Attached documents in CRM not copied to Sales Order

Question

Hi guys,
Once I start CRM and opportunity, send offers, put documentation inside of the CRM, and finally order, why such documents are not copied to next steps such as sales order, delivery, invoice?

Thanks,
C

Chris TRINGHAM · Accepted Answer

I changed the subject line to make it clearer.
As far as I know, Odoo doesn't copy documents for any linked transactions. If it did there would need to be an option to select which documents need to be copied (because they wouldn't all be relevant).
The transactions are linked, so it's fairly easy to navigate back to the Opportunity to see the documents.

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
In standard *Odoo*, documents (Attachments) added in the *CRM Opportunity* are *not automatically carried over* to the next stages like *Sales Order*, *Delivery*, or *Invoice*.
This behavior is *not available by default* in Odoo. Each model (CRM, Sale Order, Picking, Invoice) stores its own attachments independently.

If
you would like to implement automatic document flow from CRM to Sales,
Delivery, or Invoices, customization is required. You can reach us
through * info@cybrosys.com * for f

Ruchita · Answer

In Odoo, if you attach documents in the CRM lead or opportunity, they are not automatically copied to the Sales Order when it is created. This is because CRM and Sales are separate modules, and attachments don't transfer by default.
To fix this, you can customize the system so that when a Sales Order is created from a lead or opportunity, the attachments are also copied over. A Developer can write a small script to automatically transfer those files during the conversion.
For More Information co

Related Posts	Replies	Views
Generate CRM opportunity from sales quotation sales crm	2 Aug 25	4902
Extend action sale_action_quotations_new in button New Quotation sales crm	1 Jul 23	2778
Hide Sales Menu in CRM Solved sales crm	1 Jun 23	1775
How can I structure my Sales process? Solved sales crm	1 Mar 15	7522
How to change company in opportunities, quotations and sales orders? Solved sales crm	3 Mar 15	10805

This question has been flagged

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