Customers/Vendor Visibility Control
by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo
$ 8.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Inventory (stock) • Manufacturing (mrp) • Purchase (purchase) • Employees (hr) • Invoicing (account) • Discuss (mail) |
| Technical Name |
scs_customer_vendor_visibility_control |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Inventory (stock) • Manufacturing (mrp) • Purchase (purchase) • Employees (hr) • Invoicing (account) • Discuss (mail) |
| Technical Name |
scs_customer_vendor_visibility_control |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
Customers/Vendor Visibility Control
Hide Vendors/Customers for Users.
Features
Screenshots
FAQs
Highlighted Features
Customer-Only View for Sales Users
Sales users can access customers and their related child contacts while vendors remain hidden.
Vendor-Only View for Purchase Users
Purchase users can access vendors and their related child contacts while customers remain hidden.
Neutral Contacts Always Accessible
Internal and reference contacts that are neither customers nor vendors remain visible to users.
Detailed Features
Smart Contact Separation
Automatically hides vendors from sales users and customers from purchase users for a cleaner, focused workflow.
Automated Partner Filtering
Restricts visibility of vendors and customers based on user roles, ensuring sales and purchase teams see only relevant contacts.
Secure Data Access Control
Improves data privacy by allowing sales users to view only customers and purchase users to view only vendors.
Screenshots
Admin
Create a new contact for sales order creation.
Create a new contact for purchase order creation.
User
Here,we create a new user and we give access to the Sales and Invoicing apps only.
Sales
Login with Sale user.
Sales
- Here, we create a sales order for the customer we created earlier.
- Then, click on the Invoice button.
Customer Invoice is posted.
Here, we are creating a new customer, and as you can see, only customers are shown in the Customer menu.
Only Show Customer Invoice Customer.
Users
Here,we create a new user and we give access to the Purchase and Invoicing apps only.
Login with Purchase user.
- Here, we create a purchase order for the vendor we created earlier.
- Then, click on the Create Bill button.
Vendor Bill is posted.
Sales User
Accounting - Vendor
When we log in as a Sale user and try to create a Vendor, the system does not allow vendor creation.
Purchase User
Accounting - Customer
When we log in as a Purchase user and try to create a Customer, the system does not allow Customer creation.
Here, we are creating a new vendor, and as you can see, only Vendors are shown in the Vendor menu.
Only show Vendor Bill Vendor.
User Guide
FAQ
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No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
In many cases, yes. We offer Demo videos, Screenshots, Live demo links (for selected apps) If you need a personalized demo, you can contact our support team.
Yes, the module is fully compatible with Odoo Community and Enterprise editions.
You will get 30 Days of free support on any doubts, queries, bug fixing, or any issue related to this addon.
We request you contact our team via contact@serpentcs.com to discuss the features and customization required so that we can provide you assistance with your request.
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