Salesperson permission for Own Customer in Odoo
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_sales_security&version=19&edition=Community$ 10.54
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale)
• Invoicing (account) • Discuss (mail) |
| Technical Name |
bi_sales_security |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Sales Order Own Customer for Salesperson Odoo Apps
This odoo app helps user to access only own customers, allowed customers and all customer based on configuration, User can see and create only own customers sales orders. User can assign sale person to customers or assign multiple allowed user who can access customer.
Features
Salesperson can See Own Customer Only.
Sales person can see only own customers where partner added as salesperson in customer.
Salesperson can See Allowed Customers Only.
Sales person can see only those customer where partner added as allowed users.
Salesperson can See All Customers.
Salesperson can access all customers and his/her sales order.
Assign Mass Allowed User to Multiple Customers.
User can add mass allowed user to multiple customer at a time.Sales Partner Access : Allowed Customers Only
Under Settings > Users & Companies > Users menu select "Allowed Customers Only" under sale partners to see partner only allowed customers.
Add Allow Customers
Select customers and click "Allow Users to Access Customers" from action menu to add allow customers.
Select partners to access selected customers.
User can see selected partners added to customers in "Allowed Users".
Partner can see only allowed customers.
While creating sale order partner can create record only for allowed customers.
Sales Partner Access : Own Customers Only
Under Settings > Users & Companies > Users menu select "Own Customers Only" under sale partners to see partner only own customers.
User can see selected partners added to customers in "Allowed Users".
Customer Sales Order Tree View
While creating sales order partner can access and create records for own customers.
Sales manager can see customers sales order
Sales Partner Access : All Customers
Under Settings > Users & Companies > Users menu select "All Customers" under sale partners to see partner all customers.
Partner can see all customers.
While creating sales order partner can access and create records for all customers.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
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.
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