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Create Different Teams
10-11-2021, 01:04 AM,
#1
Create Different Teams
Wonder if someone could advise us. We have different sales teams and want  create each team but the sales teams should only be able to see their own sales and not others.
How would we go about doing this please

Thankyou
Paul
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10-11-2021, 01:19 AM,
#2
RE: Create Different Teams
Hi Paul,

The easiest way to achieve this would be by creating each team as an individual sales person, rather than individually, and then creating a login for each team. That way they could only see sales that refer to that team.

However if you are wanting to also report on the individual sales people then this wouldn't work.

It might be possible to alter the code to achieve this, I would have to look at the reporting side to see how disruptive that would be.

Thanks
Tim
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10-11-2021, 03:23 AM,
#3
Create Different Teams
(10-11-2021, 01:19 AM)TimSchofield Wrote: Hi Paul,

The easiest way to achieve this would be by creating each team as an individual sales person, rather than individually, and then creating a login for each team. That way they could only see sales that refer to that team.

However if you are wanting to also report on the individual sales people then this wouldn't work.

It might be possible to alter the code to achieve this, I would have to look at the reporting side to see how disruptive that would be.

Thanks
Tim

Hi Tim

Will that make it possible for only that team to see each their own sales.

Thanks
Reply
10-11-2021, 03:31 AM,
#4
RE: Create Different Teams
Yes. WebERP has the facility to create "Sales person only" logins. Under this login they can only see their own sales. So if it is shared amongst every person in that group it would work.

Tim
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