Customizing the portal in Odoo Online (Odoo's SaaS platform) to display specific views, such as invoices with added filters and groupings, requires a tailored approach due to the platform's managed environment. While direct access to the server for custom module development is limited in Odoo Online, you can achieve certain customizations through the following methods:​

1. Utilizing Odoo Studio:

Odoo Studio is a powerful tool available in Odoo Online that allows you to customize views and add new features without direct server access. Here's how you can use it:​

• Create Custom Views:
  • Navigate to Odoo Studio from your dashboard.​
  • Select the Invoices model.​
  • Design a new view or modify existing ones to include the desired fields and layout.​
• Add Filters and Groupings:
  • Within the customized view, define filters and groupings to organize invoice records as needed.​

2. Enhancing Portal Access:

To ensure portal users can access the customized views:​

• Assign Appropriate Access Rights:
  • Go to Settings > Users & Companies > Users.​
  • Select the portal user and ensure they have the necessary access rights to view invoices.​
• Customize Portal Menus:
  • Use Odoo Studio to add new menu items in the portal, linking to the customized invoice views.​

Considerations:

• Limitations of Odoo Online:
  • While Odoo Studio offers significant customization capabilities, some advanced customizations that require server-side development may not be possible in Odoo Online. For such requirements, consider Odoo.sh or an on-premise deployment.​

At Wan Buffer Services, we've assisted numerous clients in tailoring their Odoo Online portals to better suit their business needs. Leveraging tools like Odoo Studio, we've enabled businesses to enhance their portal functionalities without compromising the integrity of the SaaS environment.