Multi-level Sales

The Multi-Level Sales app for Odoo provides a structured approach to sales team management, enabling businesses to organize their sales processes more efficiently. With this app, organizations can establish a hierarchical structure for their sales teams, assigning parent-child relationships to define clear access levels and responsibilities.

**Key Features:**
1) **Parent-Child Relationship:**
– Create a hierarchical structure within sales teams, ensuring better organization and role distribution.

2) **Record Visibility:**
– Parent team members can access and manage sales records of child team members, improving oversight and tracking.

3) **New Access Rights for Team Leader:**
– Introduces a new access right, “Team Leader: Team Documents,” allowing controlled data access within teams.

4) **Restricted Sales Record Access:**
– Team leaders can only view and manage their own team’s records, preventing unauthorized access to other sales teams’ data.

**Use Cases:**
– **Sales Team Management:** Easily organize sales teams with clear hierarchy and defined responsibilities.
– **Access Control for Sales Data:** Restrict sales order visibility to the respective teams, enhancing data security.
– **Efficient Supervision:** Parent teams can monitor child team performance and ensure sales targets are met.

**Supported Views:**
– **Navigation:** Settings → User (Assign Team Leader Group)
– **Navigation:** Sales → Configuration → Sales Team (Manage sales team hierarchy)
– **Navigation:** Sales → Quotations (View sales orders based on access rights)
– **Navigation:** Sales → Configuration → Sales Team (Assign parent teams)