Salesperson Own Customer & Sale Orders
by DevIntelle Consulting Service Pvt.Ltd http://www.devintellecs.com$ 12.76
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
Lines of code | 145 |
Technical Name |
dev_partner_access |
License | See License tab |
Website | http://www.devintellecs.com |
Versions | 9.0 16.0 8.0 11.0 10.0 15.0 12.0 13.0 14.0 |
Salesperson Own Customer & Sale Orders
DevIntelle Consulting Service Pvt Ltd
Overview
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
Feature
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
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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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Any abuse of this reporting system will be penalizedExactly what I was looking for
This module solved our biggest issue, how to hide sales order and partners (customers and vendors) from users that are not authorized. Developer was very responsive and helped us configure the module properly in 1 day.
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.
Works great!
No problem installing and using this module. Thanks!
Absolutely Amazing! Great Work.
Exactly what I was looking for
This module solved our biggest issue, how to hide sales order and partners (customers and vendors) from users that are not authorized. Developer was very responsive and helped us configure the module properly in 1 day.