Agent Account Portal : Track Customer Sales and Invoices

Sales Agent Portal My Account and Customer Management

Agent Portal Personalized Dashboard for Sales Agents

The Agent Portal My Account module introduces a dedicated Agent My Account menu inside the Odoo website portal, designed specifically for sales agents. Through this portal, each agent can access a personalized dashboard that allows them to manage their assigned customers and view all related business information such as sales orders, quotations, and invoices in a secure and user-friendly interface.

When an agent logs into the portal, they will see a separate Agent My Account section. Inside this section, the agent can choose one of their assigned customers from a customer selection dropdown. Once a customer is selected, the portal automatically filters and displays all data including Sales Orders, Quotations, and Invoices linked to that specific customer.

This module provides a seamless connection between the agents portal view and Odoos backend records. It ensures that each agent can only access their own customers data, maintaining full data privacy and record level security. The information is displayed using an elegant, responsive design that works smoothly on both web and mobile browsers.

The portal layout is visually clean, with menu tiles for each business area such as Sales Orders and Invoices allowing agents to navigate easily between different record types.

Main Features:

• Separate Agent My Account Portal Menu:
  • Adds a new menu item on the website portal named Agent My Account.
  • Serves as the main entry point for agents to access all related records.
• Customer Selection System:
  • Agents can select their assigned customer from a dropdown list.
  • Once selected, all views (Sales Orders, Quotations, and Invoices) automatically filter data for that customer only.
• Filtered Record Visibility:
  • Displays only those customers and records linked to the logged in agent.
  • Ensures full record level security and privacy between agents.
• Customer Information Page:
  • Includes a View Customer button that redirects the agent to the customers detailed portal page
  • On the redirected page, the agent can view that customers Sales Orders and Invoices related records.
  • Allows changing the selected customer anytime to view another customers details and documents.
• Sales and Quotation Access:
  • Shows all quotations and sales orders related to the selected customer.
  • Displays essential fields such as order reference, date, amount, and order status.
• Invoice and Payment Tracking:
  • Lists all invoices of the selected customer with their payment status.
  • Allows agents to monitor due payments and financial summaries.
• Role Based Security and Access Control:
  • Ensures that agents can view only the customers and records assigned to them.
  • Provides secure and restricted access to sensitive data.
• Integrated Portal Navigation:
  • Clean and intuitive navigation tiles for Sales Orders, Invoices, and Customers.
  • Unified experience consistent with Odoos portal design.
• Search Capabilities:
  • Enables agents to search or scroll through large customer lists easily.
  • Provides dynamic filtering that updates the displayed data instantly when a customer is selected or searched.
• For more details, please refer to the screenshots and demo video provided below.

Frontend Side Flow

Website: Agent Account Menu (Odoo Standard) : Logged in as Blake Hunter(Agent)

Agents Can Select a Customer to Access Detailed Customer View

Agent can select a customer from the dropdown list

Agent can view the Customer Portal button after selecting a customer

After clicking View Customer Portal, agent can access the selected customer Sale Orders and Invoices

After clicking the Sale Orders button, a list of the customer sale orders (Odoo standard view) is displayed

Displays the sale order form view (Odoo standard).

After clicking the Invoices button, a list of invoices for the selected customer is displayed (Odoo standard view)

Displays the invoice form view (Odoo standard)

After clicking the Change Customer button, the system redirects to the selected customers Agent Portal page

Agents can search for customers by name on the Select Customer page

When a customer name is searched and matched, the system redirects to that customers home page to view their Sale Orders and Invoices

Clicking the Sale Orders button displays the standard Odoo list of sale orders for that customer.

Clicking the Invoices button displays the standard Odoo list view of the selected customers invoices

Backend Functional Flow

The Agents menu is available under the Orders menu in the Sales module (Odoo standard)

Shows the agents in the standard Odoo list view

Displays the Mark as Agent field on the standard Odoo agent form view.

The Sales Agent field appears on the customer form view (Odoo standard) to identify the responsible agent for that customer

Displays the Sales Agent field on the standard Odoo Sale Order form view

Displays the Sales Agent field on the standard Odoo Invoice form view

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