跳至內容
Odoo 選單
  • 登入
  • 免費試用
  • 應用程式
    財政
    • 會計
    • 發票
    • 開支報銷
    • 試算表 (BI)
    • 文件管理
    • 電子簽名
    銷售
    • 客戶關係
    • 銷售
    • POS 銷售點管理 - 零售
    • POS 銷售點管理 - 餐廳
    • 訂閱
    • 租賃
    網站
    • 網站製作
    • 電子商務
    • 網誌
    • 討論區
    • 線上客服
    • 網上學習
    供應鏈
    • 庫存
    • 製造管理
    • 產品生命周期
    • 採購
    • 保養維護
    • 品質管理
    人力資源
    • 員工管理
    • 招聘
    • 休假
    • 工作表現評核
    • 內部推薦
    • 車隊管理
    市場推廣
    • 社交媒體推廣
    • 電郵推廣
    • 短訊營銷
    • 活動
    • 自動化推廣
    • 網上調查
    服務
    • 專案管理
    • 工時管理
    • 外勤服務管理
    • 技術支援
    • 工作規劃
    • 預約管理
    生產力
    • 聊天
    • 批核
    • 物聯網
    • VoIP
    • 知識庫
    • WhatsApp
    第三方應用程式 Odoo Studio Odoo 雲端平台
  • 行業
    零售
    • 書店
    • 服裝店
    • 家具店
    • 食品雜貨店
    • 五金店
    • 玩具店
    餐飲及款待
    • 酒吧及酒館
    • 餐廳
    • 快餐
    • 賓館
    • 飲品分銷商
    • 酒店
    房地產
    • 地產代理公司
    • 建築師事務所
    • 建造業
    • 物業管理
    • 園藝
    • 業主聯會
    顧問服務
    • 會計公司
    • Odoo 合作夥伴
    • 市場推廣公司
    • 律師事務所
    • 人才招募
    • 審計及認證
    製造管理
    • 紡織
    • 金屬
    • 家具
    • 食品
    • 啤酒廠
    • 企業禮品
    保健與健身
    • 運動俱樂部
    • 眼鏡店
    • 健身中心
    • 健康從業人員
    • 藥房
    • 髮型屋
    技術行業
    • 雜工
    • IT 硬體與支援
    • 太陽能系統
    • 鞋匠
    • 清潔服務
    • 暖通空調服務
    其他
    • 非牟利組織
    • 環境保護機構
    • 廣告板租賃
    • 攝影服務
    • 自行車租賃
    • 軟體經銷商
    瀏覽所有行業
  • 社群
    學習
    • 教學影片
    • 使用說明
    • 認證
    • 培訓
    • 網誌
    • Podcast
    增強教學效能
    • 教育計劃
    • Scale Up! 商業遊戲
    • 到訪 Odoo
    取得軟件
    • 下載
    • 版本對照表
    • 版本說明
    合作
    • GitHub
    • 討論區
    • 活動
    • 翻譯
    • 成為合作夥伴
    • 合作夥伴服務
    • 登記你的會計服務公司
    獲取服務相關資料
    • 尋找合作夥伴
    • 尋找會計服務
    • 預約顧問諮詢
    • 安裝及推行服務
    • 客戶案例
    • 支援
    • 軟件升級
    GitHub YouTube Twitter LinkedIn Instagram Facebook Spotify
    +1 (650) 691-3277
    預約示範
  • 定價
  • 技術支援

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • 客戶關係
  • e-Commerce
  • 會計
  • 庫存
  • PoS
  • 專案管理
  • MRP
All apps
只限註冊用戶才可與社群互動。
所有帖文 人 獎章
標籤 (查看所有)
odoo accounting v14 pos v15
關於此討論區
只限註冊用戶才可與社群互動。
所有帖文 人 獎章
標籤 (查看所有)
odoo accounting v14 pos v15
關於此討論區
支援

Can customers approve sales orders and quotations via the portal?

訂閱

此帖文有活動時,接收通知

此問題已被標幟
portal
6 回覆
19672 瀏覽次數
頭像
Pat Miller

I had a VM setup to test Odoo 9 a while back, and I could've sworn I had functionality where customers could log in, view their quotations/sales orders, and approve them. I might be wrong - is this possible?


Thanks for your help.

2
頭像
捨棄
頭像
Fabrice Henrion (fhe)
最佳答案

Assuming v9e (this will be slightly different in v10e).

Just to make things clear in regard with the question: when a quotation is confirmed it becomes a sale order; it's the same document in 2 different statuses.

There are 2 use cases for a customer to confirm his quotation into a sale order and no matter which one you want to use you have to install the module website_quote which corresponds to the "Send online quotations based on templates (advanced)" setting. It will display a "Preview" or "View online quotation" button on your quotation and create an email template generating the button for when you send it to your prospect. The 2 use cases are defined by the following:


  1. If the first option displayed on the screenshot is selected, then only a signature will be required from the customer for the quotation to be confirmed into a sale order.

