Sale Order Team from Product
by Cetmix https://github.com/OCA/sale-workflow , Odoo Community Association (OCA) https://github.com/OCA/sale-workflow| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 115 |
| Technical Name |
sale_order_team_from_product |
| License | AGPL-3 |
| Website | https://github.com/OCA/sale-workflow |
Sale Order Team from Product
This module allow to set sales teams in quotations based on the sales team defined in the products using the product_sale_team module.
Table of contents
Use Cases / Context
Sometimes you need to set a product specific sales team in quotation. Eg the product you are selling requires some specific knowledge and thus a dedicated team must be in charge of the sales process.
Configuration
- Go to “Sales > Configuration > Settings” and scroll down to the “Quotations & Orders” section.
- Activate the “Set Sales Team from Products” option.
- After activation configure the following feature-specific settings:
- Skip if team is already set. Will not set team from products if it’s already set in quotation.
Usage
- Create a new quotation.
- Add products with sales team defined. If all products have the same sales team this sales team will be set as a sales team for the quotation.
Known issues / Roadmap
Allow to select different algorithms for team selection. Eg “Take from the first line”.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Cetmix
Contributors
- Cetmix:
- Ivan Sokolov
- Dmitry Meita
Other credits
The development of this module has been financially supported by:
- Geschäftsstelle Sozialinfo
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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