Portals

Portals in Odoo

Areas for customers, applicants and partners in the ERP

At a glance

  1. Areas for customers, applicants, partners and sales agents.

  2. Full-text and radius search, saved searches with alerts.

  3. Affiliate programmes with commission ledger and payout requests.

  4. All data lives in the ERP, not in a second system.

From the portal into the ERPCustomersApplicantsPartnersSalesagentsPortalsearch, alerts, commission ledgerOdooone system for all data
From the portal into the ERP Portal data lives in Odoo, not in a second system.

Simplify-ERP builds portals in Odoo: areas for customers, applicants or partners, full-text and radius search, saved searches with alerts, and affiliate programmes with a commission ledger. The data lives in the ERP, not in a second system, so profiles, orders and commissions need to be maintained only once.

Details

Building blocks

  • Recruiting portal

    Job ads and areas for applicants and employers on Odoo 18.

  • Search

    Full-text search with auto-complete and faceted filters on Elasticsearch 8.

  • Search alerts

    Saved searches with e-mail and portal alerts for new matching entries.

  • Affiliate programme

    Affiliate widget with referral tracking, commission ledger and payout requests.

  • Advertising in the portal

    Banner advertising with self-service in the portal.

  • Newsletter

    Subscription with double opt-in; newsletters can be converted into blog posts.

  • Sales agents

    Sales agents create contacts and sales orders themselves in the portal.

  • Website themes

    Website themes from a design template, anchored in the ERP.

Key facts

Platform
Odoo website and portal
Search
Full-text with facets (Elasticsearch)
Audiences
Customers, applicants, partners, sales agents
Data
In the ERP, no second system

FAQ

Frequently asked questions

Why build a portal inside the ERP instead of as a separate system?

Because the data then lives in one place. Contacts, orders and commissions do not have to be maintained twice or synchronised between two systems.

What can users do themselves in the portal?

Depending on the portal: save searches and receive alerts, book banner advertising, track referrals and request payouts, or, as a sales agent, create contacts and sales orders.

Questions about your project?

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