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Sale Report Salesperson From Partner

sale_report_salesperson_from_partner folder_open OCA/sale-reporting open_in_new
Sales License: AGPL-3

This module extends the sales report in Odoo to allow sales to be grouped by the sales person assigned to the partner.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds a new "Salesperson From Partner" field to the Sales Analysis report, letting users group and filter sales by the salesperson assigned to the customer's contact record.

This module extends the Sales Analysis report (sale.report) with an extra column called "Salesperson From Partner". That value comes from the salesperson stored on the customer's contact record, not from the salesperson on the individual sales order.

Where it appears: - In the Sales Analysis report's search view, the new field is added right after the existing salesperson field. - A new grouping filter named "Salesperson From Partner" is added next to the existing "User" filter, so users can group report lines by that value.

What it changes: - The report now selects and groups by the partner's salesperson, so totals are aggregated per customer-assigned salesperson. - No new menus, buttons, checks, emails or scheduled jobs are introduced; the change is limited to the reporting layer.

Who benefits: sales managers and accountants who want to analyse revenue by the salesperson responsible for the customer account, rather than by whoever happened to create each order. Because the field is read-only and computed inside the report query, it does not alter sales orders or customer records themselves.

Depends on

sale
Models and fields (1)
  • sale.report · extends an existing modeluser_from_partner_id (Salesperson From Partner)

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: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 4 confirmed, 5 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/sale-reporting.

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.