<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-auto-assign"></a> <h2>sales_team_auto_assign</h2> <p>This module was written to extend the functionality of <em>Sales Teams</em>, <em>Sales Team Industries</em> and <em>Sales Regions</em> to allow you to auto-assign <em>Sales Teams</em> to a <em>Customer</em> based on <em>Sales Regions</em> and <em>Industries</em>.</p> <p>Auto-assignment does not require an <em>Industry</em> to be assigned.</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_auto_assign&quot; * Install the <em>sales_team_auto_assign</em> module.</p> </li> </ol> <a name="usage"></a> <h3>Usage</h3> <p>New <em>Customers</em> are automatically assigned to <em>Sales Team(s)</em> given a <em>State</em> and <em>Industry</em> (Industry is optional).</p> <p>For existing customers, you need to:</p> <ol class="arabic simple"> <li>Go to the menu <em>Sales &gt; Configuration &gt; Re-assign Sales Teams</em> and run.</li> </ol> <blockquote> <ul class="simple"> <li>For more information on <em>Region Team Types</em> and <em>Sales Team Regions</em> see the <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/tree/master/sales_team_region">sales_team_region</a> module.</li> <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> </ul> </blockquote> <a name="known-issues-roadmap"></a> <h3>Known issues / Roadmap</h3> <ul class="simple"> <li>No known issues</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_auto_assign%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_auto_assign%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>