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How to add multiple salesperson each belongs to the different company to the single customer in odoo12 community

community multicompany salesperson odoo12

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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!

Niyas Raphy (Walnut Software Solutions)

Najlepsza odpowiedź

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

Pallavi

Autor

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

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