Customer and Related Sales Records Access Management

by
Odoo

54.71

v 10.0 v 11.0 v 12.0 Third Party 5
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 76
Technical Name partner_access
LicenseSee License tab
Websitehttp://www.almightycs.com
Versions 16.0 13.0 11.0 14.0 15.0 17.0 12.0 10.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 76
Technical Name partner_access
LicenseSee License tab
Websitehttp://www.almightycs.com
Versions 16.0 13.0 11.0 14.0 15.0 17.0 12.0 10.0

Customer Access Management For Sales Persons.


In all big organizations number of total customers are very high and we can not share all customers with all sales persons. Specially in case of new sales person we want to give access of selected customers only. In default odoo it is not possible to share selected customers so we have added this module to fulfill requirement.

You can share customer and their all sale records with selected sales persons.
--> If there is no sales person on customer that customer will be shared with all sale persons.
--> This rules will be applicable on sale persons having "See own documents only" access.
--> Rules will be applicable for customers only.
--> Sale person and additional sales persons will have access to customer and customer's all sale orders.
--> By having access to all previous sale orders of particular customer they can provide peroper service and support to customer.

NEW: By default current user will be sales person when create new partner.

Other Configuration

To use this module no technical knowledge is required. Just install module and functionality is ready to use. For more customization and help contactus.



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Skype: turkesh4friends

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║     SOFTWARE DEVELOPED AND SUPPORTED BY ALMIGHTY CONSULTING SERVICES     ║
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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).

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by depending on it, importing it and using its resources), but without copying
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WORKS GREAT
by
mail@inderacipta.com
on 5/7/19, 8:57 AM

The module works great and the developer response is very fast. Looking foward for additional feature if you plan to make it.


CRM
by
kturcios@promitgt.com
on 9/2/19, 10:22 AM

Hi this one function with crm assing salesperson'??

Re: CRM
by
Turkesh Patel
on 9/2/19, 11:26 AM Author

Hello, Currently it is not integrated with CRM app but if you want o use CRM that can be done in further change.


Thanks for good review
by
Turkesh Patel
on 5/7/19, 9:53 AM Author

It would be our pleasure to add new feature if it would be possible.