Customer Portal: Order Request
by Community of Accountants https://www.communityofaccountants.com$ 57.98
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Website (website) • Discuss (mail) • Invoicing (account) |
| Lines of code | 465 |
| Technical Name |
customer_portal_order |
| License | LGPL-3 |
| Website | https://www.communityofaccountants.com |
Customer Portal: Order Request
Empower B2B clients to submit order requests directly from their native Odoo portal. Real-time product search, pricelist-aware pricing, multi-address routing, zero admin overhead.
B2B Self-Service Ordering: Without Touching Your ERP
Traditional order intake requires customers to email, call, or enter data manually. This module gives wholesale buyers a professional ordering portal tied directly to their Odoo pricelist, addresses, and product catalog, generating a draft quotation automatically.
Everything Your B2B Customers Need
A complete ordering loop, from product search to quotation creation, without leaving the portal.
Live Product Autocomplete
Customers search by product name or internal reference. Results fetched directly from your live inventory catalog in real time.
Pricelist-Aware Pricing
Displays each product's unit price from the partner's assigned B2B pricelist. Prevents unauthorized price lookups or discount mismatches.
Multi-Address Support
Fetches all billing and shipping addresses tied to the partner. Perfect for multi-branch B2B clients with different delivery destinations.
Draft Quotation Creation
Submission instantly creates a sale order in draft status. No data entry needed, your team receives a ready-to-review quotation.
Quotation Sent Notification
After creation, the order is set to "Quotation Sent", triggering standard Odoo email notifications and chatter logs automatically.
Mobile Responsive
Fully responsive portal form. Customers can place requests from desktop, tablet, or smartphone with the same professional experience.
The Ordering Interface, Up Close
High-fidelity mockup of the customer-facing order request form integrated into the Odoo portal.
| Product | Qty | Unit Price | Subtotal |
|---|---|---|---|
| Ergonomic Office Chair Ref: CHA-ERG |
$150.00 | $750.00 |
How It Works: 4 Simple Steps
From customer login to backend quotation: fully automated, zero manual handling.
Customer Logs into Their Portal
The client accesses the native Odoo Customer Portal. A new "Order Request" menu item appears automatically, with no configuration required on the customer side.
Selects Addresses & Searches Products
The system pre-loads all billing and delivery addresses for the partner. The customer searches products live from your catalog, seeing their specific B2B pricing per item.
Builds and Submits the Order
Products are added to the order list with adjustable quantities. Once satisfied, the customer clicks Submit, triggering an instant backend call to create the sale order.
Your Team Receives a Ready-to-Confirm Quotation
A draft sale quotation appears in Odoo with all line items, addresses, and partner data populated. Status set to "Quotation Sent", and email notifications fire automatically.
Everything Built Into the Module
No third-party services, no external APIs, entirely native Odoo architecture.
Product Autocomplete Engine
Real-time product lookup by name, reference, or barcode with unit pricing from partner pricelist.
Pricelist Price Rendering
Prices resolved from the partner's assigned pricelist. Customers only see their negotiated B2B rates.
Partner Address Loader
Retrieves all commercial, delivery, and invoice addresses from the partner's res.partner tree.
Make Sale.Order Instantly
Python controller writes a complete sale order with all lines, addresses, and partner data on submit.
Quotation Sent State Trigger
After creation, quotation state advances to "Quotation Sent", firing Odoo standard mail templates.
Mobile-Optimized Portal Form
Bootstrap-compatible, responsive QWeb template. Renders cleanly across desktop, tablet, and mobile.
Technical Specifications
Built entirely with native Odoo APIs, no external services or third-party dependencies.
| Odoo Compatibility | Odoo 18.0 (Community & Enterprise) Certified |
| Dependencies | sale_management portal website |
| License | LGPL-3: Free to use and modify with attribution |
| Core Technologies | Python controllers · QWeb XML templates · Bootstrap · Vanilla JavaScript |
| Publisher | Community of Accountants · communityofaccountants.com |
COA is a premium Odoo systems integrator specializing in corporate ERP implementations, custom module development, financial automation, and inventory management systems across the MENA region.
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