Salesperson Own Customer & Sale Ordersby DevIntelle Consulting Service Pvt.Ltd http://www.devintellecs.com
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Salesperson Own Customer & Sale Orders
DevIntelle Consulting Service Pvt Ltd
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
Own Customer Only can not create new customer
Allow Salesperson can see to allocated Customer
All Customer can see all Customer
Assign Mass Salesperson to Multiple customer in one click
How To Work
Create user and give rights as Own Customer Only
Martin user can see own customer martin
Martin can access own customer in quotation/sale order
Set martin as Allow Salesperson Customer Only in partner acess group
Allow salesperson who can access partner
in quotation martin can see those user which allow to him
Set martin as All Customer in partner access group
here martin is All Customer rights so martin can see all partner
Get in Touch
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