| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Website (website) • Discuss (mail) |
| Lines of code | 2894 |
| Technical Name |
sim_portal_user_dashboard |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Website (website) • Discuss (mail) |
| Lines of code | 2894 |
| Technical Name |
sim_portal_user_dashboard |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
Odoo Customer & Portal User Dashboard
The Portal User Dashboard module enhances the Odoo portal experience by providing portal users with a clean, centralized dashboard that offers quick visibility into their key business information. Instead of navigating through multiple menus, users can view and access important records such as sales orders, invoices, quotations, deliveries, and related documents from a single, intuitive interface. This dashboard improves transparency, reduces navigation effort, and delivers a more professional self-service experience for customers and vendors, making it easier for them to track activities and stay informed in real time directly from the Odoo portal.
Key Features
Centralized Portal Dashboard
Displays all essential portal-related information in one place, allowing users to quickly access sales orders, invoices, quotations, and other relevant records.
Quick Navigation Shortcuts
Provides direct links to frequently used portal documents, reducing the need to navigate through multiple portal menus.
Real-Time Data Visibility
Ensures portal users always see up-to-date information synced with backend records, improving transparency and trust.
User-Friendly and Responsive Interface
Designed with a clean, intuitive layout that works seamlessly across desktops, tablets, and mobile devices for an improved portal experience.
Set Up & Configuration
Download & Install: Install the Odoo Customer & Portal User Dashboard from the Odoo App Store.
Navigate to,
Settings >> Portal Dashboard
Check the boxes for the charts and tables you wish to display on the customer dashboard.
Optionally, set the number of records to show in the "Recent Records" tables.
Click Save.
Work Flow
Grant Portal Access: To enable the dashboard for a customer, navigate to the Contacts module, select the
desired contact, click the Action menu, and select Grant portal access.
Internal users can also access the portal dashboard to view their own records, including sales orders,
purchase orders, bills and invoices, as well as projects and tasks.
Frequently Asked Questions (FAQs)
The dashboard is available to portal users, such as customers or vendors, who have been granted portal access in Odoo.
Yes, all information displayed on the dashboard is dynamically fetched from Odoo, ensuring users always see the latest updates.
Yes, the dashboard can be configured or extended to display selected documents and features based on business requirements and user roles.
GET YOUR CUSTOM DEMO
Copy Link : https://simbeez.com/contact/
OR
Simbeez Odoo Services
Odoo Implementation
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