Table Name: tabOpportunity
| Sr | Fieldname | Type | Label | Options |
|---|---|---|---|---|
| 1 | from_section |
Section Break |
icon-user |
|
| 2 | naming_series |
Select | Series |
OPTY- |
| 3 | enquiry_from |
Select | Opportunity From |
Lead Customer |
| 4 | customer |
Link | Customer | Customer |
| 5 | lead |
Link | Lead | Lead |
| 6 | customer_name |
Data | Customer / Lead Name | |
| 7 | column_break0 |
Column Break | ||
| 8 | title |
Data | Title | |
| 9 | enquiry_type |
Select | Opportunity Type |
Sales Maintenance |
| 10 | status |
Select | Status |
Open Quotation Lost Replied Closed |
| 11 | order_lost_reason |
Small Text | Lost Reason | |
| 12 | with_items |
Check | With Items | |
| 13 | items_section |
Section Break |
icon-shopping-cart |
|
| 14 | items |
Table | Items | Opportunity Item |
| 15 | contact_info |
Section Break | Contact Info |
icon-bullhorn |
| 16 | customer_address |
Link | Customer / Lead Address | Address |
| 17 | address_display |
Small Text | Address | |
| 18 | territory |
Link | Territory | Territory |
| 19 | customer_group |
Link | Customer Group | Customer Group |
| 20 | column_break3 |
Column Break | ||
| 21 | contact_person |
Link | Contact Person | Contact |
| 22 | contact_display |
Small Text | Contact | |
| 23 | contact_email |
Small Text | Contact Email | |
| 24 | contact_mobile |
Small Text | Contact Mobile No | |
| 25 | more_info |
Section Break | Source |
icon-file-text |
| 26 | source |
Select | Source |
Existing Customer Reference Advertisement Cold Calling Exhibition Supplier Reference Mass Mailing Customer's Vendor Campaign Walk In |
| 27 | campaign |
Link |
Campaign
Enter name of campaign if source of enquiry is campaign |
Campaign |
| 28 | column_break1 |
Column Break | ||
| 29 | company |
Link | Company | Company |
| 30 | transaction_date |
Date | Opportunity Date | |
| 31 | fiscal_year |
Link | Fiscal Year | Fiscal Year |
| 32 | next_contact |
Section Break | Next Contact | |
| 33 | contact_by |
Link |
Next Contact By
Your sales person who will contact the customer in future |
User |
| 34 | contact_date |
Datetime |
Next Contact Date
Your sales person will get a reminder on this date to contact the customer |
|
| 35 | column_break2 |
Column Break | ||
| 36 | to_discuss |
Small Text | To Discuss | |
| 37 | amended_from |
Link | Amended From | Opportunity |
Inherits from erpnext.utilities.transaction_base.TransactionBase
add_calendar_event (self, opts=None, force=False)
No docs
No docs
declare_enquiry_lost (self, arg)
No docs
No docs
No docs
No docs
make_new_lead_if_required (self)
Set lead against new opportunity
No docs
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Public API
/api/method/erpnext.crm.doctype.opportunity.opportunity.get_item_details
erpnext.crm.doctype.opportunity.opportunity.get_item_details (item_code)
No docs
Public API
/api/method/erpnext.crm.doctype.opportunity.opportunity.make_quotation
erpnext.crm.doctype.opportunity.opportunity.make_quotation (source_name, target_doc=None)
No docs
Public API
/api/method/erpnext.crm.doctype.opportunity.opportunity.set_multiple_status
erpnext.crm.doctype.opportunity.opportunity.set_multiple_status (names, status)
No docs