| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 134 |
| Technical Name |
sh_sales_person_customer |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 18.0 9.0 14.0 17.0 16.0 8.0 10.0 11.0 12.0 13.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 134 |
| Technical Name |
sh_sales_person_customer |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 18.0 9.0 14.0 17.0 16.0 8.0 10.0 11.0 12.0 13.0 15.0 |
Currently in odoo all customers are visible to salesperson, For this our module will help to show only specific customers to salesperson.
Features
You can update multiple customers with salespersons. New
It will show customers records of own only.
Salesperson can access only specific customers visible in Quotation or Sales Order.
Easy to hide confidential records of all customers.
No special configuration required just install it and cheers!
This module saves your important time.
Version
v13.0.2 (6th July 2021)
- New Update salesperson of mass customers
- Initial Release
v 13.0.2
Select the customers from the list view and then from the "Action" menu select "Mass Update".
After that one wizard opens, you can update multiple customer's salesperson from here.
Mass customer's salesperson updated.
You can also update multiple customers allocated salesperson from the wizard.
You can update it by 2 methods,
"Add" and "Replace".
Add: It adds a new salesperson in the old salesperson.
Replace: It replaces new salespersons with old salespersons, so it removes old salespersons.
Here we update salespersons by using the method "Add".
Mass customer's salesperson updated.
Now we update salespersons by using the method "Replace".
Mass customer's salesperson updated.
v 13.0.1
salesperson 1 having rights of Sales : "Own Documents Only".
For Customer "Allocate salespersons", you can allocate more than one salespersons.
salesperson 1 can see only those customer, for which this salesperson is allocated.
salesperson 1 can create quotation/order for only those customers, for which salesperson 1 is allocated.
Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.
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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). 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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How about on POS screen?
Hi How are you! Before buying your App ( v13 ), I would like to know that whether the login user ( Salesperson here) could see only his customers on POS screen or not? I need the salesperson( Cashier or login user ) can see only his customers on POS screen. Thanks!
Re: How about on POS screen?
Hello, Yes this will work with pos as well.
Questions about domain control on partners
Hello! I understand your app can help us filter on customers so that the salesman can only see assigned customers, but we need to let the salesman see assigned customer and customers created by him/her. Example: - Sales Manager will assign customers A, B and C to Salesman1, and customers D, E, F to Salesman2 - On login Salesman1 will be able to see in contacts A, B and C, and then creates G. Salesman1 should be able to see A, B, C, G. - On login Salesman2 will see only contacts D,E,F Is your app capable of complying to these filtering conditions?
Re: Questions about domain control on partners
Yes it can do like you mentioned and plus you can also able to add more than one sale person also if you want.