diff --git a/ecommerce/shopper_experience/media/portal_link.png b/ecommerce/shopper_experience/media/portal_link.png new file mode 100644 index 000000000..9f1e26c20 Binary files /dev/null and b/ecommerce/shopper_experience/media/portal_link.png differ diff --git a/ecommerce/shopper_experience/media/portal_menu.png b/ecommerce/shopper_experience/media/portal_menu.png new file mode 100644 index 000000000..0830261c8 Binary files /dev/null and b/ecommerce/shopper_experience/media/portal_menu.png differ diff --git a/ecommerce/shopper_experience/media/portal_odoo_signup.png b/ecommerce/shopper_experience/media/portal_odoo_signup.png new file mode 100644 index 000000000..85e2ea4a6 Binary files /dev/null and b/ecommerce/shopper_experience/media/portal_odoo_signup.png differ diff --git a/ecommerce/shopper_experience/portal.rst b/ecommerce/shopper_experience/portal.rst new file mode 100644 index 000000000..bd0466af9 --- /dev/null +++ b/ecommerce/shopper_experience/portal.rst @@ -0,0 +1,38 @@ +========================================== +How your customers can access their portal +========================================== + +It has never been so easy for your customers to access their documents +through a portal. Forget endless signup forms, Odoo makes it as easy as +ABC. With eCommerce and Online Quotation apps, your customers are requested +to create a portal account (name, email, password only) from the very first +order confirmation or online quotation email they get from you. + +Sign up +======= + +When clicking the link in the email or when clicking *Sign up* in the checkout +process, your customer is directed to the *Sign up* page. + +.. image:: ./media/portal_odoo_signup.png + :align: center + +Customer account +================ + +Once logged in the customer will access his account by clicking *My Account* +in the login dropdown menu. + +.. image:: ./media/portal_link.png + :align: center + +From the portal menu all the customer history can be reviewed. The main address +(billing) can also be modified. + +.. image:: ./media/portal_menu.png + :align: center + +.. note:: + If a portal user is a contact of a company (*Company* field set in customer + detail form), this last will see all the documents of the company and all + its other contacts through the portal.