| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 844 |
| Technical Name |
gb_territory_account_assignment_manager |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 844 |
| Technical Name |
gb_territory_account_assignment_manager |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
Territory & Account Assig
Define sales territories by UK postcode area, region or industry; bulk reassign accounts with full history
Replace the spreadsheet mess of territory management. Define territories by UK postcode area, country/region or industry, assign an owner and sales team to each, and let a matching engine assign or bulk-reassign customer accounts to the right territory — with a complete change history so you can always answer “who owned this account last quarter?”
Key Features
Rule-based territories
Match by UK postcode area or prefix, country, state/region, city or industry — combine rules and set per-territory priority for tie-breaks.
Hierarchical structure
Parent/sub-territory tree with an owning salesperson and sales team per territory, plus codes like UK-SW for the South West.
Best-fit matching engine
Evaluates a partner against the rules, scores each candidate territory and proposes the best fit on every customer record.
Bulk reassignment
Re-run matching across thousands of accounts in one wizard, assigning or correcting territory and owner in a single click.
Full assignment history
Every move is logged — from/to territory and owner, who changed it, when, why and by which method (manual, suggested or bulk).
Coverage report
A coverage report by territory, owner and team, with unassigned and mis-assigned account counts to find the gaps.
Screenshots
Assignment History
Territories
Coverage Report
Why Choose This Module
Odoo has no territory model. This adds rule-based, hierarchical territories with a scoring matcher, bulk reassignment and a complete audit trail — built on standard partner, CRM team and user data, with no external service.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: LGPL-3
- Languages: 35+
- Author: Baris Genc
- Dependencies: crm
- Support: odoo@gencbaris.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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