Hi,
I would like to allow my sales staff to close the sales document, but only allow the manager to unclose a document.
Can we set it in roles & permissions or do we need coding? I dont see close or unclose function in the permissions manager list.
Hello,
I ran into a similar situation before unfortunately, the standard Role Permissions Manager doesn’t let you control the Close and Unclose actions directly, since they aren’t normal field permissions but system-level actions.
A simple way to manage this is by creating a custom workflow for the Sales Order. That way, you can control who’s allowed to do what. Here’s a quick idea:
- Go to Settings > Workflow, and create a new workflow for Sales Order.
- Add workflow states like:
Submitted (sales team can see and work here)
Closed (sales team is allowed to close)
Reopened (only managers can reopen) - Set up transitions:
Sales team can move from Submitted → Closed
Only managers can go from Closed → Reopened
This approach gives you permission control without writing any backend code.
Thank you. The weakness of using this process is that the Status will not be offically “Closed” in the system any by workflow and hence you still can create delivery instructions from the Sales Order.