How to use PHP to customize SuiteCRM's quotation module

How to use PHP to customize the quotation module of SuiteCRM

SuiteCRM is a powerful open source customer relationship management system that provides a series of modules for managing sales, customers, contracts and other information. The quotation module is a very important part and plays a vital role in the sales process. However, since different enterprises have different business needs, SuiteCRM's default quotation module may not meet the needs of all enterprises. Therefore, how to use PHP to customize the quotation module of SuiteCRM has become the focus of many enterprises.

In this article, we will explore how to use PHP to customize SuiteCRM’s quotation module to meet the specific needs of the enterprise.

First of all, we need to understand the structure and function of SuiteCRM's quotation module. The quotation module mainly includes quotation list, quotation details, quotation items, quotation templates, etc. Often, we need to extend or modify these modules to meet the specific needs of the enterprise. Below, we will use an example to explain in detail how to use PHP to customize the quotation module of SuiteCRM.

Suppose our company needs to add a new custom field "Order Number" in the quotation module to record the order information corresponding to the quotation. The following are our implementation steps:

Step 1: Add a field in the database

We need to add a new field to the corresponding table in the database to store the order number. In SuiteCRM, the table name of the quotation module is "quotes", and we need to add a field named "order_number" to the table. We can complete this step by executing SQL statements through phpMyAdmin or other database management tools.

ALTER TABLE quotes ADD order_number VARCHAR(255) NOT NULL;

Step 2: Modify the quotation details page

We need to modify the quotation details page so that we can enter and display the order number. In SuiteCRM, the file name of the quotation details page is "DetailView.tpl". We need to add the corresponding form fields to this file.

Open the "DetailView.tpl" file, find the "" section, and add the following code:

Order number
< div class="col-md-10">

<input type="text" name="order_number" value="{$fields.order_number.value}">

Step 3: Save and update the quotation module

Save and update the quote module to make our modifications effective. In SuiteCRM, we can update the quotation module through Module Builder. Open the management interface of SuiteCRM, select "Module Builder" in the "Develop" menu, find and select the "Quotation" module, and click the "Deploy" button to complete the update.

Step 4: Save and display the order number

We have added the order number field to the database and modified the quotation details page. Now, we need to save the order number to the database and display it on the quote details page when saving the quote information. We can achieve this function by modifying the "Save.php" file of the quotation module.

Open the "Save.php" file, find the code below the "// Save the model" comment, and add the following code:

// Save the order number
if(!empty ($_REQUEST['order_number'])) {
$bean->order_number = $_REQUEST['order_number'];
}

Save the "Save.php" file and update the quotation module Make it effective.

At this point, our customization has been completed. Now, when we create or edit a quote, we will see the new order number field and be able to save and display it on the quote details page.

Through the above steps, we successfully customized the quotation module of SuiteCRM using PHP to meet the specific needs of the enterprise. In actual applications, we can carry out more complex customization and development according to specific needs.

Summary:

Customizing the quotation module of SuiteCRM is a relatively simple but very practical task. By taking advantage of the extension and development capabilities provided by PHP and SuiteCRM, the quote module can be easily customized and modified to meet the specific needs of the business. At the same time, during the customization process, we should also follow good coding standards and security principles to ensure the stability and reliability of the system.

I hope this article will help you understand how to use PHP to customize the quotation module of SuiteCRM. If you have any questions or confusion, please feel free to leave a message to communicate with us. I wish you success in the process of customizing SuiteCRM!

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