Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Automation of Opportunity name in CRM

Subscribe

Get notified when there's activity on this post

This question has been flagged
salescrmAutomationv17
1 Reply
2298 Views
Avatar
Adage Automation Private Limited

Problem Statement : 

There are various Sales Team namely (East, West, North, Hyderabad, Chennai, Bangalore, Gujarat) and each has a special opportunity numbering system as follows : 

  • East : 24E00001 where 24 is the year, E means East 
  • West: 24W00001 where 24 is the year, W means West 
  • North: 24N00001 where 24 is the year, N means North 
  • Hyderabad : 24H00001 where 24 is the year, H means Hyderabad
  • Chennai: 24C00001 where 24 is the year, C means Chennai
  • Bangalore: 24B00001 where 24 is the year, B means Bangalore
  • Gujarat: 24G00001 where 24 is the year, G means Gujarat 


  • 00001 is the serial number which needs to be updated automatically whenever a new opportunity is created respective to each sales team. 

How to automate this process using Odoo Studio


0
Avatar
Discard
Chris TRINGHAM

Maybe this example can help you: https://odootricks.tips/set-sequence-numbers-for-sales-orders/

Avatar
Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,
You can add a sequence field inside each of your sales team and using the automated action on the creation of the lead, get the sequence number from the sequence set inside the sales team.

For example see this automated action generating barcode for the product: Generate Barcode For Products Using Automated Action In Odoo


Thanks

2
Avatar
Discard
Adage Automation Private Limited
Author

Thanks for the answer.
I tried to refer your video but I still didn't get how to do it since some functions are different in CRM Module. I added the sequence field but having trouble in automating the Opportunity Field in CRM.

I want it to be automated just like Sales Order.

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

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
Generate CRM opportunity from sales quotation
sales crm
Avatar
Avatar
Avatar
2
Aug 25
4992
How to Update Product in Sales Order to Archive When status "Sales Order" by Automation
sales Automation
Avatar
Avatar
1
Aug 25
1380
How to copy sales order amount to expected revenue in opportunity Solved
sales Automation
Avatar
1
Aug 25
1237
How to Adjust Schedule date from a sales order Solved
sales v17
Avatar
Avatar
1
Apr 24
2529
same leads after new mining request
crm v17
Avatar
Avatar
1
Mar 24
2117
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now