odoo14-addon-sale-commission-geo-assign 14.0.1.1.3

Assign agents to partners according to their location

Configure sales agents assigning them to a specific geographical area.

Then, automatically assign agents to customers, according to their geographical area.

A “Do not allow update with Geo Assign” setting can be activated in partner to prevent server action from editing set agents.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

Go to

Sales > Commissions Management > Agents

A user must be in the ‘Contact Creation’ group in order to access this action

For every agent, you can set Countries, States or ZIP range

Usage

Go to Sales > Agents > open a record: in tab “Agent information”, set geographic criteria.

When using server action, this agent will be assigned to customers whose address match the set criteria.

To assign agents, go to:

Sales > Customers

Select the customers you want to assign agents to and click

Action > Add agents with geo assign

• Activating flag “Replace existing agents” will remove agents set in partner and replace them according to geographic criteria.

• Activating flag “Do not add new agents if agents are already assigned” will prevent assignation if agents are already set in partner.

• Deactivating both flags will simply add agents to existing ones in partner according to geographic criteria.

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

• Agile Business Group

Contributors

• iwkse <https://ooops404.com>

• PyTech SRL <[e-mail]>

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.

Current maintainers:

This module is part of the OCA/commission project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.