A quote is created outside the CRM application, outside, I want to add it on an opportunity that was already created. Is this possible?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Project
- MRP
To pytanie dostało ostrzeżenie
3
Odpowiedzi
4255
Widoki
Hi,
There is a field on quotations as opportunity_id where we can link the opportunity related to the quotation
Here is the field, where we map the opportunity related to the quotation
Regards
Hello, thank you for your reply. On the other hand, when I go back to the opportunity in the CRM pipeline, the quote is not attached!
Hello, I have the same problem. Do you have find a solution ?
Regards
Sarah
I just tried this, it works for me (EE 14)
The "Opportunity" field at the SO is only visible in developer mode. I have no idea what Odoo was thinking! Does anyone know how to change this? (In V17 it is obviously changed)
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj się| Powiązane posty | Odpowiedzi | Widoki | Czynność | |
|---|---|---|---|---|
|
Quotation on portal
Rozwiązane
|
|
1
mar 25
|
5008 | |
|
2
paź 25
|
2614 | ||
|
|
1
wrz 25
|
2620 | ||
|
3
lip 25
|
4050 | ||
|
|
1
maj 25
|
2154 |
