<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> </a> <a name="sales-team-region"></a> <h2>sales_team_region</h2> <p>This module extends the functionality of <em>Sales Teams</em> to support <em>Sales Regions</em> with <em>Sales Region Team Types</em> which allow you to assign a <em>Region Team Type</em> to a <em>Sales Region</em>, a <em>Sales Region</em> to a <em>Sales Team</em>, and <em>Sales Team(s)</em> to a <em>Customer</em>.</p> <p><em>Sales Team Regions</em> may consist of <em>Country Groups</em>, <em>Countries</em>, and/or <em>States</em>.</p> <p><em>Regions</em> are restricted from overlapping within the same <em>Sales Region Team Type</em>.</p> <a name="installation"></a> <h3>Installation</h3> <p>To install this module, you need to:</p> <ol class="arabic"> <li><p class="first">Clone the azi-odoo-modules repository on your Odoo server.</p> <ul class="simple"> <li><code>$ git clone https://github.com/asphaltzipper/azi-odoo-modules</code></li> </ul> </li> <li><p class="first">Add the new module repository to your Odoo configuration.</p> <ul> <li><p class="first">Append the new repository path to the <em>addons path</em> configuration variable.</p> <blockquote> <ul class="simple"> <li>e.g. <code>addons_path = /opt/odoo/odoo/addons,/opt/odoo/azi-odoo-modules</code></li> <li>e.g. <code>$ ./odoo-bin --addons-path=&quot;./addons,/opt/odoo/azi-odoo-modules&quot;</code></li> </ul> </blockquote> </li> </ul> </li> <li><p class="first">Restart Odoo.</p> </li> <li><p class="first">Go to the menu <em>Apps &gt; Apps</em> and search for &quot;sales_team_region&quot; * Install the <em>sales_team_region</em> module.</p> </li> </ol> <a name="configuration"></a> <h3>Configuration</h3> <p>To configure this module, you need to:</p> <ol class="arabic simple"> <li>Go to the menu <em>Sales &gt; Configuration &gt; Sales Region Types</em> and create multiple <em>Region Team Types</em> if you have multiple types of <em>Sales Teams</em> and need geographically overlapping <em>Regions</em>.</li> <li>Go to the menu <em>Sales &gt; Configuration &gt; Sales Regions</em> and create one or more <em>Regions</em>. <em>Regions</em> can consist of <em>Country Groups</em>, <em>Countries</em> and/or <em>States</em>.</li> </ol> <a name="usage"></a> <h3>Usage</h3> <p>To use this module, you need to:</p> <ol class="arabic"> <li><p class="first">Go to the menu <em>Sales &gt; Configuration &gt; Sales Teams</em> and assign a <em>Sales Region</em> to each <em>Sales Team</em>.</p> </li> <li><p class="first">Go to the menu <em>Sales &gt; Sales &gt; Customers</em> and assign <em>Sales Team(s)</em> to <em>Customers</em>.</p> <blockquote> <ul class="simple"> <li>To create and categorically assign <em>Industries</em> to <em>Sales Teams</em> and <em>Customers</em> see the <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/tree/master/sales_team_industry">sales_team_industry</a> module.</li> <li>For automatic assignment of <em>Sales Teams</em> to <em>Customers</em> see the <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/tree/master/sales_team_auto_assign">sales_team_auto_assign</a> module.</li> </ul> </blockquote> </li> </ol> <a name="known-issues-roadmap"></a> <h3>Known issues / Roadmap</h3> <ul class="simple"> <li>If you want to move a region member (<em>Country Group</em>, <em>Country</em>, or <em>State</em>) from one region to another (within the same <em>Region Team Type</em>), you will either have to refresh the page <strong>or</strong> go to the top level menu in Odoo before going back into <em>Sales &gt; Configuration &gt; Sales Regions</em> in order for the member to be available for reassignment after removing it from the original region.</li> </ul> <p>Possible <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/issues?utf8=%E2%9C%93&amp;q=is%3Aissue%20is%3Aopen%20sales_team_region%20">related issues</a>.</p> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/issues/new?body=module:%20sales_team_region%0Aversion:%209.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Scott Saunders &lt;<a class="reference external" href="mailto:ssaunders&#64;asphaltzipper.com">ssaunders&#64;asphaltzipper.com</a>&gt;</li> </ul> <a name="funders"></a> <h4>Funders</h4> <p>The development of this module has been financially supported by:</p> <ul class="simple"> <li>Asphalt Zipper, Inc.</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="http://asphaltzipper.com"><img alt="Asphalt Zipper, Inc." src="http://asphaltzipper.com/img/elements/logo.png" /></a> <p>This module is maintained by Asphalt Zipper, Inc.</p> <p>To contribute to this module, please visit <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules">https://github.com/asphaltzipper/azi-odoo-modules</a>.</p>