Skip ke Konten
Pertanyaan ini telah diberikan tanda
salesemployeehierarchy
1 Balas
3992 Tampilan
Avatar
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?   

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

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

Avatar
Buang
Muhammad Anees
Penulis

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.

Post Terkait Replies Tampilan Aktivitas
How to manage sales employee performance in openerp 7.0 ?
salesteams sales employee
Avatar
Avatar
1
Mar 15
4390
how to avoid unwanted automatic creation of a 'customer' from an emploees home address??
sales hr customer employee
Avatar
Avatar
1
Mar 15
4436
Quotes vs Orders inside Sales APP
sales
Avatar
Avatar
1
Agu 25
193
hr_employee_public.timesheet_manager_id does not exist
employee
Avatar
Avatar
1
Agu 25
3531
Odoo18 - Products properties disappear when changing category Diselesaikan
sales
Avatar
Avatar
1
Jul 25
658