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B2B Portal

by
Odoo

$ 15.00

v 16.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Inventory (stock)
• Invoicing (account)
• Sales (sale_management)
• Website (website)
• eCommerce (website_sale)
Lines of code 1657
Technical Name oe_b2b_portal
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Inventory (stock)
• Invoicing (account)
• Sales (sale_management)
• Website (website)
• eCommerce (website_sale)
Lines of code 1657
Technical Name oe_b2b_portal
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 16.0 17.0 18.0 19.0
Keywords: B2B portal, B2B e-commerce, wholesale portal, business customer portal, bulk ordering, order templates, B2B registration, product catalog, B2B cart, Odoo 16, Odoo 17, Odoo 18, Odoo 19, B2B dashboard, wholesale ordering, business-to-business, portal approval, curated catalog, minimum order quantity, delivery instructions, B2B checkout, B2B shopping, Odoo Engineering
Odoo Engineering

OE Website: B2B Portal

Transform your Odoo website into a full-featured B2B e-commerce platform with a separate portal experience for business customers - registration, bulk ordering, order templates, and an enhanced cart.

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Enhanced Features in This Version

Professional Capabilities for Your Business

Separate B2B portal with differentiated B2B vs B2C shopping experience

B2B user registration form with admin approval workflow (kanban view)

Grant and revoke portal access directly from the kanban board

B2B-specific product catalog with bulk ordering (add multiple products at once)

Enhanced B2B cart with line notes, shipping/billing addresses, invoice print, and product image download

Order template management - create, edit, delete templates and add all contents to cart

Delivery instructions on order templates

Persistent sidebar navigation showing orders, invoices, and terms and conditions

Product catalogue configuration per website (enable/disable, custom URL)

Minimum order quantities for B2B customers

Product search by name or internal reference

Filter by category, sort by available stock

Works with Odoo Community and Enterprise

Before & After OE Website: B2B Portal

Before

  • B2B customers use the same public shop as retail consumers, with no bulk ordering or account-specific pricing
  • Sales teams manually process repeat orders by re-entering line items each time
  • No self-service portal for business customers to view order history, invoices, or account status
  • Admin approval for new B2B accounts requires manual communication and tracking

After

  • Business customers log into a dedicated B2B portal with curated catalogs, bulk ordering, and order templates
  • Repeat orders are one click from saved templates with delivery instructions preserved
  • Customers self-serve orders, invoices, and account information from a persistent sidebar
  • New B2B registrations flow through a kanban approval board with grant/revoke access controls

What's Included

Core Features

  • B2B portal with separate shopping experience and dashboard
  • B2B registration form with kanban-based admin approval workflow
  • Product catalog with bulk ordering (multi-product add to cart)
  • Enhanced B2B cart with line notes, addresses, invoice print, and image download
  • Order template management with delivery instructions

Additional Components

  • Persistent sidebar navigation for orders, invoices, and terms
  • Per-website catalog configuration (enable/disable, custom URL)
  • Minimum order quantity enforcement per customer
  • Product search by name or internal reference
  • Category filtering and stock-based sorting
  • Professional Odoo Engineering support

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_b2b_portal" -> Click Install
  2. Configure permissions: Assign B2B Portal groups to administrators who will manage portal requests and catalog settings
  3. Initial configuration: Go to Website -> Configuration -> Settings -> B2B Portal to enable the portal and set the catalog URL

Basic Usage

  1. Customer registration: Business customers register at /b2b/register with company details and tax information
  2. Admin approval: Review and approve registrations from Website -> B2B Portal -> Portal Requests (kanban view)
  3. Bulk ordering: Approved B2B users browse the curated catalog and add multiple products to cart at once
  4. Order templates: Create reusable templates from past orders or build new ones with delivery instructions
  5. Sidebar navigation: Customers access orders, invoices, and terms from the persistent sidebar on every portal page

Tips & Best Practices

  • Configure minimum order quantities per customer to ensure profitable B2B orders
  • Use per-website catalog settings to show different products to different customer segments
  • Enable product search by internal reference for customers who order by SKU or part number
  • Train B2B customers on order templates to reduce repeat order processing time

Important Notes

Requires Website, eCommerce, Sales, Inventory, Accounting, and Portal apps. Tested on Odoo 16.0 Community and Enterprise. The B2C shop continues to operate independently alongside the B2B portal.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: ``oe_b2b_portal`` targets Odoo 16 Community and Enterprise editions. The module is also available for Odoo 17, 18, and 19. It requires Website, eCommerce, Sales, Inventory, Accounting, and Portal apps.

Q: Does the B2B portal replace my existing shop?

A: No. The B2B portal runs alongside your existing B2C shop. Business customers log into a separate portal experience while retail customers continue using the public shop. Both experiences are fully functional and independent.

Q: How do customers register for B2B access?

A: Customers fill out a registration form at /b2b/register with their company name, tax ID, and contact details. Administrators review and approve requests from a kanban board, then grant portal access with one click.

Q: Can customers create and reuse order templates?

A: Yes. Approved B2B users can create order templates from scratch or save existing orders as templates. Each template supports delivery instructions, and all items can be added to the cart with one click for fast reordering.

Q: Is there a minimum order amount for B2B customers?

A: Yes. You can configure minimum order quantities per customer. The system enforces these limits at checkout and displays clear messaging when the minimum is not met.

Launch Demo Instance

Explore OE Website: B2B Portal in a live environment

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Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
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Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

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Ready to Get Started?

Install OE Website: B2B Portal today and experience the difference quality makes.

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