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.

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.