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Sale Order Partner Restrict

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

This module allow you to choose what level of restriction you'd like to apply when selecting from the list of customers.

This configuration is available in Sales / Configuration / Settings, and the options available would be:

  • All partners (default)
  • Only parent accounts (no contacts)
  • Parent accounts and contact persons

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Lets you control which customers can be picked on a sales order: all partners, only parent companies, or parents plus their contacts. The setting is configured per company in Sales settings.

This module adds a company-level setting that decides which customers are selectable when creating a sales order.

  • In Sales / Configuration / Settings you get a new option "Partner Restriction on Sale Orders" with three choices: All partners (default), Only parent accounts (no contacts), and Parent accounts and contacts.
  • The choice is stored on the company, so each company can have its own rule.
  • On the sales order form, the customer field is filtered according to that rule: with "Only parent accounts" you can only pick companies that are not contacts; with "Parent accounts and contacts" you can also pick contact persons; with "All partners" nothing is restricted (apart from the usual company filter).
  • If a sales order already has a customer that does not match the rule, Odoo raises a validation error naming the customer and the company, so the order cannot be saved with a forbidden partner.
  • The rule is applied automatically when the setting changes on the order form, and it is also enforced when saving.

The module touches the sales order (sale.order), the company (res.company) and the settings screen (res.config.settings).

Depends on

sale_management
Models and fields (3)
  • sale.order · extends an existing modelsale_order_partner_restrict (Partner Restriction on Sale Orders)
  • res.company · extends an existing modelsale_order_partner_restrict
  • res.config.settings · extends an existing modelsale_order_partner_restrict (Partner Restriction on Sale Orders)

Text generated by AI (DeepSeek) from reading the Odoo 15.0 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 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 15.0

Usage

Source · Odoo 15.0

To use this module, you need to:

  • Go to Sales > Configuration > Settings
  • Choose the filter you want to apply on partners.
  • Go to Sales > Orders > Quotations
  • Create a record and only available partners will appear on the list.

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.