How to connect existing quotation to existing opportunity.

Question

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?

Jaideep · Accepted Answer

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

Ricardo Gross · Answer

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.

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

[1] /documentation/16.0/applications/general/developer_mode.html

Jürgen Oskamp · Answer

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

Related Posts	Відповіді	Переглядів
convert to quotation button doesn't appear ? crm quotation openerp7 opportunity	1 бер. 15	4569
CRM Phone and Email Updates crm opportunity	0 груд. 24	1677
lock CRM crm opportunity	0 вер. 24	1703
Edit "New Opportunity" fields crm opportunity	1 бер. 21	2878
How I retrive current users groups in OpenERP 7.0 ? Вирішено crm opportunity	2 січ. 24	13883

Це запитання позначене

Enjoying the discussion? Don't just read, join in!