Portal Access

Incorrect password.

External Development Validation Portal

Test Environment Credentials
URL: testcanarbo.odoo.com
User: testportal@gmail.com | Password: Test@2025
ℹ️ Note: The SOP for creating a sales order directly from the system will follow soon.

Customer SOP / Order Placing from Website

Step 1: Login and Access shop to place orders
  • Navigate to the URL and log in with credentials.
  • Click on the Shop menu.
Step 1
Step 2: Add required products to cart
  • Select products and click Add to Cart.
  • Proceed to the review screen.
Step 2
Step 3: Checkout with Required Qty and Pay
  • In the Delivery Note & Partial Delivery section.
  • Edit the "Deliver" field to request a partial amount if needed.
  • Click Checkout.
Step 3
Step 4: Request The available prepaid Balance
  • Click on My Prepaid Balances.
  • Click the Request button to redeem items.
Step 4

Inventory User SOP

Step 1: Access the Scheduled Deliveries
  • Go to Inventory > Delivery Orders.
  • Search for the source document.
Inv Step 1
Step 2: Process Partial Deliveries
  • Compare Demand vs Requested Qty.
  • Ensure "Quantity" (Done) matches the request.
Inv Step 2
Validate with Back Order
  • Click Validate.
  • Select Create Backorder when prompted.
Backorder
Step 3: Process Prepaid Balances
  • Use the Order Status filter.
  • Find orders marked Requested (Partial).
Inv Step 3

Configuration / Admin SOP

1. How to grant Portal Access
  • Go to Contacts, select the customer.
  • Click Action > Grant Portal Access.
  • Verify email and confirm.
Grant Portal Access
2. How to indicate a Prepaid Product
  • Go to Sales > Products.
  • In the Sales tab, check Prepaid Product.
Product Sales Tab
3. How to indicate a Prepaid Customer
  • Go to the customer's contact card.
  • In the Sales & Purchase tab, check Prepaid Customer.
Customer Sales Tab

Validation Checklist

ID Module Test Scenario Expected Result Pass Comments