Sales Teams Advanced
| Technical name | to_sales_team_advanced |
| License | OPL-1 |
| Website | https://viindoo.com |
| Read description for | v 12.0 v 10.0 v 14.0 v 17.0 v 13.0 v 15.0 v 16.0 |
| Required Apps | Discuss (mail) |
| Extensions | Sales Target Management CRM - Sales Teams Advanced Sales - Sales Teams Advanced |
Larger business organizations usually have multiple sales teams with multiple sales user levels. This module reorganizes the sales groups as below:
- Sales / User: Own Documents Only: this is a default group in Odoo.
- Sales / Sales Team Leader: new access group that inherits "Sales / User: Own Documents Only"
- Sales / Regional Manager: a new access group that inherits the group "Sales / Sales Team Leader"
- Sales / User: All Documents: this is a default group in Odoo. It now inherits "Sales / Regional Manager" instead of "Sales / User: Own Documents Only"
- Sales / Manager: Full access rights to Sales Management application
Security Policies
- Sales / User: Own Documents Only: view team of which she or he is a member
- Sales / Sales Team Leader: view/edit team of which she or he is either a member or the team leader
- Sales / Regional Manager: view/edit/create/delete team of which she or he is either a member or the team leader or the regional manager
- Sales / User: All Documents: full access rights for all teams but sales configurations
- Sales / Manager: Full access rights to Sales Management application, including doing configuration
NOTES
This module does not create access policies to records in Sales Management application and CRM application yet. Separated modules will be required, depending on your situation where CRM and/or Sales Management are installed in your Odoo instance. I.e.
- When you have CRM installed, you will need the module "CRM - Sales Teams Advanced": https://apps.odoo.com/apps/modules/11.0/to_sales_team_advanced_crm/
- When you have Sales Management installed, you will need the module "Sales - Sales Teams Advanced": https://apps.odoo.com/apps/modules/11.0/to_sales_team_advanced_sale/
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps
- Find with keyword 'to_sales_team_advanced'
- Install it as usual then you are done.
Please note that:
- If you have Sales application installed and the module "Sales - Sales Teams Advanced" (technical name: to_sales_team_advanced_sale) available in your addons path, the to_sales_team_advanced_sale will also be installed automatically
- If you have Sales application installed and the module "CRM - Sales Teams Advanced" (technical name: to_sales_team_advanced_crm) available in your addons path, the to_sales_team_advanced_crm will also be installed automatically
Instructions
- Once installed, your sales users could be organized with five access groups for five access levels as below:
- Sales / User: Own Documents Only: view team of which she or he is a member
- Sales / Sales Team Leader: view/edit team of which she or he is either a member or the team leader
- Sales / Regional Manager: view/edit/create/delete team of which she or he is either a member or the team leader or the regional manager
- Sales / User: All Documents: full access rights for all teams but sales configurations
- Sales / Manager: Full access rights to Sales Management application, including doing configuration
- To update / reorganize your sales users:
Navigate to the menu Settings > Users > Users
Find the user you want to change its access group then open its profile form view
Select an appropriate groups within Sales application and hit Save button to save the updates.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
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