Sales - Sales Teams Advanced
by T.V.T Marine Automation (aka TVTMA) https://viindoo.com/apps/app/16.0/to_sales_team_advanced_sale , Viindoo https://viindoo.com/apps/app/16.0/to_sales_team_advanced_sale
Odoo
$ 77.51
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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| Lines of code | 813 |
| Technical Name |
to_sales_team_advanced_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_sales_team_advanced_sale |
| Versions | 14.0 16.0 15.0 11.0 10.0 12.0 13.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 813 |
| Technical Name |
to_sales_team_advanced_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_sales_team_advanced_sale |
| Versions | 14.0 16.0 15.0 11.0 10.0 12.0 13.0 |
What it does
This module integrates the Sales Management app (sale_management) and the Sales Team Advanced (to_sales_team_advanced) to allocate sales teams by region and set up adequate security policies to access quotations/sales orders, reports, etc. in the Sales app.
Key Features
- Improve Sales app access rights:
- Sales / User: Own Documents Only: Create/view/edit information/data created by themselves or are assigned to them, or those that are unassigned.
- Sales / Sales Team Leader: Create/view/edit information/data of quotations/sales orders, reports:
- Created by themselves or assigned to them;
- Of the team members that they are in charge of;
- Of the team that they are in charge of (information/data might not be assigned to anyone in particular but still belongs to their team);
- Or information/data that is not assigned to any team.
- Sales / Regional Manager: Create/view/edit information/data of quotations/sales orders, reports:
- Created by themselves or assigned to them;
- Of the staff that they are in charge of;
- Of the region that they are in charge of;
- Or information/data that is not assigned to any team.
- Sales / User: All Documents: Full access for all teams except the Sales configuration.
- Sales / Administrator: Full access to the Sales Management application, including the configuration.
- Add Sales Region, Team Leader, and Regional Manager fields on the quotations/sales orders.
- Add filter and grouping criteria such as Sales Region, Team Leader, and Regional Manager on the list view of quotations/sales orders, sales reports, and customer invoices/vendor bills.
- Add a configuration menu for the sales region in Sales ‣ Configuration ‣ Sales Region.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sales_team_advanced_sale.
- Press Install.
Instructions
Instruction video: Sales - Sales Teams Advanced
1. Create and configure Sales Region, Sales Teams
For more information, read the Establish sales teams and sales regions article.
2. Create quotations/sales orders
For more information, read the How to create sales quotation and sales order article.
In the Other Info tab, you will be able to view the following information:
- Team Leader: Leader of the salesperson;
- Sales Region: The region that this sales team belongs to;
- Regional Manager: Respective sales manager of this region.s
3. Access rights to quotations/sales orders
With the above configuration:
Employee B is a part of the sales team with Employee A as the team leader; The above sales team belongs to the North sales region led by the regional manager. Therefore:
- Employee B can only view the quotations/sales order where they are the salesperson:
- Employee A (Team Leader) will be able to view their quotations/sales orders and the ones of Employee B, or the unassigned quotations/sales order.
- The Regional Manager will be able to view all the quotations/sales orders of the sales teams belonging to the sales region that they are in charge of.
4. Add filter/grouping tool by criteria such as Sales Region, Team Leader, and Regional Manager on the list of quotations/sales orders, invoices, and reports
Quotations/Sales Orders
Invoices
Reports
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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