$ 40.17
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies |
sales_person_customer_access
|
| Technical Name |
sales_team_customer_access
|
| License | OPL-1 |
| Technical Name |
sales_team_customer_access
|
| License | OPL-1 |
Introduction:
The Odoo Sales Team Customer Access module is designed to enhance data security by restricting customer visibility within the CRM. Sales team members can only view customers and contacts assigned to them, ensuring that sensitive information is accessible solely to authorized personnel.
Key Features:
Salesperson-Specific Access: Sales team members can view only customers and contacts where they are set as the salesperson.
Sales Team-Based Access: Sales team members can view customers and contacts associated with their sales team.
Combined Access Control: Customers and contacts can be assigned to specific salespersons and sales teams, allowing for granular access control.
Restricted Visibility: Sales team members cannot access customers or contacts outside their assigned sales team or without being designated as the salesperson.
Integration with Sales Orders and Invoices: The access control extends to sales orders and invoices, ensuring that sales team members can only view and manage records pertinent to their assigned customers.
Benefits:
Enhanced Data Security: Restricting access to customer information ensures that sensitive data is protected and only accessible to authorized personnel.
Improved Focus: Sales team members can concentrate on their assigned customers, leading to more personalized and effective service.
Streamlined Operations: Clear delineation of access rights reduces confusion and potential errors in customer management.
Compliance Support: Helps businesses adhere to data protection regulations by ensuring appropriate access controls are in place.
Compatibility & Technical Details:
Odoo Compatibility: Compatible with Odoo's latest versions, ensuring seamless integration with existing systems.
Installation Requirements: Requires Odoo's Sales, Discuss, and Invoicing modules to function effectively.
License: Distributed under the Odoo Proprietary License v1.0, allowing for modification and redistribution under specific conditions.
Support & Updates: Regular updates and support are provided to ensure the module remains compatible with Odoo's evolving ecosystem.
Technical Support: Dedicated support channels are available to assist with installation, customization, and troubleshooting.
Sales Team Own Customers/Contacts
Salesperson Own Customers/Contacts
Customers/Contacts Filter on Sale Orders and Invoice for Sales Team
Sales Team Members Access to Own Customers / Contact in Odoo
This app allows your sales team to see your own customers/contacts on sales order and invoice view. And also it restricts salespeople / sales team members on the sales team to see all the contacts in the contacts menu of Odoo.
Main Features:
- Sales Team Members can view only customers/contact where he/she is set as Salespersons list and/or is a member of Sales Team.
- Allow you to set multiple Salesperson(s) on customer/contact and Sales Team on customer form. So only selected Salespersons and/or sales team members can see contacts/customers in the list.
- Salesperson and Sales Team Member(s) (selected sales team) on Quote/Sales order can view and select his/her own customers/contacts only.
- Salesperson and Sales Team Member(s) 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 the "View Limited Customers" group on that Salesperson related user form. So limitations will be applicable to only users who have set as a "View Limited Customers" group.
- Allow your Salesperson and and Sales Team Member(s) to see Own Customer(s)/ Contact(s)/ Vendor(s).
- Allow your Salesperson and Sales Team Member(s) to see Own customers in the Sale Order.
- Allow your Salesperson and Sales Team Member(s) to see Own Customers into Invoices.
- Managers can assign Multiple Salesperson and one Sales Team to customer form as shown in below screenshots.
- Add Multiple Salespersons or one Salesperson into the Salesperson field on customer/contact form.
- While creating an invoice from the sales order system will pass the Salespersons.
-
dependant app: You can click here
https://apps.odoo.com/apps/modules/15.0/sales_person_customer_access
to view details about Salesperson access.
-
This app is extension of
https://apps.odoo.com/apps/modules/15.0/sales_person_customer_access
module so in this app we have added Sales Team selection on customer form which is extension to original / dependant app.
https://apps.odoo.com/apps/modules/15.0/sales_person_customer_access
- For more details please see below screenshots and watch video.
Sample Users:
-
Sales Person 1 ==> Brain Lara
-
Sales Person 2 ==> Sachin Tendulkar
Edition Compatibility:
Enterprise Odoo.sh Community
Configuration on User form as Group (Sales Person 2)
Configuration on User form as Group (Sales Person 1)
Sales Person 2(Sachin Tendulkar) set on Sales Team Form
Sales Person 1 (Brain Lara) set on Sales Persons on Customer form and Sales Person 2(Sachin Tendulkar) set on Sales Team
Sales Person 1 (Brain Lara) set on Sales Persons on Customer form
Sales Person 2 (Sachin Tendulkar) set on Sales Team on Customer form
Sales Person 2 (Sachin Tendulkar) set on Sales Team on Sale Order form
Sales Person 2 (Sachin Tendulkar) set on Sales Team on Invoice form
Sales Person 1 (Brain Lara) set on Salespersons on Sale Order Form
Sales Person 1 (Brain Lara) set on Salespersons on Invoice Form
Login with Sales Person 2(Sachin Tendulkar)
Sales Person 2 (Sachin Tendulkar) can see only Limited Customers
Sales Person 2 (Sachin Tendulkar) can see only Limited Sale Orders
Sales Person 2 (Sachin Tendulkar) can see only Limited Invoices
Login with Sales Person 1 (Brain Lara)
Sales Person 1 (Brain Lara) can see only Limited Customers
Sales Person 1 (Brain Lara) can see only Limited Sale Orders
Sales Person 1 (Brain Lara) can see only Limited Invoices
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
-
Odoo Implementation
-
Odoo Support
-
Odoo Customization
-
Odoo Migration
-
Odoo Training
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.