Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
      • Get a Tailored Demo
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +32 2 290 34 90
    • Get a Tailored Demo
  • Pricing
  • Help
  1. APPS
  2. Website
  3. Multi Agent Shop v 19.0
  4. Sales Conditions FAQ

Multi Agent Shop

by Odoo DevHouse https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Odoo

$ 180.00

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• eCommerce (website_sale)
• Discuss (mail)
• Website (website)
Lines of code 558
Technical Name multi_agent_shop
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• eCommerce (website_sale)
• Discuss (mail)
• Website (website)
Lines of code 558
Technical Name multi_agent_shop
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Versions 18.0 19.0
  • Description
  • License

Multi Agent Shop

Empower your agents: let them browse your webshop and place orders on behalf of their assigned customers - with the right pricelist, fiscal position, and full traceability on every sale.


Problem: Agents Cannot Place Orders for Customers in the Webshop

In standard Odoo, the website shop only supports one identity per login. A sales agent who logs in can only buy for themselves - there is no way to place an order on behalf of a customer without switching accounts or using the back-end, which requires an internal user licence.

  • Agents visiting clients in the field cannot use the webshop to order for them
  • Orders placed by the agent land on the agent's own account, not the customer's
  • The customer's pricelist and fiscal position are ignored - wrong prices apply
  • No traceability of which agent processed which sale
  • Workarounds (back-end access, paper notes) are slow, costly, and error-prone

Solution: A Dedicated Agent Portal with Customer Switching

This module adds an Agent Shop page to the website. An agent (a portal user flagged as Is Agent) logs in, picks a customer from their assigned list, and is redirected to the standard webshop - but every cart action, price calculation, and checkout step now runs under the selected customer's identity. The sale order is created for the customer with their pricelist, fiscal position, billing and shipping address, while the agent is recorded on the order for commission tracking.


Key Features
  • Agent Customer Selection: Dedicated Agent Shop page with a dropdown showing only the agent's assigned customers
  • Correct Pricelist & Fiscal Position: Cart and checkout always use the selected customer's pricelist and fiscal position - not the agent's
  • Transparent Cart Banner: "Purchasing on behalf of [Customer]" banner in the cart showing the active pricelist and fiscal position
  • Full Checkout as Customer: Billing and shipping addresses at checkout belong to the selected customer, not the agent
  • Agent Traceability: Every sale order and invoice stores the responsible agent - enabling commission calculations and reporting
  • Navbar Integration: "Multi Agent Shop" link appears automatically in the website navbar for agent users only
  • Cart Protection: Smart warning prevents losing cart items when switching customers mid-session
  • Agent Order Portal: Agents see all orders they processed with extra columns for Customer, Delivery status, Invoice status, and Scheduled date
  • PDF Reports: Agent name printed on sale order and invoice PDF documents
  • Historical Orders: The agent portal also shows older orders linked to the salesperson, so nothing is lost when installing on an existing database

Real-World Use Case - Field Sales with a Tablet

A salesperson physically visits retail clients to take restocking orders. Without this module, they take notes on paper or switch to the Odoo back-end (which needs an internal licence) - slow and error-prone.

With Multi Agent Shop: the salesperson logs into the company website on their tablet, opens Multi Agent Shop, selects Pepe's Kiosk from the dropdown, and browses the shop - adding items while walking the client's shelves. Pepe's pricelist and fiscal position apply automatically. When they tap Checkout, the order is placed under Pepe's Kiosk with the correct billing/shipping address, and the salesperson appears as the agent on the order for commission tracking.


How It Works - Step by Step
1

Mark the Contact as an Agent

Open the salesperson's contact in Odoo -> Sales & Purchases tab -> tick Is Agent. Also grant them Portal access (Settings -> Users -> Portal Users).

2

Assign Customers to the Agent

On each customer contact -> Sales & Purchases tab -> set Assigned Agent to the agent created above. Each agent only sees their own assigned customers in the selection dropdown.

3

Agent Logs In & Selects a Customer

The agent logs into the website. The Multi Agent Shop link appears in the navbar. They click it, choose a customer from the dropdown, and click Go Shopping. The customer's pricelist and fiscal position are applied to the session immediately.

4

Fill the Cart & Checkout

The agent browses the shop and adds products. The cart shows a "Purchasing on behalf of [Customer]" banner with the active pricelist and fiscal position. Checkout uses the customer's billing and shipping address automatically.

5

Order Created - Agent Recorded for Traceability

After payment confirmation, the sale order is created under the customer's name with the correct addresses and prices. The Agent field on the sale order and invoice points back to the salesperson - ready for commission calculations and reporting.


Module Cycle - Screenshots

Step 1 - Mark the Contact as an Agent

Open the salesperson's contact -> Sales & Purchases tab -> tick Is Agent. Grant the contact Portal access so they can log in to the website.

Contact form - Is Agent checkbox in Sales and Purchases tab

Step 2 - Assign Customers to the Agent

On each customer contact -> Sales & Purchases tab -> set Assigned Agent. Each agent only sees the customers explicitly linked to them in the dropdown.

Customer contact form - Assigned Agent field in Sales and Purchases tab

Step 3 - Agent Logs In & Opens the Agent Shop

The Multi Agent Shop link appears in the navbar automatically for agent users. Clicking it opens the customer selection page.

Website navbar showing Multi Agent Shop link for agent user

Step 4 - Select a Customer

The agent picks a customer from the dropdown and clicks Go Shopping. A warning reminds them to complete the purchase before switching to another customer. The customer's pricelist and fiscal position are applied to the session immediately.

Agent Shop customer selection page with dropdown and cart warning

Step 5 - Browse the Shop & Add to Cart

The agent is redirected to the standard webshop. All prices shown reflect the selected customer's pricelist. The agent adds products normally - the experience is identical to a regular customer shopping session.

