Skip ke Konten
Pertanyaan ini telah diberikan tanda
communitymulticompanysalespersonodoo12
1 Balas
4915 Tampilan
Avatar
Pallavi

Hi,

I need to add multiple salesperson belongs to the different company to the single customer in odoo12. consider salesperson 1 belongs to company 1 salesperson 2 belongs to company 2. and I need to assign both salesperson to the customer 1. and when each salesperson login through their account they can access the customer.

Could anyone help me to achieve this.

Thank you in advance!

Avatar
Buang
Avatar
Niyas Raphy (Walnut Software Solutions)
Jawaban Terbai

Hi,
For this you have to add a new many2many field in the res.partner model, you can inherit and do it by a custom module. Then regarding the sales persons viewing the customer, you have write or adjust the security/ record rules accordingly.

1. How To Inherit And Add Field to Existing Views In Odoo12

2. Record Rules in Odoo

Thanks

Avatar
Buang
Pallavi
Penulis

Thanks Niyas

Ramzi Khouri

Nayas.

Q1: Is your answer still valid "to adding two salesperson (same our company) to one customer?"

Q2: Is this the same approach if I wand to assign for a customer a Salesperson and a customer service person? e.g. Salesperson being the one who does the sale and Customer Service being the one who maintains the after sales.

I guess Q1 and Q2 are similar

thanks

Post Terkait Replies Tampilan Aktivitas
how to allow only manager to edit the form which is in approved state. odoo12 Diselesaikan
community odoo12
Avatar
Avatar
1
Sep 21
4635
Multi Websites for Multi Companies Odoo 12 Community
community ecommerce multicompany multiwebsite odoo12
Avatar
0
Sep 19
3645
Allow users to see others users only if they have his current company in allowed field Diselesaikan
multicompany odoo12
Avatar
Avatar
2
Jul 19
4154
Error in odoo12 community Diselesaikan
community odoo12
Avatar
Avatar
1
Mar 19
9256
Odoo 13 - multi-company error
community multicompany Odoo13.0
Avatar
Avatar
Avatar
2
Mar 24
8732