Metadata-Version: 2.1
Name: odoo-addon-salesperson_transfer_portfolio_commission
Version: 18.0.1.0.0.1
Requires-Python: >=3.10
Requires-Dist: odoo-addon-commission_oca==18.0.*
Requires-Dist: odoo-addon-salesperson_transfer_portfolio==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Salesperson Transfer Portfolio Commission
Home-page: https://github.com/sygel-technology/sy-crm
License: AGPL-3
Author: Sygel, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

=========================================
Salesperson Transfer Portfolio Commission
=========================================

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This module is an extension of the Transfer Client Portfolio module.
With this module we will be able to assign agents to the contacts in the
contact list to be transferred.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

1. From the CRM module go to Sales → 'Transfer Client Portfolio'.
2. In the wizard select 'Current Salesperson' and click 'Review'.
3. Select the 'New Salesperson'.
4. Check the box 'Transfer Agents'.
5. Select the agents you want to transfer to the contacts from the list
   of contacts to transfer.

Note that the current agents will be replaced by the selected ones.
Also, if you leave the 'New Agents' field empty, the agents will be
removed from the contacts in the contact list to be transferred.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/sygel-technology/sy-crm/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 <https://github.com/sygel-technology/sy-crm/issues/new?body=module:%20salesperson_transfer_portfolio_commission%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Sygel

Contributors
------------

- `Sygel <https://www.sygel.es>`__:

  - Harald Panten
  - Valentín Vinagre
  - Ángel García de la Chica Herrera
  - Alberto Martínez
  - Roger Sans

Maintainers
-----------

This module is part of the `sygel-technology/sy-crm <https://github.com/sygel-technology/sy-crm/tree/18.0/salesperson_transfer_portfolio_commission>`_ project on GitHub.

You are welcome to contribute.
