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Sale View Type Restriction
Sale View Type Restriction provides flexible control over the View Type option in the Odoo Sales Order interface. It enables administrators to manage View Type visibility for individual users according to their roles and sales responsibilities. When the restriction is enabled, the selected user cannot change or select different views from the Sales Order interface. The module operates independently of existing Sales access rights and standard Odoo security permissions. It provides a controlled and consistent interface without changing the availability of individual Sales Order views.
Features
Screenshots
Support
Service
Features
Individual Sale View Type Control
Administrators can configure the View Type option separately for individual Sales users. This allows businesses to manage the Sales Order interface according to different user roles and responsibilities. Existing Sales access rights remain unaffected by the restriction.
View Type Option Visibility
When the restriction is enabled, the View Type option is hidden from the selected user's Sales Order interface. This prevents users from changing or selecting different Sales Order views directly from the interface. The feature controls only the View Type option and does not restrict individual Sales Order view types.
Screenshot
1.)Admin View Type Access Rights
Navigate to the Settings menu and open the Users section. Select the user for whom you want to configure Sale Order view access. In the user access settings, locate the Sale Order: View Types option. From here, you can define which Sale Order views the selected user can access.
Navigation : settings → Users & Companies → Users
2.)Sale Order View Type
On the selected user page, locate the Sale Order: View Type restriction option. Select All Views to allow the user to access all available Sale Order views. This setting gives the user complete visibility of Sale Order views within the Sales module.
3.)Quotation View
After selecting All Views, open theSale Order / Quotation menu. The user can now access all available Sale Order views, including List, Kanban, Activity, Calendar, and Graph views. This provides complete flexibility to view and analyze Sale Orders in different formats.
Navigation : sales → orders → Quotation
4.)Sale Order View
You can see that all Sale Order views are available to the user. The user can switch between List, Kanban, Activity, Calendar, and Graph views. This provides complete access to different Sale Order viewing formats based on the user's requirements.
Navigation : sales → orders → orders
5.)User View Type Access Rights
On the user page, set the Sale Order: View Type option to No. With this setting, the user will not be able to access the available Sale Order views. This helps restrict Sale Order view access according to the configured user permissions.
Navigation : settings → Users & Companies → Users
6.)Quotation View
Go to the Sale Quotation menu and open the quotation view. With the Sale Order: View Type set to No, only the List view is visible to the user. Other views such as Kanban, Activity, Calendar, and Graph are not available due to the configured access restriction.
Navigation : sales → orders → Quotation
7.)Sale Order View
Go to the Sale Order menu and open the Sale Order view. With the Sale Order: View Type set to No, only the List view is visible to the user. Other views such as Kanban, Activity, Calendar, and Graph are not available due to the configured access restriction.
Navigation : sales → orders → orders
User Guide
