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Customization in New customer - QUICK ENTRY FORM


#1

Hi,

Could you please help me in making a small customization?
I wanted to bring the followings fields in the QUICK ENTRY “New customer opening” Form.

  1. GST number
  2. Place of Supply

Thanks.


#2

This may not be possible as as these fields are maintained at Address level in ERPNext.


#3

I think it is possible as the “Primary Contact” and “Primary Address” fields are also maintained in address table but they are coming in Quick entry view.

Please see the attached screen

shot.


#4

@dollar_singh,
look into erpnext/public/js/utils/customer_quick_entry.js and create_primary_address() function in erpnext/selling/doctype/customer/customer.py

making the relevant changes in these files should help you archive your objective.

Also, please send a PR once you make this customization.


#5

This may be an intentional exclusion. My experience with bypassing the quick entry screen and trying to do it all in the full screen has had problems as soon as you attempt to add an address BEFORE having saved the record with it’s minimum fields. When I tried to do it in full screen mode, the address never seems to link properly.

Maybe you should try full screen before you waste much effort on adding to quick entry.

Your mileage may vary… :grin:

BKM