How to set sales person to see own leads and contacts and costumers?

ERPNext
1

Hi, i know this question has been asked before. i tried searching the forums but there is no clear instructions on how to do this. can someone please clearly elaborate the steps in obtaining this. surely this will help others just like me on easily obtaining these steps.

sorry for the noob question. and thanks in advance. BEST ERP EVER!

2

Hello Roy,

Please check following link for help on how to setup restriction based User.

https://erpnext.com/kb/customize/user-restriction

Lead already has User field. You will have to insert custom User link field
in the Contact and Customer master.

3

sir,

can you break it down for me? im having trouble understanding how the permission works.

4

anyone? help will be much appreciated.

5

I am also facing same problem to hide client contact of sales manager from sales person,

6

Hello @AbhishekJain,
As per the latest updates the User permission is seperate doctype and you can specific permissions for User and Document combination for a Role.
Please refer the link to learn more on the same.
https://erpnext.org/docs/user/manual/en/setting-up/users-and-permissions/user-permissions

https://erpnext.org/docs/user/manual/en/setting-up/users-and-permissions/role-based-permissions

Hope this helps.

7

How to restrict report general ledger, accounts receivables and receivables summary for sales person/partner?

8

Would like to restrict sales persons to seeing customer general ledger, item-wise sales, payment entry, etc. only for their customers.
It seems like a basic requirement for many organisations, but I am not able to find anything on discuss. Am I missing something?

9

Set user permissions to strict
Set sales people or sales partner value to your user (or some similar field) and apply to all docs
This way only records that have the value assigned to the user or customer will show for that user whenever they view reports

10

Does that allow hierarchical access? example a sales manager should be able to view documents for all sales executives under him only.

11

Not automatically. You’d have to set the sales manager to either no restriction so they see all salespeople’s documents, or you can increase the restrictions. Depends what you use for restricting (could be customer value, or sales person value or sales partner value…)

12

We are trying to create restrictions between sales persons in our company. In line with this, mostly all companies have the following criteria to restrict documents/records/transactions and cannot be shared and viewed by any other sales person aside with their Immediate Head.

  1. Leads are assigned to each sales person
  2. Opportunities are assigned to each sales person
  3. Customers are assigned to each sales person
  4. Sales Order - Deliver Note - Sales Invoice can be assigned to multiple sales person (as structured on the ERPNext child table)

With this we did the user permission using the sales person since this is available to Customers, Sales Order - Deliver Note - Sales Invoice. However, the user permission does not work on these transactions but only to the sales person list view only.

Can someone help me with how does this works? Based on the user permission manual, you just need to encode the “type of document to allow” which I select was the Sales Person then on the “Apply to all document type”, the Customers, Sales Order - Deliver Note - Sales Invoice are all checked. But they can still see all the transactions encoded in the system.

They have roles of employee and sales user.

We cannot set a checkmark on the owner as restriction since sometimes encoding of transactions were done by a coordinator then just encode the document to the specific sales person.