20.64

v 17.0 Third Party 71
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 208
Technical Name sh_sales_person_customer
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 14.0 8.0 10.0 11.0 13.0 16.0 9.0 12.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 208
Technical Name sh_sales_person_customer
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 14.0 8.0 10.0 11.0 13.0 16.0 9.0 12.0 15.0
logo
Community Enterprise Odoo.sh

Salesperson Own Customers

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Currently, in odoo all customers are visible to a salesperson, For this our module will help to show only specific customers to the salesperson. This ensures that salespeople only have visibility of the customers they are responsible for or relevant to their role, enhancing efficiency and security in customer management.

Hot Features

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Shows Specific Customer to Sales Person
Update Multiple Customers
Hide Confidential Records

Features

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  • You can update multiple customers with salespersons.
  • It will show customers' records of their own only.
  • The salesperson can access only specific customers visible in Quotation or Sales Order.
  • It is easy to hide confidential records of all customers.

Go to general settings select user as a salesperson and select sales access rights as own documents only.


Add a salesperson in the allocate salespersons field in the customer form view.
You can allocate more than one salesperson to a single customer.


The salesperson can see only those customers, for which this salesperson is allocated.


The salesperson can create quotations/sales orders for only those customers, for which the salesperson is allocated.


Select the customers from the list view and then select mass update from the action menu.


After that mass update wizard will open, select update salesperson and add the user. Multiple customer salespersons are updated from here.


Multiple customers updated the salesperson by mass action.


You can also update allocated salespersons to multiple customers from the wizard.
You can update it by 2 methods, 'Add' and 'Replace'.
Add: It adds a new salesperson with the old salesperson.
Replace: It replaces new salespersons with old ones, so it removes old salespersons.
Here we update salespersons by using the 'Add' method.


Salespersons were added to the multiple customers by mass action.


Now we update salespersons by using the 'Replace' method.


Salespersons were replaced with multiple customers by mass action.


Version 17.0.1 | Released on : 29th February 2024

Initial  Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
  • Yes, you will get free update for lifetime.
  • No, you don't need to install additional libraries.
  • For version 12 or upper, you will need to purchase the module for each version that you want to use.
  • Yes, we provide free support for 100 days.

Multi-Languages

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We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.

english germany arab spanish Chinese French

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modified, executed after modifications) if you have purchased a valid license
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