Add Product Category to Product Quote in Invoices/Quotations

SuiteCRM Forum - English Language Developer Collaboration
#1

When adding Line Items to invoices or quotations I would like to add Product Category(auto populate when product is chosen) to the view and link the quotation/invoice to product category as well when created. It appears AOS Product Quotes is used to define the view and logic in the calculations but I do not see any module by that name in the Studio or in the relationship dropdown to create a relationship.

I am new to Suite CRM and am still finding my way around, request some guidance to accomplish what I am trying.

#2

AOS_Product_Quotes is a hidden module which is used to store the actual line_items in Quotes and Invoices. It cannot be editied in studio.

So what you want to do is add the Product category to each individual line item in a Quote or invoice? I have personally made those kind of modifcations to AOS_Product_Quotes several times for our customers and it is not a trivial job.

You will have to make changes to files in modules/AOS_Products_Quotes/

Line_Items.php,
Line_items.js
and in AOS_Products_Quotes.php edit the save_lines function.

You will also have to add a field to AOS_Products_Quotes database via the vardefs to store product category in the line item.

And probably modify some other files which I cant remember off hand.

Basically if your not a developer/programmer then you will have to hire somebody to make the changes.

1 Like
#3

Hi Andy

Thank you for the guide, it has been helpful
I have created and modified custom/modules/AOS_Products_Quotes/line_items.js to add the fields to the Edit View to allow me to make changes to be upgradable safe.
Please guide to making changes to Line_items.php and AOS_Products_Quotes.php in an upgrade safe way.

Thank you

#4

You need to copy all the AOS_Quotes and AOS_Invoices and AOS_Products_Quotes.php files into their respective custom folders and then edit the files and look where they point to Line_items.php and change them to point to your custom Line_items.php.

I am not 100% sure this can be done in a fully upgrade safe way however.

#5

Thank You for your reply
I have modified the Line_Items.php and it is working as expected.

#6

Good job :wink:

#7

Hi vibgup, could you do it in a upgrade safe mode? I’m trying to override AOS_Quotes vardefs like this:

$dictionary['AOS_Quotes']['fields']['line_items']['function'] ['include'] = 'custom/modules/AOS_Products_Quotes/Line_Items.php';

In order to use my custom Line_items.php, but I’m getting this error:

PHP Fatal error: Cannot redeclare display_lines() (previously declared in custom/modules/AOS_Products_Quotes/Line_Items.php:25)

Thanks in advance!

#8

Found the problem, the same file its included twice in vardefs, so I needed to change both, it’s working now, thanks!

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#9

Hi there, Would this be a good way to create “pricebooks”. So if someone is adding line items the can pick “Product Category” AKA pricbook, then Select it’s specially priced child product? I supposed you would have to add security to what category is available for users? Is this possible or is there another way to deal with pricebook in SuiteCRM?

#10

Our team built The Price Books add-on for SuiteCRM allows you to sell products at different pricing rates based on your chosen agreement terms with specific types of customers, resellers, or distributors…
Set pricing in SuiteCRM by flat, percentage, or dollar rates based on customer type.
Price Books add-on gives you the ability to set different prices for products at any time that best serve your unique customer types. As a result, you can always offer the best price to delight and retain your customers. Please review it from here…https://store.suitecrm.com/addons/price-books

1 Like
#11