v 13.0 Third Party 4
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Required Apps Invoicing (account)
Included Dependencies
Lines of code 538
Technical Name to_sales_team_advanced_sale
LicenseOPL-1
Websitehttps://viindoo.com
Also available in version v 12.0 v 11.0 v 10.0
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What it does

This module extends Sales application `(sale_management)` with multiple sales teams that set up by the "Sales Teams Advanced" module `(to_sales_team_advanced)`, which helps companies can build and manage sales teams according to their needs.

Key Features

  • Improve access rights to Sales module
  • Add filtering and grouping by sales regions, sales team leaders, sales regional managers on Sales & Invoice reports in the Sales module
  • Provide suitable sales access rights for businesses, this will helps secure sales information by teams, regions.

Businesses with a large sales team will need to divide the sales team into teams, regions. So, this module rearranges Access Groups and Security Policies in the Sales app as follows:

  1. Access Groups
  • Sales / User: Own Documents Only: This is the default group in Odoo.
  • Sales / Sales Team Leader: The new access group that inherits Sales / User: Own Documents Only
  • Sales / Regional Manager: The new access group that inherits the group Sales / Sales Team Leader
  • Sales / User: All Documents: This is the default group in Odoo. It now inherits Sales / Regional Manager instead of Sales / User: Own Documents Only
  • Sales / Administrator: Full access to Sales Management application
  1. Security Policies
  • Sales / User: Own Documents Only: Only view information in their own sales application
  • Sales / Sales Team Leader: View/edit team of which she or he is either a member or the team leader
  • Sales / Regional Manager: View/edit/create/delete team of which she or he is either a member or the team leader or the regional manager
  • Sales / User: All Documents: Full access for all teams except the sales configuration
  • Sales / Administrator: Full access to Sales Management application, including the configuration

Note

For Sales & CRM Integration, you may also want to check out the module "CRM - Sales Teams Advanced" `(to_sales_team_advanced_crm)`: https://viindoo.com/apps/app/13.0/to_sales_team_advanced_crm

Supported Editions

  1. Community Edition
  2. Enterprise Edition
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