Auto Portal User Creation on Sales Confirmation

Automatic Customer Portal Access on Order Confirmation | Sales Confirmation : Auto Portal User & Access Email

Portal User Management on Sale Confirmation | Smart Portal Account Creation for Online Customers

This module enhances the Odoo eCommerce workflow by automatically creating a customer portal user when a sales order is confirmed. If the customer does not already have a portal account, the system generates one and sends an email invitation for portal access. Additionally, a confirmation message is displayed on the website after purchase, ensuring a smooth onboarding experience. This feature improves customer engagement, streamlines communication, and reduces manual effort for user management.

Main Features:

• Automatic Portal User Creation:
  • When a customer confirms a sales order, the system checks if they already have a user account.
  • If no account exists, it automatically creates a portal user using the customer email.
• One Time User Creation Flag:
  • A custom field is User Created, tracks whether the user account was created from the sales order confirmation process.
  • This prevents duplicate user creations.
• Custom Website Confirmation Message:
  • After order confirmation, if a new user account was created, a success message appears on the website.
  • It notifies the customer that their account has been created and provides email confirmation instructions.
• No Manual User Setup Needed:
  • Eliminates the need for backend user creation by the admin for each new customer.
  • Saves time and ensures customers are instantly onboarded.

Workflow:

• Install the Module:
  • Once installed, the module extends the default behavior of sales order confirmation.
• Customer Places Order:
  • A website visitor places an order using the eCommerce checkout.
• Sales Order is Confirmed:
  • On confirmation, the module checks for an existing user with the customers email.
  • If not found, a new portal user is created automatically.
• User Account Notification:
  • If a new user is created, a friendly message is shown on the order confirmation page.
  • Email instructions guide the user to activate and use their account.

Frontend Side Flow

Website Public User Information Page (Odoo Standard)

• The default public-facing customer information page is before login or registration.

Website Payment Page (Odoo Standard)

• The standard checkout payment page that customers use to place an order.

Website Payment Confirmation Page with Portal User Message

• This page displays a custom confirmation message only if a new portal user account was created during sales order confirmation.
• If the customer already had an account, this message would not appear.

Portal User Account Activation Email (Odoo Standard)

• Automatically sent when a portal user is created through the sales order confirmation process.
• Includes instructions for activating the account and accessing the portal.

Sales Order Form View (Odoo Standard)

• The standard backend view of a sales order in Odoo for administrators.

Backend Side Flow

Sales Order Confirmation Button (Odoo Standard)

• When clicked, this triggers the user creation logic if no portal account exists for the customer.

Portal User Account Activation Email (Odoo Standard)

• Automatically sent when a portal user is created through the sales order confirmation process.
• Includes instructions for activating the account and accessing the portal.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse