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RE: v10 sales - send SO online quote / portal templates missing?

by
Fabrice Henrion (fhe)
- 11/16/2016 22:37:51

In order to see inline images that wouldn’t display you can either open the attachments in an image viewer (file renaming might be required) or look at the post on Odoo Groups: https://www.odoo.com/groups/59/21427875

__
Fabrice Henrion

From: Arjan Duijs [mailto:arjanduijs@gmail.com]
Sent: Wednesday, November 16, 2016 2:12 PM
To: Community <community@mail.odoo.com>
Subject: Re: v10 sales - send SO online quote / portal templates missing?

 

Hi Ray,

 

inline images arent displayed, but i asume you meant  this setting "portal access".

this is enabled, and a customer can registrate itself through the portal and see the porta page in his account.

 

but i dont see anything in the sales section to view online, nor to communicate with the client through his portal like in 9

 

 

 

Portal access

Activate the customer portal

When you send a document to a customer (quotation, invoice), your customer will be able to signup to get all his documents, read your company news, check his projects, etc.

Enable password reset from Login page

Allow external users to sign up

Template user for new users created through signup

 

 

 

2016-11-16 16:56 GMT-05:00 Ray Carnes <ray.carnes@bistasolutions.com>:

Image removed by sender.

 

The option to activate it has been moved to Settings à General Settings

 

In Sales à Settings, you will see:

 

Image removed by sender.

 

 

Ray.,

 

From: Arjan Duijs [mailto:arjanduijs@gmail.com]
Sent: Wednesday, November 16, 2016 1:34 PM
To: Community <community@mail.odoo.com>
Subject: v10 sales - send SO online quote / portal templates missing?

 

Hi,

While portal is installed and as far as i can see enabled  there is no option in v10 to enable the cust. portal

 

in V9 there was an option to tick in the sales settings

 

Customer portal

 Enable customer portal to track orders, delivery and invoices

 

 

How is this working in v10?

 

in the quotations there isnt an option "view quotation online" nor are the email templates there to send the portal link

 

thanks

 

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