Salesperson Own Customer & Sale Ordersby DevIntelle Consulting Service Pvt.Ltd
Salesperson Own Customer & Sale Orders
Every business having lot of customers and its necessary sales person can see their own customer
So make thing happen we have made small app in odoo in which salesperson can show their own customers and also can make a own customer's sale orders.
With help of this app, user can assign multiple sales person for one customer so it will reduce the complexity having one customer have one sales person. By allow Sales Person you can add many sales person for one customer as below screen
User can not create new customer
Allow Salesperson can see to allocated Customer
Allow Manager can see all Customer
How To Work
Create user and give rights as user
Martin user can see own customer martin
Martin can access own customer in quotation/sale order
Set martin as salesperson in partner acess group
Allow salesperson who can access partner
here martin, agrolait and Jigar allow to salesperson as martin so martin can see this partner
in quotation martin can see those user which allow to him
Set martin as Manager in partner access group
here martin is manager so martin can see all partner
Get in Touch
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not solved the issue
the benefit from the app supposed to be hiding the customer data from the unneeded users . but quotation and sales orders still appearing .
Re: not solved the issue
HI, May be you have not setup correctly , Can we have teamviewer session or anydesk or skype screen share so we can help you more to make it workable you may also ping us on skype : devintelle we are here to help/support.
Good Job on creating this module!
This module is very useful and installed perfectly. Developer helps so much.
No problem installing and using this module. Thanks!