This module provides the following features:
- When a quotation is created, it automatically copies the source from the partner. Users can manually adjust the source in the quotation if necessary.
- Enables grouping by source in the order and invoice tree views.
auto_awesome What this module does
AI-generated from the code · Odoo 17.0Automatically fills the UTM Source on new quotations from the customer's source, and lets you see and group sales orders and invoices by UTM Source.
When you create a quotation, this module looks at the customer and copies their UTM Source onto the quotation, so you don't have to type it in yourself. If you prefer a different source for that particular quotation, you can still change it manually; the automatic value is only applied when the quotation has no source yet.
In the Sales area, the UTM Source now appears as a column in the quotations and sales orders lists, right after the customer name. In the same lists you can use a new "UTM Source" filter to group orders by source, which makes it easy to see how much business came from each channel.
The same information is added to customer invoices: the UTM Source column appears in the invoice list, and a "UTM Source" grouping filter is available in the invoice search options.
A new "UTM Sources" menu entry is added under Sales > Configuration, giving quick access to the list of sources used across sales and invoices. The module works together with the customer source feature, so the source stored on the contact is the one that flows into the quotation.
Depends on
Menus it adds
Models and fields (1)
- sale.order · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 17.0 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 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/sale-workflow.
terminal Installation and usage
No verified informationInstallation 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.