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Multi Level Sales
The Multi-Level Sales app for Odoo is designed to enhance and streamline sales management by introducing a hierarchical structure for sales teams. This module allows organizations to define parent-child relationships within their sales teams, enabling team leaders and managers to oversee subordinate teams effectively.
Features
Screenshots
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Service
Features
Parent-Child Relationship
This feature allows administrators to establish a clear hierarchical structure within sales teams. By defining parent and child teams, the module mirrors the actual organizational layout, enabling managers to oversee team performance accurately.
Record Visibility
The app enhances transparency and supervision by allowing parent teams to view and manage the sales records of their child teams. This ensures team leaders have full oversight of sales activities, facilitating support, mentorship, and performance tracking.
New Access Rights for Team Leaders
Multi-Level Sales introduces specialized access rights that restrict users to their own team’s records while enabling team leaders to manage their team documents.
Screenshot
1.) Assign Team Leader Group to User
Administrators can assign the Team Leader: Team Documents group to users, providing them with specific access rights to manage their team's sales records.
Navigation : Settings → User
2.) Sales Team Overview
View and configure the various sales teams within the organization, enabling easy management and organization of teams.
Navigation : Sale → Configurations → Sales Team
3.) Assign Sales Team Member
Admins can add users to specific sales teams, ensuring proper alignment of roles and responsibilities within the hierarchy.
Navigation : Sale → Configurations → Sales Team
4.) Demo Team Assignment
Assign demo or test users to specific sales teams to simulate workflow scenarios and validate configurations.
Navigation : Sale → Configurations → Sales Team
5.) Individual Team Access
Users can access and manage only their own sales orders, maintaining privacy and focus on their team work.
Navigation : Sale → Quotation
6.) Users can access and manage only their own sales orders, maintaining privacy and focus on their team's work.
Teams can view and manage records of their own members, facilitating internal supervision and reporting
Navigation : Sale → Quotation
7.) Assign Parent Team
Admins can link child teams to parent teams, creating a structured hierarchy for better oversight and workflow management.
Navigation : Sale → Configuration → Sales Team
8.) Sales Team Hierarchy
Visual representation of teams with parent-child relationships, reflecting the organizational sales structure.
Navigation : Sale → Quotations
9.) Parent Team Access Child Records
Parent teams can access and manage the sales records of their child teams, ensuring comprehensive oversight and support across the hierarchy.
Navigation : Sale → Quotations
User Guide
