Hi, is it possible, once you made a sales offer and confirmed it to an order, to copy them at once to different tasks in project?
Thanks!
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Hi,
This is possible if the product sold is declared as a “Service” product type. In the “Create on Order” field on the product, you can then select whether a task, a project or a project including a task should be created when an offer is confirmed.
Regards,
Chris Dominiak (Intero Technologies GmbH)
Please check this out. Here explaining the concept while creating sales order.
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