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Odoo Sales Hierarchy Setup

₹1500-12500 INR

Closed
Posted 4 months ago

₹1500-12500 INR

Paid on delivery
I'm looking for an Odoo ERP expert to implement a hierarchy management system specific to my company's sales team. We need hierarchy management ( Regional Access ) in Odoo 16 Enterprise Contact : user should be able to see only the contacts of his region only, normally region is district in our case , but in Odoo there is no field like district, and again there is hierarchy Sales person will see the contact of his region, manager can see the contact of 2-3 sales person region , that way User should be able to see the data of his region only , it can be put like this Field Officer should be able to see the data of hi city only , District Manager should be able to see data of his district only, State manager should be able to see the data of his state only, and country manager should be able to see the data of his country Country ->> State ->> District ->> City We need regionwise access , means a sales person of rajkot district should see the data of rajkot only , regional sales manager can see the data of 3-4 district , state head can see the data of complete state and country head can see the data of country Region wise access of sales data , Sales head can access data of all states , State Sales Manager can access data of that state , Regional Sales Manager can access the data of that region … that way All Sales person can see Sales of their particular regions only as per hierarch Regional Acess : in apps : Contact / CRM / Sales / Accounting modules We have regular Odoo Work
Project ID: 37713909

About the project

13 proposals
Remote project
Active 2 mos ago

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13 freelancers are bidding on average ₹8,683 INR for this job
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As a seasoned Odoo ERP expert with 5 years of dedicated experience, I am confident in my ability to handle the precise customization needs of your company, particularly when it comes to hierarchy management and user-specific data visibility. I have a thorough understanding of Odoo 16 Enterprise and have successfully implemented similar systems in numerous projects. Given my expertise, I can skillfully implement region-wise access and establish the desired sales hierarchy within the Contact, CRM, Sales, and Accounting modules as per your requirement. This includes ensuring that each user, from Field Officer to Country Manager, has appropriate visibility over their respective regions' data just like you've described. Choosing me for this project would not only mean access to technically agile solutions but also a long-term partnership with a professional who knows how crucial reliable ERP systems are for businesses. Let's combine my deep understanding of Odoo functionalities with your detailed project needs to accomplish a tailored solution that meets your unique requirements. I'm excited about the prospect of working together on this!
₹7,000 INR in 4 days
4.8 (178 reviews)
6.5
6.5
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[Your Name] [Your Position] [Your Company Name] [Your Company Website] [Client's Name] [Client's Position] [Client's Company Name] [Client's Company Website] [Date] Subject: Proposal for Odoo Sales Hierarchy Setup Dear [Client's Name], I hope this email finds you well. I am writing to submit a proposal for the project posted on [Platform/Website] titled "Odoo Sales Hierarchy Setup". As an Odoo ERP expert, I am confident in my ability to implement a hierarchy management system specific to your company's needs. I am [Your Name], the Business Development Manager at [Your Company Name] - a leading technology company specializing in various technologies including React, Django, Python, AI, ML, and OdooERP. Our company, [Your Company Name], is an Odoo Partner Company with a proven track record of successfully implementing Odoo ERP solutions for clients across industries. With regards to the project requirements, our team of experienced Odoo developers is well-equipped to handle the implementation of a sales hierarchy management system tailored to your company's specific needs. Our expertise in Odoo, combined with our understanding of sales processes and hierarchies, allows us to provide a comprehensive solution that will streamline your sales operations and enhance productivity. Here is an overview of our proposed approach for the Odoo Sales Hierarchy Setup project: 1. Requirement Gathering: Our team will conduct thorough consultations with your key stakeholders to understand your sales hierarchy management requirements and any specific customization needs. 2. System Design and Configuration: Based on the gathered requirements, we will design and configure the Odoo system to create a sales hierarchy that aligns with your organizational structure. This will include setting up user roles, access permissions, and defining the hierarchy levels. 3. Data Migration and Integration: We will ensure a seamless transition from your existing sales management system to Odoo by migrating your data and integrating it with the new hierarchy setup. This will ensure minimal disruption to your sales operations. 4. Customization and Enhancements: If required, we will customize the Odoo system to meet any specific needs unique to your company. This may include additional features, modules, or integrations with other systems. 