ODOO'S FUNCTIONS

Do not allow granting specific permissions to portal users to perform actions in quotations

CLUEDOO'S FUNCTIONS

Enable the assignment of access rights—such as read, write, and create—for portal users, allowing them to interact with every field in the quotation. This provides greater flexibility in updating and managing quotation details.

CLUEDOO RECOMMENDATION

Install on 100% of your database. 

STEP 1: 

Create portal user account

Go to Setting - User & Companies - User

Choose New - Input name, email address, User types: choose portal then Save

STEP 2: 

Set portal access for user

Go to Portal Access Group - New - Input Name and Selection field, Add a line in Access Right - Save

STEP 3:

Login with portal account and see the result

Guide To Setting Up Each Field

1 Contact

1.1 Access Right

Click on Add a line > Search for the access right named res_partner group_portal > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

1.2 Dialog Field

Move to Dialog Field Tab > We can create fields or select existing ones which we want to appear in the pop-up where portal users create new objects

2 Pricelist

Click on Add a line > Click on New > Carrt out following the below steps:

- Fill in the Name field

EX: I enter "Pricelist"

- Search for Model: Pricelist

- Search for Group: User types/ Portal

- Make sure the Active button is checked 

- Grant different permissions 

> Save

Note:  Before creating a new access right for this selection field, we should check whether it has already been created or not. If it exists, select the existing one; otherwise, follow the above steps 

3 Payment Term

Click on Add a line > Click on New > Carrt out following the below steps:

- Fill in the Name field

EX: I enter "Payment Term"

- Search for Model: Payment Terms

- Search for Group: User types/ Portal

- Make sure the Active button is checked 

- Grant different permissions 

> Save

Note:  Before creating a new access right for this selection field, we should check whether it has already been created or not. If it exists, select the existing one; otherwise, follow the above steps 

4 Customer Reference

Click on Add a line > Search for the access right named sale.order.portal > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

5 Delivery Date

Click on Add a line > Search for the access right named sale.order.portal > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

6 Invoice Address

Click on Add a line > Search for the access right named sale.order.portal > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

7 Delivery Address

Click on Add a line > Search for the access right named sale.order.portal > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up