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
Go to
Sales > Commissions Management > Agents
For every agent, you can set Countries, States or ZIP range
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
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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 maintainer:
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.