[ODOO V12] How to link an outside sales order to an existing opportunity in the CRM?

Question

Hi guys,
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?

thanks for your help!

ss · Accepted Answer

Hi @Fernando Cordero,
Attached screenshot for your reference where you can update the opportunity.

Jimit Doshi · Answer

Hi @Fernando Cordero,
Yes there is a way and we can do that by below steps:
1. Need to Activate the developer mode from the General Settings.
2. Open related Sales Quotation/Order and edit the record.
3. In that 'Other Info' tab, Tracking section and you will find Opportunity field where you can select and mapped the specific Opportunity.

Related Posts	Replies	Views
Automate CRM leads with sales.order crm sales.order crm.lead	0 May 24	885
Year goal instead of month goal crm team goals	1 Jan 24	726
[ODOO V12] How to link an outside sales order to an existing opportunity in the CRM? Solved crm sales.order odoo12	2 Apr 22	2732
CRM/Sales Order/Fields Service activities appear on Odoo Calendar Solved crm sales.order activities field service	1 Mar 25	578
[CRM] What is the purpose of the Team Leader field on a Sales Team? Solved crm purpose team leader	1 Mar 23	2121

This question has been flagged

Enjoying the discussion? Don't just read, join in!