Customer Portal Pro

Customer portal: self-service ordering, order-to-cash dashboard, invoices, payments, tickets.

About this app

Turns the Odoo customer portal into a self-service workspace: customers place orders, follow the order-to-cash flow on a dashboard, view invoices and payments, receive alerts and raise support tickets.

Key features

• A portal classification on every contact (Customer / None) that turns
• A website sign-up choice - "I'm signing up as Company or Customer"
• A one-click Make Portal User button on the contact form (native
• A Settings toggle to pick the onboarding mode: self sign-up, admin
• A unified dashboard (/my/dashboard) with KPI cards for quotations,
• A self-service "Place Order" flow (/my/order/new) - a website-free
• A payments history page (/my/payments) scoped server-side to the
• An order-to-cash flow stepper (Order -> Delivery -> Invoice -> Payment) on