Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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!
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
Thanks
Thanks Niyas
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
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
1
set 21
|
4627 | ||
|
0
set 19
|
3638 | ||
|
2
lug 19
|
4148 | ||
|
Error in odoo12 community
Risolto
|
|
1
mar 19
|
9250 | |
|
2
mar 24
|
8723 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
