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8 Antwoorden
5567 Weergaven

Hi Dears,

My client has a guy as a quotation builder and need to assign salesperson to sale order according to automated route based one creation action like

SO0001>>assign salesperson = 1

SO0002>>assign salesperson = 2

SO0003>>assign salesperson = 3

SO0004>>assign salesperson = 1 

SO0005>>assign salesperson = 2

...etc

Avatar
Annuleer
Auteur

thanks

Beste antwoord

i will think, but i am more analyst/configuration/deep knowledge of odoo, but not python. but i will check how i can help you.

Avatar
Annuleer
Auteur

thanks

Beste antwoord

have you tried automated actions?

Avatar
Annuleer
Auteur

I think yes but need piece of code to do that...could you help

Beste antwoord

by default you can try work from another point of view. contacts(customers->assign sales person).

so by default quotation creator can be me, but assigned sales person will be from contact.

Avatar
Annuleer
Auteur

Thanks for replay,

No need to assign salesperson at the first we need to assign them at the time of creation based on this schema

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