PriceList Restriction for Users | PriceList Restriction for Partner
PriceList Restriction for Users | PriceList Restriction for Partner
Overview
The PriceList Restriction Access for Users and Partner Odoo app serves as a powerful tool for controlling access to price lists within your organization. With this module, administrators gain the capability to impose restrictions on which price lists are accessible to both users and partners. This fine-grained access control empowers you to customize the pricing information available to each entity. Upon installation, the app introduces two distinct settings: one for user-level price-list restriction and another for partner-level pricelist access restriction. These settings offer exceptional flexibility in managing access, catering to the diverse needs of different entities within your system. To facilitate this control, users and partners are equipped with an "Restrict Price-List" field, simplifying the process of configuring and assigning relevant price lists to each entity. This ensures that they can access and view only the specific price lists that have been granted permission. Notably, this feature enhances the security of your pricing information, safeguarding its confidentiality. Users and partners will only have visibility into the pricing information they are authorized to access, mitigating the risk of unauthorized access. Furthermore, the app promotes efficiency by allowing users and partners to benefit from custom pricing structures tailored to their unique requirements. This customization takes place without the concern of unintended access to other price lists, streamlining pricing management and delivering a seamless user experience.
Configuration
- Please make sure no default pricelists got selected for restriction.
- If admin want to restrict a pricelist that selected as default in some applications, admin have to remove the pricelist from default selection.
Features
- The app allows administrators to set restrictions on which price lists users and partners can access.
- Administrators can specify which price lists are accessible for each user and partner, providing granular control over access.
- The app provides two distinct settings - one for user price-list restriction and another for partner price-list access restriction, offering flexibility in managing access for different types of entities.
- Users and partners can have a "Restrict Price-List" field, making it easy to configure and assign the relevant price list for each entity.
- Only the price lists designated as "allowed" will be accessible by users and partners/customers, ensuring that they can only view and utilize the specified price lists.
- This feature helps maintain pricing confidentiality and ensures that users and partners can only see the pricing information that they are authorized to access.
- Users and partners can benefit from custom pricing structures tailored to their specific needs, without the risk of unauthorized access to other price lists.
Screenshots
User can enable "Restrict Pricelists" option from Sales Configuration. Two Options are available : 1. For Users 2. For Partners
Pricelist View
If you go for "For User" Option from settings, then you can add the restricted pricelist for the particular user inside the user form .
Pricelist view after restricting pricelist for user.
Let's choose "For Partner" from settings.
Go to customer page and select the pricelists that you need to restrict.
In Sale Order, no pricelist will be restricted before selecting customer.
After selecting customer pricelists will be restricted.
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