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Greetings,

I am helping to setup an on-prem instance of Odoo for a Point of Sale system. I am currently running Odoo version 17.


There are employees that have been added in the Point of Sale module settings, and assigned to the "Basic Rights" section for a specific Point of Sale shop.

A couple of the employees need to run reports for the shop, however we want to restrict them from any of the admin options for the module and the shop. Unfortunately, the Point of Sale module settings only permit "Administrator" or "User" in the user account access rights, and "Basic" or "Advanced" for the employee rights.


Is there a way to setup a custom group or access rights level to permit these users to run reports for the shop?


Thank you for your help.

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Annuleer
Beste antwoord

Hello there!

Yes it is modifiable either by code or using odoo UI. You can check this video as to how to add sales report access to a POS user:


You can also create your own group(s) for this purpose but this may be too advanced for what you require.

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Annuleer
Auteur Beste antwoord

Thank you very much! This was the information I was missing. I will reply again later confirming that this worked.


EDIT: OK, so I tried this tutorial and that didn't work. However, it did reveal that the issue lies with the access rights within the shop settings itself. Those who are assigned "Basic rights" need the ability to close the session and run the sales report. Is that possible by following the same instructions but use a different variable?


EDIT#2: We figured it out. We set "User" permissions for the point of sale on the user account, and then set "Advanced rights" for the user in the shop settings. That provided the access that the user needed.


Thank you for your help!

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Annuleer

Glad you figured it out! :)

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