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  1. APPS
  2. CRM
  3. Dealer Portal v 19.0
  4. Sales Conditions FAQ

Dealer Portal

by ProcessDrive India Pvt Ltd https://www.processdrive.com
Odoo

$ 35.00

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 • CRM (crm)
• Inventory (stock)
• Invoicing (account)
• Manufacturing (mrp)
• Purchase (purchase)
• Sales (sale_management)
• Website (website)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 3595
Technical Name pd_dealer_portal
LicenseLGPL-3
Websitehttps://www.processdrive.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Inventory (stock)
• Invoicing (account)
• Manufacturing (mrp)
• Purchase (purchase)
• Sales (sale_management)
• Website (website)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 3595
Technical Name pd_dealer_portal
LicenseLGPL-3
Websitehttps://www.processdrive.com
Supports:
Community
Enterprise
Availability:
On Premise
Odoo.sh
Odoo Online

B2B Portal Dealers

Advanced Dealer Portal

A comprehensive B2B dealer portal designed for customers and vendors. Enable your dealers and partners to track manufacturing orders, monitor production progress, quotation, sale orders, deliveries, and documents in real-time, ensuring transparency and efficient collaboration throughout the supply chain.

ProcessDrive
odoo@processdrive.com WhatsApp +91 9944180573

Key Features

Empower your dealers with real-time visibility and control

Real-Time Production Tracking

Monitor manufacturing orders, track production progress, and view status updates in real-time from your dashboard.

✅ quotation to payment processing

Streamline the quotation, sale order, and payment processes status from a single interface.

📦 related documents view

Access and view all related documents such as invoices, delivery notes, and quality reports directly from the portal.

📅 Delivery Scheduling

Plan and track delivery schedules, manage shipping dates, and coordinate logistics with integrated delivery tracking.

💼 Security

delear can access their relevant data and orders securely.

🔐 Role-Based Access Control

Secure portal with granular permissions ensuring dealers only access their relevant manufacturing data and orders.and the interna;l users can also access the data based on their roles and responsibilities.

How It Works

Follow these steps to set up and manage your dealer portal operations.

Step 1: After the installation of the module, you can access the dealer portal inside the My account

Navigate to My Account there you will find the dealer portal .

dealer portal access
Step 2: Assigned Manufacturing Orders to Dealers

Internal users can assign manufacturing orders to specific dealers based on their partnerships and agreements. This ensures that dealers only see relevant orders in their portal.

Assigned Manufacturing Orders
Step 3: Sale Order and Quotation View and Payment Status

Dealers log in to their personalized portal using secure credentials. They immediately see their assigned manufacturing orders with real-time production status and progress tracking.

Sale Order and Quotation View
Step 4: punchase order view

Dealers can view their purchase orders, track their status, and access related documentation directly from their dashboard.

Purchase Order View
Step 5: View documents modules wise

View attachments across different modules in a centralized location.

View documents modules wise
Step 6: Manage Deliveries & Order

Track shipping information, confirm deliveries, and manage invoicing directly from the portal. Dealers can download documents and manage their order history seamlessly.

Refund Deposits & Close Orders

Installation

📂 Step 1: Copy PD Dealer Portal Module

Copy the pd_dealer_portal folder into your Odoo custom addons path.

/opt/odoo/custom/addons/pd_dealer_portal
🛠 Step 2: Enable Developer Mode

Activate Developer Mode in Odoo to allow installation of custom modules.

📦 Step 3: Update Apps List & Install

Go to Apps → Click Update Apps List → Search for PD Dealer Portal → Click Install.

🔄 Step 4: Restart Odoo Service

Restart your Odoo service to ensure proper module loading.

sudo systemctl restart odoo

License & Author

License

This module is released under the Odoo Proprietary License v1 (OPL-1).

Author & Support

ProcessDrive

Email: odoo@processdrive.com

WhatsApp: Contact Support

Website: www.processdrive.com

Our Odoo Services

Customization
Implementation
Support
Integration

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