Agent Account Portal : Track Customer Sales and Invoices for Odoo

Sales Agent Portal My Account and Customer Management

Agent Account Portal : Track Customer Sales and Invoices: what to validate before go-live

Sales Agent Portal My Account and Customer Management

Agent Portal Personalized Dashboard for Sales

Agent Portal Personalized Dashboard for Sales Agents

The Agent Portal My Account module

The Agent Portal My Account module introduces a dedicated Agent My Account menu inside the Odoo website portal, designed specifically for sales agents.

Through this portal, each agent can access a personalized dashboard that allows them to manage their assigned customers and view all related business information such as sales orders, quotations, and invoices in a

secure and user-friendly interface.

When an agent logs into the

When an agent logs into the portal, they will see a separate Agent My Account section. Inside this section, the agent can choose one of their assigned customers from a customer selection dropdown.

Once a customer is selected, the portal automatically filters and displays all data including Sales Orders, Quotations, and Invoices linked to that specific customer.

This module provides a seamless connection

This module provides a seamless connection between the agents portal view and Odoos backend records.

It ensures that each agent can only access their own customers data, maintaining full data privacy and record level security.

The information is displayed using an elegant, responsive design that works smoothly on both web and mobile browsers.

The portal layout is visually clean

The portal layout is visually clean, with menu tiles for each business area such as Sales Orders and Invoices allowing agents to navigate easily between different record types.

Additional details

Separate Agent My Account Portal Menu: Adds a new menu item on the website portal named Agent My Account. Serves as the main entry point for agents to access all related records.

Adds a new menu item on the website portal named Agent My Account.

Serves as the main entry point for agents to access all related records.

Conclusion

Agent Account Portal : Track Customer Sales and Invoices is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Agent Account Portal : Track Customer

Before go-live, test Agent Account Portal : Track Customer Sales and Invoices with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Agent Account Portal : Track Customer Sales and Invoices is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse