Sales Teams Advanced
| Tên kỹ thuật | to_sales_team_advanced |
| Giấy phép | OPL v1.0 |
| Website | https://viindoo.com |
| Đọc mô tả cho | v 13.0 |
| Yêu cầu (các) app | Discuss (mail) |
| Các mở rộng | Sales Target Management CRM - Sales Teams Advanced Sales - Sales Teams Advanced |
Larger business organizations usually have multiple sales teams with multiple sales user levels. This module reorganizes the sales groups as below:
- Sales / User: Own Documents Only: this is a default group in Odoo.
- Sales / Sales Team Leader: new access group that inherits "Sales / User: Own Documents Only"
- Sales / Regional Manager: a new access group that inherits the group "Sales / Sales Team Leader"
- Sales / User: All Documents: this is a default group in Odoo. It now inherits "Sales / Regional Manager" instead of "Sales / User: Own Documents Only"
- Sales / Manager: Full access rights to Sales Management application
Security Policies
- Sales / User: Own Documents Only: view team of which she or he is a member
- Sales / Sales Team Leader: view/edit team of which she or he is either a member or the team leader
- Sales / Regional Manager: view/edit/create/delete team of which she or he is either a member or the team leader or the regional manager
- Sales / User: All Documents: full access rights for all teams but sales configurations
- Sales / Manager: Full access rights to Sales Management application, including doing configuration
NOTES
This module does not create access policies to records in Sales Management application and CRM application yet. Separated modules will be required, depending on your situation where CRM and/or Sales Management are installed in your Odoo instance. I.e.
- When you have CRM installed, you will need the module "CRM - Sales Teams Advanced": https://apps.odoo.com/apps/modules/12.0/to_sales_team_advanced_crm/
- When you have Sales Management installed, you will need the module "Sales - Sales Teams Advanced": https://apps.odoo.com/apps/modules/12.0/to_sales_team_advanced_sale/
Editions Supported
- Community Edition
- Enterprise Edition
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.