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Community Enterprise Odoo.sh

Salesperson Own Customers

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

Hot Features

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Shows Specific Customer to Sales Person
Update Multiple Customers
Hide Confidential Records

Features

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  • You can update multiple customers with salespersons.
  • It will show customers records of own only.
  • Salesperson can access only specific customers visible in Quotation or Sales Order.
  • Easy to hide confidential records of all customers.

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.


Select the customers from the list view and then from the "Action" menu select "Mass Update".


After that one wizard opens, you can update multiple customer's salesperson from here.


Mass customer's salesperson updated.


You can also update multiple customers allocated salesperson from the wizard.

You can update it by 2 methods,
"Add" and "Replace".

Add: It adds a new salesperson in the old salesperson.
Replace: It replaces new salespersons with old salespersons, so it removes old salespersons.
Here we update salespersons by using the method "Add".


Mass customer's salesperson updated.


Now we update salespersons by using the method "Replace".


Mass customer's salesperson updated.


Version 16.0.1 | Released on : 28th October 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas).
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
Separate Quotation No. v16

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