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Many times people don't use Odoo correctly, and make a new quotation while there exists an opportunity, but not using that opportunity as a starting point for the quotation. The result is that the opportunity remains an orphan, without quotation. How can I connect them together?


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Risposta migliore

On the sale order other info tab you can link an opportunity to the sale order


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Abbandona
Risposta migliore

Hi Jürgen, as answered by Jaideep, you can link using the "Opportunity" field. However, this field, for some unknown reason, requires "extra rights" which require the activation of developer mode and it has nothing to do with the Odoo version -> Developer Mode


Another solution would be to remove this access rights from the field and make them visible according to needs.

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Abbandona

That’s correct, V17 the field is visible in lower versions you would need to enable developer mode to view the field

https://www.odoo.com/forum/help-1/how-to-link-an-existing-sales-order-or-quotation-to-an-existing-opportunity-211598

Autore Risposta migliore

Hi Jaideep,

Unfortunately, in the tracking, there is no opportunity in our Odoo. Is that a version issue? We have version 16.

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