Customer Portal Pro - Self-Service Ordering, Order-to-Cash Dashboard & Support | B2B Client Portal | Portal Sales Management | Sales Customer Portal | Sales Portal Customer | Customer Portal Pro
by NeuralBytea https://www.neuralbytea.com$ 99.00
Customer Portal Pro for Odoo 18.0
The complete self-service customer & client portal - website-free ordering, an order-to-cash dashboard, urgent-order surcharge, invoices, payments, deliveries and support tickets.
Odoo 18.0 - Community & Enterprise | v18.0.1.2.0 | OPL-1
What Is Customer Portal Pro?
Customer Portal Pro turns the standard Odoo portal into a complete self-service customer & client portal - a B2B order portal where customers onboard themselves, order from a website-free catalog and cart, flag an order Urgent with a required-by date, track deliveries and payments, and raise support tickets, while a unified dashboard shows their orders, invoices and amount due at a glance. Every page is scoped to the logged-in customer by Odoo's own record rules, and staff approve urgent requests (adding a configurable handling surcharge) right from the sale order. It replaces the 4-5 separate modules you would otherwise stitch together for portal ordering, dashboard, invoices, payments and support.
Requirements
Odoo Version
Requires Odoo 18.0 (Community or Enterprise).
Dependencies
portalauth_signupcontactssaleaccountmail
Inventory (stock), Delivery and Helpdesk are optional - features auto-hide when they are not installed.
Access Rights
Customers use the standard Portal group. Staff who may accept, reject or reset urgent requests need the Urgent Order Approver group (granted to the Administrator by default).
How It Works
From install to a placed, approved order.
Install & configure
Install Customer Portal Pro from Apps, then open Settings -> Customer Portal to switch features on: onboarding mode, order permissions, pricing display, delivery date, and the urgent-order surcharge.
Onboard customers
Customers self-register (choosing Company or Customer), or staff grant access with a one-click Make Portal User button on the contact. A portal classification (Customer / Vendor / Both / None) controls who may order.
See everything on one dashboard
The customer opens My Dashboard for KPI cards, an orders-vs-invoiced trend chart, amount due, recent activity, and a proactive alerts banner (overdue invoices, pending quotations, delayed shipments).
Place an order (Regular or Urgent)
From the website-free catalog they search, browse categories, check stock, and add products to a cart. In the cart they pick an Order Type - Regular, or Urgent with a required-by date - then place the order as a quotation for review.
Approve urgent & apply the surcharge
Staff see the urgent request on the sale order and click Accept, Reject or Reset to Pending. On acceptance an Urgent Handling Fee line is added automatically - a percentage, per-unit, per-line or flat amount - and the customer is emailed.
Track order-to-cash
An Order -> Delivery -> Invoice -> Payment stepper, a deliveries page, payments history (with clubbed-invoice view), and support tickets keep the customer informed to the end - every record scoped to their own account.
1 | Onboarding & Accounts
Customers self-register as a Company or a Customer, and staff classify every contact - controlling who can access the portal and place orders.
Sign-up with a Company / Customer choice. The registration form adds an "I'm signing up as" radio (Company or Customer). Picking Customer sets the new contact's type and portal classification automatically - no manual data entry for staff.
Portal Classification on every contact. A Customer / Vendor / Both / None field (shown here set to Customer) decides who may use the portal and place orders. Staff grant a login with a one-click Make Portal User button; the chatter logs "Portal Access Granted".
2 | Unified Dashboard, Charts & Alerts
One dashboard for orders, invoices and amount due - with a trend chart and a proactive alerts banner for overdue invoices, pending quotations and delayed shipments.
Dashboard overview with charts. Red/blue alert banners flag overdue invoices and quotations to review; an Activity - last months line chart plots Orders vs Invoiced; KPI cards show Quotations, Sales Orders and Cancelled with running totals.
Orders, Deliveries, Invoices & Payments sections. Each area has its own cards - Deliveries flags 1 Late, Invoices shows 2 Overdue - followed by Recent Orders, Recent Invoices and Open Quotations tables for quick drill-down.
Portal home. A personalized greeting banner, a Quotations to review count, a prominent Customer Dashboard call-to-action, and the same dismissible alerts ("11 quotations waiting", "3 shipments past their scheduled date").
3 | Website-Free Self-Service Ordering
A full product catalog and cart inside the portal - no website module required. Search, browse categories, see stock badges, and open product detail with optional products.
Product catalog with search & stock badges. Full-text search ("tatco" -> 55 products), Sort By Price, a Show 12 / 24 / 48 page-size switch, a live View Cart badge, and an In Stock / Out of Stock label on every product card.
Category browsing. A left sidebar lists only the categories that actually contain sellable products - each with a live count - so customers can filter a large catalog (27,000+ items here) down to what they need.
Product detail & optional products. Image, reference, product tags (Best Seller, New Arrival), price, unit of measure and availability, an add-to-cart form, and a "You may also like" row of optional products (each with its own stock badge and Add button).
