This module adds the single most requested missing feature to Odoo customer portal. By default Odoo portal is completely read only. Your customers can view, download and print their old orders, but they can not create a new order themselves. This module adds full native ability for your portal users and customers to create new quotations and sales orders directly from the website portal, without any intervention from your sales team. It uses 100% native Odoo workflows and completely blends into the default portal interface, so your customers will never feel like they are using a third…
Built by an Odoo partnerInitial setup supportDownload link by email
What's included
Key features
1
Create New Orders From Portal
Allow your customers to create completely new sales orders and quotations directly from their account portal.
2
Full Product Search & Selection
Customers can browse, search and add any products to their order, exactly like your sales team can do in backend.
3
Full Pricelist Support
All prices, discounts, taxes and product availability are automatically calculated according to the customer's assigned pricelist and rules.
4
Edit Draft Orders
Customers can also edit, update or delete their draft orders before submitting them.
5
Automatic Notifications
You will get an instant internal notification inside Odoo as soon as a customer submits a new order. Standard confirmation email is also automatically sent to the customer.
Inside the module
Screenshots
Real screens from Portal Sales Management — click any image to see it full size.
Step 1
Portal user setup
Create the portal user who will manage sales from the website portal.
Step 2
Customers for the portal salesperson
The customers this salesperson is responsible for.
Step 3
Assign the salesperson
Set the portal user as salesperson on the customer so they can quote for them.
Step 4
Portal login
The salesperson logs in to the website portal with their own email and password.
Step 5
Portal documents
Quotations, sales orders and invoices are all available from the portal home.
Step 6
Quotations list in the portal
See existing quotations and create new ones without logging into the Odoo backend.
Step 7
Create a quote from the portal
Pick the customer, pricelist and products, add attachments and save the quotation.
Step 8
only your customers can be selected and order date then add lines Note you can filter product by the name or internal code
Step 9
Add products to the quote
Pick products, quantities and prices; totals are calculated as you type.
Step 10
All quotations in the portal
Every quotation created by the salesperson is listed with its date and total.
Step 11
Customer quotation view
The customer opens the quotation online and can sign and pay it.
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