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Hello Odoo Community !

I recently worked on setting up a vendor registration flow in Odoo and wanted to share the solution in case it helps others who are looking to achieve a similar setup.

Solution Overview:

  1. Vendor Form Submission on Portal:
    • create a form on the Odoo website where vendors can fill out their information.
  2. Contact Creation with Default Tags and Blocking Message:
    • Upon form submission, a contact is automatically created in the Contacts module. This contact is assigned default tags and a blocking message using user-defined default values.
  3. Automated Activity Scheduling for Vendor Registration Responsible:
    • An automation rule is set up to schedule an activity for the person responsible for vendor registration, ensuring that the process is tracked and managed efficiently.

For a detailed step-by-step guide on how to implement this process, you may check out the workflow documentation : Vendor Registration Process in Odoo.

I hope this helps anyone looking to set up a similar vendor registration flow in Odoo! If you have any questions or need further clarification, feel free to ask.

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Autor Nejlepší odpověď

Hello,

Follow the following steps to create your form.

Going to contact module> Open Studio> Go to Website and create the form, then you'll find now the action to create a customer

https://app.tango.us/app/workflow/Creating-a-New-Customer-Form-in-Odoo-32b8dc78a5f349f5848eeaa883ed26dc

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Nejlepší odpověď

Good information! Please keep posting.

When I checked, I couldn't find the 'Create Contact' action in my Odoo v16.0 Enterprise version. Is there any way to create this action and have it listed on the front end?



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