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Convert an Opportunity into a New Project

Michael Gardner
on 7/30/13, 4:16 AM 2,054 views

I'd like to be able to convert a "Won" opportunity into a new project. Does anyone have any ideas as to how or if this is possible?


Fabien Pinckaers (fp)

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--Fabien Pinckaers (fp)--

Odoo Founder & CEO

Fabien Pinckaers (fp)
On 9/15/16, 3:22 PM

The normal flow in Odoo is to convert sales order into projects (using service products who are configured to create tasks). So, Opportunity --> Quotation (via convert to quote button) --> Sales Order (validate button) --> Project and tasks.

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Asked: 7/30/13, 4:16 AM
Seen: 2054 times
Last updated: 9/15/16, 8:52 PM