How to copy opportunity items as sales order items – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to copy opportunity items as sales order items

  1. Go to Sales & Marketing > Opportunities.
  2. Select the opportunity.
  3. In the opportunity items category, select the opportunity items you want to copy using the check boxes.
  4. Click Copy to existing sales order and click ok in the dialog box.
  5. Sales order form opens.
  6. Sales order form shows the created items and you can edit them.
  7. Click Save.


  1. You have the required access right. (CRM > Opportunites > Opportunity copy items to sales order)
  2. The opportunity and the Sales order point to the same project and opportunity’s contact is the same as project’s contact.
  3. The sales order is in ordered status.
  4. The opportunity has opportunity items.
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