Sales Team Management | Advance Sales Team by Region

by
Odoo

42.54

v 17.0 Third Party 2
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 244
Technical Name bi_sales_team_advanced
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 15.0 14.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 244
Technical Name bi_sales_team_advanced
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 15.0 14.0 16.0

Sales Team Advance Odoo Apps

Sales Regional Manager Odoo Apps

Display Team Leader in Quotation Odoo Apps

Manage Sales Staff by Region and Regional Manager Odoo Apps

Manage Sales Teams by Region Odoo App manages the sales teams by region and allows secure access to quotations, orders, and reports. User can configure access rights for 'Sales Team Leader' and 'Regional Manager' through user configuration. User can set team leader, region, and regional manager in sales team form, then view them in quotation/sale order. Also, user can filter by record of sales team leader, region and regional manager.

Sales Team Leader - Create/View/Edit information/Data of Quotations/Sales Orders, Reports, created by themselves or assigned to them, or created by team members or by a team where they are the managers and unassigned to any team.

Regional Manager - Create/View/Edit Information/Data of Quotations/Sales Orders, Reports, created by themselves or assigned to them, by the staff they are charge in or by the region they are charge in or unassigned to any team.

Features

Access Rights for Sales Team Manager

User can create/view/edit information/data of quotations/sales orders, reports, created by themselves or assigned to them, or created by team members or by a team where they are the managers and unassigned to any team.

Access Rights for Regional Manager

Regional manager will be able to see all the documents of their region.

Display Team Leader, Region and Regional Manager in Quotation/Sale Order

User can view sales team leader, region and regional manager in quotation/sale order.

Filter By Team Leader, Region and Regional Manager

User can easily filter by record of sales team leader, region and regional manager.

User Configuration for Access Rights

Under user configuration select 'Sales Team Leader' access rights for create/view/edit information/data of quotations/sales orders, reports, created by themselves or assigned to them, or created by team members or by a team where they are the managers and unassigned to any team.

Under user configuration select 'Regional Manager' access rights for create/view/edit information/data of quotations/sales orders, reports, created by themselves or assigned to them, by the staff they are charge in or by the region they are charge in or unassigned to any teams.

Set Team Leader, Region and Regional Manager in Sales Team

User can set team leader, region and regional manager in specific sales team form.

In sale order under other info tab, User can view the team leader, region and regional manager.

Login as Team Leader

User(Team Leader) can able to view quotations/sales orders, created by themselves or assigned to them, or created by team members or by a team where they are the managers and unassigned to any team.

Login as Regional Manager

User(Regional Manager) can able to view all the documents of their region.

Filter By Region, Regional Manager and Team Leader

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Free Support

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At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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