Salesperson Own Customer & Sale Orders
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 23.15
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 212 |
| Technical Name |
dev_partner_access |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 18.0 |
Salesperson Own Customer & Sale Orders
Salesperson Own Customer & Sale Orders Odoo application ensures that salespersons can only view and manage their assigned customers and sales orders, maintaining data privacy and security. This module allows businesses to assign multiple salespersons to a single customer, reducing the limitation of a one-to-one salesperson-customer relationship and enhancing collaboration. Salespersons with restricted access can only see their own customers and cannot create new customers, while those with broader permissions can view and manage assigned customers. Additionally, administrators can grant access to all customers if required. This app helps businesses streamline customer management, ensuring that sales representatives work efficiently while keeping data well-organized.
Features
- Own Customer Only can see only him self as Customer.
- Own Customer Only can not create new custome.
- Allow Salesperson can see to allocated Customer.
- All Customer can see all Customer.
Create User and partner Access as Own Customer Only
Create user and give rights as Own Customer Only
Access Partner
Walter user can see own customer walter
Create Sale Quotation
Walter can access own customer in quotation/sale order
Walter partner Access Rights as Allow Salesperson Customer Only
Set walter as Allow Salesperson Customer Only in partner acess group
Allow Salesperson in partner
Allow salesperson who can access partner
Login with Walter
Create Quotations
In quotation walter can see those user which allow to him
Walter partner Access All Customer
Set walter as All Customer in partner access group
Login with Walter
here walter is All Customer rights so walter can see all partner
Multipal Customer Assign Sales person
Select Multipal User
Customer Form
Version 1.0 | Released on : 25th February 2025
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
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If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
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Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
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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 any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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