Restrict Pricelist User wise in Sale Order
by Prefortune Technologies LLP https://www.prefortune.com/$ 21.90
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 54 |
| Technical Name |
pf_restrict_pricelist |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Restrict Pricelist User wise in Sale Order App
This app helps businesses control and manage pricelists at the user level in Sales Orders. It allows administrators to assign specific pricelists to each user, ensuring proper pricing control. Users can only view and select the pricelists that are assigned to them, reducing errors and unauthorized pricing usage. The system automatically applies these restrictions in quotation and sales order forms for a smooth workflow. It improves data security and maintains consistency in pricing across the organization. Overall, the app provides a simple and effective solution for user-based pricelist management.
Key Features
User-wise Pricelist Restriction.
Controlled Pricelist Visibility.
Easy Pricelist Assignment.
Integration with Sale Orders.
Quotation Form Pricelist Display.
Restrict Pricelist User wise in Sale Order Odoo App
Our efficient
Odoo – Restrict Pricelist User wise in Sale Order
app simplifies pricing control by allowing administrators to manage pricelists at the user level in Sale Orders. This module enhances pricing accuracy by restricting users to only their assigned pricelists, ensuring consistent and secure pricing across all sales transactions.
It provides flexible options for managing pricelist access:
1. User-Level Pricelist Assignment: Assign specific pricelists directly to users, ensuring they can only access and use permitted pricing options.
2. Automatic Pricelist Filtering: Pricelists are automatically filtered in Sale Orders and Quotations based on the logged-in user, simplifying selection.
3. Controlled Visibility: Users can view only the pricelists assigned to them, preventing unauthorized access and reducing pricing errors.
4. Seamless Sales Integration: The restriction works smoothly within the Sales workflow, including quotation form view, without affecting usability.
5. Improved Pricing Accuracy: Ensures that only approved pricelists are applied, maintaining consistency and reliability in all sales operations.
Restrict Pricelist User wise in Sale Order Odoo App
- Allows administrators to assign specific pricelists to individual users, ensuring that users can only select from their permitted pricelists during Sales Order creation.
- Users can view only the pricelists that are assigned to them, preventing access to unauthorized pricing and maintaining data security.
- Provides a simple interface in the user settings to select and manage multiple pricelists for each user without complexity.
- Automatically filters pricelists in the Sales Order and Quotation forms based on the logged-in user, ensuring smooth and error-free order processing.
- Displays the allowed pricelists directly in the quotation form view, making it easy for users to select the correct pricing without confusion.
Complete Workflow for Restrict Pricelist User wise in Sale Order Odoo App
Enable the Restrict Pricelist User wise in Sale Order option from Settings or install the module and assign allowed Pricelists in the User form. When creating a Sale Order, the user can only select from their assigned pricelists. The system automatically filters options in the Quotation Form View, preventing unauthorized access. This ensures Accurate Pricing and maintains consistency across the entire sales workflow.
Restrict Pricelist User wise in Sale Order Odoo App
1. enable the Pricelist option in the Sales settings.
2. Select the price list for the user.
3. User can see only price list which is provided.
4.In the quotation form view, only the pricelist selected by the user is displayed.
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• Works &
tested on standard installations of Odoo with no third
party apps,
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installations with no third party apps,
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Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
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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