Partner contact sale info propagation

This module propagates the Salesperson from a company to its contacts.

Odoo already puts the Salesperson of the parent company on a contact when the contact is created under it (or moved to it) and the contact has no Salesperson of its own. This module completes that behavior:

When the company changes its Salesperson, it fills with the same Salesperson all the contacts that don’t have any or that have the previous Salesperson of the company. The change is propagated down the whole contacts hierarchy.
Contacts having their own, different Salesperson are left untouched.

Table of contents

Usage
Changelog
- 19.0.1.0.0
Bug Tracker
Credits

Usage

To use this module, if Contacts module is installed:

Go to Contacts and create a new contact with the Company radio button checked and a Salesperson selected in the Sales & Purchases tab.
Edit this record and add a new contact child in the Contacts & Addresses tab.
Open that child contact and you will see it has the same Salesperson as its parent company.
Change the Salesperson of the company and you will see that the child contact is updated with the new one.

Changelog

19.0.1.0.0

The Sales Team propagation has been removed, as the team_id field no longer exists in contacts since Odoo 18.0. The sales team of a sale order is now derived from its salesperson, so propagating the Salesperson is enough.

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

Tecnativa

Contributors

Tecnativa:
- Ernesto Tejeda
- Pedro M. Baeza
- César A. Sánchez
- Juan Carlos Oñate
- Carlos Roca

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.