This module allow to set sales teams in quotations based on the sales team defined in the products using the product_sale_team module.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Automatically sets the Sales Team on quotations based on the Sales Team assigned to the products in the order. Two new options in Sales settings let you turn this on and decide whether to keep a team already set on the quotation.
This module links quotations to the right sales team by looking at the products they contain, instead of relying only on the salesperson or company.
In Sales settings you get a new option "Set Sales Team from Products". When enabled, the Sales Team on a quotation is taken from the Sales Team defined on the products. A second option, "Skip if team is already set", appears under it and, when enabled, prevents the product-based team from replacing a team that is already on the quotation.
The rule is applied automatically when the Sales Team is computed on a quotation. It only looks at quotations that are still in draft or sent state. It collects the Sales Team of every product on the order lines; if all products point to exactly one same team, that team is assigned to the quotation. If products point to no team or to several different teams, nothing is changed.
It works together with the product Sales Team feature and touches the quotation model sale.order and the settings screen res.config.settings. No new menus or reports are added; everything is controlled from the existing Sales settings page.
Depends on
Models and fields (2)
- sale.order · extends an existing model
- res.config.settings · extends an existing modelskip_sales_team_if_set (Skip if team is already set), set_sales_team_from_products
Text generated by AI (DeepSeek) from reading the Odoo 18.0 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 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0- Go to "Sales > Configuration > Settings" and scroll down to the "Quotations & Orders" section.
- Activate the "Set Sales Team from Products" option.
- After activation configure the following feature-specific settings:
- Skip if team is already set. Will not set team from products if it's already set in quotation.
Usage
Source · Odoo 18.0- Create a new quotation.
- Add products with sales team defined.
If all products have the same sales team this sales team will be set as a sales team for the quotation.
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.