Přejít na obsah
You need to be registered to interact with the community.
All Posts Lidé Odznaky
Štítky (View all)
odoo accounting v14 pos v15
O tomto fóru
This question has been flagged
salesemployeehierarchy
1 Odpovědět
3997 Zobrazení
Avatar
Muhammad Anees

Hii,

We want to show sales orders according to the employee hierarchy. In Employees App we have Sales Managers, Sales Supervisors and Salesmen.

Sales Manager can see all sales orders. Sales Supervisor can see sales orders of his team only. 

One sales team like Healthcare has 5 supervisors. Right now all supervisors can see their so's. 

Can we fix this by adding employee id on sales.order table?   

Avatar
Zrušit
Avatar
Niyas Raphy (Walnut Software Solutions)
Nejlepší odpověď

Hi,

Its all about record rules, by default in the sales app, we have three user groups,

  1. User: Own Documents Only

  2. User: All Documents

  3. Administrator / Manager

For the user group, own documents can view only their sales records and for the group user all documents can others record also.

For your case, you can alter the existing record rules accordingly or create new record rules.

Have a loot at this:

  1. Security in Odoo

  2. Record Rules in Odoo

Thanks

Avatar
Zrušit
Muhammad Anees
Autor

Thank you Raphy,

You are right and I am using these three user groups.

We have many supervisors in a team and salesmen are under it. We want supervisors should not see other supervisor sales orders. How to restrict it in a record rule. I did the same in Appraisal App, because appraisal app has employee id.

Related Posts Odpovědi Zobrazení Aktivita
How to manage sales employee performance in openerp 7.0 ?
salesteams sales employee
Avatar
Avatar
1
bře 15
4394
how to avoid unwanted automatic creation of a 'customer' from an emploees home address??
sales hr customer employee
Avatar
Avatar
1
bře 15
4438
Quotes vs Orders inside Sales APP
sales
Avatar
Avatar
1
srp 25
213
hr_employee_public.timesheet_manager_id does not exist
employee
Avatar
Avatar
1
srp 25
3535
Odoo18 - Products properties disappear when changing category Vyřešeno
sales
Avatar
Avatar
1
čvc 25
677