Portal Sales Management
| Technical name | dh_sale_portal |
| License | LGPL-3 |
| Website | https://apps.datahatsolutions.com/apps/app/18.0/dh_sale_portal |
| Read description for | v 18.0 |
| Included Dependencies | Employee Portal User Link Portal: Contact Portal: Invoice Portal: Stock |
| Extensions | Portal CRM and Sales Management |
Description
This module provides a powerful extension to Odoo's portal, allowing employees and portal users to manage sales, deliveries, invoices, contacts, from the portal interface.
Key Features
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View and accept quotations from the portal.
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Access and manage sale orders with order line visibility.
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Track and view delivery orders and shipping status.
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Managers with portal access can validate deliveries.
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View invoices and create invoice of sale order directly from portal.
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Fully responsive and mobile-friendly portal interface.
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No backend access required for daily operations.
Screenshots
Install the module, then create an employee record linked to the portal user. Grant the user access to the Sales Portal, along with permissions to view Contacts, Invoices, and Delivery Orders.
Log in as a portal user to access the Sales menu, where all related submenus of the sales dashboard are displayed.
Click on the My Quotations menu to open a view similar to the backend interface, where the user can see all Quotations and create new Quotations
Click on the My Sales Orders menu to open a view similar to the backend interface, where the user can see all Sales Orders and create new Sales Orders and track their statuses.
Click on the Contacts menu to open a view similar to the backend interface, where the user can create, view, and edit contact details.
Click on the Product or Product Variant menu to open a view similar to the backend interface,browse existing products and add new entries..
Click on the Delivery orders menu to open a view similar to the backend interface, where the user can see all assigned deliveries and validate them.
Click on the Invoice menu to open a view similar to the backend interface, where the user can see all assigned invoices and confirm them.
Video
Support
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