5. User Training and Support: Our team will provide comprehensive training to your sales staff to ensure they are proficient in using the new system. Additionally, we will offer ongoing technical support and maintenance to address any issues or enhancements that may arise. In terms of timelines, we estimate that the Odoo Sales Hierarchy Setup project will be completed within [timeframe]. However, the actual duration may vary depending on the complexity of your requirements and the extent of customization needed. Our proposed budget for this project is [amount]. This includes all the necessary resources, development hours, and ongoing support to ensure a successful implementation. We are confident that our competitive pricing aligns with the value and expertise we bring to the table. To learn more about our company and the successful projects we have completed, I invite you to visit our website at [Your Company Website]. You can also find our portfolio of past projects at [Your Company Portfolio Link]. I would be delighted to discuss this proposal in more detail and answer any questions you may have. Please feel free to reach out to me at [Your Contact Number] or [Your Email Address]. I am available for a call or meeting at your convenience. Thank you for considering our proposal. We look forward to the opportunity of working with you and helping you achieve your sales hierarchy management goals. Best regards, [Your Name] [Your Position] [Your Company Name] [Your Company Website]
₹7,000 INR in 7 days
4.8 (33 reviews)
5.6
5.6
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Greetings, I have been using Odoo for more than 7 years and have worked with various modules including CRM, Sales, Purchase, Accounting and Inventory. My skills including setting up Odoo, installing and configuring apps/modules and also customizations using custom modules. I have also worked with Postgres server doing things like installing the server, creating backups and monitoring the server. I worked as an Odoo developer for a company that sales agents under different managers and I have some ideas as to how implement what you need since it's similar to the company that I worked for. Let's engage over chat to further discuss your needs and the changes that you need done.
₹12,500 INR in 14 days
5.0 (18 reviews)
5.2
5.2
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Hello there, ***Odoo Expert is Here*** I’ve checked your project – “Odoo Sales Hierarchy Setup.” And read the description carefully. As a professional Odoo Expert I’m providing services on Odoo like✔ Installation, ✔Implementation, ✔Configuration, ✔Customization, ✔Consultation, ✔Migration, ✔Training, and ✔integration & etc. I have great experience of odoo deployment over any cloud or odoo.sh. And I can do Setup & Configure Cloud Services like ✔AWS & ✔WebServer of Odoo (Nginx, Apache, AWS Load Balancers) Also I have worked with most of Odoo's versions starting from ✔V8.0 to ✔V16.0 in Enterprise & Community both. You can visit my profile and check the Reviews of my previous all Odoo Project so that you can get the idea about my knowledge and skills. I’m ready to be hired or ready to be awarded as I can start this task Right Now. So, I’m waiting for your response. Thanks in advanced!
₹7,000 INR in 3 days
5.0 (40 reviews)
4.7
4.7
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Dear Hiring Manager, Thank you for this posting an opportunity related to my interest. I have excellent experience in Python development. I also have experience in Data Science, machine learning and AI. I have developed an AI-based system for livestock healthcare in my thesis during my master's degree recently completed. The system was a distributed CBR. I have done projects on kaggle and have a blend of expertise to help you with your project. I believe my abilities would be perfect for your venture. I can finish this job within the time frame. I have 3 years of experience in this field and can provide you with best solutions. I will be serving you with all my hard work and skills. I am expert in the following languages and frameworks. Python Odoo Scrappy Django XML CSS Javascript “Moving ahead, I can commit 30 hours/week for your job, and my everyday time is flexible. I’m very energized to provide my solutions for your job. Please, you can get in touch with me immediately to talk about this place further.” Regards, SM Malik *Sky*pe: shahid_ibex Email: shahidmehmood373*gmail*com
₹7,000 INR in 7 days
4.9 (12 reviews)
4.1
4.1
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I am Ring. I am working with odoo server installation and customization, develop, deploy, security and support since odoo v8. I may help you in this regard.
₹25,000 INR in 7 days
4.8 (16 reviews)
3.9
3.9
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As an experienced Odoo developer with a focus on ERP, and an impressive 5-year track record in the Odoo industry, I believe that I am uniquely suited to help you tackle the hierarchy management challenge specific to your sales team. Over the years, I've worked across a diverse range of industries including MRP, Construction, Advertising, Hospital, School, Retail and more – giving me a deep understanding of the unique demands each sector can have. In addition, I possess extensive knowledge in apps such as Sales, CRM, Inventory, Accounting and others that are central to your project. Specifically accustomed to working with different hierarchies within a sales force structure and creating regional access controls for various team levels within multiple states or regions as your project requires. Crucially, my commitment to client satisfaction means that I always prioritize delivering the highest quality work that is tailored to your specific needs. So let's seize this golden opportunity and ensure your Odoo 16 Enterprise system is perfectly aligned to enable turnkey regionwise access for better productivity and data security for your sales team. I assure you won't be disappointed with my dedication and expertise. Let's us work together!
