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

Question

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?

Waleed Ali Mohsen · Accepted Answer

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 prep

Fernando Cordero · Answer

Hi Waleed!
Thanks so much! this worked!

Related Posts	Replies	Views
Administrator can't view own customers [salesperson] Solved crm odoo12	2 Jan 19	1642
Automate CRM leads with sales.order crm sales.order crm.lead	0 May 24	308
[ODOO V12] How to link an outside sales order to an existing opportunity in the CRM? Solved crm sales.order team	2 Mar 24	575
In odoo12 CRM module can an email be sent to the customers using user personal email address instead of outgoing mail username. crm email odoo12	0 Feb 21	1266
CRM email unnecessary thread split crm mail_thred odoo12	1 Jan 20	2499

This question has been flagged

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

id	order_ids/id
crm.crm_case_20	__export__.sale_order_50_6e0debd3
	__export__.sale_order_49_ac020f4f