$ 16.74
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Technical Name |
sales_person_customer_access
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction:
The Odoo Salesperson Customer Access module empowers businesses to assign specific customers to individual salespeople. This ensures that each salesperson can only view and manage the customers assigned to them, streamlining the sales process and enhancing focus.
Key Features:
Customer Assignment: Assign specific customers to individual salespeople, restricting their access to only those customers.
Sales Order Integration: Salespeople can only add their assigned customers to sales orders, ensuring consistency and focus.
Access Control: Restrict access to customer information based on salesperson assignments, enhancing data security.
User Interface: Seamless integration with Odoo's existing interface, ensuring ease of use and minimal disruption.
Multi-User Support: Supports multiple salespeople, allowing for flexible assignment and management.
Benefits:
Enhanced Focus: Salespeople can concentrate on their assigned customers, improving efficiency and expertise.
Improved Data Security: Restricting customer access ensures sensitive information is only available to authorized personnel.
Streamlined Sales Process: Clear customer assignments reduce confusion and streamline the sales workflow.
Customization: Tailor customer assignments to align with business strategies and salesperson strengths.
Compatibility & Technical Details:
Odoo Compatibility: Compatible with Odoo's latest versions, ensuring seamless integration with existing systems.
Installation Requirements: Requires Odoo's Sales, Discuss, and Invoicing modules to function effectively.
License: Distributed under the Odoo Proprietary License v1.0, allowing for modification and redistribution under specific conditions.
Support & Updates: Regular updates and support are provided to ensure the module remains compatible with Odoo's evolving ecosystem.
Technical Support: Dedicated support channels are available to assist with installation, customization, and troubleshooting.
Odoo Proprietary License v1.0 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). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.