Hello ,
I’m working on setting up Odoo18 for a client whose business involves sales representatives managing specific customers. Here’s the setup I’m trying to achieve:
Each sales representative has a list of customers assigned to them.
I want to link these customers to their respective sales representatives to track all sales made by each representative.
When creating an invoice, I need to select the sales representative responsible for the sale, so I can generate reports showing the total sales for each representative.
Could anyone guide me on the best way to configure this in Odoo?
Thank you in advance for your help!