| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 136 |
| Technical Name |
tx_update_salesperson |
| License | AGPL-3 |
| Website | https://www.techsnas.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 136 |
| Technical Name |
tx_update_salesperson |
| License | AGPL-3 |
| Website | https://www.techsnas.com |
This Odoo module will enhance your daily business operations, it is designed to simplify your workflow with user-friendly features and reliable performance.
🔵 Compatible with standard Odoo modules
🔵 Actively maintained and regularly updated
Overview
Simplify your sales management with this powerful Odoo module that enables quick and bulk reassignment of salespersons for your contacts. Easily transfer ownership based on invoice history and custom threshold. The intuitive wizard interface helps you filter contacts by invoice amount and update sales ownership seamlessly, ensuring smooth transitions and accurate record-keeping.
Features
- ➡️ Effortlessly update the assigned salesperson for multiple contacts at once
- ➡️ Filter contacts by total invoice amount to target high-value customers
- ➡️ User-friendly wizard interface for selective or bulk updates
- ➡️ Supports both automatic updates for all contacts or manual selection
- ➡️ Displays confirmation message on successful reassignment
- ➡️ Compatible with standard Odoo invoicing and partner models
- ➡️ Fully integrated with Odoo’s security and record rules
Setup
Installation Guide
On Odoo.sh
Push your module code to the GitHub repository connected to your Odoo.sh project. Odoo.sh will build and deploy it automatically. Then install the module from the Apps menu in your Odoo backend.
On Premise
Copy the module folder to your custom addons directory, update your Odoo configuration if needed, then restart Odoo. Update the apps list and install the module from the Apps menu.
Manual Upload
You can also upload the module ZIP file via the Apps menu’s “Upload a Module” option if available in your Odoo instance.
How to use?
Follow the screenshots below to complete the setup and start using the module effectively.
Support
Need help? Have a feature request? Contact us!
📧 Email: techsnas@gmail.com
🌐 Website: www.techsnas.com
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