Sales Team Access
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.
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.
If we change the sales team or salesperson, the followers are automatically added to the follower's list.
The added followers can see the sales order.
Followers can edit or change in quotation/sale order.
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Version 19.0.1.0.0 | Released on : 4th February 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.comto request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
