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Odoo Salesperson Own Orders & Invoices Access


Create confidentiality of records with Odoo Salesperson Own Orders & Invoices Access!!

Safeguarding your customers and sales is crucial for any business. It is a fact that some employees steal even their company’s clients. Hence, to secure the sales records, you need to restrict the sales records, so the salesperson can not view another salesperson's invoices and orders.

With Odoo Salesperson Own Orders & Invoices Access, you can restrict salesperson access to their own. Once admin enables this setting, salespersons can not view Orders or Invoices or both of other salespersons.

With this module, the salesperson can only view their invoices and orders. However, you can view all the invoices and orders by every salesperson. It helps salespersons to check their performance as they see only their records.

 How Restricting Salespersons Helps The Business?

When you restrict salesperson access to other salesperson's sales records, they won't be able to know how much sales the other salesperson made. Also, they won’t be able to learn who the customer was, so the chances of the customer swiping lower.

 Odoo Salesperson Own Orders & Invoices Access Features

Restriction To Access Orders In Odoo

  • You can restrict salespersons to access only their orders.
  • Give order viewing access to every salesperson individually of their or other salesperson’s.

 Allow Access To One’s Order Invoices Only

  • You can restrict salespersons to access only their invoices.
  • Give invoices viewing access to every salesperson individually of their or other salesperson’s.

Restrict Salespersons Separately In The Odoo Backend

  • You can restrict each salesperson uniquely based on orders and invoices.
  • You can limit access only for orders, invoices, or both.

 Filter Customer Details

  • You can filter customer details according to the salesperson.
  • Filter customers according to the ‘My Orders’ or 'My Invoices' filter.

Salespersons Can Filter Orders To View Only Theirs

  • Salespersons can filter orders to view only their orders.
  • They can view all their orders normally and open them.
  • Moreover, they can edit and view the order.
  • They can create a sales order of the items the customer want.
  • The salesperson can delete the created order via the ‘Action’ button.
  • Other salespersons can't view the details of orders completed by them.

  Configure The Access Rights From The Odoo Backend

  • Admin can enable or disable the access rights o any salesperson.
  • For the different salespersons, they can assign other access.
  • Admin can view all the orders and invoices created by every salesperson.
  • They can allow salespersons access to both invoices and orders or any one of them.
  • They can edit, create, delete orders and invoices of any salesperson.
  • Further, you can filter and view customers of each salesperson.
  • They can disable or enable access rights permission easily with a few clicks.
  • It allows you to manage the confidentiality of records.

Dedicated Support For Your Odoo Salesperson Own Orders & Invoices Access-

Webkul's dedicated support provides you with the customizations and troubleshooting solutions for Odoo Salesperson Own Orders & Invoices Access. For any query or issue please CREATE A TICKET HERE

You may also check our other top-quality Odoo Modules.

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4 years ago
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4 months ago
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