| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 469 |
| Technical Name |
mjb_assign_subscription_manager |
| License | OPL-1 |
| Website | https://www.majorbird.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 469 |
| Technical Name |
mjb_assign_subscription_manager |
| License | OPL-1 |
| Website | https://www.majorbird.com |
Auto-Assign Subscription Manager
Automatically assign the configured account manager to every new subscription the moment it is created — ensuring every recurring revenue account has an owner from day one with no manual assignment step.
$5 USDby Majorbird — Odoo Silver Partner
The Problem
New subscriptions are created — from self-service signups, sales orders, or portal checkout — without an assigned account manager. Renewal reminders fire but no one owns the relationship. Churn prevention activities are scheduled but assigned to no one. The first contact a customer receives after subscribing may be from whoever happens to check the unmanaged queue.
This module automatically assigns the configured account manager to every new subscription at creation, ensuring ownership is established instantly and your retention workflow has the right person driving it from the start.
What It Does
| Feature | Description |
|---|---|
| On-Create Trigger | Fires the moment a new subscription (is_subscription=True) is created with no user_id |
| ICP Configurable Manager | Default account manager set via System Parameters — change without module upgrade |
| Unassigned Filter | Only assigns if user_id is empty at creation — manually assigned subscriptions are never overwritten |
| Subscriptions Only | Filters to sale.order records with is_subscription=True — standard sale orders not affected |
| Satellite Design | Satellite-driven auto-assign pattern — installs instantly with no engine dependency |
Key Features
Zero Unmanaged Subscriptions
Every subscription has a responsible account manager from the moment of creation — renewal reminders, at-risk activities, and churn escalations all have the right person assigned automatically.
Subscription Stack Completion
Works alongside mjb_remind_subscription_renewal, mjb_escalate_subscription_overdue, mjb_tag_churned_subscription, mjb_chatter_subscription_renewed, and mjb_activity_subscription_at_risk — the full subscription lifecycle now covered end to end.
Manual Assignments Respected
Subscriptions created with a salesperson already specified are never overwritten — the module only fills in the gap when user_id is empty at creation time.
Runtime Configurable
Change the default account manager via Settings › Technical › Parameters without any module upgrade — re-point to a new manager in seconds.
Configuration
- Install mjb_assign_subscription_manager — the automation rule is created automatically
- Go to Settings › Technical › Parameters › System Parameters
- Find mjb_assign_subscription_manager.default_user_id and set it to the desired account manager's user ID
- Create a new subscription without a salesperson — the default manager will be assigned automatically
Scope & Limitations
- Assigns a single configurable default manager — does not support round-robin or territory-based routing
- Only fires on creation — does not re-assign if the manager is removed later
- Does NOT send a welcome email to the new subscriber
- Requires Odoo Subscriptions module (Enterprise)
First Version — Feedback Welcome
This is the first release of mjb_assign_subscription_manager. If you need territory-based routing or round-robin assignment across a pool of account managers, let us know via the support form.
About Majorbird
Odoo Silver Partner — Manufacturing, Inventory & Accounting Automation
Offices in Vietnam, China, Mexico, and the Middle East.
www.majorbird.comOdoo 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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