+
+
+
+
+
+
+ 
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+
+ + Sales Team Access Controls
++ Provides Access Control for Sales Team Members and Leaders. +
+
+ 
+
+
+
+
+
+
+ + Key Highlights +
+
+
+
+
+
+
+
+
+
+
+
+ + Sales team members can only access the sales orders, leads, and customers they created.
+
+
+
+
+
+
+
+
+
+
+ + Sales team leaders can access both their own and their team members' sales orders, leads, and customers.
+
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+ + Select the Sales Team access right as Team Member.
+
+
+
+
+
+ 
+
+
+
+
+
+
+ + User can access only the Sale Orders created by him.
+
+
+
+
+
+
+ 
+
+
+
+
+ User can access only the Leads created by him.
+
+
+
+
+
+ 
+
+
+
+
+ + User can access only the Customers created by him.
+
+
+
+
+
+ 
+
+
+
+
+ + Select the Sales Team access right as Team Leader.
+
+
+
+
+
+ 
+
+
+
+
+ + User can access only the Sale Orders created by him and his team members.
+
+
+
+
+
+
+ 
+
+
+
+
+ + User can access only the Leads created by him and his team members. +
+
+
+
+
+ -
+
-
+
 2.svg)
+ Sales team members have restricted access to only
+ the sales orders, leads, and customers they have personally created.
+
+ -
+
+ sales team leaders have access to sales orders, leads,
+ and customers they have personally created, as well as those created by team members.
+
+
+
+
+
+
+
+ Version
+ 17.0.1.0.0|Released on:
+
+ + + Initial Commit for Sales Team Access Controls.
+
+
+
+
+
+ + Related Products
+
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+ + Our Services
+ +
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ Odoo + Customization
+
+
+
+
+
+
+
+ 
+
+
+ Odoo + Implementation
+
+
+
+
+
+
+
+ 
+
+
+ Odoo + Support
+
+
+
+
+
+
+
+ 
+
+
+ Hire + Odoo Developer
+
+
+
+
+
+
+
+
+ 
+
+
+ Odoo + Integration
+
+
+
+
+
+
+
+ 
+
+
+ Odoo + Migration
+
+
+
+
+
+
+
+ 
+
+
+ Odoo + Consultancy
+
+
+
+
+
+
+
+ 
+
+
+ Odoo + Implementation
+
+
+
+
+
+
+
+ 
+
+
+ Odoo + Licensing Consultancy
+
+
+
+
+ + Our Industries
+ +
+
+
+
+
+
+
+ 
+
+
+ Trading
+Easily procure and sell your products
+
+
+
+ 
+
+
+ POS
+Easy configuration and convivial experience
+
+
+
+ 
+
+
+ + Education
+A platform for educational management
+
+
+
+ 
+
+
+ + Manufacturing
+Plan, track and schedule your operations
+
+
+
+ 
+
+
+ E-commerce & + Website
+Mobile friendly, awe-inspiring product pages
+
+
+
+ 
+
+
+ Service + Management
+Keep track of services and invoice
+
+
+
+ 
+
+
+ + Restaurant
+Run your bar or restaurant methodically
+
+
+
+ 
+
+
+ Hotel + Management
+An all-inclusive hotel management application
+
+
+
+
+ + Support
+
+
+
+
+
+
+
+
+
+  1.svg)
+
+
+
+ Need
+ Help?
+ 
odoo@cybrosys.com
+
+
+ Got + questions or need help? Get in touch.
+odoo@cybrosys.com
+
+
+
+
+
+ 
+
+
+
+ WhatsApp
+ 
+91
+ 99456767686
+
+
+ Say hi to + us on WhatsApp!
++91
+ 99456767686
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+
+ + POS Order Types
++ Helps the salesman to specify the type of order. +
+
+
+
+
+
+
+
+
+ + Key Highlights +
+
+
+
+
+
+
+
+
+
+
+
+ + Order Type in POS Screen.
+
+
+
+
+
+
+
+
+
+ + Display the order type in the receipt.
+
+
+
+
+
+
+
+
+
+ + Choose order type for each POS.
+
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+ + Create order types
++ Go to Point of Sale >> Configuration >> Order Types to create order types. +
+
+
+
+
+
+ 
+
+
+
+
+
+
+ + Enable order methods and choose the order types +
++ Go to Point of Sale >> Configuration >> Point of Sale and choose one Point of Sale. Enable order + methods and choose the order types. +
+ +
+
+
+
+
+
+ 
+
+
+
+
+ Order type button to choose order type +
++ A button named "Order Types" will appear in the POS screen to choose the order type. +
+
+
+
+
+
+ 
+
+
+
+
+ + Choose an order type. +
++ Click the button and choose an order type. +
+
+
+
+
+
+ 
+
+
+
+
+ + Order type is receipt +
++ Chosen order type is displayed in the receipt. +
+
+
+
+
+
+
+
+ 
+
+
+
+
+ + Order type displayed in the backend POS order. +
++ Order type of each order will be displayed in the backend POS order. +
+
+
+
+
+ -
+
-
+
+ Sales team members have restricted access to only
+ the sales orders, leads, and customers they have personally created.
+
+
-
+
+ sales team leaders have access to sales orders, leads,
+ and customers they have personally created, as well as those created by team members.
+
+
+
+
+
+
+
+ Version
+ 17.0.1.0.0|Released on:
+
+ + + Initial Commit for Sales Team Access Controls.
+
+
+
+
+
+ + Related Products
+
+
+
+
+ + Our Services
+ +
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Odoo + Customization
+
+
+
+
+
+
+
+
+
+
+ Odoo + Implementation
+
+
+
+
+
+
+
+
+
+
+ Odoo + Support
+
+
+
+
+
+
+
+
+
+
+ Hire + Odoo Developer
+
+
+
+
+
+
+
+
+
+
+
+ Odoo + Integration
+
+
+
+
+
+
+
+
+
+
+ Odoo + Migration
+
+
+
+
+
+
+
+
+
+
+ Odoo + Consultancy
+
+
+
+
+
+
+
+
+
+
+ Odoo + Implementation
+
+
+
+
+
+
+
+
+
+
+ Odoo + Licensing Consultancy
+
+
+
+
+ + Our Industries
+ +
+
+
+
+
+
+
+
+
+
+ Trading
+Easily procure and sell your products
+
+
+
+
+
+
+ POS
+Easy configuration and convivial experience
+
+
+
+
+
+
+ + Education
+A platform for educational management
+
+
+
+
+
+
+ + Manufacturing
+Plan, track and schedule your operations
+
+
+
+
+
+
+ E-commerce & + Website
+Mobile friendly, awe-inspiring product pages
+
+
+
+
+
+
+ Service + Management
+Keep track of services and invoice
+
+
+
+
+
+
+ + Restaurant
+Run your bar or restaurant methodically
+
+
+
+
+
+
+ Hotel + Management
+An all-inclusive hotel management application
+
+
+
+
+ + Support
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Need
+ Help?
+ odoo@cybrosys.com
+
+
+ Got + questions or need help? Get in touch.
+odoo@cybrosys.com
+
+
+
+
+
+
+
+
+
+ WhatsApp
+ +91
+ 99456767686
+
+
+ Say hi to + us on WhatsApp!
++91
+ 99456767686
+ + Order Type : +
+
+ Click to create a new record. +
+Order Types
+
+
+
+
+
+
+
+
+
+
+ delivery products based on order types
+
+
+
+