Territory & Account Assig
Define sales territories by UK postcode area, region or industry; bulk reassign accounts with full history
Want Territory & Account Assig installed and configured for you? Onboarding Pack: $350 one-off
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Territory & Account Assig
Define sales territories by UK postcode area, region or industry; bulk reassign accounts with full history
Replace the spreadsheet mess of territory management. Define territories by UK postcode area, country/region or industry, assign an owner and sales team to each, and let a matching engine assign or bulk-reassign customer accounts to the right territory — with a complete change history so you can always answer “who owned this account last quarter?”
Key Features
Rule-based territories
Match by UK postcode area or prefix, country, state/region, city or industry — combine rules and set per-territory priority for tie-breaks.
Hierarchical structure
Parent/sub-territory tree with an owning salesperson and sales team per territory, plus codes like UK-SW for the South West.
Best-fit matching engine
Evaluates a partner against the rules, scores each candidate territory and proposes the best fit on every customer record.
Bulk reassignment
Re-run matching across thousands of accounts in one wizard, assigning or correcting territory and owner in a single click.
Full assignment history
Every move is logged — from/to territory and owner, who changed it, when, why and by which method (manual, suggested or bulk).
Coverage report
A coverage report by territory, owner and team, with unassigned and mis-assigned account counts to find the gaps.
Screenshots
Assignment History
Territories
Coverage Report
Why Choose This Module
Odoo has no territory model. This adds rule-based, hierarchical territories with a scoring matcher, bulk reassignment and a complete audit trail — built on standard partner, CRM team and user data, with no external service.
Specifications
- Compatible: Odoo 18.0 / 19.0 / 20.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: crm
- Support: support@pokutsoft.com
Update date: 2026-10-16
User guides (PDF)
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