Salesperson Own Customer & Sale Orders

by
Odoo 3
v 12.0 Third Party 33

15.00 €

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Technical name dev_partner_access
LicenseSee License tab
Websitehttp://www.devintellecs.com
Read description for v 11.0 v 10.0 v 9.0 v 8.0
Required Apps Sales (sale)
Invoicing (account)
Technical name dev_partner_access
LicenseSee License tab
Websitehttp://www.devintellecs.com
Read description for v 11.0 v 10.0 v 9.0 v 8.0
Required Apps Sales (sale)
Invoicing (account)

Salesperson Own Customer & Sale Orders


DevIntelle Consulting Service Pvt Ltd

Overview

Every business having lot of customers and its necessary sales person can see their own customer So make thing happen we have made small app in odoo in which salesperson can show their own customers and also can make a own customer's sale orders.
With help of this app, user can assign multiple sales person for one customer so it will reduce the complexity having one customer have one sales person. By allow Sales Person you can add many sales person for one customer as below screen

Feature

Allow User can see only him self as Customer
User can not create new customer
Allow Salesperson can see to allocated Customer
Allow Manager can see all Customer

How To Work

Create User and partner Access as User

Create user and give rights as user

Access Partner

Martin user can see own customer martin

Create Sale Quotation

Martin can access own customer in quotation/sale order

Martin partner Access Rights as Salesperson

Set martin as salesperson in partner acess group

Allow Salesperson in partner

Allow salesperson who can access partner

Login with Martin Salesperson

here martin, agrolait and Jigar allow to salesperson as martin so martin can see this partner

Create Quotations

in quotation martin can see those user which allow to him

Martin partner Access Manager as Salesperson

Set martin as Manager in partner access group

Login with Martin Manager

here martin is manager so martin can see all partner

Multipal Customer Assign Sales person
Select Multipal User
Customer Form

Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

Get in Touch




  devintelle@gmail.com
  (+91) 87805 43446
  devintelle




Odoo Support Services

For any other assistance related to the new Odoo feature, customization or Odoo Development.Our Odoo experts will help you to build your business




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Odoo
Good Job on creating this module!
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This module is very useful and installed perfectly. Developer helps so much.


Odoo
Works great!
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No problem installing and using this module. Thanks!


Odoo
Absolutely Amazing! Great Work.
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