How to configure hierarchy Sales Team Structure in Odoo / OpenERP

Often times while following OpenERP/Odoo for sales management, it is our requirement to have a proper team hierarchy with the secure desired flow of information. For that Odoo provides us the ability to create our own sales teams with the desired access control for the flow of information in the team hierarchy. In this tutorial we will use use the default Odoo provided roles or group. For the one who wants to customize the access control as per his/her requirement, he/she have to create their own security rules etc.

One of major concerns for the Odoo users is to easily configure the sales team, since Odoo have the poorest documentation [as per the online sorcerers :) ]. So to configure your sales teams properly, likely this tutorial will helps you.

In this tutorial I am considering this sales team hierarchy:

• Sales Manager (Team Leader)
• Sales Person 
• Sales And Quotations

Setting proper sales team configurations can solve the mentioned problems.

Sales Teams can be configured by the following steps:

• Create Sales Teams: Go to Sales Tab‣ Configuration ‣ Sales Teams.  Give the newly created sales team some desired name like Team A.
• Set Team Leader (Sale Manger) for Sales Team. From Sales ‣ Configuration ‣ Sales Team. Make sure that the Team Leader has proper access rights (instructions are given below for setting access rights.
• Assigning Team members of that Sales team. Add some users as a team member to new sales team. Each user should have proper access rights. (Instructions are given below).
• Set Sales Person and Sales Team on Quotations and Sales Orders. Now as our sales team is created, it’s time to associate some sales and quotation to our sales team. To do this one should set Sales Person and Sales Team while creating new Quotations and Sale order. Set Sales Team from the Other Information Tab.

How to set access rights For Team Leader & Sales Person: 

To configure access rights: settings ‣users ‣ user ‣ access rights

• For Team Leader set sales value to Manager 
• For Team Leader set sales value to See Own Leads