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Multi-level Sales

by
Odoo

17.36

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 94
Technical Name eg_multi_level_sales
LicenseOPL-1
Websitehttp://www.inkerp.com
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 94
Technical Name eg_multi_level_sales
LicenseOPL-1
Websitehttp://www.inkerp.com
Versions 16.0 17.0 18.0

Multi Level Sales

The Multi-Level Sales app for Odoo is designed to streamline and optimize your sales processes, enabling you to manage Sales Team Hierarchy structures efficiently. This app allows you to create and manage multi-level Sales-Team hierarchies, making it easier to organize Sale flow and records at various levels.



Highlight Multi Level Sales

New Access Group in Sale : Team Leader: Team Documents

Hierarchical Access Control of the Sales Team

Establish Parent-Child relationships within sales teams

Features

Parent-Child Relationship:

Establish clear hierarchical relationships within your sales teams, reflecting the actual organizational structure.

Record Visibility:

Allow parent team members to view and manage the sales records of their child team members, ensuring proper supervision and support.

New Access Rights For Team Leader:

New Access right for Sales Team, That Restricts other Sales Team's Records and Display only Own team's Records.

Screenshot

1) Assign Team Leader Group to User:

New Access Right of Team Leader: Team Documents.

Here, The admin Assigns Group of Team Leader: Team Document to User (INKERP).

Navigation : Settings → User


Employee Resignation

2) Sales Team:

Here is the Different Sales Team.

Navigation : Sale → Configurations → Sales Team


Employee Resignation

3) Sales Team Member:

Here, Admins assigns user INKERP in INKERP Team.

Navigation : Sale → Configurations → Sales Team


Employee Resignation

4) Demo Team:

Here, the demo user is assigned in the Demo Team.

Navigation : Sale → Configurations → Sales Team


Employee Resignation

5) INKERP Team Accessed Record:

Here INKERP user can see his own Sale orders only.

Navigation : Sale → Quotation


Employee Resignation

6) Demo Team Accessed Records:

Here, the Demo Team can access his team's Sale Orders Only.

Navigation : Sale → Quotation


Employee Resignation

7) Parent Team Assign :

Here, the admin assigns INKERP Team into Demo Team As a parent Team.

Navigation : Sale → Configuration → Sales Team


Employee Resignation

8) Sales Team with parent relation:

Sales Team with Parent/Child Relation.

Navigation : Sale → Quotations


Employee Resignation

9) Parent Team Access Child team's Records:

Here, the INKERP Team can access Demo Team's Sale orders.

Parent Team can access their child's records also.

Navigation : Sale → Quotations


Employee Resignation

User Guide

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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
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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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