I am Creating a B2B Omnichannel portal for company. I want to know how Can I link the supplier and Customer to a certain User Role?
In other words, When a I creates a supplier/customer from the desk, it should create a user with a password and email it to the user directly.
Is it possible?
Any Urgent help!
You can write a method in frappe.sendmail and call in hooks of supplier/customer creation
You need the following records:
- customer (primary customer record)
- contact (links user to company, contains contact details)
- user (stores email, password and access level)
The same works for suppliers. I believe your missing piece is the contact, linking user and customer.
Can you Please elaborate how can I do this?
I am stil facing problems.
Thank you so much.
I am a bit confused about your query. If the user creating customer/supplier is doing so using desk, then it’s just a matter of giving them rights to create user and associating user with customer or supplier on respective contact screens.
Can you please elaborate on your request?