From Sales > Sales Orders I am able to link "Order Reference" to "Customer"
From Inventory > Lots/Serial numbers I am able to link "Lot/Serial Number" to "Sales Orders"
How can I extract all at once?
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From Sales > Sales Orders I am able to link "Order Reference" to "Customer"
From Inventory > Lots/Serial numbers I am able to link "Lot/Serial Number" to "Sales Orders"
How can I extract all at once?
From the Lot/ Serial Number (Inventory > Products > Lots/ Serial Number) select the records and export (Action > export).
You can add the fields Sales Orders (sale_order_ids) and Sales Orders/Customer (sale_order_ids/partner_id) to the data export template
Hope this helps
Am not certain why that might happen, maybe you want to double check the customer field included in the export (Sales Orders/Customer (sale_order_ids/partner_id)). In my testing the customer was included in the export
Lot/Serial Number Product Sales Orders (sale_order_ids) Sales Orders/Customer (sale_order_ids/partner_id)
0000000000001 [FURN_8522] Table Top
0000000000002 [FURN_2333] Table Leg
0000000000003 [FURN_9666] Table
0000000000029 [FURN_8855] Drawer S00049 Deco Addict
0000000000030 [FURN_8855] Drawer
0000000000031 [FURN_8855] Drawer
0000000000500 [E-COM11] Cabinet with Doors S00050 The Jackson Group
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Hi Jaideep and thanks for your answer.
I have tried what you just described and exported data only shows the Sales order ID number but I get no data for the customer. I know that the customer is linked to the Sales order ID since I can export that relationship from the Sales app.