Salesperson Own Customers and Sale Orders / Invoice

by
Odoo

35.26

v 14.0 Third Party 38
Live Preview
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 268
Technical Name sales_person_customer_access
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 12.0 v 13.0
You bought this module and need support? Click here!
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 268
Technical Name sales_person_customer_access
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 12.0 v 13.0

Salesperson Own Customers/Contacts

Customers/Contacts Filter on Sale Orders and Invoice for SalesPerson

Salesperson / Sales User Own Customer / Contact in Odoo

This app allows your salesperson to see your own customers/contacts on sales order and invoice view. And also it restrict salesperson to see all the contacts in the contacts menu of Odoo.

Main Features:

  • Salesperson can view only customers/contact where he/she set as Salesperson.
  • Allow you to set multiple Salesperson(s) on customer/contact form. So only selected Salespersons can see contacts/customers in the list.
  • Salesperson on Quote/Sales order can view and select his/her own customers only.
  • Salesperson on Invoice/Bill can view and select his/her own customers only.
  • Own customers on sales order and invoice forms for salesperson login. Make sure you set "View Limited Customers" group on that Salesperson related user form.
  • Allow your Salesperson can see Own Customer(s)/ Contact(s)/ Vendor(s).
  • Allow your Salesperson can see Own Customer in the Sale Order.
  • Allow your Salesperson to see Own Customer into Invoices.
  • Manager can assign Multiple Salesperson to customer form.
  • Add Multiple Salespersons or one Salesperson into the Salesperson field on customer/contact form.
  • While creating invoice from sales order system will pass Salesperson to invoice form.
  • Salespeople can access their own customers only.
  • For more details please see below screenshots and watch video.

Edition Compatibility:


Enterprise Odoo.sh Community

Configuration on User form as Group

Multiple Salesperson on Customer Form

Limited Customers on Sale Order and Show Sales person on Sales order Form

Limited Customers on Invoice and Show Sales person on Invoice Form

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
Contact
by
uconnectspace
on 10/25/20, 9:48 AM

Dear Support Team 

this app will work for all contacts like customer and vendor ?


Re: Contact
by
Mustufa
on 10/26/20, 12:00 AM Author

Hi,

This will work for Customers/ Contacts filtering with Sales orders and invoices.

Please check the above screenshots and video https://youtu.be/Dw1duKPGaco 

Regards.

Mustufa Rangwala

Probuse Team