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Update Salespersons

by
Odoo

9.21

v 17.0 Third Party
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
LicenseAGPL-3
Websitehttps://www.techsnas.com
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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
LicenseAGPL-3
Websitehttps://www.techsnas.com
App Header Banner

This Odoo module will enhance your daily business operations, it is designed to simplify your workflow with user-friendly features and reliable performance.

🔵 Easy setup and intuitive UI
🔵 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.

Screenshot 1
Screenshot 2
Screenshot 3
Screenshot 4

Support

Need help? Have a feature request? Contact us!

📧 Email: techsnas@gmail.com
🌐 Website: www.techsnas.com

App Contact Us Banner
If you need help with installation or setup, let us know — we offer free installation support!
© 2025 Techsnas. All rights reserved.

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