Metadata-Version: 2.1
Name: odoo-addon-crm_operating_unit
Version: 18.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-sales_team_operating_unit==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Operating Unit in CRM
Home-page: https://github.com/OCA/operating-unit
License: LGPL-3
Author: ForgeFlow, Serpent Consulting Services Pvt. Ltd.,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Description-Content-Type: text/x-rst

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=====================
Operating Unit in CRM
=====================

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This module introduces the following features:

- Adds the Operating Unit (OU) to the Lead.
- The user’s default Operating Unit (OU) is proposed at the time of
  creating the Lead / Opportunity.
- Security rules are defined to ensure that users can only see the
  Opportunity / Lead of that Operating Units in which they are allowed
  access to.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

1. Go to CRM > Sales > Leads or CRM > Sales > Opportunities

2. When creating a new lead or opportunity, the operating unit will be
   automatically set based on:

   - The operating unit of your default sales team, or
   - Your default operating unit if the sales team doesn't have an
     operating unit

3. You can filter leads and opportunities by operating unit using the
   search filter

4. You can only see leads and opportunities from operating units you
   have access to

5. The operating unit field is only visible if you belong to the "Multi
   Operating Unit" group

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/operating-unit/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/operating-unit/issues/new?body=module:%20crm_operating_unit%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* ForgeFlow
* Serpent Consulting Services Pvt. Ltd.

Contributors
------------

- ForgeFlow S.L. <contact@forgeflow.com>
- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
- Jarsa Sistemas, S.A. de C.V. <info@jarsa.com.mx>
- Tran Thanh Trai <traitt@trobz.com>
- ``Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>``\ \_

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/operating-unit <https://github.com/OCA/operating-unit/tree/18.0/crm_operating_unit>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
