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PPTS Portal Search & Filter

by
Odoo

27.04

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Invoicing (account)
Purchase (purchase)
Discuss (mail)
Lines of code 729
Technical Name ppts_custom_view_portal
LicenseAGPL-3
Websitehttps://www.pptssolutions.com
Versions 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Invoicing (account)
Purchase (purchase)
Discuss (mail)
Lines of code 729
Technical Name ppts_custom_view_portal
LicenseAGPL-3
Websitehttps://www.pptssolutions.com
Versions 15.0 16.0 17.0

Search,Filter & Group By

The Website Portal features a search bar and the ability to group sales, purchases, and invoices by customer.

Step 1:

Users can find a search bar on the website portal for sales orders, as depicted in the image below.

Step 2:

Users are provided with the option to group sales orders by customer.

Step 3:

Additionally, a search box allows users to search by customer and sales order number.

Step 4:

The website portal for quotations also features a search bar and the option to group by customer.

Step 5:

Similarly, the website portal for requests for quotations offers a search bar and the ability to group by vendor.

Step 6:

For purchase orders, users can utilize a search bar, group by vendor, and search by vendor and purchase order reference number.

Step 7:

Invoices on the website portal feature a filter by payment status option, as illustrated below.

Step 8:

Users can filter paid records by payment status, as demonstrated in the following image.

Step 9:

Similarly, records waiting for payments can be viewed using the filter by payment status option.

Step 10:

Additionally, users can search by Partner, invoice number, and group by Partner using the provided search box.

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