Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I'm working on an project where the company's customer initiates a commercial activity by sending an arrival notification (by e-mail). Arrival notification is almost equivalent to an order plus some additional information.
The arrival notification contains too much data (two pdf pages generally) for every customer, so we are trying to avoid to introduce manually these data into our odoo database,.
Our two proposed solutions are not optimal, and I hope I can find somme help here :
Solution one : Give a writing access to costumers so they'll introduce directly their data into odoo, but in this case the company will connect its database directly to the internet, which is not very comfortable (security issus)
Solution two : using CSV files, but in this case customers should take care to introduce every field rightly, which practically hard to control
I will be very gratefull if sombody can propose a solution
Thanx in advance
I find CSV and PDF both sub-optimal, and maybe only a short-term fix to your process.
With solution-1 you should build a form for the customer to fill out, which inserts data directly into the odoo. I wouldn't worry too much about security, as long as you apply https and strong-passwords.
(Maybe you could mention for how many potential users this solution is being built).
Forms are easy to build with the website-module.
We are committed to building a project-management solution based on odoo that is to compete with JIRA – http://x2o.cc/4b5.
Tank you for your answer
I took a look at website odoo website builder, I was able to connect the form to "leads", since I inspired it from "Contact us" form, but I could not use it with others models in my database. Is it possible to do so (i.e. using model other than leads_crm)
Thanx in advance
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|Asked: 9/24/16, 5:30 PM|
|Seen: 350 times|
|Last updated: 9/26/16, 5:47 AM|