₹7,000 INR in 4 days
5.0 (1 review)
1.2
1.2
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I'm working as an Odoo developer since last 4 years. I'm expert in all the module of Odoo and can customize odoo module according to the user expectations. and can create new modules
₹7,000 INR in 7 days
5.0 (1 review)
0.4
0.4
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Subject: Streamline Your Sales Hierarchy with Odoo Expertise Hello [Client's Name], I'm Amar, your dedicated Odoo specialist ready to enhance your sales hierarchy. With in-depth knowledge of Odoo's powerful sales features, I can optimize your processes for maximum efficiency. From lead management to order processing, I'll customize Odoo to align seamlessly with your sales structure. Let's elevate your sales game together. Best Regards, Amar
₹10,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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I'm thrilled to offer my expertise as an experienced freelancer with over 7 years of international project success in various technologies. Your Odoo 16 Enterprise hierarchy management requirement aligns perfectly with my skill set, ensuring a seamless implementation tailored to your sales team's needs. With proficiency in HTML, CSS, JavaScript, Node.js, Angular.js, React.js, and extensive experience in mobile and web application development, I am well-equipped to deliver a solution that meets your regional access criteria. My track record includes notable projects in Flutter, React Native, and Odoo, showcasing my versatility. I understand the critical nature of implementing region-wise access for your sales team, ensuring each user sees data pertinent to their role and geographical scope. My proven history in AI/ML, database management (MySQL, SQL, MongoDB, Oracle DB), and cloud services (AWS) positions me as an ideal candidate to address your specific requirements. Let's discuss how I can elevate your Odoo ERP system and contribute to the continued success of your organization.
₹1,600 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, I'm a professional web developer and web designer. Your project is that I was hoping for. I hope for long-term cooperation with you. I enjoy developing innovative and creative solutions for various problems and challenges. I have over +6 years of experience in creating stunning and responsive websites for various clients, from small businesses to large corporations. I specialize in WordPress, HTML, CSS, JavaScript, and. I can help you with any web development or design project, whether it's a simple landing page, a complex e-commerce site, or a custom web application. Some of the projects I have worked on include links to your portfolio. I have also earned several certifications and awards. I have strong skills in: list of skills. I work with a clear and structured approach, following the best practices and standards of web development and design. I communicate frequently and effectively with my clients, using the tools and platforms they prefer. I always deliver high-quality work on time and within budget. If you are looking for a reliable, creative, and experienced web developer and designer, look no further. I'm ready to start working on your project today. Contact me now and let's discuss your needs and goals. I look forward to hearing from you soon. Thank you.
₹7,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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I am a project leader with 60+ developer team in Kolkata. We work on website, mobile app, software development.. artificial intelligence and machine learning and almost all technologies .We are authenticated on social media. You can search me on Google Instagram LinkedIn Facebook etc in name of Good tech mind solutions. I read your requirement and understand carefully that you need Developer for an Odoo ERP expert to implement a hierarchy management system specific to your company's sales team. .I have Experience Developer who is complete your project on time. My Proficiency Skills PHP, Laravel, Java, website development, Android app development, MYSQL, Flutter, React Native, React js, Node js Django, Api ,WordPress, Software Development, Html Python,  iOS Game Development, blockchain, Artificial Intelligence. contact - Whatsapp :8910669975 Call: 8910669975
₹7,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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hello sir, i have more than 7 years of experience i will provide you best service so please connect me as soon as possible thank you
₹7,777 INR in 7 days
0.0 (0 reviews)
0.0
0.0

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Flag of INDIA
Amravati, India
5.0
1
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Member since Jan 19, 2020

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