Sale Privilege Level
Add privilege levels on partners
Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables
Sale Privilege Level
This module adds privilege levels on partners.
Table of Contents
Overview
This module adds the concept of a privilege level and allows to select a privilege level on a partner.
However, it does not define how the privilege level is used.
See modules sale_privilege_level_payment and sale_privilege_level_delivery for examples of usage.
Configuration
As Partner Manager, I notice a new menu entry Contacts / Configuration / Privilege Levels.
When I click on this menu entry, I find the list of privilege levels.
Partners
On the form view of a partner, I can select a single privilege level.
In the list view of partner, I see the column Privilege Level
I can see that the Privilege Level field is avalaible on search panel.
The group by on Privilege Level field is also available on list view.
Default Privilege Level
It is possible to define a default privilege level for new partners.
When a partner is created on user signup, this privilege level is automatically assigned.
This setting is customizable per company.$
Related Company
- Behavior when default level set
Configuration As Super User, I go to Sales > Configuration > Settings and set the privilege level as the default level for all new contacts.
Creation of a Contact + Modification / addition of the related company after saving As a user with access to contacts, I create a Contact.
I see that a default privilege level is assigned to my new contact (standard behavior of the module).
I save. I edit the contact and assign it a related company (which has a “Bronze” privilege level) then I save.
When I export the Privilege Level field for my new contact, I see that the privilege level has changed to the right value.
Creation of a Contact with related company assignment As a user with access to contacts, I create a Contact, assign it to a related company (which has an initial privilege level) and save.
When I export the Privilege Level field for my new contact, I see that the privilege level has with the right value.
- Behavior when default level not set
Configuration As Super User, I go to Sales > Configuration > Settings and make sure the Privilege Level field is empty.
Creation of a Contact + Modification / addition of the linked company after saving As a user with access to contacts, I create a Contact.
I see that the privilege level is empty.
I assign a new privilege level and save.
I edit the contact and assign it a related company (which has a different privilege level) then I save.
When I export the Privilege Level field for my new contact, I see that the privilege level has changed.
Creation of a Contact with related company assignment As a user with access to contacts, I create a Contact, assign it to a related company (which has a different privilege level) and save.
When I export the Privilege Level field for my new contact, I see that the privilege level is Bronze.
NOTICE : If I update the privilege level of the parent, all privilege level of child contact linked to it will be changed too.
Contributors
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More information
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