What it does
This module extends the CRM application with multiple sales teams that set up by the Sales Teams Advanced" module (to_sales_team_advanced), which helps companies can build and manage sales teams according to their needs.
Key Features
- Improve access rights to CRM module
- Add filtering and grouping by regions, sales team on reports in the CRM module
- Provides suitable sales access rights for businesses, this will helps secure sales information by teams, regions.
Businesses with a large sales team will need to divide the sales team into teams, regions. So, this module rearranges Access Groups and
Security Policies in the Sales application as follows:
- Access Groups
- Sales / User: Own Documents Only: This is the default group in Odoo.
- Sales / Sales Team Leader: The new access group that inherits Sales / User: Own Documents Only
- Sales / Regional Manager: The new access group that inherits the group Sales / Sales Team Leader
- Sales / User: All Documents: This is the default group in Odoo. It now inherits Sales / Regional Manager instead of Sales / User: Own Documents Only
- Sales / Administrator: Full access to Sales Management application
- Security Policies
- Sales / User: Own Documents Only: Only view information in their own sales application
- 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 for all teams except the sales configuration
- Sales / Administrator: Full access to Sales Management application, including the configuration
Supported Editions
- 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.
