This module allows you to manage sales from commercial visits. You can create Sales Quotations from visits and check the related ones.
auto_awesome What this module does
AI-generated from the code · Odoo 16.0Link sales quotations and orders to salesperson visits, so you can create a quotation directly from a visit and see how many quotations and confirmed orders came from it.
This module connects the salesperson visit planner with Sales. On a visit record you get a new "New Quotation" button in the header, visible once the visit is confirmed or done. Clicking it opens a new sales quotation form already filled in with the visit, the customer (commercial entity), the visit reference as origin, the company and the salesperson.
The visit form also shows two counters in the button box: "Quotations" (draft or sent quotations linked to the visit) and "Orders" (confirmed orders, excluding cancelled ones). Clicking a counter opens the matching list, or the single record directly if there is only one.
On the sales order form, a new "Visit" field appears next to the origin, letting users pick the related visit. The list of visits offered is limited to visits of the same customer and company.
Counters are stored and recalculated automatically when the state of the linked orders changes, so the visit always shows up-to-date figures. No new menus are added; everything appears inside the existing visit and quotation screens.
Depends on
Models and fields (2)
- sale.order · extends an existing modelvisit_id (Visit)
- crm.salesperson.planner.visit · extends an existing modelorder_ids (Orders), quotation_count (Number of Quotations), sale_order_count (Number of Sale Orders)
Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 15.0
Confirmed on 2026-11-03 in branch 15.0 of OCA/crm.
terminal Installation and usage
OCA documentation · Odoo 16.0Usage
Source · Odoo 16.0- Go to any "Validated" or "Visited" visit.
- Click "New Quotation" button or click in the smart button "Quotation" and create a quotation.
In the Quotation or Sale Order you will have a new field that is related to the salesperson visit.
No verified information in OCA: Installation, Configuration.
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.
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.