| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 898 |
| Technical Name |
an_salesperson_position |
| License | LGPL-3 |
| Website | https://odoosa.net |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 898 |
| Technical Name |
an_salesperson_position |
| License | LGPL-3 |
| Website | https://odoosa.net |
Salesperson Position
Track salesperson positions, balances and stock
Manage salesperson financial positions, inventory, and cash journals for better accountability and tracking
Features
- Track salesperson positions and their status
- Monitor partner balances per salesperson
- Keep track of stock levels in assigned warehouses
- Manage cash journal entries for each salesperson
- Three security levels: Salesperson, Team Leader, and Administrator
- Customizable reports for positions and balances
- Available in English and Arabic languages
How It Works
The module provides a complete system for tracking financial responsibility of sales personnel.
Salesperson Position Form
Stock and Balance Tracking
Salesperson Responsibility Assignment
Reports and Analysis
Dashboard Overview
Security Groups
Salesperson
- Can see only their own positions
- Can update but not create positions
- Can sign confirmed positions
- Limited read-only access to responsibilities
Team Leader
- Can see positions for salespeople in their team
- Can create and update positions but not delete
- Can activate responsibilities and get balances
- Has access to the Responsibilities menu
Administrator
- Has full access to all records
- Can delete positions and responsibilities
- Can set confirmed positions back to draft
- Complete configuration access
Use Cases
This module is particularly useful for businesses where:
- Salespeople manage physical inventory from different locations
- Sales teams handle cash transactions directly with customers
- Management needs to track financial responsibility of field sales teams
- Regular reconciliation of inventory and cash is required for each salesperson
- Team leaders need to monitor their team's financial positions
Compatibility
- Fully compatible with Odoo 18.0 Community and Enterprise editions
- Seamless integration with Sales, Inventory, and Accounting modules
- Compatible with multi-company environments
- Multi-language support (including RTL languages)
Contact Information
Author
Ahmed Nour
ahmednour@outlook.com
Website
odoosa.net
Please log in to comment on this module