Logistics Sales Team
by Viindoo
| Lines of Code | 636 |
| Technical name | viin_logistics_sales_team |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_logistics_sales_team |
| Read description for | v 18.0 v 19.0 |
| Required Apps | Discuss (mail) |
| Included Dependencies | Logistics Shipment Logistics Package Type Tracking Location QR Code Mixin Viindoo Base |
| Extensions | Logistics Shipment Sale Integration |
Salespeople who can see the shipment they sold
The Salesperson group added to the Logistics Shipment User role, so sales features that depend on shipments actually work.
Logistics Sales Team (technical name viin_logistics_sales_team) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for operations, sales, finance, management.
At a Glance
The facts of Logistics Sales Team, version 1.0.0, in one place. Published by Viindoo.
How It Works
Three screens.
The shipments
Now readable by the sales team.
The teams
Who this applies to.
Their orders
Where the shipment is referenced.
What You Get
Salesperson group added to the Logistics Shipment User role
Shipment-dependent sales features work
No access errors on quotations and orders
No new screens
No rights beyond what sales needs
Installed as a bridge when both apps are present
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Sales orders
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Running the shipment stays with logistics.
This module widens, deliberately and narrowly.
Only the group assignment changes.
Logistics and Sales Teams.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Logistics Sales Team?
Operations
Runs the job from one record.
Sales
Sees what happened to what they sold.
Finance
Costs and bills against the movement.
Management
Reads volume and margin per lane.
Frequently Asked Questions
What does Logistics Sales Team do?
The Salesperson group added to the Logistics Shipment User role, so sales features that depend on shipments actually work.
What does Logistics Sales Team not do?
It grants read access, not operations. Running the shipment stays with logistics. It does not restrict anything. This module widens, deliberately and narrowly. It adds no field. Only the group assignment changes. It needs both apps. Logistics and Sales Teams.
Who is Logistics Sales Team for?
Operations: Runs the job from one record. Sales: Sees what happened to what they sold. Finance: Costs and bills against the movement. Management: Reads volume and margin per lane.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: sales_team, viin_logistics. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
Logistics Shipments (viin_logistics): The shared shipment model. Freight Management (viin_freight_management): The forwarding desk built on it. Logistics with Sales (viin_logistics_sale): Shipments from sales orders.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_logistics_sales_team; pre-sales questions go to sales@viindoo.com.
See Logistics Sales Team in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_logistics.action_logistics_shipment
Need help with Logistics Sales Team?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- Aligned with the 17.0 logistics shipment model.
Logistics Sales Team
Note
Extends viin_logistics - see its documentation.
This module adds no screens of its own. It simply gives every Salesperson automatic access to the logistics shipments they are involved in, so sales-side features that reference a shipment work right away - without an administrator having to grant Shipment Management access by hand for every Salesperson.
Installation
This module has no entry of its own under Apps - it activates automatically ("auto-install") as soon as your database has both:
- a Sales-related app that introduces the Salesperson role - typically the Sales app, and
- the Shipment Management app installed (viin_logistics - see its own guide for how to install that).
There is nothing to search for or click Install on; once both are present, this module turns itself on in the background.
Configuration
There are no settings screens for this module. What activates its effect is the Salesperson's own access level:
- Go to Settings > Users & Companies > Users and open a user.
- On the Access Rights tab, in the Sales category, set the access level to at least User: Own Documents Only (the standard Salesperson level).
- Save.
As soon as that access level is set, the user is automatically granted User: Own Shipments in the Logistics category as well - there is no separate step for logistics access.
Usage
See the logistics shipments you are responsible for
Before this module, a Salesperson had no Shipment Management menu at all. Now, any user with the Salesperson access level described above can open it and see the shipments they are involved in.
Go to Shipment Management > Operations > All Shipments. The list shows only the shipments this user is allowed to see under the User: Own Shipments access level (see the Shipment Management guide's Configuration section for exactly which shipments that covers).
Click My Shipments in the search bar to narrow the list further, to only the shipments where this user is personally the Responsible.
Troubleshooting
I can see shipments I am not personally Responsible for
That is expected: the User: Own Shipments access level this module grants also covers shipments where you are the Customer, Shipper, Consignee, or a follower - not only shipments where you are Responsible. Click My Shipments to narrow the list down to your own responsibility. See the Shipment Management guide for the full access-rights explanation.
FAQ
Do I need to install this module myself? No. It installs itself automatically once the Sales Teams feature and the Shipment Management app are both present - see Installation above.
What exactly can a Salesperson do with this access? This module only grants the User: Own Shipments access level - the same level documented in the Shipment Management guide's Configuration section. It does not change what that access level allows; it only makes sure every Salesperson has it automatically.
Does this affect users who already have Logistics access configured directly? No. If an administrator has already given a user a specific Logistics access level (for example User: All Shipments), that explicit setting is unaffected - this module only adds the baseline User: Own Shipments level via the Salesperson group.
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