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Open Sales Orders by Sales Person(s) Detail

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Required Apps Sales (sale_management)
Discuss (mail)
Invoicing (account)
Inventory (stock)
Technical Name open_order_by_sales_person
License OPL-1
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Technical Name open_order_by_sales_person
License OPL-1

Introduction

The Open Orders by Salesperson module enhances Odoo’s Sales operations by enabling quick filtering and viewing of open sales orders based on the assigned salesperson. This provides clarity for sales managers and team members, helping them to monitor pending orders, optimize follow-ups, and maintain organized workflows. With this feature, teams gain real-time insight into outstanding opportunities and performance metrics.

Key Features

  • Filter sales orders by individual salesperson to focus on relevant entries

  • Display only open or pending sales orders requiring attention

  • Support multiple view formats: list, kanban, pivot, or graph for flexible analysis

  • Integrate seamlessly with standard Sales app without disrupting existing workflows

  • Enable fast access to critical sales data for tracking and follow-up actions

Benefits

  • Enhances transparency by filtering orders according to responsible sales staff

  • Enables better prioritization of customer follow-ups and order processing

  • Strengthens individual accountability and team performance tracking

  • Saves time navigating large order volumes with precise filtering tools

  • Boosts management efficiency with clear visibility on outstanding orders

Compatibility & Technical Details

Required modules: Sales (sale_management)

Technical name: open_order_by_sales_person

License: Odoo Proprietary License (OPL-1)

Installation steps:

  1. Place the module into the Odoo addons directory.

  2. Activate developer mode in Odoo.

  3. Update the Apps list from the Apps menu.

  4. Locate the module by its technical name and install it.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.