Multi-Warehouse Access Control - Sales
| Technical name | to_multi_warehouse_access_control_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_multi_warehouse_access_control_sale |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 |
| Required Apps | Invoicing (account) Discuss (mail) Inventory (stock) Sales (sale_management) |
| Included Dependencies | Multi Warehouse Access Control Stock Location's Warehouse Identification Stock Move & Account Move Links Account Analytic Tag |
What it does
The module provides a feature that allows employees of the Users: Own Documents user group to view sales orders and sales order lines related to the warehouse they are in charge of. This will help employees to be more proactive in managing goods: planning product delivery for sales orders,...
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_multi_warehouse_access_control_sale.
- Press Install.
Instruction
Instruction video: Multi-Warehouse Access Control - Sales
Granting Users: Own Documents rights
You navigate to Settings, granting Users: Own Documents rights to users.
Granting access rights to users in the Warehouse
You navigate to Inventory > Configuration > Warehouses, click on specific warehouses then click Edit, and add the user you want to grant access to in the Accessing Users field.
Employees see Sales orders in the Warehouse they are in charge of
Employees login to the user account that you have granted Users: Own Documents rights above. Then, employees navigate to the Inventory app to see the transfers in the warehouse they are in charge of.
Employees can click on the Sale Order's link in the open chatter to view the the Sales Order and details of each line of sales orders.
Note: Employees are granted Users: Own Documents rights and aren't granted on the Sales App will only be able to view, are unable to create/edit/delete sales orders in the Warehouse they are in charge of.
You can refer to the multi-level access control rights for the Inventory app at the Multi Warehouse Access Control module.
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