117 lines
3.8 KiB
ReStructuredText
117 lines
3.8 KiB
ReStructuredText
|
|
:banner: banners/my_odoo_portal.jpg
|
|
|
|
==============
|
|
My Odoo Portal
|
|
==============
|
|
|
|
In this section of the portal you will find all the communications between you
|
|
and Odoo, documents such Quotations, Sales Orders, Invoices and your Subscriptions.
|
|
|
|
.. note :: To access this section you have to log with your username and password
|
|
to `Odoo <https://www.odoo.com/my/home>`__ . If you are already logged-in just
|
|
click on your name on the top-right corner and select "My Account".
|
|
|
|
|
|
.. image:: media/my_portal.png
|
|
:align: center
|
|
|
|
Quotations
|
|
==========
|
|
|
|
Here you will find all the quotations sent to you by Odoo. For example, a
|
|
quotation can be generated for you after adding an Application or a User to your
|
|
database or if your contract has to be renewed.
|
|
|
|
.. image:: media/quotations.png
|
|
:align: center
|
|
|
|
The *Valid Until* column shows until when the quotation is valid; after that date
|
|
the quotation will be "Expired". By clicking on the quotation you will see all
|
|
the details of the offer, the pricing and other useful information.
|
|
|
|
.. image:: media/quotation_accept.png
|
|
:align: center
|
|
|
|
If you want to accept the quotation just click "Accept & Pay" and the quote
|
|
will get confirmed. If you don't want to accept it, or you need to ask for some
|
|
modifications, click on "Ask Changes Reject".
|
|
|
|
Sales Orders
|
|
============
|
|
|
|
All your purchases within Odoo such as Upsells, Themes, Applications, etc.
|
|
will be registered under this section.
|
|
|
|
.. image:: media/sales.png
|
|
:align: center
|
|
|
|
By clicking on the sale order you can review the details of the products purchased
|
|
and process the payment.
|
|
|
|
Invoices
|
|
========
|
|
|
|
All the invoices of your subscription(s), or generated by a sales order, will be
|
|
shown in this section. The tag before the Amount Due will indicate you if the
|
|
invoice has been paid.
|
|
|
|
.. image:: media/invoices.png
|
|
:align: center
|
|
|
|
Just click on the Invoice if you wish to see more information, pay the invoice
|
|
or download a PDF version of the document.
|
|
|
|
Tickets
|
|
=======
|
|
|
|
When you submit a ticket through `Odoo Support <https://www.odoo.com/help>`__
|
|
a ticket will be created. Here you can find all the tickets that you have opened,
|
|
the conversation between you and our Agents, the Status of the ticket and the ID
|
|
(# Ref).
|
|
|
|
.. image:: media/tickets.png
|
|
:align: center
|
|
|
|
Subscriptions
|
|
=============
|
|
|
|
You can access to your Subscription with Odoo from this section. The first page
|
|
shows you the subscriptions that you have and their status.
|
|
|
|
.. image:: media/subscriptionstatus.png
|
|
:align: center
|
|
|
|
By clicking on the Subscription you will access to all the details regarding your
|
|
plan: this includes the number of applications purchased, the billing information
|
|
and the payment method.
|
|
|
|
To change the payment method click on "Change Payment Method" and enter the new
|
|
credit card details.
|
|
|
|
.. image:: media/changemethod.png
|
|
:align: center
|
|
|
|
If you want to remove the credit cards saved, you can do it by clicking on
|
|
"Manage you payment methods" at the bottom of the page. Click then on "Delete" to
|
|
delete the payment method.
|
|
|
|
.. image:: media/managepayment.png
|
|
:align: center
|
|
|
|
.. warning :: At the date of the next invoice, if there is no payment
|
|
information provided or if your credit card has expired, the status of your
|
|
subscription will change to "To Renew". You will then have 7 days to
|
|
provide a valid method of payment. After this delay, the subscription will
|
|
be closed and you will no longer be able to access the database.
|
|
|
|
Success Packs
|
|
=============
|
|
With a Success Pack/Partner Success Pack, you are assigned an expert to provide
|
|
unique personalized assistance to help you customize your solution and optimize
|
|
your workflows as part of your initial implementation.
|
|
|
|
.. seealso::
|
|
- `Odoo Online Success Packs: pricing and information <https://www.odoo.com/pricing-packs>`_
|
|
- If you need information about how to manage your database see :ref:`db_online`
|