
- Most banners were too large, they are converted to PNG-8bit - Some were badly referenced or not referenced at all.
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:banner: banners/my_odoo_portal.png
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==============
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My Odoo Portal
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==============
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In this section of the portal, you will find all the communications between you
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and Odoo: documents such as quotations, sales orders, invoices and subscriptions.
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.. note::
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To access this section, you have to log with your username and password to `Odoo
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<https://www.odoo.com/my/home>`_. If you are already logged in, just click on your name on the
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top-right corner and select "My Account".
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.. image:: media/my_portal.png
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:align: center
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Quotations
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==========
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Here you will find all the quotations sent to you by Odoo. For example, a
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quotation can be generated for you after adding an application or a user to your
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database or if your contract has to be renewed.
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.. image:: media/quotations.png
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:align: center
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The *Valid Until* column shows the date through which the quotation is valid; after that date,
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the quotation will be "Expired". By clicking on the quotation, you will see all
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the details of the offer, such as the pricing and other useful information.
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.. image:: media/quotation_accept.png
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:align: center
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If you want to accept the quotation, just click "Accept & Pay," and the quote
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will get confirmed. If you don't want to accept it, or you need to ask for some
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modifications, click on "Ask Changes Reject."
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Sales Orders
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============
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All your purchases within Odoo (Upsells, Themes, Applications, etc.)
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will be registered under this section.
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.. image:: media/sales.png
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:align: center
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By clicking on the sale order, you can review the details of the products purchased
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and process the payment.
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Invoices
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========
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All the invoices of your subscriptions and/or sales orders will be
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shown in this section. The tag before the Amount Due will indicate if the
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invoice has been paid.
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.. image:: media/invoices.png
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:align: center
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Just click on the invoice if you wish to see more information, pay the invoice,
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or download a PDF version of the document.
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Tickets
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=======
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When you submit a ticket through `Odoo Support <https://www.odoo.com/help>`,
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a ticket will be created. Here you can find all the tickets that you have opened,
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the conversations between you and our Agents, and the statuses and IDs (# Ref) of the tickets.
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.. image:: media/tickets.png
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:align: center
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Subscriptions
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=============
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You can access your subscriptions with Odoo from this section. The first page
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shows you the subscriptions that you have and their status.
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.. image:: media/subscriptionstatus.png
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:align: center
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By clicking on the subscription you will access all the details regarding your
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plan: the number of applications purchased, the billing information,
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and the payment method.
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To change the payment method, click on "Change Payment Method" and enter the new
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credit card details.
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.. image:: media/changemethod.png
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:align: center
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If you want to remove the credit cards that are saved, you can do so by clicking on
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"Manage your payment methods" at the bottom of the page. Click "Delete" to
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delete the payment method.
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.. image:: media/managepayment.png
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:align: center
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.. warning::
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At the date of the next invoice, if there is no payment information provided or if your credit
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card has expired, the status of your subscription will change to "To Renew". You will then have 7
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days to provide a valid method of payment. After this delay, the subscription will be closed, and
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you will no longer be able to access the database.
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Success Packs
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=============
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With a Success Pack/Partner Success Pack, you are assigned an expert to provide
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unique personalized assistance to help you customize your solution and optimize
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your workflows as part of your initial implementation. These hours never expire,
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allowing you to utilize them whenever you need support.
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.. seealso::
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If you need information about how to manage your database see :ref:`db_online`
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