Currently, odoo not provide access to the sales team to quotation. Using this module your sales team members can access the sale order/quotation. This module automatically adds sales team members to the follower's list. All followers can see the sales order. when the salesperson login they can see all the sales orders/quotations. This will be applicable from new quotation/sale orders as we are adding team members as followers on create of records. We have applied this rule in own for the user who has their own documents group. so this rule will be not applied to other groups.
Features
Sales team members can access the sale order/quotation.
Sales team members automatically added to the follower's list on record create for the quotation/sale order.
No special configuration required just install it and cheers!
This module saves your important time.
This app is compatible with Odoo's Multi-Company Feature.
Version
- Initial Release
Go to "Users & Companies" => Users. In the user tick the group "User: Own Documents Only".
Now go to the configuration => sales teams to create or edit the sales team.
Now in the quotation, we set salesperson and sales team.
After creating a sale order, sales team members automatically added to the follower's list.
Now, we edit the sale order.
If we change the sales team or salesperson, the followers are automatically added to the follower's list.
The follower's list looks like below.
The added followers can see the sales order.
Followers can edit or change in quotation/sale order.
