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Crm Sale Secondary Salesperson

crm_sale_secondary_salesperson folder_open OCA/crm open_in_new
Customer Relationship Management License: AGPL-3

This module extends the secondary salesperson from an opportunity to a sale order.

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

When a sales order is linked to an opportunity, the secondary salesperson set on that opportunity is automatically copied onto the sales order.

This module connects the secondary salesperson information between opportunities and sales orders. It does not add new screens or menus; it changes how an existing field behaves on the sales order form.

  • On a sales order, when the related opportunity is selected or changed, the secondary salesperson is filled in automatically from that opportunity.
  • The copy only happens if an opportunity is actually linked to the order; otherwise nothing is changed.
  • The value is taken from the opportunity's own secondary salesperson field, so the same person is credited on both the opportunity and the resulting sales order.

It touches the sale.order model and works together with the modules that provide secondary salesperson fields on sales orders and on opportunities, plus the standard link between CRM and Sales. No new checks, restrictions, emails or scheduled actions are added by this code.

Models and fields (1)
  • sale.order · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 13.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.