Operating Unit in Sales

This module brings the Operating Unit concept into the Sales app. On a quotation or sales order you get a new Operating Unit field, shown next to the salesperson in the form and in the quotation/order lists (only for users with the multi operating unit group). It is editable while the order is still a draft or sent, and becomes read-only afterwards.

The operating unit is normally taken automatically from the sales team: choosing a team fills in its operating unit. If you later change the team or the unit so they no longer match, Odoo blocks the change with a configuration error. The same check exists on sales teams themselves: you cannot change a team's operating unit if existing sales orders still point to a different one.

The sales journal is also filtered by operating unit: Odoo automatically picks a sales journal belonging to the same unit (or a shared one), and the journal field only offers journals matching the order's unit. When you invoice the order, the operating unit is carried over to the created invoice.

Sales order lines inherit the operating unit from their order, and the Sales Analysis report can be filtered and grouped by operating unit. Security rules restrict reading of sales orders, order lines and the sales report to the operating units the user is allowed to see.