Sales - Sales Teams Advanced
| Lines of Code | 380 |
| Technical name | to_sales_team_advanced_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_sales_team_advanced_sale |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Sales Teams Advanced |
| Extensions | Sales Target Management - Sales Management |
Demo video: Sales - Sales Teams Advanced
What it does
This module integrates the Sales Management app (sale_management) and the Sales Team Advanced (to_sales_team_advanced) to allocate sales teams by region and set up adequate security policies to access quotations/sales orders, reports, etc. in the Sales app.
Key Features
- Improve Sales app access rights:
- Sales / User: Own Documents Only: Create/view/edit information/data created by themselves or are assigned to them, or those that are unassigned.
- Sales / Sales Team Leader: Create/view/edit information/data of quotations/sales orders, reports:
- Created by themselves or assigned to them;
- Of the team members that they are in charge of;
- Of the team that they are in charge of (information/data might not be assigned to anyone in particular but still belongs to their team);
- Or information/data that is not assigned to any team.
- Sales / Regional Manager: Create/view/edit information/data of quotations/sales orders, reports:
- Created by themselves or assigned to them;
- Of the staff that they are in charge of;
- Of the region that they are in charge of;
- Or information/data that is not assigned to any team.
- Sales / User: All Documents: Full access for all teams except the Sales configuration.
- Sales / Administrator: Full access to the Sales Management application, including the configuration.
- Add Sales Region, Team Leader, and Regional Manager fields on the quotations/sales orders, customer invoices.
- Add filter and grouping criteria such as Sales Region, Team Leader, and Regional Manager on the list view of quotations/sales orders, sales reports, and customer invoices.
- Add a configuration menu for the sales region in Sales ‣ Configuration ‣ Sales Region.
Benefits
- Manage sales teams more efficiently by dividing them by region and implementing detailed access rights.
- Enhance data security, minimizing the risk of sensitive information leakage.
- Improve decision-making with detailed reports by region and team.
Who Should Use This Module
- This module is ideal for businesses managing sales teams by region and requiring controlled access to quotation and sales order records.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sales_team_advanced_sale.
- Press Install.
Instructions
Instruction video: Sales - Sales Teams Advanced
1. Create and configure Sales Region, Sales Teams
For more information, read the Establish sales teams and sales regions article.
2. Create quotations/sales orders
For more information, read the How to create sales quotation and sales order article.
In the Other Info tab, you will be able to view the following information:
- Team Leader: Leader of the salesperson;
- Sales Region: The region that this sales team belongs to;
- Regional Manager: Respective sales manager of this region.s
3. Access rights to quotations/sales orders
With the above configuration:
Employee B is a part of the sales team with Employee A as the team leader; The above sales team belongs to the North sales region led by the regional manager. Therefore:
- Employee B can only view the quotations/sales order where they are the salesperson:
- Employee A (Team Leader) will be able to view their quotations/sales orders and the ones of Employee B, or the unassigned quotations/sales order.
- The Regional Manager will be able to view all the quotations/sales orders of the sales teams belonging to the sales region that they are in charge of.
4. Add filter/grouping tool by criteria such as Sales Region, Team Leader, and Regional Manager on the list of quotations/sales orders, invoices, and reports
Quotations/Sales Orders
Invoices
Reports
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