Explore the Customer Portal Feature in Odoo ERP: Enhance Customer Experience

  • Published : Apr,5,2023
  • By: David Smith
Explore the Customer Portal Feature in Odoo ERP: Enhance Customer Experience

Introduction

If you want to make your customers happy, you need an ERP solution that can help you deliver the products they want. Odoo is a customer service self-service application that allows your customers to perform many of the same functions as online stores, including order processing and managing their own accounts. This article will walk through how to create an online store using Odoo, as well as how to set up a customer portal so your customers can manage their orders and other account information on their own time.

Overview of customer portal with odoo ERP

Customer portals are websites that provide a central location for customers to access information about the products they’ve purchased from you. Customers can use the portal to find information about products, place orders, track shipments or manage their accounts and invoices.

It’s important for businesses to have an efficient customer portal because it gives them a way of interacting with their customers in real time without having to wait on hold or send emails back-and-forth repeatedly just to get answers they need quickly (which can easily lead up into hours).

Create an online store using Odoo.

Now that you know how to create a new customer, product and order and invoice, let’s look at how to create other types of records.

  • Create a new shipment: To create a shipment, go to the “Shipments” page from the left menu bar. Click on “New Shipment” button in top right corner of this page to start adding information about your shipment or click on an existing one (if any) for editing purposes.
  • Create project: You can add projects for each client that has been created previously by going into ‘Projects’ module under ‘Sales & Marketing’ section in Odoo ERP software package.
  • Task management: Tasks are used for tracking various tasks related to business processes such as sales activities performed by sales team members at different stages during their daily routine work cycle so they can be able to meet targets set by management in timely manner without compromising quality standards set forth by management during planning stage before commencement date set forth by customer who wants services rendered under a contract signed between both parties involved i.”e., supplier company (seller) & customer company(buyer).

Odoo also allows you to create a customer self-service portal, allowing customers to check product stock information and place orders directly.

Odoo also allows you to create a customer self-service portal, allowing customers to check product stock information and place orders directly. This helps you save time on order processing while also providing better service to your customers.

Customers can place orders, check product stock information and view their invoices through this interface. The system will automatically send them notifications about updates in their account status or shipment status after placing the order.

The customer service self-service application is a web interface for your customers to order products, track shipments, manage customer accounts and view their invoices.

Customer service self-service application is a web interface for your customers to order products, track shipments and manage customer accounts.

It is also used to view their invoices.

Conclusion

In conclusion, the customer portal with odoo ERP is a great tool for your business. It will allow you to create an online store and manage customer accounts, order status and invoices. The self-service application will give customers access to product information, order status and even place orders directly from their phones or computers