Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Lead -> Opportunity -> Quotation -> Sales Order.
But when i created the quotation for the opportunity, it didn't shows the details of the products. Then i manually choose the wanted product. How can i automatically call that required product and its cost in the quote?
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrar-se| Related Posts | Respostes | Vistes | Activitat | |
|---|---|---|---|---|
|
2
de març 15
|
4977 | ||
|
3
de febr. 25
|
26179 | ||
|
0
de maig 15
|
3710 | ||
|
1
de març 15
|
9305 | ||
|
1
de març 15
|
9675 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
How can you get products and cost from Opportunity? There is no product in Opportunity.
We have create an opportunity for a particular product with Expected Revenue. Some time product cost and Expected Revenue should be different. Next we convert it to a quotation with the Expected Revenue, we can't see it in sale order line. I think we have to manually select the product and set the unit price with the Expected Revenue cost. Am i right??
Where are you adding product in Opportunity? Are you adding product in
Referencefield in Opportunity form view?Yes, you have to manually add product from sale order line. But you can also customize it as per you need if you want as product is not required in sale order line.
Its my mistake, i'm not adding products in opportunity. I'm just adding category only. Thanks