Sales commissions - Geo assignation
Configure sales agents assigning them to a specific geographical area.
Then, automatically assign agents to customers, according to their geographical area.
A "Do not allow update with Geo Assign" setting can be activated in partner to prevent server action from editing set agents.
auto_awesome What this module does
AI-generated from the code · Odoo 14.0Lets you define the geographic area (countries, states, ZIP range) where each sales agent works, then automatically assign matching agents to selected customers from a wizard.
This module extends the sales commission agent setup so each agent can be linked to a geographic area. On the agent's contact form, in the Agent Information tab, you get a new "Geo-assign to customers" group where you can set the countries, states and a ZIP code range (from/to) where that agent operates. When you pick countries, the list of states is filtered to those countries.
On the customer contact form, a new option "Do not allow update with Geo Assign" lets you protect a customer from being changed by the automatic assignment.
From the customer list, the action "Add Agents with Geo Assign" opens a small wizard. It looks at the customers you selected and adds every agent whose area matches the customer's country, state and ZIP code. Two options control what happens: "Do not add new agents if agents are already assigned" blocks customers that already have agents, and "Replace Existing Agents" first clears the current agents before adding the new ones. If no agent exists at all, or a customer is protected, or already has agents while the check option is on, the wizard stops with an error message.
A search filter "No Agents Assigned" is also added to the customer list to find customers without agents.
Depends on
Required by other modules
Models and fields (2)
- res.partner · extends an existing modelagent_zip_to (Zip To), agent_zip_from (Zip From), agent_state_ids (States), agent_country_ids (Countries), no_geo_assign_update (Do not allow update with Geo Assign)
- wizard.geo.assign.partner · new modelcheck_existing_agents (Check Existing Agents), replace_existing_agents (Replace Existing Agents)
Text generated by AI (DeepSeek) from reading the Odoo 14.0 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 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/commission.
terminal Installation and usage
OCA documentation · Odoo 14.0Configuration
Source · Odoo 14.0Go to
Sales > Commissions Management > Agents
A user must be in the 'Contact Creation' group in order to access this action
For every agent, you can set Countries, States or ZIP range
Usage
Source · Odoo 14.0Go to Sales > Agents > open a record: in tab "Agent information", set geographic criteria.
When using server action, this agent will be assigned to customers whose address match the set criteria.
To assign agents, go to:
Sales > Customers
Select the customers you want to assign agents to and click
Action > Add agents with geo assign
- Activating flag "Replace existing agents" will remove agents set in partner and replace them according to geographic criteria.
- Activating flag "Do not add new agents if agents are already assigned" will prevent assignation if agents are already set in partner.
- Deactivating both flags will simply add agents to existing ones in partner according to geographic criteria.
No verified information in OCA: Installation.
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.