| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 98 |
| Technical Name |
pragtech_sales_person |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 98 |
| Technical Name |
pragtech_sales_person |
| License | OPL-1 |
| Website | http://pragtech.co.in |
Pragtech Sales Person
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
support@pragtech.co.in pragtech
We support for English / French / Spanish at an additional cost
| Supported Odoo versions & platforms | |
| Odoo.sh |  |
| Self Hosted | |
| Enterprise | |
| Community | |
| Odoo Online |  |
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
Our Service Offerings
Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: support@pragtech.co.in
Overview
This application is designed to restrict salespersons' access to customer details, ensuring they can only view and manage customers assigned to them by the admin. The admin is responsible for allocating specific customers to each salesperson. When a salesperson logs in, they can access only the assigned customers. Additionally, the salesperson can create quotations and orders for the customers to whom they are assigned.
Features
User Creation
Creation of the salesperson user with sales access restricted to the 'Own Documents Only' option.
Sales Person Allocation
Allocation of the salesperson user to the customers
Sale Order form view for the Sale Person
Restriction of salesperson user from creating quotations and orders for customers.
Customer Kanban View for the Sale Person
Display the assigned customer to the salesperson user
1. Installation of the Module
2. User Creation
The "Own Documents Only" option must be selected when creating a user. A user with the "Sales: Own Documents Only" rights can access only the customers specifically assigned to them by the admin.
Navigation: Go to Settings → Users & Companies → Users.
3. Sales Person Allocation
The customer form view has a field called "Allocate Salesperson." In this field, the admin will allocate the salesperson to the customer.
Navigation: Go to Sales → Orders & Customers
4. Sale Order form view for the Sale Person
When logging in as a salesperson and navigating to the sale order creation, the user will only be able to create quotations and orders for their own customers, as assigned to them by the admin.
Navigation: Go to Sales → Orders & Quotation
5. Customer Kanban View for the Sale Person
In the customers of the sale order, the user will only be able to see the customers to whom they are assigned as a salesperson.
Navigation: Go to Sales → Orders & Customers
Help Support Covid Relief
Pragmatic has always been contributing itswarsa social causes by exercising its Corporate Social Responsibility. We are pledged to COVID relief and have been donating a major share of our profits to COVID Pandemic Relief. By purchasing our apps and services you are becoming a part of helping the needy in these critical times. If you want to help further please connect with us and we will help you find NGOs whom you can donate directly.
Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
If you need any help or want more additional features, you may contact us through:
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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