How to auto fill-up Sales Team table under Sales Order?

1

Hi all,

Our sales person = sales user. I want to auto fill up the Sales Team table every time they open a new Sales Order. I understand it may need Custom Client Script? Can someone point some direction?

Thanks.

2

If sales person is based on the selected customer, then it can set in the customer master. If it is based on the current user means, need to add a custom script in sales order form frappe.session.user…

3

Hi @maxchock,

Please apply custom/client script.

frappe.ui.form.on('Sales Order', {
	setup: function(frm) {
	    if (frm.doc.docstatus === 0 && !frm.doc.sales_team[0]) {
	        frm.clear_table('sales_team');
	        var d = frm.add_child("sales_team");
	        if (frappe.session.user === "Administrator") {
    		    d.sales_person = "Sales Person 2";
	        }
	        else if (frappe.session.user === "salesperson@xyz.com") {
    		    d.sales_person = "Sales Person 1";
	        }
	    }
	}
});

Please set yours according to the session user and salesperson.

Thank You!

4

Thanks for the example code! Very much appreciated.

I’m wondering is there a way to get like:
1- get employee ID using user ID.
2- get sales person using employee ID.

So I don’t have to update the custom script if there is a new sales person.

Thanks again~!