Within 1 company 4 salespeople are active and are allowed to enter orders. However, they are not allowed to see each other's orders and invoices. This is to protect each other's turnover and thus their commission. Can this be properly set up in Odoo by means of rights and how would you do that? From other ERP solutions I know that with branches (branches) you can do this but in Odoo I can't share 1 warehouse with multiple branches / companies?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilitate
- Inventar
- PoS
- Project
- MRP
Această întrebare a fost marcată
2
Răspunsuri
2878
Vizualizări
Hello Rob Mustsaers,
you can assign rights for sales module = "user: Own documents only"
if you want to assing higher right then you can apply record rule to restict others records for those specific groups as below
Rule Definition (Domain Filter): [('user_id','=',user.id)]
Thanks & Regards,
CandidRoot Solutions Pvt. Ltd.
Mobile: (+91) 8849036209
Email: info@candidroot.com
Skype: live:candidroot
Web: https://www.candidroot.com
Address: 1229-1230, Iconic Shyamal, Near Shyamal Cross Road, Ahmedabad, Gujarat 380015
Thank you CandidRoot.
I'm going to test this right away.
Is the condition also that they (the salespeople) create these orders and invoices themselves. Does it also work if another person creates the order in the name of the sales person?
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Înscrie-te| Related Posts | Răspunsuri | Vizualizări | Activitate | |
|---|---|---|---|---|
|
0
dec. 22
|
2620 | ||
|
3
aug. 23
|
4146 | ||
|
1
oct. 22
|
3619 | ||
|
3
iul. 22
|
3048 | ||
|
1
iun. 22
|
6269 |
