Sales Team Member(s) Limited Customers
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 78.51
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 447 |
Technical Name |
sales_team_customer_access |
License | See License tab |
Website | http://www.probuse.com |
Versions | 17.0 18.0 12.0 14.0 11.0 15.0 13.0 16.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 447 |
Technical Name |
sales_team_customer_access |
License | See License tab |
Website | http://www.probuse.com |
Versions | 17.0 18.0 12.0 14.0 11.0 15.0 13.0 16.0 |
Sales Team Own Customers/Contacts
Salesperson Own Customers/Contacts
Customers/Contacts Filter on Sale Orders and Invoice for Sales Team
Sales Team Members Access to Own Customers / Contact in Odoo
This app allows your sales team to see your own customers/contacts on sales order and invoice view. And also it restricts salespeople / sales team members on the sales team to see all the contacts in the contacts menu of Odoo.
Main Features:
- Sales Team Members can view only customers/contact where he/she is set as Salespersons list and/or is a member of Sales Team.
- Allow you to set multiple Salesperson(s) on customer/contact and Sales Team on customer form. So only selected Salespersons and/or sales team members can see contacts/customers in the list.
- Salesperson and Sales Team Member(s) (selected sales team) on Quote/Sales order can view and select his/her own customers/contacts only.
- Salesperson and Sales Team Member(s) 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 the "View Limited Customers" group on that Salesperson related user form. So limitations will be applicable to only users who have set as a "View Limited Customers" group.
- Allow your Salesperson and and Sales Team Member(s) to see Own Customer(s)/ Contact(s)/ Vendor(s).
- Allow your Salesperson and Sales Team Member(s) to see Own customers in the Sale Order.
- Allow your Salesperson and Sales Team Member(s) to see Own Customers into Invoices.
- Managers can assign Multiple Salesperson and one Sales Team to customer form as shown in below screenshots.
- Add Multiple Salespersons or one Salesperson into the Salesperson field on customer/contact form.
- While creating an invoice from the sales order system will pass the Salespersons.
- dependant app: You can click here https://apps.odoo.com/apps/modules/15.0/sales_person_customer_access to view details about Salesperson access.
- This app is extension of https://apps.odoo.com/apps/modules/15.0/sales_person_customer_access module so in this app we have added Sales Team selection on customer form which is extension to original / dependant app.https://apps.odoo.com/apps/modules/15.0/sales_person_customer_access
- For more details please see below screenshots and watch video.
Sample Users:
-
Sales Person 1 ==> Brain Lara
-
Sales Person 2 ==> Sachin Tendulkar
Edition Compatibility:
Enterprise Odoo.sh Community
Configuration on User form as Group (Sales Person 2)
Configuration on User form as Group (Sales Person 1)
Sales Person 2(Sachin Tendulkar) set on Sales Team Form
Sales Person 1 (Brain Lara) set on Sales Persons on Customer form and Sales Person 2(Sachin Tendulkar) set on Sales Team
Sales Person 1 (Brain Lara) set on Sales Persons on Customer form
Sales Person 2 (Sachin Tendulkar) set on Sales Team on Customer form
Sales Person 2 (Sachin Tendulkar) set on Sales Team on Sale Order form
Sales Person 2 (Sachin Tendulkar) set on Sales Team on Invoice form
Sales Person 1 (Brain Lara) set on Salespersons on Sale Order Form
Sales Person 1 (Brain Lara) set on Salespersons on Invoice Form
Login with Sales Person 2(Sachin Tendulkar)
Sales Person 2 (Sachin Tendulkar) can see only Limited Customers
Sales Person 2 (Sachin Tendulkar) can see only Limited Sale Orders
Sales Person 2 (Sachin Tendulkar) can see only Limited Invoices
Login with Sales Person 1 (Brain Lara)
Sales Person 1 (Brain Lara) can see only Limited Customers
Sales Person 1 (Brain Lara) can see only Limited Sale Orders
Sales Person 1 (Brain Lara) can see only Limited Invoices
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.
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Any abuse of this reporting system will be penalizedVery helpfull
Re: Very helpfull
Thank you Admad for your feedback.
Regards,
Mustufa Rangwala
Probuse Team
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