INTRODUCTION
Odoo Buyer Handle for Portal Funds streamlines handle administration throughout funds through My Account.
It permits prospects so as to add, edit, or use saved supply and billing addresses earlier than making funds.
This module resolves the limitation in Odoo the place prospects couldn’t modify their addresses whereas making a fee by means of the portal.
It permits simple and environment friendly handle administration, offering flexibility for purchasers with various supply or billing wants.
FEATURES
- Rapidly replace supply addresses throughout fee by means of the portal.
- Simply modify billing addresses earlier than fee for the quotations in “My accounts”.
- Add new supply addresses whereas paying by means of the portal .
- Restore beforehand saved supply addresses with a single click on.
- Allow or disable the portal handle evaluation and edit characteristic globally.
- Configure portal handle evaluation and edit characteristic for particular person orders as wanted.
- Guarantee correct invoicing with up to date billing addresses.
- Enhance buyer satisfaction with versatile handle administration.
- Save effort and time by reloading saved supply addresses.
INSTALLATION
- As soon as you buy the App from Webkul retailer, you’ll obtain a hyperlink to obtain the module’s zip file.
- Extract the file in your system after the obtain finishes. Because of this, it is possible for you to to see a folder named- ‘customer_address_portal_payments’
- Copy and paste this folder inside your Odoo Add-Ons path.
- Now, open Odoo App and click on on the Settings menu. Right here, click on on Activate the Developer Mode.
- Then, open the Apps menu and click on on ‘Replace Modules Record.’
- Within the search bar, take away all of the filters and search ‘customer_address_portal_payments’
- It is possible for you to to see the module within the search outcomes. Click on on ‘Set up’ to put in it.
WORKFLOW & CONFIGURATION
CONFIGURATION
Go to Settings > Gross sales > Quotations & Orders.Allow the Portal Handle Assessment and Edit possibility in Odoo Buyer Handle for Portal Funds.
As soon as enabled, this configuration will apply globally to all new quotations.
This can permit customers to edit or change addresses earlier than paying by means of the portal.
WORKFLOW
- Entry all orders within the citation stage through the My Account part in Odoo Buyer Handle for Portal Funds.
2. Choose the citation you want to pay for and click on Pay Now.
3. Edit your present billing handle earlier than continuing with the fee by means of portal.
5. Modify your supply handle by choosing it and making adjustments as per your want Odoo Buyer Handle for Portal Funds.
6. Use the Reload Button to reload a beforehand saved handle whereas including a brand new one saving effort and time.
7. Click on Proceed to finish the fee by means of the portal with Odoo Buyer Handle for Portal Funds
NEED HELP?
Hope you discover the information useful! Please be at liberty to share your suggestions within the feedback under.
Should you nonetheless have any points/queries concerning the identical, please elevate a ticket on the UV Desk.
I hope this helps. In case of any additional queries, contact us at our help mail.
Thanks for paying consideration!!
INTRODUCTION
Odoo Buyer Handle for Portal Funds streamlines handle administration throughout funds through My Account.
It permits prospects so as to add, edit, or use saved supply and billing addresses earlier than making funds.
This module resolves the limitation in Odoo the place prospects couldn’t modify their addresses whereas making a fee by means of the portal.
It permits simple and environment friendly handle administration, offering flexibility for purchasers with various supply or billing wants.
FEATURES
- Rapidly replace supply addresses throughout fee by means of the portal.
- Simply modify billing addresses earlier than fee for the quotations in “My accounts”.
- Add new supply addresses whereas paying by means of the portal .
- Restore beforehand saved supply addresses with a single click on.
- Allow or disable the portal handle evaluation and edit characteristic globally.
- Configure portal handle evaluation and edit characteristic for particular person orders as wanted.
- Guarantee correct invoicing with up to date billing addresses.
- Enhance buyer satisfaction with versatile handle administration.
- Save effort and time by reloading saved supply addresses.
INSTALLATION
- As soon as you buy the App from Webkul retailer, you’ll obtain a hyperlink to obtain the module’s zip file.
- Extract the file in your system after the obtain finishes. Because of this, it is possible for you to to see a folder named- ‘customer_address_portal_payments’
- Copy and paste this folder inside your Odoo Add-Ons path.
- Now, open Odoo App and click on on the Settings menu. Right here, click on on Activate the Developer Mode.
- Then, open the Apps menu and click on on ‘Replace Modules Record.’
- Within the search bar, take away all of the filters and search ‘customer_address_portal_payments’
- It is possible for you to to see the module within the search outcomes. Click on on ‘Set up’ to put in it.
WORKFLOW & CONFIGURATION
CONFIGURATION
Go to Settings > Gross sales > Quotations & Orders.Allow the Portal Handle Assessment and Edit possibility in Odoo Buyer Handle for Portal Funds.
As soon as enabled, this configuration will apply globally to all new quotations.
This can permit customers to edit or change addresses earlier than paying by means of the portal.
WORKFLOW
- Entry all orders within the citation stage through the My Account part in Odoo Buyer Handle for Portal Funds.
2. Choose the citation you want to pay for and click on Pay Now.
3. Edit your present billing handle earlier than continuing with the fee by means of portal.
5. Modify your supply handle by choosing it and making adjustments as per your want Odoo Buyer Handle for Portal Funds.
6. Use the Reload Button to reload a beforehand saved handle whereas including a brand new one saving effort and time.
7. Click on Proceed to finish the fee by means of the portal with Odoo Buyer Handle for Portal Funds
NEED HELP?
Hope you discover the information useful! Please be at liberty to share your suggestions within the feedback under.
Should you nonetheless have any points/queries concerning the identical, please elevate a ticket on the UV Desk.
I hope this helps. In case of any additional queries, contact us at our help mail.
Thanks for paying consideration!!
