This module propagates Salesperson and Sales Channel from Company to Contacts
Put the Salesperson or Sales Channel of the parent company when the contact doesn’t have a Salesperson or Sales Channel and this parent company is assigned.
When the company changes the Salesperson, it fills with the same Salesperson all the contacts that don’t have any or have the previous Salesperson of the parent company.
When the company changes the Sales Channel, it fills with the same Sales Channel all the contacts that don’t have any or have the previous Sales Channel of the parent company.
Table of contents
Usage
To use this module, if Contacts module is installed:
Go to Contacts -> Contacts and create a new contact with Company radio button checked and a Salesperson selected in Sales & Purchases tab
Edit this record and add a new contact child in Contacts & Addresses tab
Go to Contacts -> Contacts and open the company created (contact type company) and its contact child and you will see they have the same Salesperson
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 smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
Ernesto Tejeda
Pedro M. Baeza
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.
1 maintainer
Metadata
1 maintainer
Release files for odoo13-addon-partner-contact-sale-info-propagation 13.0.1.0.1
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