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11.73

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Employees (hr)
Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 1169
Technical Name pk_customer_portal
LicenseOPL-1
Websitehttps://www.youtube.com/@irfanullah
Versions 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Employees (hr)
Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 1169
Technical Name pk_customer_portal
LicenseOPL-1
Websitehttps://www.youtube.com/@irfanullah
Versions 17.0 18.0

Self Customer Portal and Pay from Portal

Work on both Community and Enterprise

Main Features

  • Customer can view and create quotation from portal + Dashboard
  • Customer can Pay from Portal
  • Different filters available

Configuration

  • Next go to Settings → Users & Companies → click on Groups (developer mode must be activated).
  • Search or select the Group "Custom Portal - Customer Access" and click to open.
  • Add users in the order line (these will be portal users).
  • Now log in with the portal user; you will see the App/Menu as below.
Group Settings Choose Group Select User Portal Menu

Click on My Sales to open your Quotations/Orders; to create new, click on "Create New Quotation"

To Pay and update/Edit click on the Edit/Pay

Quotation View

By Click Edit/Pay will open the order you can add/remove products as well as the quantity of the products"

Then Save/Pay

Quotation View

By Click Save/Pay will open the order and Sign & Pay options

Then Save/Pay

Quotation View

By Click Sing & Pay, Now do your sign and down right Accept & Sign

Next

Quotation View

It will pup op the Odoo Payment Method Activated and configured

Proceed with you payment details

Quotation View

Thank you! Your payment has been successfully processed.

Next

Quotation View

Customer Portal | Payment | Dashboard Demo Video

Module Demo Video

Click to watch on YouTube

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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