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I am using Odoo 9 website and I want each customer (res.partner) to be able to view their account data (orders, invoices, etc.) from the website frontend.


As far as I can tell, in order to be able to login to the website, each customer would need their own entry in res.users also... Is this right or am I making this too complicated?


How can I allow my customers access to their accounts on my Odoo website?

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Nejlepší odpověď

You are describing the Customer portal capability. After a Customer logs in to your website, they click the My Account option from the dropdown menu beside their username:


They then see:


1. Install the Portal app.

2. Click Portal Access Management from the Action menu on the selected Customer from the Customer form view:



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My understanding of the Portal app is that the customer has access to the Odoo backend. Is their access frontend only? If so, that's exactly what I'm wanting. I just want our customers to have everything served from the website view, independent of Odoo backend design.

There is no backend access to Odoo with the Portal App.

Autor

Ok, I agree this looks like it should work for my goal. However, the previous orders/invoices for my example customer are not visible on the website. Why would this be?

Check that the Customer is a follower of those orders. That's how Customers will be able to view their orders.

Autor

Sure enough that worked - looks like what I'm wanting then! Any suggestions on how to enroll all/many partners at one time?

Nejlepší odpověď

Do you know about the Portal app of Odoo? Please check this: https://www.odoo.com/slides/slide/intro-to-the-new-user-portal-265

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