The latest version (21.6.0) adds customer portal. This is early peek at the concept. The idea is that customers will be able to view Manager from their point of view. At the moment, they can view their invoices, orders, quotes, credit notes and delivery notes. [image]

Lot of non value added work steps in that proposal there vs. if it was just created as a pdf in the first place :frowning:

[image] Abeiku: I’m hopeful customers will be able to generate their own statements, @lubos Users continually request the option to put customer balances on new invoices. Is it possible to improve the customer portal by allowing users to generate a Statement of Transactions with closing balan…

Hello Lubos I was wondering if customer portals can have ability for us to give access of view, view/create, view/create/update, options for sales invoices/orders etc Basically we want to use it as a order booking software in which client creates a sales quote as we have given access of (view crea…

[image] fahadalarab: as we have given access of (view create update) I don’t think giving them the permission to Edit is good. I think it would be best to get them to make the changes by contacting you.

[image] Abeiku: I don’t think giving them the permission to Edit is good. I agree. But what @fahadalarab want is for the customer to be able to create an order or quote. Maybe you can add them as a user on your system then ask them to place orders from the system. I think it is a clever idea…

[image] Panashe_Mlambo: …for the customer to be able to create an order or quote. Would you really want your customers to create their own sales quotes? I doubt it. Nor would it be advantageous for them to be able to directly enter sales orders, which would have the potential to disrupt your …

@Tut , Do you think that creating a separate business for the client and creating a user for him with limited access to sales orders only is a good idea till we have the option in Manager? I know it will take time to make the order again in the main business, but it is just a step to save time by e…

No. You can create a user in the regular business restricted to only sales orders. But I would not do that personally.

But in this case he will be able to see other clients sales orders too, right?

Right, but why not just create a test business and find this out. As @Tut said it is not recommended giving outsiders access to your accounting records. I would advise to just create a standalone online form on a website that contains all the information that people can enter to create a sales order…

Customer portal

Omnipotent.inc May 20, 2022, 1:18pm 118

go to settings - legacy features - Turn on pdf generater.

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Customer portal

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