POS Restrict Customers by Salesperson Or Team & Set Default Salesperson Or Team
by Ahmed Elmahdi$ 21.51
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
Lines of code | 228 |
Technical Name |
am_pos_customers_filter_user_team_domain |
License | LGPL-3 |
Versions | 16.0 17.0 |
To Set Default Salesperson to customers which created from pos .
1 - Check box "Set Default User to created Customers from pos" in Pos Session Config.
To Set Default Team to customers which created from pos .
2 - Check box "Set Default Team to created Customers from pos" in Pos Session Config.
To Set Restrict In POS ClientList.
1 - Check box "Allow Filter Customers" in Pos Session Config.
2 - Choose if Manager Role See All Clients Or not by check box "Allow Manger See All Customers" In Pos Session Config.
To make client belong to user or team, select user or team from customer form.
Filter ClientList depends on selection from Session Config.
-Salesperson: Show Customers belongs to him only.
-Team: Show Customers belongs to Main Team only.
-Both: Show Customers belongs to Main Team or Salesperson.
ClientList If allow Manager to see all customers.
Contact Me
ahmedelmahdi94@gmail.com
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