How to copy opportunity items as sales order items
- Go to Sales & Marketing > Opportunities.
- Select the opportunity.
- In the opportunity items category, select the opportunity items you want to copy using the check boxes.
- Click Copy to existing sales order and click ok in the dialog box.
- Sales order form opens.
- Sales order form shows the created items and you can edit them.
- Click Save.
- You have the required access right. (CRM > Opportunites > Opportunity copy items to sales order)
- The opportunity and the Sales order point to the same project and opportunity’s contact is the same as project’s contact.
- The sales order is in ordered status.
- The opportunity has opportunity items.