  2. If the second option displayed on the screenshot is selected, then a successful payment will be required from the customer for the quotation to be confirmed into a sale order. A successful payment means that the payment acquirer will send a call back to Odoo notifying that the payment was successful (this is done through the object payment.transaction).

A few remarks:

  • Just like for any external-facing document in Odoo, there is a public URL and a secret URL.
    The public URL requires the authorized user to be logged in to see the document and looks like this in the case of a quotation: http://yourodooserver.com/quote/13
    The secret URL does not require the user to be logged in to see the document and looks like this in the case of a quotation: http://yourodooserver.com/quote/13/b5c19a4a-e1bf-4198-b842-f7233b0cef52

  • Apart from the email that he would receive, the user can also access his quotation through the "My Account" section on your Odoo website (in the top right menu under his name) which is his portal with all his other related documents. If you don't install website_quote, the quotation will still be accessible but it will be a static page displaying the content and without the signature/payment capability and without any way for the user to confirm the quotation himself. The URL will then look like this: http://yourodooserver.com/my/orders/13

  • The reason why there is a public and secret URL is because depending on how you communicate with your prospect, you might need somone else in his company to access the quotation and confirm it. For example, if you send your prospect an email with the link, he might forward it to an Account Payable person who does not have a portal account on your website. This is why the email template uses the secret URL.

  • Even if you don't use Odoo as your website (CMS or eCommerce), installing website_quote will install the website module as well which only correspond to the frontend view of the quotation. So when I talk about "your Odoo website" above, what I mean is "the frontend view of your document located at http://yourodooserver.com".

  • It is necessary for a prospect to be a portal user in order to access the quotation via the public URL (since the access right is verified in that case). It is not necessary for a prospect to be a portal user in order to access the quotation via the secret URL. In the latter case, if the visitor take action (comment, rejection, signature, or payment) it will show as the "Public User" (ie. unidentified) in the backend.

8
頭像
捨棄
Pat Miller
作者

This is perfect, and exactly what I was looking for. Thank you!

Deepa Venkatesh

@Fabrice. Prefect explanation, ThankQ.

Davy Jans

Hello,

Sorry for replying to this old post. I am working with Odoo v15 and notice the following:

- Customer is of type person then Odoo sends the secret URL and everything works as expected.

- If Customer is of type company however then Odoo sends the public link and the end user is required to login.

Can you (or someone) explain why the difference? And can I make change so the secret link is send always? I do not want the customer to need to create a login in order to view the quotation.

Thanks
Davy

頭像
Tony S.
最佳答案

Sorry to awaken an old post.  

Can Odoo only use the secret URL to view a quote so a customer does not need to log in to pay for a quote?  In our Odoo13, Odoo forces a customer login, and it angers my customers.    

0
頭像
捨棄
頭像
erpwebzilla
最佳答案

checked portal in user access right and select  see all lead for sale order 

0
頭像
捨棄
Fabrice Henrion (fhe)

The question is about quotations and sale orders, not leads and opportunities.

喜歡這則討論?不要只閱讀,加入發表意見吧!

今天就建立帳戶,享受獨家功能,與我們精彩的社群互動!

註冊
相關帖文 回覆 瀏覽次數 活動
Trying to replace default “Invoices & Bills” breadcrumb in Odoo portal
portal
頭像
頭像
1
11月 25
368
Dynamically update cart icon after adding products from a reorder popup in Custom Odoo portal
portal
頭像
頭像
1
11月 25
299
is possible to add 2 filters to the web portal similar to searchbar_filters?
portal
頭像
頭像
頭像
2
7月 25
2251
How can I allow one portal user to see another portal user's information (like Sales Orders, Invoices)? 已解決
portal
頭像
頭像
1
5月 24
3854
Use worksheets in Odoo Portal
portal
頭像
頭像
2
2月 24
3009
社群
  • 教學影片
  • 使用說明
  • 討論區
開源
  • 下載
  • GitHub
  • Runbot 測試環境
  • 翻譯
服務
  • odoo.sh 網頁寄存
  • 支援
  • 升級
  • 自訂功能開發
  • 教育及培訓
  • 尋找會計服務
  • 尋找合作夥伴
  • 成為合作夥伴
關於我們
  • 關於 Odoo 公司
  • 品牌資產
  • 聯絡我們
  • 招聘
  • 活動
  • Podcast
  • 網誌
  • 客戶
  • 法律 • 私隱政策
  • 安全性
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 是一套開放源碼的商業管理系統,涵蓋你公司全部的營運需要,包括客戶關係管理(CRM)、電子商務、會計、庫存管理、POS(銷售點管理)、專案管理等應用程式。

Odoo 的獨特價值是非常簡單易用,同時將不同應用程式完美整合。

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