| 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 |
| License | LGPL-3 |
| Website | https://www.processdrive.com |
| 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 |
| License | LGPL-3 |
| Website | https://www.processdrive.com |
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.
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 .
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.
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.
Step 4: punchase order view
Dealers can view their purchase orders, track their status, and access related documentation directly from their dashboard.
Step 5: View documents modules wise
View attachments across different modules in a centralized location.
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.
Installation
📂 Step 1: Copy PD Dealer Portal Module
Copy the pd_dealer_portal folder into your Odoo custom addons path.
🛠 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.
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
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