Odoo Implementation
Portal Sales Management | Portal Order Creation | Customer Can Create Orders
by Technoverse Systems https://www.technoversesystems.com$ 74.94
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Website (website)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 641 |
| Technical Name |
ur_portal_sales_management |
| License | LGPL-3 |
| Website | https://www.technoversesystems.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Website (website)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 641 |
| Technical Name |
ur_portal_sales_management |
| License | LGPL-3 |
| Website | https://www.technoversesystems.com |
Portal Sales Management
This module adds the single most requested missing feature to Odoo's customer portal. By default Odoo portal is completely read only. Your customers can view, download and print their old orders, but they can not create a new order themselves. This module adds full native ability for your portal users and customers to create new quotations and sales orders directly from the website portal, without any intervention from your sales team. It uses 100% native Odoo workflows and completely blends into the default portal interface, so your customers will never feel like they are using a third party addon. User create quotation from internal system. Set portal user as salesman on customer. Portal User create quotation from portal easy as in internal.Portal user can view his quotation.Portal user can view his sales order.Portal user can create quotation from inside sales order form or tree view.Portal user can create quotation from inside Quotation form or tree view.Portal user can print quotation from inside quotation form or Sale order form Portal user can download quotation from inside quotation form or Sale order form
Key Features
Create New Orders From Portal
Allow your customers to create completely new sales orders and quotations directly from their account portal.
Full Product Search & Selection
Customers can browse, search and add any products to their order, exactly like your sales team can do in backend.
Full Pricelist Support
All prices, discounts, taxes and product availability are automatically calculated according to the customer's assigned pricelist and rules.
Edit Draft Orders
Customers can also edit, update or delete their draft orders before submitting them.
Automatic Notifications
You will get an instant internal notification inside Odoo as soon as a customer submits a new order. Standard confirmation email is also automatically sent to the customer.
Granular Permissions
You can enable this feature for all customers or only for specific selected customers or customer groups.
reset portal user password
Sales Manger open customers
Set salesman over customer
Login as a portal user
Portal salesman open my account portal website menu
Select Quotation menu to show all quotations created by salesman
Create new quotation
Select customer
only your customers can be selected and order date then add lines Note you can filter product by the name or internal code
insert all data and click save
When the record saved the page rendered in your quotations
Click on record to display details
User can print or download the sales quotation from portal
Internal sales manger can see this quotation
Internal sales manger can make changes on quotation and confirm it
Sales Order
Portal sales user can log notes in the quotation or sales order
FAQ
Yes 100%. All pricing, discounts, taxes and product visibility follows exactly the same Odoo rules that apply when you create an order manually from the backend.
Yes. This is implemented as a standard Odoo permission. You can enable or disable this ability individually for any user or any user group.
Yes. It is fully compatible with all standard Odoo features including multi company, pricelists, discounts, taxes and product variants.
No. This module is built entirely using Odoo's official inheritance system, it does not modify any core files.
Release 16.0.1.0.0
1 December, 2022- Initial Commit
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