Sale Order Access by Sales Team(Followers)

by
Odoo

28.06

v 13.0 Third Party 3
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Required Apps Invoicing (account)
Sales (sale_management)
Technical Name sale_order_access_for_followers_app
LicenseOPL-1
Also available in version v 11.0 v 12.0
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Required Apps Invoicing (account)
Sales (sale_management)
Technical Name sale_order_access_for_followers_app
LicenseOPL-1
Also available in version v 11.0 v 12.0

Sales Order/Quotation Access by Sales Team(Followers)


Default Odoo Sales Order Either have access of Own Document and All Documents only. Odoo doesn't have feature to provide access of whole sales team to sales order/Quotation.This odoo app will automatically add sales team members to the followers list of sale order and with access of "User:Followers Only"(New Access Group) all the followers of sale order will be able to access that sale order in Odoo ERP module.All Sales team person can have this access assinged and when Sales Person will login they will see all the sales order and quotation belongs to them. Also When its require to give access to another sales person then on that Sales order or Quote just add them as followers if this sales person is not part of sales team and that sales person can also have access of this assinged Sales order/Quotation.


User:Followers Only Access for Sale

With this access Followers of the sale order can see orders which they have followed.

Selected sale team members will become followers of that sale order

Team leader and Team members of selected sale team will automatically follow particular sale order.

Sale team members and any follower of sale order can see sale order

With given access of "User:Followers Only" sale team member or manually added sale order follower will be able to see particular sale order.


Description


User access group for sale order followers

Give the access of "User:Followers Only" to see sale orders which user have followed.


Sale team member will automatically follow sale order

Team leader and team members of selected sales team on sale order will follow particular sale order and if "User:Followers Only" access is given to sale team members then they can see that sale order.


Manually added followers can see sale order

Even a manually added follower on sale order with "User:Followers Only" group can see the sale order.



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