Salesperson Own Customers and Sale Orders / Invoice
| Technical name | sales_person_customer_access |
| License | LGPL-3 |
| Website | www.probuse.com |
| Extensions | Sales Team Member(s) Limited Customers Bundle of Sales Related Apps |
Salesperson Own Customers/Contacts
Customers/Contacts Filter on Sale Orders and Invoice for SalesPerson
Salesperson / Sales User Own Customer / Contact in Odoo
This app allows your salesperson to see your own customers/contacts on sales order and invoice view. And also it restrict salesperson to see all the contacts in the contacts menu of Odoo.
Main Features:
- Salesperson can view only customers/contact where he/she set as Salesperson.
- Allow you to set multiple Salesperson(s) on customer/contact form. So only selected Salespersons can see contacts/customers in the list.
- Salesperson on Quote/Sales order can view and select his/her own customers only.
- Salesperson on Invoice/Bill can view and select his/her own customers only.
- Own customers on sales order and invoice forms for salesperson login. Make sure you set "View Limited Customers" group on that Salesperson related user form.
- Allow your Salesperson can see Own Customer(s)/ Contact(s)/ Vendor(s).
- Allow your Salesperson can see Own Customer in the Sale Order.
- Allow your Salesperson to see Own Customer into Invoices.
- Manager can assign Multiple Salesperson to customer form.
- Add Multiple Salespersons or one Salesperson into the Salesperson field on customer/contact form.
- While creating invoice from sales order system will pass Salesperson to invoice form.
- Salespeople can access their own customers only.
- For more details please see below screenshots and watch video.
Edition Compatibility:
Enterprise Odoo.sh Community
Configuration on User form as Group
User See Limited Customers in the List View
User can Search Limited Customers in the Customers Search View
After Search Black Result Comes Since the User does not have Access to that Customer
Multiple Salesperson on Customer Form
User See Limited Customers on Sale Order Customer Field
Limited Customers on Sale Order and Show Sales person on Sales order Form
Users can not Search Customers if No Access to That Customer on Quote.
Limited Customers on Invoice and Show Sales person on Invoice Form
Users can not Search Customers if No Access to That Customer on Customer Invoice.
User See Limited Customers on Invoice Customer Field
Customer Soham Palmer on Customer Form Where We have NOT Set User So User can not Access that Customer in above examples.
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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