27.15

v 17.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 61
Technical Name sh_sales_team_access
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 15.0 14.0 13.0 12.0 11.0 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 61
Technical Name sh_sales_team_access
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 15.0 14.0 13.0 12.0 11.0 16.0
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Community Enterprise Odoo.sh

Sales Team Access

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Currently, odoo not provide access to the sales team to quotation. Using this module your sales team members can access the sale order/quotation. This module automatically adds sales team members to the follower's list. All followers can see the sales order. when the salesperson login they can see all the sales orders/quotations. This will be applicable from new quotation/sale orders as we are adding team members as followers on create of records. We have applied this rule in own for the user who has their own documents group. so this rule will be not applied to other groups.

Features

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  • Sales team members can access the sale order/quotation.
  • Sales team members automatically added to the follower's list on record create for the quotation/sale order.
  • No special configuration required just install it and cheers!
  • This module saves your important time.

Go to "Users & Companies" => Users. In the user tick the group "User: Own Documents Only".


Now go to the configuration => sales teams to create or edit the sales team.


Now in the quotation, we set salesperson and sales team.


After creating a sale order, sales team members automatically added to the follower's list.


If we change the sales team or salesperson, the followers are automatically added to the follower's list.


The added followers can see the sales order.


Followers can edit or change in quotation/sale order.


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Version 17.0.1 | Released on : 10th November 2023

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).

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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