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  1. APPS
  2. Sales
  3. Portal Sales Management | Portal Order Creation | Customer Can Create Orders v 16.0
  4. Sales Conditions FAQ

Portal Sales Management | Portal Order Creation | Customer Can Create Orders

by Technoverse Systems https://www.technoversesystems.com
Odoo

$ 74.94

v 16.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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
LicenseLGPL-3
Websitehttps://www.technoversesystems.com
You bought this module and need support? Click here!
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
LicenseLGPL-3
Websitehttps://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.

  • ScreenShots
  • FAQs
  • Releases
acc_bg

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

Will customers see their own specific pricing?

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.

Can I disable this feature for some customers?

Yes. This is implemented as a standard Odoo permission. You can enable or disable this ability individually for any user or any user group.

Does this work with custom pricelists and multi company?

Yes. It is fully compatible with all standard Odoo features including multi company, pricelists, discounts, taxes and product variants.

Will this break after Odoo updates?

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
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Technoverse Systems

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We provide the best solutions for your business.

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