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:
- Vendor Form Submission on Portal:
- create a form on the Odoo website where vendors can fill out their information.
- 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.
- 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.