OdooWiki OCA HUB

Sale Contact Type

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

Adds a new contact's type which allows a company to mark (designate) at least one of its own contacts as the main 'ordering contact'. This action will help in finding out who to address when dealing with sales orders.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Adds an 'Ordering contact' type to contacts so a company can mark the person to address on sales orders. On a sales order, the customer field only suggests ordering contacts or companies without one.

This module extends the contact types in Odoo with a new option called 'Ordering contact'. You can set this type on any contact record, typically a child contact of a company, to indicate that this is the person to talk to when dealing with sales orders.

On the sales order form, the customer field is filtered automatically. It only shows contacts that are marked as 'Ordering contact', or companies that do not yet have any ordering contact among their child contacts. This helps users pick the right person or company without searching through all contacts.

Behind the scenes, each company contact gets a technical flag that tells whether it has at least one child contact of type 'Ordering contact'. This flag is recalculated automatically whenever the type of a child contact changes, and it is stored so the sales order filter works quickly.

The module touches the contact model res.partner and the sales order form view sale.order. It does not add new menus or reports; the change appears directly in the customer selection on sales orders and in the contact type dropdown on contact forms.

Depends on

sale_management
Models and fields (1)
  • res.partner · extends an existing modeltype, has_ordering_contact_child

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

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 14.0
  • Create/modify the desired children's contact (Contacts > Select or Create > Contacts & Addresses > Press 'Add' button) and set type to 'Ordering contact'.
  • Create a Sale Order (Sales > Create) and select the contact created/modified in 'Customer' field.

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.