| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 33 |
| Technical Name |
eg_sales_person_customer |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 33 |
| Technical Name |
eg_sales_person_customer |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
Salesperson Own Customers
Salesperson Own Customers is an Odoo module designed to enhance data privacy and streamline sales operations by restricting access to customer records based on the assigned salesperson. Each salesperson can view and manage only the customers they are responsible for, while managers or other authorized users can retain broader access.
Features
Screenshots
Support
Service
Features
Restricted Customer Access
This feature ensures that each salesperson can view and interact only with the customers assigned to them. By limiting access to relevant customer data, the module prevents unauthorized data exposure and maintains privacy.
Flexible Salesperson Allocation
Administrators can assign multiple salespersons to a single customer directly from the customer form. This flexibility supports collaborative sales efforts, allowing teams to manage client relationships more effectively.
Secure Sale Order Management
Salespersons can create quotations and orders only for the customers they are responsible for. This prevents accidental mismanagement of client data and streamlines the sales process.
Screenshot
1.) User Access Settings
Configure sales users to have access only to their assigned customers. This ensures that each salesperson can manage only the customers they are responsible for, maintaining data privacy and focus.
2.) Assign Salespersons to Customers
Administrators can allocate one or more salespersons to a customer, allowing team collaboration while clearly defining responsibility for each client.
3.) Personalized Customer Overview
Salespersons see only their assigned customers in a clean Kanban view, helping them focus on relevant clients and manage their accounts efficiently.
4.) Restricted Sale Order Creation
Salespersons can create quotations or orders only for their assigned customers, ensuring accurate management and adherence to access permissions.
User Guide
Teams
team@inkerp.com
Suggested Products
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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