Skip to content
Snippets Groups Projects
Commit 8c08a9be authored by Yannick Tivisse's avatar Yannick Tivisse
Browse files

[IMP] sale,account: Various UX improvements and cleanings for onboarding purpose

SPECIFICATION:
==============

- hide income account in invoicing wizard (if user is not a accounting accountant at least)
- hide Inventory tab in products form if no access to Inventory app
- in internal category form, hide accounts if user is not an accounting accountant
- hide Vendors if no access to purchase (as well as Description for Vendors in Notes)
- remove Warranty or hide it with related access rights
- tax cloud config is not userfriendly (product form, what is TIC category? what does it imply?)
- rename Accounting tab (in products) into "Invoicing" and move Invoicing Policy and Taxcloud Config there. Make tax field visible for sales
- reset Internal notes field on product (under Notes). Used by many companies and useful for search on website.
- invoice: validate button should be for billing users only
- a sales user can't see Configuration menu (with salesteams)
- a sales user should not see Invoicing report link &nd settings link in salesteam dashboard
- a sales user should not see the field for invoicing target in dashboard (in invoicing if activated for salesteam)
- In sales team, quotations and invoices should be only one option -> that way invoicing fields & targets show up to the admin
- SO status: sale order -> Sales Order
- Everywhere: Payment Term -> Payment Terms
parent e945b86d
No related branches found
No related tags found
No related merge requests found
Showing
with 42 additions and 32 deletions
Loading
0% Loading or .
You are about to add 0 people to the discussion. Proceed with caution.
Finish editing this message first!
Please register or to comment