Attached documents in CRM not copied to Sales Order

Question

Hi guys,
Once I start CRM and opportunity, send offers, put documentation inside of the CRM, and finally order, why such documents are not copied to next steps such as sales order, delivery, invoice?

Thanks,
C

Chris TRINGHAM · Accepted Answer

I changed the subject line to make it clearer.
As far as I know, Odoo doesn't copy documents for any linked transactions. If it did there would need to be an option to select which documents need to be copied (because they wouldn't all be relevant).
The transactions are linked, so it's fairly easy to navigate back to the Opportunity to see the documents.

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
In standard *Odoo*, documents (Attachments) added in the *CRM Opportunity* are *not automatically carried over* to the next stages like *Sales Order*, *Delivery*, or *Invoice*.
This behavior is *not available by default* in Odoo. Each model (CRM, Sale Order, Picking, Invoice) stores its own attachments independently.

If
you would like to implement automatic document flow from CRM to Sales,
Delivery, or Invoices, customization is required. You can reach us
through * info@cybrosys.com * for f

Devintellecs, Ruchita · Answer

In Odoo, if you attach documents in the CRM lead or opportunity, they are not automatically copied to the Sales Order when it is created. This is because CRM and Sales are separate modules, and attachments don't transfer by default.
To fix this, you can customize the system so that when a Sales Order is created from a lead or opportunity, the attachments are also copied over. A Developer can write a small script to automatically transfer those files during the conversion.
For More Information co

Gerelateerde posts	Antwoorden	Weergaven
Beginner Trying to Learn CRM, Sales sales crm	0 mei 26	2
Generate CRM opportunity from sales quotation sales crm	2 aug. 25	6893
Extend action sale_action_quotations_new in button New Quotation sales crm	1 jul. 23	3982
Hide Sales Menu in CRM Opgelost sales crm	1 jun. 23	1775
How can I structure my Sales process? Opgelost sales crm	1 mrt. 15	9000

Deze vraag is gerapporteerd

Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!