Ensuring secure and customizable access to sales information is critical for businesses that engage with clients and partners through an online portal. The Portal Access Sale feature allows businesses to control and customize the access of users to sales orders and quotations on the customer portal. This feature provides flexibility by enabling or disabling access to specific sales data for different users, ensuring that sensitive information is only shared with authorized individuals.
This feature is particularly useful for businesses that frequently interact with clients, vendors, or partners via their online customer portal. It provides a layer of security and customization, ensuring that only relevant users can view or interact with sales orders and quotations. By allowing businesses to manage user access on a granular level, the Portal Access Sale feature helps prevent unauthorized access to sales data and enhances the security of sensitive business information.
Functionality at a glance:
- Enables or disables user access to sales orders and quotations on the customer portal.
- Provides a customizable access control system for clients, partners, and other stakeholders.
- Enhances the security of sales data by ensuring that only authorized users can view or interact with specific sales records.
- Integrates seamlessly with Odoo’s portal system, allowing businesses to manage user access without disrupting existing workflows.
- Improves the overall customer experience by providing transparent and controlled access to sales information.
This feature is especially valuable for businesses that deal with sensitive pricing information or complex sales processes involving multiple stakeholders. For instance, companies operating in B2B sales, wholesale, or distribution sectors can use this feature to give their customers access to only their own sales orders and quotations, while restricting access to others. By controlling access, businesses can maintain the confidentiality of pricing and order details, ensuring that sensitive sales data is protected while still providing the transparency customers need.
Example Use Case:
A wholesale distribution company that sells to multiple retailers can use the Portal Access Sale feature to grant each retailer access to their own sales orders and quotations through the portal. This way, the retailers can view, track, and manage their orders without seeing the details of other clients. The sales team can easily enable or disable access for each retailer, ensuring that the right users have visibility into their transactions. This not only improves the efficiency of order management but also enhances trust by allowing customers to monitor their sales orders in real-time while keeping other data private.
In summary, the Portal Access Sale feature helps businesses control access to sales orders and quotations on their customer portal, ensuring security and customization in the way sales data is shared. By offering granular control over who can view and interact with specific sales information, businesses can enhance the customer experience while maintaining the confidentiality of sensitive information. This feature is ideal for businesses looking to manage their portal access more effectively and improve the transparency and security of their sales processes.
Enable/Disable user to access Sale Quotations/Orders on Portal (F1875)