4 | Cart & Checkout with Order Type
The cart carries line quantities, addresses, an order note and the Order Type choice - customers can even add a new delivery address inline before placing the order.
Cart & checkout. Editable line quantities and totals, an Order Type choice (Regular / Urgent) with the note "urgent orders are subject to approval and may carry a handling fee", invoice & delivery address pickers, an order note, and the Place Order button.
Add an address inline. The Add a new delivery address form (Name, Street, City, ZIP, Country, Phone, Email) lets customers create and use a new address right in checkout, without leaving the cart.
5 | Order Priority, Urgency & Auto Surcharge
Flag an order Urgent with a required-by date. Staff Accept, Reject or Reset the request (gated by an approver group); on acceptance an Urgent Handling Fee line is added automatically.
Backend approval - pending request. The sale-order header shows Accept Urgent and Reject Urgent buttons; the fields show Priority = Urgent, a Required By date, and an Urgent Request: Pending badge. Order Source is "Portal Self-Service".
Auto surcharge on acceptance. Once Accepted (green badge), an "Urgent Handling Fee" line is added automatically (here $40, taking the total to $440) and the customer is emailed. A Reset to Pending button reverses the decision and removes the fee.
Customer view - awaiting review. The customer's order shows an "Urgent order - required by 09/20/2026" banner with an Awaiting review status while staff decide.
Customer view - rejected. A rejected urgent request shows a red Rejected badge on the quotation and no handling fee is applied - the order can still proceed on the standard timeline.
6 | Order-to-Cash: Quotes, Invoices & Payments
Customers accept or reject quotations, pay clubbed invoices that group several orders, and follow an Order -> Delivery -> Invoice -> Payment stepper with cross-document links.
Quotation actions & stepper. A Sale Order -> Invoice -> Payment stepper sits above the quotation; customers Accept & Sign or Reject online, leave feedback, and message staff through the built-in communication history.
Clubbed invoice & pay. A "Combined Invoice - 5 Orders" badge and a "clubbed from 5 orders" note make it clear this one payable invoice groups several orders; a Pay Now button, an overdue indicator, source-order links and a Raise a Ticket shortcut sit alongside.
7 | Support Tickets with Helpdesk Bridge
Customers raise and follow support tickets from the portal; staff manage them through a status flow and can optionally push a ticket to Odoo Helpdesk.
Support ticket with status flow. A ticket (TCK/2026/0001) moves through New -> In Progress -> Waiting on Customer -> Resolved -> Closed, with a subject, a related order, a priority rating, full chatter, and optional Sync to Helpdesk / Open Helpdesk Ticket buttons when Odoo Helpdesk is installed.
Key Features
Website-free self-service ordering
A product catalog and cart inside the portal that submit a draft quotation - no website or eCommerce module needed.
Unified order-to-cash dashboard
KPI cards, a 6-month trend chart, amount due and recent activity - plus a proactive alerts banner.
Urgent orders with auto surcharge
Flag orders Urgent with a required-by date; staff approve and an Urgent Handling Fee line is priced automatically.
Delivery tracking & expected date
Outgoing shipment status and an expected-delivery-date engine that auto-hide without Inventory.
Payments history & clubbed invoices
A payments page and a combined-invoice view that groups several orders into one payable document.
Support tickets + Helpdesk bridge
Community-safe tickets with chatter, order links and an optional push to Odoo Helpdesk.
Configuration
Settings -> Customer Portal
Every option lives in its own Customer Portal section in Settings:
- Onboarding - self sign-up, admin invite, or both (keeps Odoo's signup scope in sync).
- Portal Features - show/hide Deliveries, Payments, Raise Ticket, Stock badges and Product Categories.
- Order Permissions - allow reorder / edit / cancel, and which states are editable.
- Pricing & Taxes - tax-included vs tax-excluded unit prices, and a Show Taxes toggle.
- Delivery Date - none / auto (order date + X days) / manual, with portal display toggles.
- Urgent Orders & Surcharge - enable the surcharge, pick the surcharge product, method (percentage / per-unit / per-line / flat), amount, tax base, and up to which stage the priority stays editable.
Access Control
Portal record rules scope payments, tickets and alert state to each customer's commercial partner. The Urgent Order Approver group controls who can Accept, Reject or Reset urgent requests.
More by NeuralBytea
Clean, zero-config Odoo 18 modules - Community & Enterprise ready.
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Keywords: customer portal, client portal, self-service portal, B2B portal, customer self-service, portal ordering, order portal, portal catalog, portal cart, website-free ordering, portal dashboard, my account portal, portal invoices, portal payments, portal quotations, portal deliveries, order-to-cash portal, urgent order, portal support tickets, vendor portal, Odoo 18 customer portal.
Built withby NeuralBytea | www.neuralbytea.com
Odoo 18.0 | v18.0.1.2.0 | OPL-1
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 4678 |
| Technical Name |
nb_customer_portal_pro |
| License | OPL-1 |
| Website | https://www.neuralbytea.com |
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