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Default sales incoterm per partner

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

This module adds a field on the Sales & Purchases tab of the partner form where you can register the default incoterms for new sales orders for this customer.

A different incoterm can be set per contact within the same company.

When the partner is selected on a new quotation, the incoterm is retrieved from the partner record.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you save a preferred incoterm (and incoterm address) on each customer, so new quotations automatically pick it up instead of being filled in by hand.

This module adds two fields to the customer form, on the Sales & Purchases tab next to the payment terms: a Default Sales Incoterm and a Default Sale Incoterm Address. Because the fields live on the contact record, a different default can be set for each contact of the same company.

On a sales order, a new field called Incoterm Address is added right after the existing incoterm field. When you choose a customer on a quotation, Odoo automatically copies that customer's default incoterm and default incoterm address onto the order, so the commercial terms are pre-filled without extra typing.

The module touches res.partner and sale.order and builds on the sale and stock integration. It does not add menus, reports, scheduled jobs or validation rules; it only provides default values and the extra field on the order form.

Depends on

sale_stock
Models and fields (2)
  • sale.order · extends an existing modelincoterm_address_id (Incoterm Address)
  • res.partner · extends an existing modelsale_incoterm_id (Default Sales Incoterm), sale_incoterm_address_id (Default Sale Incoterm Address)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 8 confirmed, 1 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

No verified information

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.

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.