| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 1386 |
| Technical Name |
pt_portal_cliente |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 1386 |
| Technical Name |
pt_portal_cliente |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
PT Portal Cliente
Customer portal for PT: invoices, guias and orcamentos with account statement, due dates, debt ageing and RGPD consent.
PT Portal Cliente — Portuguese customer self-service portal
Key Features
Consentimento RGPD do Cliente
Consentimento RGPD do Cliente. Tracks Cliente, Empresa, Comunicações de marketing, Perfilagem / análise, Partilha com terceiros. One-click grant all, withdraw all, view history.
Histórico de Consentimento RGPD
Histórico de Consentimento RGPD. Tracks Consentimento, Cliente, Campo, Novo valor, Data.
Pedido RGPD do Titular
Pedido RGPD do Titular. Tracks Referência, Cliente, Empresa, Descrição, Data do pedido. One-click start, close, reject.
Extrato de Conta-Corrente
Extrato de Conta-Corrente. Tracks Referência, Cliente, Empresa, Moeda, Até. One-click compute, reset, download csv.
Linha de Extrato
Linha de Extrato. Tracks Documento, Data, Vencimento, Referência, Débito.
Gerar Extratos de Conta-Corrente
Gerar Extratos de Conta-Corrente. Tracks Clientes, Todos os clientes com saldo, Até. One-click generate, export csv.
Use Cases
Screenshots
Consentimentos Rgpd
Pedidos Rgpd
Extratos De Contacorrent
Gerar Extratos
Why Choose This Module
What it does Conta-corrente (account statement) — builds a per-customer statement (extrato de conta) from the customer's own posted invoices, credit notes and payments, with running balance, document date, due date (vencimento) and document reference. The statement is a read-only worksheet the customer can download as CSV/PDF. Faturas / Notas de crédito — lists the customer's invoices and credit notes with status (paga / em aberto / vencida) and amount due. Guias de remessa — lists the customer's delivery notes (stock pickings) with date and status, for goods-movement reference. Orcamentos (quotations) — lists the customer's quotations/sale orders so they can review and follow up pending proposals. Dívida e vencimentos — computes total outstanding, total overdue and an ageing breakdown (corrente / 1-30 / 31-60 / 61-90 / +90 dias) so the customer sees exactly what and when is due. RGPD — a consent record per customer (marketing, perfilagem, partilha com terceiros) that the customer can grant or withdraw from the portal, with a full change history; plus a data-access request entry.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Baris Genc
- Dependencies: portal, account, sale_management, stock, mail
- Support: odoo@gencbaris.com
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.
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