| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 423 |
| Technical Name |
portal_export_base |
| License | OPL-1 |
| Versions | 16.0 17.0 18.0 19.0 |
Odoo Portal Export Module
Export your Sales Orders, Quotations, Invoices, RFQs, and Purchase Orders directly from the portal into Excel with attractive formatting and dynamic totals.
Key Features
- Export multiple models (Sales Orders, Quotations, Invoices, RFQs, Purchase Orders) to Excel.
- Dynamic file name based on the model title (Sales Orders, RFQs, Invoices).
- Beautiful Excel formatting with merged headers, colors, currency symbols, and 2-decimal totals.
- Portal access controlled by "Allow Portal Export" group.
- Easy selection with checkboxes and table header "Select All".
- Freeze panes, autofilters, and dynamic column widths in exported Excel.
Usage Instructions
- Login to your Odoo portal.
- Navigate to Sales, Purchase, or Invoice section depending on the model.
- Select one or more records using checkboxes or select all from the header.
- Click the Export button on top to download a dynamic Excel file.
- Ensure your user belongs to the "Allow Portal Export" group to enable this feature.
DEVELOPER FRIENDLY
Portal Export Made Extensible
This app is **ready-to-use for end users**, but it’s built with developers in mind. Any technical user can **inherit the portal export feature** to any custom model with minimal effort.
🚀 Developers can add **export support** for Sales Orders, Purchase Orders, Quotations, or any custom object by simply updating the configuration dictionary and defining the fields to export.
- 📊 Fully dynamic Excel export with headers, totals, and formatting
- 🔒 Access controlled via Allow Portal Export group
- 💾 Supports multiple models out-of-the-box (Sales, Purchase, Quotations, Custom)
- ⚡ Easy to extend for developers with just one dictionary update
Developer Tip: Add your custom model to MODEL_CONFIG in
portal_excel_export controller, define date_field, amount_field,
and headers. The portal export will work immediately — no extra views or templates required.
🔑 Access Control
Group: Allow Portal Export
Only users assigned to this group can see the export button and download records from the portal.
- Go to Odoo backend → Settings → Users & Companies → Users.
- Edit the user and assign them to Allow Portal Export group.
- Once assigned, the export buttons appear on the portal tables.
📘 Screenshots
1. Export Sales Orders / Quotations
Select records from the table and click the Export button to generate the Excel file with proper formatting.
FOR Quotations
2. Export Invoices
Select invoice records and download them as an Excel file with currency formatting and totals.
3. Export RFQs / Purchase Orders
Portal users can export RFQs and Purchase Orders with dynamic headers and total formatting.
Compatibility
- Odoo Version: 19.0
- Required Apps: Sales, Purchases, Accounting
Installation
Install via Odoo Apps or place the module in your custom addons folder. Update the app list, then install "Portal Export Module".
Changelog
- 19.0.1.0.0 – Initial release with portal export for Sales Orders.
- 19.0.1.0.2 – added Invoices/Bills, and Purchase Orders to export.
About Portal Export Module
Export your Odoo portal records to Excel with beautiful formatting, merged headers, and dynamic totals.
Comes with 3 months of free support for all installations.
📧 Questions or need a personalized demo? Reach out to our support team!
💬 Get a Free Demo / Contact UsOdoo 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.
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