132 lines
4.3 KiB
ReStructuredText
132 lines
4.3 KiB
ReStructuredText
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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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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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Delete your Odoo.com account
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============================
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In order to delete your Odoo.com account, you have to reach out to our `Support Services <https://www.odoo.com/help>`_.
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.. seealso::
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If you want to delete one of your databases, see :ref:`db_online`
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.. warning::
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If you wish instead to formally request the deletion of all the information connected to your email address as per the European Union General Data Protection Regulation (GDPR), please send an email to privacy@odoo.com.
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