Salesperson permission for Own Customer in Odoo

by
Odoo

10.67

v 13.0 Third Party 19
Live Preview
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 197
Technical Name bi_sales_security
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 12.0 v 11.0
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Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 197
Technical Name bi_sales_security
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 12.0 v 11.0

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 sales@browseinfo.in or raise a ticket on support.

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