What it does

This module integrates the Sales Management app (sale_management) and the Sales Team Advanced (to_sales_team_advanced) to allocate sales teams by region and set up adequate security policies to access quotations/sales orders, reports, etc. in the Sales app.

Key Features

1. Improve Sales app access rights:
   • Sales / User: Own Documents Only: Create/view/edit information/data created by themselves or are assigned to them, or those that are unassigned.
   • Sales / Sales Team Leader: Create/view/edit information/data of quotations/sales orders, reports:
     • Created by themselves or assigned to them;
     • Of the team members that they are in charge of;
     • Of the team that they are in charge of (information/data might not be assigned to anyone in particular but still belongs to their team);
     • Or information/data that is not assigned to any team.
   • Sales / Regional Manager: Create/view/edit information/data of quotations/sales orders, reports:
     • Created by themselves or assigned to them;
     • Of the staff that they are in charge of;
     • Of the region that they are in charge of;
     • Or information/data that is not assigned to any team.
   • Sales / User: All Documents: Full access for all teams except the Sales configuration.
   • Sales / Administrator: Full access to the Sales Management application, including the configuration.
2. Add Sales Region, Team Leader, and Regional Manager fields on the quotations/sales orders, customer invoices.
3. Add filter and grouping criteria such as Sales Region, Team Leader, and Regional Manager on the list view of quotations/sales orders, sales reports, and customer invoices.
4. Add a configuration menu for the sales region in Sales ‣ Configuration ‣ Sales Region.

Benefits

1. Manage sales teams more efficiently by dividing them by region and implementing detailed access rights.
2. Enhance data security, minimizing the risk of sensitive information leakage.
3. Improve decision-making with detailed reports by region and team.

Who Should Use This Module

• This module is ideal for businesses managing sales teams by region and requiring controlled access to quotation and sales order records.

Supported Editions

1. Community Edition
2. Enterprise Edition