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importuserssale.ordersalespersonmapping
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Cornelius Kraus

When I import many sale orders from an Excel or CSV file, the related sale person (field called 'user_id') is always the user who imported the orders. Normally it should be the user who is related to the concrete customer in partners module. I do not want to import another column with the salespersons because that would be too much work. So is there an action I can schedule or call after import that sets the correct salesperson for each order?

Thanks in advance!

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Chris TRINGHAM
最佳答案

It's simple to setup an Automated Action to automatically assign the salesperson from the customer record.  

Enable Developer Mode and navigate to Settings / Technical / (Automation) / Automated Actions and add the following


Python code is:

record['user_id'] = record.partner_id.user_id
Note: if you can't find Automated Actions in Developer Mode you may need to install the base_automation module as explained here

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Cornelius Kraus
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Thanks for your answer. Unfortunately, I cannot set automated actions because I am not using Odoo Studio. Do you know if there is any possibility to perform this within a scheduled action?

Chris TRINGHAM

You don't need Odoo Studio to create Automated Actions. They are available in all versions of Odoo, but sometimes you need to install the base_automation module as explained here: https://odootricks.tips/automated-actions/

Cornelius Kraus
编写者

Very nice to know. Now it works. Thank you!

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