Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help
  1. Courses
  2. eCommerce
  3. Customer Portal and Account
Nav
Home └eCommerce └Customer Portal and Account

eCommerce

0 %

Completed

Course content
  • Organize your product catalog
    • Create your product 40 xp
      • Quiz
    • Product variants 40 xp
      • Quiz
    • Organize Your Product Catalog 40 xp
      • Quiz
    • Pricing 40 xp
      • Quiz
  • Build the customer experience
    • Cart checkout 40 xp
      • Quiz
    • Shipping & Payment Providers 40 xp
      • Quiz
    • Customer Portal and Account 40 xp
      • Quiz
  • Sell and manage orders
    • Order Management 40 xp
      • Quiz
    • Selling Strategies 40 xp
      • Quiz
    • Loyalty Programs and E-Wallets 40 xp
      • Quiz

Customer Portal and Account

40 XP
Prev Next
Fullscreen Share
  • About
  • Comments (0)

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www.odoo.com/slides In this video, learn how to configure the checkout policies and customize the customer portal. Need more information about Odoo apps? https://www.odoo.com/documentation Discover Odoo, schedule a demo, or start your own Odoo journey for free (no credit card required), at https://www.odoo.com

Rating
0 0

There are no comments for now.

Join this Course
to be the first to leave a comment.

1. What happens when you set the sign-in or sign-up option to "mandatory" in the checkout settings?
Customers can only check out as guests without creating an account. Customers must create an account or log in to complete their checkout. Customers can create an account only after their order is confirmed.
2. How can you grant a customer access to the customer portal?
Go to the customer’s profile and click on "Grant access" in the actions menu. Send a request to the customer manually via email. Add the customer to the “Portal Customers” group in the settings menu.
3. What can a customer access from their customer portal?
Only their sales orders and invoices. Sales orders, invoices, bills, projects, and other account-related information. Only their account profile and personal details.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now