Odoo Consultancy: Customer Portal layout changes
Budget: €8 – €30 EUR
Hello!
I’m looking for an experienced Odoo consultant who can provide step-by-step guidance on how to implement specific customizations in Odoo 16 or 17 (Community Edition). I do not need you to develop or code it for me—I just need clear, practical instructions so I can do it myself.
What I need help understanding:
1. Customizing the Layout of the Customer Portal
• I want to adjust the design and structure of the Customer Portal (e.g., move sections, change layout elements, possibly include additional blocks like notes or instructions).
• Please guide me on which templates to modify, where to find them, and how to safely apply changes while keeping it upgrade-friendly if possible.
2. Adding Mandatory Checkboxes to Quotation Approval
• I want to add checkboxes (e.g., “I have read and agree to the Terms and Conditions”) to the quotation view in the Customer Portal.
• These checkboxes must be required before the customer can confirm the quotation and proceed with payment.
• I need guidance on how to modify the quotation portal template and add the validation logic so the system won’t allow submission without the boxes being ticked.
3. Adding Mandatory Checkboxes to Field Service Report Approval
• When the Field Service Report is shown to the customer (in the portal), I want to embed checkboxes directly on the same screen (e.g., “I confirm that the service was completed as described”).
• The “Approve” button must only become active after the checkboxes are checked.
• I need advice on how to extend the portal view for Field Service to achieve this.
I’m looking for an experienced Odoo consultant who can provide step-by-step guidance on how to implement specific customizations in Odoo 16 or 17 (Community Edition). I do not need you to develop or code it for me—I just need clear, practical instructions so I can do it myself.
What I need help understanding:
1. Customizing the Layout of the Customer Portal
• I want to adjust the design and structure of the Customer Portal (e.g., move sections, change layout elements, possibly include additional blocks like notes or instructions).
• Please guide me on which templates to modify, where to find them, and how to safely apply changes while keeping it upgrade-friendly if possible.
2. Adding Mandatory Checkboxes to Quotation Approval
• I want to add checkboxes (e.g., “I have read and agree to the Terms and Conditions”) to the quotation view in the Customer Portal.
• These checkboxes must be required before the customer can confirm the quotation and proceed with payment.
• I need guidance on how to modify the quotation portal template and add the validation logic so the system won’t allow submission without the boxes being ticked.
3. Adding Mandatory Checkboxes to Field Service Report Approval
• When the Field Service Report is shown to the customer (in the portal), I want to embed checkboxes directly on the same screen (e.g., “I confirm that the service was completed as described”).
• The “Approve” button must only become active after the checkboxes are checked.
• I need advice on how to extend the portal view for Field Service to achieve this.