00 Cédric Krier <cedric.kr...@b2ck.com>: >> >> 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]. > > I think the convert is the correct term.
Could you point to some place where the term "Convert" is used in the same sense that it is being used in Tryton? Everything I can find uses the term for getting paying customers or paid sales. Not converting a lead into a quotation which is the first step of the sale. > Also I don't think it is a good default behaviour to allow clicking many > times the button but I don't see anything that will prevent a module to > active it. > >> > - 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) > > OK. > >> > - 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. > > I think there is something wrong in this sentence "do sales without > sale". > I don't think it is the goal of this module to be a generic stuff that > generate any kind of other stuffs. Its name make it clear that it is for > sale. Fair enough. The sale prefix says it all. >> > - 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. > > Same as above. Without talking that contract is an informal beast. > >> 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. > > No, otherwise there is no usage of the sale_opportunity module. > > -- > Cédric Krier - B2CK SPRL > Email/Jabber: cedric.kr...@b2ck.com > 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
