This module serves as a baseline to define the partner routes that the members of an organization need to do to acomplish a task over customers regularly
For example:
- Commercial routes.
- Delivery routes.
- Salesmen routes.
- Repair routes.
The module comes without any of this specific capacities, that should be further developed.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0Create recurring partner routes (CRM, sales, delivery, repair) with a responsible user, an interval and a next date, and list the partners to visit in order. A route shows whether it applies today and can be archived.
This module adds a new "Partner Routes" menu under the Contacts configuration menu. There you can create routes, each with a name, a responsible user, a route type (CRM, Sales, Delivery or Repair), an interval unit (days, weeks, months or years) and a repeat-every number.
Each route has a next route date and an "Applies today" indicator that is calculated automatically: it is ticked when the next date equals today. The next date is also recalculated from the interval settings. Routes can be archived with the archive button on the form.
On the Partners tab of a route you add the partners to visit, in the order you want, and their address details (street, city, zip, state, country) are shown from the contact record. The same partners also appear on the contact form through a related list.
Routes support chatter messages, followers and activities, and can be listed in tree, form, pivot and activity views. Access is controlled by two groups: User (can edit routes but not create or delete them) and Manager (can create and delete routes).
Depends on
Menus it adds
Models and fields (3)
- res.partner · extends an existing modelroute_ids
- partner.route · new modelname, active, user_id (Responsible), next_date (Next route date), route_day (Applies today), route_type, interval_unit (Interval), route_partner_ids (Partners), recurring_interval (Repeat Every)
- partner.route.item · new modelzip, city, street, route_id, sequence, state_id, country_id, partner_id
Text generated by AI (DeepSeek) from reading the Odoo 12.0 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: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/partner-contact.
terminal Installation and usage
OCA documentation · Odoo 12.0Usage
Source · Odoo 12.0To make a route:
- Go to Contacts > Configuration > Partner Routes
- Create a new one. You can set:
- A user responsible for the route.
- The periodicy: daily, weekly, monthly, yearly.
- How many periods to count.
- Set the next date in wich the route must be done.
- A route type which is only informative withot extension modules.
- Now, add partners and sort them in the order the visits will be done.
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.