Is there a way to link an already created sales order in the sales module (because some of my sellers forget to create them inside the CRM opportunity section) to an existing opportunity?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilitate
- Inventar
- PoS
- Proiect
- MRP
Această întrebare a fost marcată
1
Răspunde
3953
Vizualizări
You can import them through excel, you will prepare your excel file with two columns
| id | order_ids/id |
| crm.crm_case_20 | __export__.sale_order_50_6e0debd3 |
| __export__.sale_order_49_ac020f4f |
Id: Is the xml id for your lead and you can get it by export your lead.
order_ids/id: is the xml id for sale order, if you have more than one sale order for the same lead you will fill the order_ids/id in new row and leave the id of the lead empty.
The above table is to add two sale orders to one lead.
after preparing the excel file, you can import it from lead.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Înscrie-te| Related Posts | Răspunsuri | Vizualizări | Activitate | |
|---|---|---|---|---|
|
2
ian. 19
|
3006 | ||
|
2
oct. 25
|
2784 | ||
|
2
mar. 24
|
2093 | ||
|
0
feb. 21
|
2445 | ||
|
1
ian. 20
|
4119 |
Thank you Waleed
Good Job
Hi Waleed!
Thanks so much! this worked!