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Charlotte Roggeman

I would love to be able to give my clients access to the sales order form from the Sales module. I assumed it would be the purpose of the Portal but, apparently, it is read-only. 

My goal is to allow customers to create sales orders themselves, without having to go through the pain of browsing the catalog, adding products to the cart, etc. They know the reference ids of the products they're ordering so using the same form as the one used by my internal sales representatives would be perfect. 

If I were to custom build it, would it have to be based on the e-commerce module?

Would I be able to repurpose/extend the sales.order.form?

Is the portal customizable?

Thanks in advance for any help. 


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Ignatius Cronjé

I would like the same.

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othmane elmeziani
Best Answer

To create a sales portal for your clients, allowing them to create their own sales orders, you can use the Odoo CRM module in combination with the Odoo Portal module. Here's a step-by-step guide:

1. Set up the CRM module: Ensure that the CRM module is installed and configured in your Odoo instance. This module is responsible for managing customer relationships and sales processes.

2. Configure user access rights: Create user accounts for your clients and assign them appropriate access rights. Make sure they have the necessary permissions to create sales orders and access relevant customer information.

3. Enable the Odoo Portal module: Install and enable the Odoo Portal module from the Odoo Apps store. This module allows you to provide a dedicated portal for your clients to interact with your business.

4. Set up customer portal access: In the CRM module, open the customer record for each client. In the "Sales & Purchases" tab, enable the "Customer Portal" option to provide them with access to the portal.

5. Customize the portal: Configure the appearance and layout of the portal according to your branding and design preferences. You can customize the portal by adding your company logo, changing the color scheme, and modifying the available features.

6. Enable sales order creation: Within the Odoo Portal, configure the client's access to create sales orders. You can create a custom form or modify an existing form to capture the required information for a sales order.

7. Define product catalog visibility: Determine which products should be visible to the clients in their portal. You can control this by setting appropriate access rights for each product or product category.

8. Set up notifications: Configure notifications to alert your team when a client creates a new sales order. This will ensure prompt follow-up and processing of the orders.

9. Test the sales portal: Once everything is set up, test the sales portal by logging in as a client and creating a sample sales order. Ensure that all the required information is captured and that the order is successfully recorded in the CRM.

By following these steps, you can create a sales portal for your clients, enabling them to create their own sales orders. The Odoo CRM module, in conjunction with the Odoo Portal module, provides a comprehensive solution for managing customer relationships and empowering clients to engage with your sales processes

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