Salesperson Own Customers/Contacts

Salesperson Assigned Customer and Contact List

Sales Representative Customer Ownership

Salespersons Customer/Contact Filter for Sales Orders , Invoices and Payments

Filter Customers/Contacts by Sales Rep for Orders , Invoices and Payments

Sales User Visibility Permissions for Customers/Contacts in Odoo

This app allows salespersons to view only their assigned customers and contacts in sales orders, invoices, and payment views, while restricting access to all other contacts in the Odoo Contacts menu.

Main Features:

• Restricted Customer/Contact Access: Salespersons can only view customers and contacts they are assigned to, ensuring access is limited to their own accounts.
• Multiple Salespersons Assignment: Assign one or more Salespersons to a customer or contact, ensuring that only the assigned Salespersons have access to them.
• Salesperson-Specific View:
  • On Quotes/Sales Orders: Salespersons can only view and select customers they are assigned to.
  • On Invoices/Bills: Salespersons can only view and select their assigned customers.
  • On Payments: Salespersons can only view and select customers they are assigned to.
• Limited Customer Visibility: Salespersons can only view their assigned customers, contacts, and vendors throughout the system.
• Sales Order, Invoice, and Payment Integration: The system automatically displays assigned customers for Salespersons in Sales Orders, Invoices, and Payments.
• Manager Controls: Managers can assign one or more Salespersons to a customer/contact record.
• Customizable Permissions: Activate the View Limited Customers group on the Salesperson user form to effectively restrict access.
• Seamless Workflow:
  • Assigned Salespersons are automatically carried over to invoices created from sales orders.
  • Salespersons can only access and manage their own customers in Sales Orders and Invoices.
• Detailed Insights: Includes screenshots and an instructional video for easy setup and clear understanding.

User Form Settings: Group Configuration

Restricted Customer Visibility in List View: Salesperson-Specific Access

Customer Search Filtered by User Permissions

No Search Results Due to Restricted Customer Access

Assign Multiple Salespersons to Customers [Odoo Standard]

Restricted Customer Visibility in Sales Order Customer Field [Odoo Standard]

Restricted Customer Access and Salesperson Visibility on Sales Order

Restricted Customer Search in Quotation [Odoo Standard] Based on User Access

Limited Customer Selection and Salesperson Access on Customer Invoice Form [Odoo Standard]

Restricted Customer Search in Invoice Based on User Access

Restricted Customer Access in Invoice Customer Field

Unassigned Customers (e.g., Soham Palmer) Restricted from User Access

Customer Payment Process

Configure View Limited Customers Group in User Settings

Assign Salespersons in Customer Form View [Odoo Standard]

Restricted Customer Access on Payment

Assign Salespersons from Selected Customer on Payment Form [Odoo Standard]

List of Payments Restricted by Salesperson

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse