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Portal Sales Management

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Required Apps Website (website)
Invoicing (account)
Discuss (mail)
Technical Name portal_sales_management
License OPL-1
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Technical Name portal_sales_management
License OPL-1

Introduction

This module enhances point-of-sale functionality by providing a unified overview of POS orders across sessions. It offers staff and managers a central interface to review, search, and filter orders—including details such as order reference, session, customer, cashier, total amount, and status—for improved operational oversight and efficiency.

Key Features

  • Display all POS orders in a consolidated list accessible from the POS dashboard.

  • Show essential order details including reference number, session info, customer, cashier, total, and status.

  • Enable robust search and filter capabilities across multiple fields such as session, date, status, and customer.

  • Allow seamless navigation to individual order details for review or reporting purposes.

Benefits

  • Enhances visibility and control over POS transactions across sessions.

  • Streamlines order reconciliation and reporting through a searchable order archive.

  • Facilitates quick customer support and inquiry resolution with accessible order history.

  • Centralizes order management, improving operational workflow and accuracy.

Compatibility & Technical Details

  • Technical Name: pos_orders

  • Required Modules: Point of Sale

  • License: Community-compatible license (e.g., AGPL or OPL)


Portal Sale Management


DeeB

Overview

odoo App will provide sales functionality. internally and externally from portal screen You can create quotation, Only customers appended for the sales person can be selected, portal user can create view and download sale order, ..

Feature

User create quotation from internal system.
Set portal user as salesman on customer.
Portal User create quotation from portal easy as in internal.
Portal user can view his quotation.
Portal user can view his sales order.
Portal user can create quotation from inside sales order form or tree view.
Portal user can create quotation from inside Quotation form or tree view.
Portal user can print quotation from inside quotation form or Sale order form
Portal user can download quotation from inside quotation form or Sale order form

How To Work

Sales Manger open customers and set salesman over customer
reset portal user password
Portal salesman open my account portal website menu
Select Quotation menu to show all quotations created by salesman
Create new quotation
Select customer "only your customers can be selected" and order date then add lines Note you can filter product by the name or internal code
insert all data and click save
When the record saved the page rendered in your quotations
Click on record to display details
User can print or download the sales quotation from portal
Internal sales manger can see this quotation
Internal sales manger can make changes on quotation and confirm it
Portal sales user can see that his quotation is confirmed and converted to sale order
Portal sales user can log notes in the quotation or sales order

Free Support

You will get 60 Days free support incase any bugs or issue (Except data recovery).

Get in Touch


[email protected]
(+20) 1503777928
(+20) 1503777928
[email protected]



Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.