odoo14-addon-sale-commission-agent-restrict


Nameodoo14-addon-sale-commission-agent-restrict JSON
Version 14.0.2.0.2 PyPI version JSON
download
home_pagehttps://github.com/OCA/commission
SummarySales Commissions Agent Restrict
upload_time2023-11-22 14:09:18
maintainer
docs_urlNone
authorOoops404, Ilyas, Odoo Community Association (OCA)
requires_python>=3.6
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage No coveralls.
            ================================
Sales Commissions Agent Restrict
================================

.. 
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github
    :target: https://github.com/OCA/commission/tree/14.0/sale_commission_agent_restrict
    :alt: OCA/commission
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/commission-14-0/commission-14-0-sale_commission_agent_restrict
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/commission&target_branch=14.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module provides access groups and rules to restrict access of agent user
to contacts and sales.

**Table of contents**

.. contents::
   :local:

Configuration
=============

* Create new user.
* Open related to user partner.
* Tick Agent checkbox.
* Go back to user.
* Select desired access groups related to agent.
* Grant to agent user one group from Sales category. Recommended to use Own Records Only.

Usage
=====

After agent user is configured, try to login as agent user and open contacts.
You will see only contacts created by this user and contacts,
to which he assigned as agent.

Agent user can see only sale orders, quotation created by him or where he present as agent.

Agent can create Sale Orders and Contacts (if has Create Contacts right).

Agent can see only own commission lines.

Agent can see only own commission lines total (My Commission) in the Sale Order.

Agent can't open commission line form.

Agent can't recompute agents commissions.

Agent can't edit commission lines.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/commission/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/commission/issues/new?body=module:%20sale_commission_agent_restrict%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Ooops404
* Ilyas

Contributors
~~~~~~~~~~~~

* `Ooops404 <https://www.ooops404.com>`__:

  * Ilyas <irazor147@gmail.com>

* `PyTech SRL <https://www.pytech.it>`__:

  * Alessandro Uffreduzzi <alessandro.uffreduzzi@pytech.it>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-aleuffre| image:: https://github.com/aleuffre.png?size=40px
    :target: https://github.com/aleuffre
    :alt: aleuffre

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-aleuffre| 

This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/14.0/sale_commission_agent_restrict>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.



            

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