| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Discuss (mail) |
| Lines of code | 1144 |
| Technical Name |
tx_salesperson_portal |
| License | AGPL-3 |
| Website | https://www.techsnas.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Discuss (mail) |
| Lines of code | 1144 |
| Technical Name |
tx_salesperson_portal |
| License | AGPL-3 |
| Website | https://www.techsnas.com |
This Odoo module will enhance your daily business operations, it is designed to simplify your workflow with user-friendly features and reliable performance.
🔵 Compatible with standard Odoo modules
🔵 Actively maintained and regularly updated
Overview
This Odoo portal module empowers salespersons to securely access and manage their own invoices, customers, and products through an intuitive web portal. By restricting visibility based on the logged-in salesperson, it ensures data privacy while streamlining sales workflows. Sales teams can easily search, filter, and review invoice details and related communications, improving transparency and collaboration without needing full Odoo user licenses.
Features
- ➡️ Salesperson-specific access to customer invoices and related data
- ➡️ Advanced search and filter options including invoice name, status, amount, and date
- ➡️ Secure portal interface for viewing invoice details and adding notes
- ➡️ Access to customer and product information linked to the salesperson
- ➡️ Pagination and sorting for efficient navigation through records
- ➡️ Integration with Odoo’s messaging system for invoice-related communication
- ➡️ Designed to reduce Odoo user license costs by enabling controlled portal access
- ➡️ Fully compatible with Odoo’s security and record rules
Setup
Installation Guide
On Odoo.sh
Push your module code to the GitHub repository connected to your Odoo.sh project. Odoo.sh will build and deploy it automatically. Then install the module from the Apps menu in your Odoo backend.
On Premise
Copy the module folder to your custom addons directory, update your Odoo configuration if needed, then restart Odoo. Update the apps list and install the module from the Apps menu.
Manual Upload
You can also upload the module ZIP file via the Apps menu’s “Upload a Module” option if available in your Odoo instance.
How to use?
Follow the screenshots below to complete the setup and start using the module effectively.
Support
Need help? Have a feature request? Contact us!
📧 Email: techsnas@gmail.com
🌐 Website: www.techsnas.com
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