CRM + Products + Invoice plugins - connection between Deal - Order - Invoice

-1

(none) (none)
Added 6 months ago

When a Sales representative is creating a Deal, they add multiple products.
If that Deal is successful and turns into an Order, the user would expect to convert it with a click, and not having to copy and paste again all the information.
If that Order is delivered, the customer will need an invoice. The user would expect that all the items in the Order can be transferred to the invoice.
It would be very interesting if that workflow would be included in the combination of CRM, Products and Invoice plugins.
The ideal outcome would be to have a link that allowed the user to go back from the invoice to the order and from the order to the deal.

Thank you very much