Hibou Odoo Suite: Sales Modules: Sale Exception Portal
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Purpose
This documentation covers the installation, configuration, and functionality of Hibou's Sale Exception Portal module for Odoo 16. This module will display sale exceptions on the customer portal and prevent further action.
Process
The first step is to install the module. To do so, navigate to the Apps application..
Once there, remove the 'Apps' filter, then search for 'Sale Exception Portal'. When you're ready, click Activate.
Good to Know!
The Sale Exception Portal module requires the Hibou Sale Exception module. However, if you do not already have this module installed, Odoo will install it for you during this module's installation.
Grant User Access
Navigate to the Settings app.
Once there, go to USERS & COMPANIES > USERS and select the user from the list which should have permissions to set sales exceptions.
From within the user's record, click Edit, then scroll to the bottom of the page and enable Exception Manager.
When you're ready, save!
We've documented the process in this video, as well as in the documentation below. (Note: This was recorded using a previous version of Odoo, so there will be some differences in format, but the configuration and workflow is largely the same.)
Sale Exception Rules
Navigate to the Sales app.
Once there, go to CONFIGURATION > SALES ORDERS > SALE EXCEPTION RULES. To add a new exception, click NEW.
This opens a form with the following fields:
Exception Name: Give your rule a name.
Description: Give your rule a short description which will display in Odoo admin area when this exception is triggered.
Description for Website: Give your rule a short description which will display in Odoo portal area when this exception is triggered. If this field is left empty, Odoo will use the Description field in its place.
Apply on: Select whether this rule should apply to a "Sale Order" or a "Sale Order Line".
Exception Type: Choose the method you'll be using to set the criteria that will trigger this exception. Select "By Domain" to use Odoo's filtering tool, as in the example below. Select "By python code" to enter your own code in the Python Code tab.
Allow User to Ignore: Enabling this optional will provide users an option to view, then ignore the exception messages and continue processing the order.
Is blocking: Marking this box will prevent further processing if the exception rule is triggered.
Now, when a customer attempts to accept a Quotation through the customer portal on an order that triggers the sale exception rule, they'll see the following message:
If we disable that sales exception rule, the customer will be able to accept the quotation by clicking Sign & Pay.
