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Why non-admin users cannot see partners? [Closed]

By
Oriol Boan
on 4/9/13, 2:47 PM 3,653 views

The Question has been closed

by
Ray Carnes
on 04/18/2013 14:04:46

Hello, I've imported about 4,000 companies from a csv with the administrator user. All have the Customer checkbox on, the supplier checkbox off, the active checkbox on and the opt-in checkbox off. The issue is as while with the admin user I can see all those companies as Customers in Sales > Customers, if I login with any other user, no matter what kind or combination of access rights I give (as admin) to that user, even with portal off, and even with admin settings on, with that user I'm not able to see any of the companies in the Customer's list in Sales > Customers.

Additionally, when I give to that user admin settings access rights, if I go to Settings > Companies > Companies, I only can see the only one unique Company made from the original "My Company", but not any other of the imported companies (as I see with the admin user).

But what I really need is, please help!, all the companies be shown in the Customer's list loging in with a user different from the admin user. What can I do? What can I try?

Thanks in Advance!!!

BTW I use OpenERP 7.0

3

Ray Carnes

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Ray Carnes
On 4/9/13, 11:02 PM

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

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

A 'company' is 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 OpenERP S.A, OpenERP USA, OpenERP 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 importing companies. I doubt you really mean to import companies in the sense that OpenERP models them. Most users have a single company, some a handful, but I doubt anyone has 4,000.

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' (even more confusing!).

You have imported companies instead of customers, but since all of these are 'partners' they 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).

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

Hir Ray, thanks for you explanation. It's been the info I needed. Thx again.

Oriol Boan
on 4/18/13, 9:53 AM
2

Mustufa Rangwala (mra)

--Mustufa Rangwala (mra)--
Tiny ERP Pvt Ltd
http://www.odoo.com
853
| 2 1 4
Ahmedabad, India
--Mustufa Rangwala (mra)--

- Around 7+ years of strong experience in Odoo (Formerly OpenERP) which is world's largest Open Source Business Applications driven by CEO Fabien Pinckaers. - Played key role in developing and maintaining various Odoo Product modules and integrating them on Open Source ERP Environment. - Experience on Scrum methodology for project management - Experience in Team Building - Quick Start Implementations. - Worked on almost all versions (4.0, 5.0, 6.0, 6.1, 7.0, SAAS, Trunk(8.0)...) of Odoo (Formerly OpenERP) . Specialities: Odoo Business Process And OpenERP Implementation. Odoo Application Support and Maintenance. Odoo Technical & Functional Training. Business Process Mapping & Gap Analysis (Functional and Technical Analysis)

Mustufa Rangwala (mra)
On 4/9/13, 3:14 PM

Hi,

Please check if you have unchecked portal as well as Anonymous group on that user. You can also check the user/sale man link to all your customers.

Regards, Mustufa Rangwala

Hello, thx for your answer. I've tried unchecking both portal and anonymous, but the companies still don't show in Sales > Customers. Regarding the check you mention, can you be more specific on where to set it? Thanks again.

Oriol Boan
on 4/9/13, 4:00 PM

Go to the customer form from your admin user and there is field called Sales man/ sale person that you have to check.

Mustufa Rangwala (mra)
on 4/10/13, 1:51 AM

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Asked: 4/9/13, 2:47 PM
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Last updated: 3/16/15, 8:10 AM