• Salesperson Own Customers
  • Join us and help disrupt the enterprise market!

  • Home

  • About Module


    Currently in odoo all customers are visible to salesperson, For this our module will help to show only specific customers to salesperson.

    Versions


    • v11.0
    • v10.0
    • v9.0
    • v8.0

    Features


    • 1) Easy to use
    • 2) It will show customers records of own only
    • 3) Salesperson can access only specific customers visible in Quotation or Sales Order.
    • 4) Easy to hide confidential records of all customers.

    Installations


    1) You will receive the link to download the zip file of the module pls download it.

    2) Extract the zip file, you will see folder named ‘sh_sales_person_customer’

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button

    6) In the search bar, search ‘sh_sales_person_customer’

    7) Click on ‘Install’ to install it.

    Workflow


    salesperson 1 having rights of Sales : "Own Documents Only".

    For Customer "Allocate salespersons", you can allocate more than one salespersons.

    salesperson 1 can see only those customer, for which this salesperson is allocated.

    salesperson 1 can create quotation/order for only those customers, for which salesperson 1 is allocated.

    Support

    You will get free support and assistance in case of any issues