Portal access

Incorrect password.

External Development Validation Portal

To avoid session conflicts, please follow these guidelines carefully:

💡 Technical advice: Use two different browser profiles (e.g., Chrome Profile 1 vs Profile 2, or Chrome vs Edge) to keep these sessions active simultaneously.

Test environment credentials
URL: testcanarbo.odoo.com
Customer Login: testportal@gmail.com | Password: Test@2025
ℹī¸ Note: The SOP for creating a sales order directly from the system will follow soon.

Configuration / Admin SOP

1. Grant portal access
  • Go to Contacts > Action > Grant Portal Access.
Grant Portal Access
2. Prepaid product config
  • Sales Tab > Check Prepaid Product.
Product Sales Tab
3. Prepaid customer config
  • Customer Contact > Sales Tab > Check Prepaid Customer.
Customer Sales Tab

Customer SOP / Order placing from website

Step 1: Login and access shop
  • Navigate to the URL and log in.
  • Click on the Shop menu.
Step 1
Step 2: Add required products
  • Select products and click Add to Cart.
Step 2
Step 3: Checkout and pay
  • Edit the "Deliver" field for partial requests.
  • Click Checkout.
Step 3
Step 4: Request prepaid balance
  • Click on My Prepaid Balances.
  • Click Request to redeem items.
Step 4

Inventory user SOP

Step 1: Access scheduled deliveries
  • Go to Inventory > Delivery Orders.
Inv Step 1
Step 2: Process partial deliveries
  • Compare Demand vs Requested Qty.
  • Update "Quantity" (Done).
Inv Step 2
Validate with back order
  • Click Validate.
  • Select Create Backorder.
Backorder
Step 3: Process prepaid balances
  • Filter by Requested (Partial) status.
Inv Step 3

Validation checklist

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📊 Quality assurance dashboard

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