===================================
Sales commissions - Geo assignation
===================================
..
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:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
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:target: https://github.com/OCA/commission/tree/14.0/sale_commission_geo_assign
:alt: OCA/commission
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:target: https://translation.odoo-community.org/projects/commission-14-0/commission-14-0-sale_commission_geo_assign
:alt: Translate me on Weblate
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:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
Configure sales agents assigning them to a specific geographical area.
Then, automatically assign agents to customers, according to their geographical area.
A "Do not allow update with Geo Assign" setting can be activated in partner to prevent server action from editing set agents.
**Table of contents**
.. contents::
:local:
Configuration
=============
Go to
Sales > Commissions Management > Agents
A user must be in the 'Contact Creation' group in order to access this action
For every agent, you can set Countries, States or ZIP range
Usage
=====
Go to Sales > Agents > open a record: in tab "Agent information", set geographic criteria.
When using server action, this agent will be assigned to customers whose address match the set criteria.
To assign agents, go to:
Sales > Customers
Select the customers you want to assign agents to and click
Action > Add agents with geo assign
- Activating flag "Replace existing agents" will remove agents set in partner and replace them according to geographic criteria.
- Activating flag "Do not add new agents if agents are already assigned" will prevent assignation if agents are already set in partner.
- Deactivating both flags will simply add agents to existing ones in partner according to geographic criteria.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/commission/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/commission/issues/new?body=module:%20sale_commission_geo_assign%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Agile Business Group
Contributors
~~~~~~~~~~~~
* iwkse <https://ooops404.com>
* PyTech SRL <info@pytech.it>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
.. |maintainer-eLBati| image:: https://github.com/eLBati.png?size=40px
:target: https://github.com/eLBati
:alt: eLBati
.. |maintainer-aleuffre| image:: https://github.com/aleuffre.png?size=40px
:target: https://github.com/aleuffre
:alt: aleuffre
.. |maintainer-renda-dev| image:: https://github.com/renda-dev.png?size=40px
:target: https://github.com/renda-dev
:alt: renda-dev
.. |maintainer-PicchiSeba| image:: https://github.com/PicchiSeba.png?size=40px
:target: https://github.com/PicchiSeba
:alt: PicchiSeba
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-eLBati| |maintainer-aleuffre| |maintainer-renda-dev| |maintainer-PicchiSeba|
This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/14.0/sale_commission_geo_assign>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "===================================\nSales commissions - Geo assignation\n===================================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:3f4d9f6a2fb00f254c60c9492c0cb4c4d65107fcd1ab6440daa3132f1abbf0f4\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png\n :target: https://odoo-community.org/page/development-status\n :alt: Production/Stable\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github\n :target: https://github.com/OCA/commission/tree/14.0/sale_commission_geo_assign\n :alt: OCA/commission\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/commission-14-0/commission-14-0-sale_commission_geo_assign\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/commission&target_branch=14.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nConfigure sales agents assigning them to a specific geographical area.\n\nThen, automatically assign agents to customers, according to their geographical area.\n\nA \"Do not allow update with Geo Assign\" setting can be activated in partner to prevent server action from editing set agents.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nGo to\n\nSales > Commissions Management > Agents\n\nA user must be in the 'Contact Creation' group in order to access this action\n\nFor every agent, you can set Countries, States or ZIP range\n\nUsage\n=====\n\nGo to Sales > Agents > open a record: in tab \"Agent information\", set geographic criteria.\n\nWhen using server action, this agent will be assigned to customers whose address match the set criteria.\n\nTo assign agents, go to:\n\nSales > Customers\n\nSelect the customers you want to assign agents to and click\n\nAction > Add agents with geo assign\n\n- Activating flag \"Replace existing agents\" will remove agents set in partner and replace them according to geographic criteria.\n\n- Activating flag \"Do not add new agents if agents are already assigned\" will prevent assignation if agents are already set in partner.\n\n- Deactivating both flags will simply add agents to existing ones in partner according to geographic criteria.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/commission/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/commission/issues/new?body=module:%20sale_commission_geo_assign%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Agile Business Group\n\nContributors\n~~~~~~~~~~~~\n\n* iwkse <https://ooops404.com>\n* PyTech SRL <info@pytech.it>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-eLBati| image:: https://github.com/eLBati.png?size=40px\n :target: https://github.com/eLBati\n :alt: eLBati\n.. |maintainer-aleuffre| image:: https://github.com/aleuffre.png?size=40px\n :target: https://github.com/aleuffre\n :alt: aleuffre\n.. |maintainer-renda-dev| image:: https://github.com/renda-dev.png?size=40px\n :target: https://github.com/renda-dev\n :alt: renda-dev\n.. |maintainer-PicchiSeba| image:: https://github.com/PicchiSeba.png?size=40px\n :target: https://github.com/PicchiSeba\n :alt: PicchiSeba\n\nCurrent `maintainers <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-eLBati| |maintainer-aleuffre| |maintainer-renda-dev| |maintainer-PicchiSeba| \n\nThis module is part of the `OCA/commission <https://github.com/OCA/commission/tree/14.0/sale_commission_geo_assign>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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