How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

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Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization.

Understanding Access Levels:

Odoo User Groups: The foundation of access control lies in user groups. Each user belongs to one or more groups, and each group has a predefined set of permissions.
Inventory App Permissions: Within the Inventory app, various permissions control access to specific functionalities. These permissions can be assigned to user groups.
Key Inventory Access Rights:

Products:
Read: View product information like name, description, stock levels, etc.
Create: Add new products to the inventory.
Write: Edit existing product details, including prices, categories, and supplier information.
Delete: Remove products from the inventory (restricted in most cases due to audit trails).
Stock:
Read: View stock levels, locations, and product movements.
Transfer: Move stock between warehouses or locations.
Adjust: Manually adjust stock levels due to breakage, shrinkage, or other reasons.
Inventory Orders:
Read: View purchase orders, delivery orders, and internal transfers.
Create: Generate new purchase or internal transfer orders.
Confirm: Approve purchase orders or deliveries.
Inventory Valuations:
Read: View reports on inventory valuation using different costing methods (FIFO, LIFO, etc.) (Limited access in some Odoo versions).
Manufacturing (if applicable):
Read: View production orders, bills of materials (BOMs), and work orders.
Manage: Create, edit, and approve production orders (restricted for some user groups).
Assigning Access Rights:

Access rights are typically managed by system administrators or users with specific permission sets.
Odoo offers different interfaces to manage access rights, including:
Security Groups: Define user groups and assign relevant inventory permissions to these groups.
Users: Assign user groups to individual users, determining their overall access level within the Inventory app.
Benefits of Using Access Rights:

Data Security: Protects sensitive inventory data from unauthorized access.
Improved Accuracy: Ensures users only edit or create data relevant to their roles, minimizing errors.
Process Control: Streamlines workflows by allowing users to perform actions within their designated areas of responsibility.
Compliance: Helps maintain compliance with industry regulations or internal policies regarding data access.
By effectively utilizing access rights in Odoo 17’s inventory module, you can safeguard your inventory data, empower employees with the permissions they need, and maintain a well-controlled inventory management system.

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