Toggle navigation

My Odoo Portal

In this section of the portal, you will find all the communications between you and Odoo: documents such as quotations, sales orders, invoices and subscriptions.

Quotations

Here you will find all the quotations sent to you by Odoo. For example, a quotation can be generated for you after adding an application or a user to your database or if your contract has to be renewed.

The Valid Until column shows the date through which the quotation is valid; after that date, the quotation will be "Expired". By clicking on the quotation, you will see all the details of the offer, such as the pricing and other useful information.

If you want to accept the quotation, just click "Accept & Pay," and the quote will get confirmed. If you don't want to accept it, or you need to ask for some modifications, click on "Ask Changes Reject."

Sales Orders

All your purchases within Odoo (Upsells, Themes, Applications, etc.) will be registered under this section.

By clicking on the sale order, you can review the details of the products purchased and process the payment.

Invoices

All the invoices of your subscriptions and/or sales orders will be shown in this section. The tag before the Amount Due will indicate if the invoice has been paid.

Just click on the invoice if you wish to see more information, pay the invoice, or download a PDF version of the document.

Tickets

When you submit a ticket through [UNKNOWN NODE title_reference], a ticket will be created. Here you can find all the tickets that you have opened, the conversations between you and our Agents, and the statuses and IDs (# Ref) of the tickets.

Subscriptions

You can access your subscriptions with Odoo from this section. The first page shows you the subscriptions that you have and their status.

By clicking on the subscription you will access all the details regarding your plan: the number of applications purchased, the billing information, and the payment method.

To change the payment method, click on "Change Payment Method" and enter the new credit card details.

If you want to remove the credit cards that are saved, you can do so by clicking on "Manage your payment methods" at the bottom of the page. Click "Delete" to delete the payment method.

Success Packs

With a Success Pack/Partner Success Pack, you are assigned an expert to provide unique personalized assistance to help you customize your solution and optimize your workflows as part of your initial implementation. These hours never expire, allowing you to utilize them whenever you need support.