| 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 |
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
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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