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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? 

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Beste antwoord

You can import them through excel, you will prepare your excel file with two columns

idorder_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 preparing the excel file, you can import it from lead.

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Auteur Beste antwoord

Hi Waleed!

Thanks so much! this worked!

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