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salesemployeehierarchy
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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?   

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Niyas Raphy (Walnut IT)
Best Answer

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

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Muhammad Anees
Author

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.

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