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Partner contact sale info propagation

partner_contact_sale_info_propagation folder_open OCA/sale-workflow open_in_new
Sales Management License: AGPL-3

This module propagates the Salesperson from a company to its contacts.

Odoo already puts the Salesperson of the parent company on a contact when the contact is created under it (or moved to it) and the contact has no Salesperson of its own. This module completes that behavior:

  • When the company changes its Salesperson, it fills with the same Salesperson all the contacts that don't have any or that have the previous Salesperson of the company. The change is propagated down the whole contacts hierarchy.
  • Contacts having their own, different Salesperson are left untouched.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

When a company's Salesperson is changed, this module automatically updates the same Salesperson on its contacts that have no Salesperson or still have the company's previous one.

This module extends the contact (partner) records in Odoo so that a change of Salesperson on a company is passed down to its related contacts.

  • When you save a company contact with a new Salesperson, Odoo looks at the contacts linked under that company.
  • Contacts that have no Salesperson of their own, or that still carry the company's previous Salesperson, are updated to the new Salesperson.
  • Contacts that have their own, different Salesperson are left untouched.
  • The update follows the whole hierarchy of child contacts, so sub-contacts are updated as well.

This complements the standard Odoo behaviour, which only copies the parent company's Salesperson when a contact is created or moved under the company and has no Salesperson yet. The module does not add any new menu, screen, button or report; it works silently in the background whenever a company's Salesperson is modified. It only touches the res.partner model and depends only on the base module.

Depends on

base
Models and fields (1)
  • res.partner · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 6 confirmed, 3 with no information of 9 versions.

Sources · Odoo 13.0

Confirmed on 2026-11-03 in branch 13.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0

To use this module, if Contacts module is installed:

  • Go to Contacts and create a new contact with the Company radio button checked and a Salesperson selected in the Sales & Purchases tab.
  • Edit this record and add a new contact child in the Contacts & Addresses tab.
  • Open that child contact and you will see it has the same Salesperson as its parent company.
  • Change the Salesperson of the company and you will see that the child contact is updated with the new one.

No verified information in OCA: Installation, Configuration.

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.