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Assign Multi Salesperson

by
Odoo

$ 33.09

v 17.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 352
Technical Name gt_assign_multi_salesperson
Websitehttp://www.globalteckz.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 352
Technical Name gt_assign_multi_salesperson
Websitehttp://www.globalteckz.com/

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Overview

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Screenshots

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Features

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Overview

The Users section allows administrators to create, manage, and configure users who will interact with the Odoo system. It helps ensure that users have appropriate access to different modules and data, enhancing both security and productivity. The admin has all the access and all the rights as well.

Features

  • User Management: Create and delete user accounts. Edit user information (name, email, etc.).
  • Role Assignment: Assign specific roles to users (e.g., Sales, Inventory, Accounting). Define roles based on job functions to control access levels.
  • Access Rights: Set access rights for each user, determining what they can see and do within Odoo. Customize rights for different modules and records.
  • Groups: Organize users into groups for easier management. Apply settings and permissions to groups rather than individual users.
  • Multi-Company Support: Manage users across multiple companies within the same Odoo instance. Define user access to specific companies.
  • Two-Factor Authentication (2FA): Enhance security by enabling 2FA for user logins.
  • Activity Logging: Monitor user activity for compliance and security audits.
  • Personal Settings: Enable users to customize their profiles and interface settings.
  • Email Notifications: Configure email notifications for user actions and events.

These features provide comprehensive control over user interactions within Odoo, helping maintain security and efficiency in business operations.

1. User Configuration for Team Leader 1, Team Leader 2.

Administrators can create new user accounts, edit existing ones, or deactivate users who no longer need access. First, we will go to Settings > Users & Companies > Users, where you will see all the users.

Then open each configuration one by one. First, we will go to Team Leader 1 in Odoo, granting permissions for all sales documents and multi-salesperson access, along with the ability to view all contacts. To access the permissions, first, go to the 'Sales' option and select 'User: All Documents.

And in the 'Multi Salesperson Access' option, where you can set 'User: All Contacts,' it empowers them to lead their team effectively.

The same applies to the Team Leader 2 configuration: go to the 'Sales' option, select 'User: All Documents,' and then go to the 'Multi Salesperson Access' option, where you have set 'User: All Contacts.' This ensures that the Team Leader has access to all the documents.

2. User Configuration for Saleperson 1,2 and 3

Now we will go to the Salesperson 1 configuration. Go to the 'Sales' option and select 'User: Own Documents Only. The same goes for Salesperson 2 and Salesperson 3; both configurations will be the same as Salesperson 1. In the 'Sales' option, select 'User: Own Documents Only,' and then in the 'Multi Salesperson Access' option, set 'User: Own Contacts'.

Then go to the 'Multi Salesperson Access' option, where you have to set 'User: Own Contacts.'

The same goes for Salesperson 2 and Salesperson 3; both configurations will be the same as Salesperson 1. In the 'Sales' option, select 'User: Own Documents Only,' and then in the 'Multi Salesperson Access' option, set 'User: Own Contacts.'

3. Check Sale Team

To check which salesperson is working under which team leader, go to the Sales module. In the Configuration submenu, select the Sales Team option. In that section, you will see the Sales Team area with two teams: Team 1 and Team 2. There is also a section for Team Leaders, which includes Team Leader 1 and Team Leader 2, whom we have already configured. Then, select Team 1.

4. Check Sale Team

Then select Team 1, and you will be able to see the team members in the Members' Notes page. It shows Salesperson 1 and Salesperson 2, which we have configured, indicating that both salespeople are working under Team Leader 1.

The same goes for Team 2. Select it and check which team leader is there and which salespeople are working under them. Inside Team 2, Team Leader 2 is present, and in the Members' Notes page, Salesperson 3 and Salesperson 4 are listed, which means both salespeople are working under Team Leader 2.

5. Contact Configuration

Then we will log in with TL1. We will go to the Contact module and create new contact data by clicking on "New." In that, there is a Notes page for Sales & Purchase. On that page, there is a Sales section, and within that, there is a Multi-Salesperson option. We will select Salesperson1 and Salesperson2, which means this will give access to both members so that the contact data will be visible to both. Then, save it by clicking on the save icon.

Then you can check if the data is visible by logging in as Salesperson1 and Salesperson2. It is shown in the screenshot below.

6. CRM Configuration

Then you have to log in to Team Leader 1's account and go to the CRM module. Here, you can create an opportunity by clicking on 'New.' You need to fill in the details in the Organization/Contact section. Inside this, you can add the name of the contact person or the name of the organization for which you want to create the opportunity. After adding the name, it will auto-fill the name inside the opportunity with the opportunity tag, as shown in the screenshot below. Then, you have to add the email and phone number. In the Multi-Salesperson section, we have to select salesperson 1 and salesperson 2 so it will be visible to both of them. Finally, fill in the Expected Revenue and click on the 'Add' button to save it.

Finally, fill in the Expected Revenue and click on the 'Add' button to save it, and if you want to edit or delete it, there is an option to do so.

But the thing is, this opportunity will only be visible to Team Leader 1, Salesperson 1 and Salesperson 2 not to anyone else except the admin. In the screenshot below, you can see which opportunity I have created for Team Leader 1; it is not visible to Team Leader 2. The same goes for Team Leader 2: if you have added an opportunity in the CRM, in that if you have added Salesperson 3 inside Multi-Salesperson it will only be visible to Team Leader 2 and Salesperson 3 not to Team Leader 1 or any Salesperson, except for the admin.

7. CRM/Sales Configuration

Inside the CRM, when you open an opportunity you’ve created, click on the opportunity. You will then see a smart button for Quotations; click on that. This will open a blank page where you need to click New. After that, you’ll see the data you created in the CRM opportunity. Check the Other Info tab below, under Sales, and then Multi-Salesperson. You’ll notice that the opportunity ID you added is not visible. To fix this, you need to add a product to the order line and then save the quotation by clicking the Save icon. Once saved, go back to the Multi-Salesperson tab, and the opportunity ID you added in CRM will be automatically fetched. If you are creating the quotation directly from Sales, after saving the data, you’ll need to go to Multi-Salesperson. In this case, the ID you added in the CRM opportunity will not be fetched automatically.

In the screenshot below, you can see that under 'multi-salesperson,' we have added three IDs, which means only these three people have access to this quotation. It will be visible inside their 'Sales > Quotation' module, as shown in the screenshot for Salesperson 1, where the quotation we created in the CRM Quotation module is visible. The same can be seen in Salesperson 2’s module as well. The admin has access to all the modules.

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GlobalTeckz is an official Odoo partner completed more than 50 Odoo projects across the globe. Quality is key of our coding, and we follow strict rules on Odoo Standard coding ensuring every module is bug free.

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do you have for 14 ce?
by
adi bagus malik
on 1/19/25, 10:08 AM

hello 

do you have for 14 ce?

Thanks