Salesperson Own Customers
Currently, in odoo all customers are visible to a salesperson, For this our module will help to show only specific customers to the salesperson. This ensures that salespeople only have visibility of the customers they are responsible for or relevant to their role, enhancing efficiency and security in customer management.
Hot Features
Features
- You can update multiple customers with salespersons.
- It will show customers' records of their own only.
- The salesperson can access only specific customers visible in Quotation or Sales Order.
- It is easy to hide confidential records of all customers.
Salesperson 1 having rights of Sales : "Own Documents Only".
For Customer "Allocate salespersons", you can allocate more than one salespersons.
Salesperson 1 can see only those customer, for which this salesperson is allocated.
Salesperson 1 can create quotation/order for only those customers, for which salesperson 1 is allocated.
Select the customers from the list view and then from the "Action" menu select "Mass Update".
After that one wizard opens, you can update multiple customer's salesperson from here.
Mass customer's salesperson updated.
You can also update multiple customers allocated salesperson from the wizard.
You can update it by 2 methods,
"Add" and "Replace".
Add: It adds a new salesperson in the old salesperson.
Replace: It replaces new salespersons with old salespersons, so it removes old salespersons.
Here we update salespersons by using the method "Add".
Mass customer's salesperson updated.
Now we update salespersons by using the method "Replace".
Mass customer's salesperson updated.
Version 16.0.1 | Released on : 28th October 2022
- 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).
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.