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A user can't see administrator created companies (in his sales > customers)

By
Yaniv
on 7/12/14, 11:49 AM 3,580 views

Even if I give the user "administrator privileges", and even if I set the administrator created companies in the user's allowed companies list - they still doesn't appear in his sales > customers.

 

Thanks,

Yaniv

Thanks for the replies, but I still wish someone had a solution for the problem?

Yaniv
on 7/14/14, 11:45 AM
2
James Utru
On 7/12/14, 9:21 PM

Hello Sir Yaniv,

I was having the same problem and after loading with the demo data and discovering the demo account was able to perform the task, I began a slightly tedious process of elimination.

I realized if I assigned the user Public and Portal in ACCESS RIGHTS (tab) - Other (section), I was unable to view any of the current customer information (demo data). 

I was going to upload the image here but it says I need more than 30 Karma... I'm pretty sure I've got thousands of Karma... both good and bad. :-)

Yaniv, was my answer helpful or do you need more assistance?

James Utru
on 7/14/14, 11:31 PM
2
Miloud BOUAZZA
On 1/7/15, 5:30 AM

hello,

check if the case portal and public is not checked (in settings / users),

0

Ray Carnes

--Ray Carnes--
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I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 7/14/14, 7:02 PM

I believe you are making a common mistake - confusing the terminology of Odoo.

(I made this mistake myself when I first started playing with Odoo).

A 'company' generally means a set of partners (leads, customers, suppliers and employees), users (logins) and stock of products with a separately managed set of accounts.

An example of companies would be Odoo S.A, Odoo USA, Odoo Asia/Pacific.

A 'customer' is a partner that purchases products from a company.

Unless you need a separate company for separate physical or legal entities (like worldwide companies under a global holding company, or separately managed franchises reporting to a franchisor) - then you should not be creating Companies - you should be creating Customers. (I doubt you really mean to create companies in the sense that Odoo models them).

The best way to understand what you need to import is to manually create a single record and export it. That way you can see how the data you enter and the options you select get mapped into the fields in a CSV file.

Enter a Customer, you will see it does not show up as a Company, [even though you can check 'Is a Company' - which means only that the Customer is a business rather than a person - but not a 'company' as explained above].

You have created companies instead of customers, but since all of these are still 'partners' they will ALSO show up as Customers for your admin user (who can see all companies) but not your other users (who are generally restricted to a single company, unless you set them up to view more than one - even if they have admin permissions).

Take a step back, read some of the documentation, and try again.

Companies - http://doc.openerp.com/v6.1/book/multi/Logistic/config/config_company.html

Partners - http://doc.openerp.com/v6.1/book/2/3_CRM_Contacts/contacts.html

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Asked: 7/12/14, 11:49 AM
Seen: 3580 times
Last updated: 9/26/16, 1:08 PM