Assign a default fiscal position to each sales team so every sale order and customer invoice handled by that team automatically adapts its taxes and accounts — without asking your salespeople to remember which fiscal position to pick.
Ideal when different teams sell under different tax treatments: an export desk, a domestic channel, a tax-exempt segment or a specific region. Set the fiscal position once on the team and it flows to every document that team creates.
- Fiscal position per sales team — A dedicated field on each sales team to set its default fiscal position.
- Automatic on sale orders — Selecting the team on a quotation applies its fiscal position instantly.
- Automatic on customer invoices — The same rule applies to invoices and credit notes.
- Salesperson fallback — If a document has no team but a salesperson, that salesperson’s team fiscal position is used.
- Fewer tax mistakes — Correct taxes and accounts from the start, consistent across the whole team.
- Download and install the module from Apps.
- Enable developer mode if you need advanced configuration.
- Open any Sales Team and set its Fiscal Position field.
Go to CRM → Configuration → Sales Teams (or Sales → Configuration → Sales Teams) and open a team. Set the new Fiscal Position field and save.
From then on, whenever that team is selected on a quotation / sale order or a customer invoice, the team’s fiscal position is applied automatically. You can still override it manually on any single document.
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| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) |
| Lines of code | 78 |
| Technical Name |
cnd_account_team_fiscal_position |
| License | OPL-1 |
| Website | https://www.candelassoftware.com |
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