Sales Teams Advanced
| Lines of Code | 1495 |
| Technical name | to_sales_team_advanced |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_sales_team_advanced |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Discuss (mail) |
| Extensions | Sales - Sales Teams Advanced CRM - Sales Teams Advanced Sales Target |
Sales Teams Advanced
Adding more sales access groups
Businesses with a large number of sales staff will need to arrange and manage sales staff by teams and regions. From there, it is possible to monitor and plan the appropriate team development. This module is a base module, providing various groups of access rights suitable for businesses to secure relevant sales team and sales region information.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Add and adjust access rights groups in the Sales app
Access Groups
- *Sales / User: Own Documents Only*: This is the default group.
- *Sales / Sales Team Leader*: New access group, inherits access rights of the *Sales / User: Own Documents Only* group.
- *Sales / Regional Manager*: New access group, inherits access rights of the *Sales / Sales Team Leader* group.
- *Sales / User: All Documents*: A default group, now inherits access rights of the *Sales / Regional Manager* group instead of the *Sales / User: Own Documents Only* one.
- *Sales / Administrator*: Full access to the Sales Management application.
Security Policies
- *Sales / User: Own Documents Only*: Create/View/Edit their own documents/data or assigned to or didn't assign to anyone.
- *Sales / Sales Team Leader*: Inherits access rights of the *Sales / User: Own Documents Only* group and extends the access to information/data of members of the team they are in charge of; or information/data that is not assigned to any team.
- *Sales / Regional Manager*: Inherits access rights of the *Sales / Sales Team Leader* group and can also access information/data of staff in the region that they are in charge of; or information/data that is not assigned to any particular region.
- *Sales / User: All Documents*: Full access for all teams except the Sales configuration.
- *Sales / Administrator*: Full access to the Sales Management application, including the configuration.
Note
When this module is installed alone, without other modules such as *to_sales_team_advanced_crm* or *to_sales_team_advanced_sale*, the security policies of leads/opportunities or quotation/sales orders are not affected. Therefore, you can install this module in conjunction with
- CRM - Sales Teams Advanced (to_sales_team_advanced_crm) to set up the security policies for leads/opportunities.
- Sales - Sales Teams Advanced (to_sales_team_advanced_sale) to set up the security policies for quotations/sales orders.
Categorize sales teams by sales region
Provides filter/group criteria by sales region
Benefits
Allow access only to necessary information based on roles.
Group by area, making it easy to monitor and plan.
Add new access rights to the Sales app
Categorize sales teams by region
Create a sales region
Configure sales region
Configure sales region details
Filter/search by sales region
See Sales Teams Advanced in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Sales Teams Advanced?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Works Great With These Modules
Extend Sales Teams Advanced with complementary Viindoo apps:
Sales Target
Sales targets for individual sales persons and sales teams.
Module to_sales_targetCRM - Sales Teams Advanced
Integrate Sales Team Advanced with CRM
Module to_sales_team_advanced_crmSales - Sales Teams Advanced
Integrate Sales application with Sales Teams Advanced
Module to_sales_team_advanced_saleWho Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
Installation
- Navigate to Apps.
- Search with keyword to_sales_team_advanced.
- Press Install.
Instructions
Instruction video: Sales Teams Advanced
1. Add new access rights to the Sales app
Navigate to Settings ‣ Users & Companies ‣ Users, select a user account, and check the access rights of the Sales app:
2. Categorize sales team by sales region
Navigate to Sales ‣ Configuration ‣ Sales Teams, select the team that needs to have the sales region configured, or create a new one:
In the Region field, select the existing regions list or add the name of a region and press Create/Create and Edit:
Click on the icon to open the sales region configuration and set up information:
Read more on how to establish sales regions.
3. Filter/group, search for a sales team by sales region
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).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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