| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 135 |
| Technical Name |
tx_update_salesperson |
| License | OPL-1 |
| Website | https://www.techsnas.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 135 |
| Technical Name |
tx_update_salesperson |
| License | OPL-1 |
| Website | https://www.techsnas.com |
| Versions | 16.0 17.0 18.0 19.0 |
Update Salespersons
Eliminate repetitive, time-wasting manual entries. Instantly assign and reassign Odoo sales representatives for multiple customers and contacts in one action, automatically filtered by total invoice billing amount thresholds.
Bulk Reassignment
Select hundreds of customer accounts, business contacts, and leads, updating their designated salesperson in 1-click.
Billing Thresholds
Filter matches dynamically based on total client invoice amounts. Direct high-value key accounts straight to senior sales reps.
Archived Audit History
Safeguards partner tracking. Automatically archives former salesperson relationships for complete sales attribution and auditing.
Revolutionize Account Allocations in Odoo
Manually shifting sales assignments in Odoo is incredibly slow. Changing salesperson profiles contact by contact takes massive effort. Techsnas' Update Salespersons solves this inefficiency completely.
Ideal for sales territory restructure, salesperson handover, or tier segmentations. The automation wizard automatically calculates cumulative invoice history and lets you allocate accounts safely within seconds.
Key Business Values
Instant Reassignment
Reassign hundreds of partners in under 5 seconds, boosting team operational efficiency.
Revenue Alignment
Auto-calculates user invoice spending to tier and route accounts based on custom limits.
Comparison: Standard Odoo vs Techsnas Automated Wizard
See how our custom automation tool outperforms manual workflows
Step-by-Step Interactive Workflow
Review the screenshots below to master our simple four-step customer reallocation process.
Launch Reassignment Wizard
Navigate to Contacts module. Inside the configuration options or actions menu, launch the dedicated Update Salespersons pop-up dialog.
Set Invoice Filters & Limits
Select the existing salesperson. Define a minimum invoice amount threshold (e.g. $700). The list will immediately refresh to target qualifying customers who exceed this spending level.
Select Handover Representative
Choose the incoming sales representative. Inspect the interactive tables listing individual customer names, contact emails, mobile phone details, and overall invoicing states prior to applying changes.
1-Click Bulk Update Complete
Confirm the reassignment. The Odoo system processes data safely and showcases an instant success dialog confirming total allocations updated.
Installation & Provisioning
Deploying via Odoo.sh
- Commit the module directory into the target branch of your linked GitHub repository.
- Wait for the Odoo.sh environment builder to compile and test the branch automatically.
- Access your Odoo instance, activate Developer Mode inside settings.
- Go to Apps, trigger an **Update Apps List** sequence, search "Update Salespersons" and click **Install**.
On-Premise Installations
- Extract the provided folder to the path designated in your `addons_path` config file.
- Restart the Odoo system service inside your server terminal console.
- Log in with Administrator credentials, activate Developer features.
- Go to Apps, select **Update Apps List**, search and trigger the **Install** button.
Technical Specification & Compatibility
| Odoo Target Version | 16.0 (Enterprise, Online, and Community Editions) |
| Core Dependencies | base, contacts, account |
| Marketplace License | OPL-1 (Commercial Use & Custom Modifications Allowed) |
| Standard Code checks | Validated using PEP-8 and standard Odoo python linter requirements |
| Publisher Location | Techsnas Private Limited |
Complete Techsnas Support
At Techsnas, corporate business continuity is vital. We provide lifetime commercial installation advice and initial setup support at absolutely zero cost.
Need customized CRM flows? Require special sales rules, team tiers, or cross-app integration? Reach out to our senior Odoo consulting staff directly.
Frequently Asked Questions
old_salesperson_id field on each partner card, allowing audit trails.
out_invoice) matching the client. Draft and canceled accounts are omitted.
Maximize Odoo Sales Capabilities
Integrate related Techsnas modules to build a fully automated, high-conversion sales ecosystem.
Salesperson Portal
Give designated sales representatives clean, restricted front-end portal pages to monitor clients, assign new opportunities, check margins, and track payouts.
Product Brands Manager
Organize complex products under unified parent manufacturing brands. Filter items dynamically and create custom catalogs for your sales representatives.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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