Webshop product page with customer pricelist prices applied

Step 6 - Cart with "Purchasing on Behalf of" Banner

The cart displays a "Purchasing on behalf of [Customer]" banner showing the active pricelist and fiscal position. A reminder alert warns the agent not to switch customers before completing the purchase.

Cart page showing Purchasing on behalf of banner with pricelist and fiscal position

Step 7 - Sale Order Created Under the Customer's Name

After checkout the sale order is created with the customer as partner and the Agent field populated with the salesperson. Billing and shipping addresses belong to the customer, not the agent.

Sale order form in backend showing customer as partner and Agent field populated

Step 8 - Agent Portal: Orders List with Extra Columns

The agent sees all orders they processed in their portal, with extra columns: Customer, Scheduled For, Delivery status, and Invoice Status. Filters and sorting by customer, delivery status, and invoice status are also available.

Portal My Orders page for agent with extra Customer, Delivery, Invoice Status columns

Step 9 - Invoice with Agent Field

The agent is automatically recorded on the customer invoice generated from the sale order. The Agent field appears in the invoice header alongside the customer and delivery address.

Customer invoice form showing Agent field populated with Sarah Agent

Step 10 - Sale Order PDF with Agent Name

The Agent Name is printed directly on the sale order PDF document, giving customers and the company a clear record of who processed the order.

Sale order PDF showing Agent Name Sarah Agent in the document header

Step 11 - Invoice PDF with Agent Name

The Agent Name also appears on the printed invoice, ensuring full traceability from the order through to the billing document — essential for commission calculations.

Invoice PDF showing Agent Name Sarah Agent printed in the document

Step 12 - Agent Portal Home

When the agent logs into their account portal, the Multi Agent Shop link is always visible in the navigation bar, giving instant access to the customer selection page from anywhere on the site.

Agent portal home page showing My account with Multi Agent Shop link in navbar

Step 13 - Portal Order Detail with Agent Name

The order detail page in the portal displays the Agent Name in the sale information table, giving both the customer and the agent a clear view of who handled the order.

Portal order detail page showing Agent Name row in the sale information table

Who Is This For?

Field Sales Teams

Salespersons visiting clients on-site can take orders in real time on a tablet without needing internal Odoo access or paper forms.

Wholesale Distributors

Distributors managing multiple retail accounts can order products on each account's behalf with the correct wholesale pricelist applied automatically.

B2B Sales Networks

Sales networks with dedicated account managers can let each rep handle their own client portfolio through the webshop with full isolation and tracking.

Assisted Purchasing

Customer service agents can assist customers who are not tech-savvy by placing orders on their behalf from the webshop, applying the right prices.

Commission Tracking

Every order and invoice carries the agent reference, making it easy to calculate commissions by filtering orders by agent in the back-end.

Reseller Networks

Resellers who manage their own sub-customers can order stock through the supplier's webshop for each end client independently.


Installation & Configuration

  1. Prerequisites: Requires the Sales, eCommerce, and Accounting apps to be installed
  2. Install: Go to Apps, update the app list, search for "Multi Agent Shop" and click Install
  3. Create Agent: Open the salesperson's contact, go to the Sales & Purchases tab, tick Is Agent, and grant them Portal access
  4. Assign Customers: On each customer contact, go to the Sales & Purchases tab and set their Assigned Agent
  5. Configure Pricelists: Ensure each customer has the correct pricelist set on their contact under Sales & Purchases
  6. Test: Log in as the agent on the website, click Multi Agent Shop, select a customer, add items, and complete the checkout

Tip: The agent's portal home page also shows a Multi Agent Shop tile for quick access. No extra menu configuration is required - the navbar link appears automatically for portal users with Is Agent enabled.


Frequently Asked Questions
Does the agent need an internal Odoo user licence?

No. The agent only needs a Portal access level - the cheapest user type. No internal licence is required, making this solution cost-effective for large sales networks.

Can an agent shop without selecting a customer?

Yes. If no customer is selected in session, the agent can still browse and buy the standard shop as themselves. The agent-customer session is optional and can be cleared at any time via Stop Shopping for Customer.

What happens to the cart if the agent switches customers?

The current cart is discarded when the customer changes. A warning banner in both the selection page and the cart reminds the agent to complete or cancel the current purchase before switching. This prevents accidentally mixing orders between customers.

Are the correct prices (pricelist) always applied for the customer?

Yes. The customer's pricelist is enforced automatically on every page of the shop, cart, and checkout. Prices and taxes are recalculated on each step to stay consistent with the selected customer's account.

Can one agent manage multiple customers simultaneously in different browsers/tabs?

The selected customer is remembered for the duration of your login session. Opening a new browser tab keeps the same customer active. To handle two customers at the same time, use separate browsers or a private/incognito window.

How can I calculate commissions per agent?

In the back-end, go to Sales > Orders and group or filter by the Agent field. The agent is also recorded on the invoice, so you can report commissions at both the order and invoice level.

Does it work with Odoo Community and Enterprise?

Yes. It only requires the standard Sales, eCommerce, and Accounting apps - all available in both Community and Enterprise editions.


Business Benefits

Faster Order Entry

Agents place orders directly in the webshop during client visits - no paper forms, no back-office data entry, no lag between visit and order.

Correct Prices Every Time

Customer-specific pricelists and fiscal positions are applied automatically - agents cannot accidentally quote the wrong price or tax rate.

No Extra Internal Licences

Agents work with Portal access - significantly cheaper than internal user licences, especially for large sales forces.

Full Agent Traceability

Every order and invoice carries the agent reference, giving management clear visibility into each agent's sales performance and enabling accurate commission calculations.


Need Help or Have a Feature Request?

Contact Support


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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with