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Odoo module by Ochre.Digital. Built and supported by an official Odoo partner for teams across India and the GCC. Talk to us.

Odoo 19 · Sales · Official Odoo Partner

Ochre Sales Portal

Let freelance and field salespeople raise leads, add customers and place orders from a portal — as free Portal users, with every write routed through an approval step your team controls. Works on Odoo Community and Enterprise.

PORTAL USER · portalSALES ADMIN · internal
APPROVAL
New orderbuilt by the portal user
Pending approvalqueued for a sales admin
Confirmed orderapproved → auto-confirmed

Why it matters

Your field reps don’t each need a full backend seat

Freelance and field salespeople need to raise leads, add customers and place orders — but a backend user licence for every one of them doesn’t add up, and letting them into the backend is a control and licensing risk. Ochre Sales Portal gives them a focused portal, keeps them as free Portal users, and routes every change through an approval step your team owns.

What it does

A sales workflow built for portal users

Everything the portal user needs on the front end, everything the admin needs on the back end, and nothing that touches your licence count or your data integrity.

Dashboard

Portal dashboard

Order stats, pending count, confirmed value and a projected commission — the moment they log in.

Catalogue

Browse & search products

Typeahead search across the product catalogue, with lines added straight onto the order.

Customers

Pick or add customers

Choose an existing customer or create a new one — new customers queue for admin approval before use.

Leads

Leads from the portal

Submit leads and opportunities from the portal and convert them into draft orders.

Orders

Orders with capped discounts

Build orders with line items and a per-user discount cap. Save as draft, or submit for approval.

Pricing

Offers & pricelist tiers

Apply promotional offers when the loyalty module is installed, and surface pricelist-based discount tiers.

Approvals

One-click approve or reject

Pending orders land in the backend queue. Approve to auto-confirm the order, or reject with a reason.

License-safe

Free portal users, by design

Your salespeople are Portal users, free in Odoo’s model. Writes go through the controller with sudo() — never direct ORM access.

Standard records

On native Odoo objects

Everything lands on standard sale.order, res.partner and crm.lead, so your reporting and audit trail stay intact.

Set up in minutes

Three steps from install to a confirmed order

01

Add a portal user

Create a portal user, tick Is Portal User, and set their discount cap, commission rate and pricelist.

02

They sell

The portal user logs in, builds an order or raises a lead, and submits it for approval.

03

You approve

The order appears under Sales → Ochre Sales Portal → Pending Orders. Approve to confirm, or reject with a reason.

Inside the module

See it in Odoo

Ochre Sales Portal dashboard in Odoo 19
Portal dashboard. Total orders, pending approvals, confirmed value and a commission estimate — the moment the portal user logs in.
Portal new-order screen
Create an order. Pick or add a customer, add product lines within a live discount cap, and watch the running total and commission projection before submitting.
Order submitted for approval
Submission confirmed. The portal user sees a clear status timeline, and your sales admin team is notified by email.
Backend pending orders queue
Admin queue. Every pending order collects in the backend under the portal menu, ready for review.
Sales order with approve and reject
Approve or reject. One click on the standard sales order confirms it — or rejects with a reason — with the Portal Submission tab and a full chatter trail.

Technical

Compatibility & details

AvailabilityOdoo Community, Enterprise, Odoo.sh, self-hosted
Odoo version19.0
Depends onsale_management, crm, portal, website, product
Technical namefreelance_sales_portal
LicenseOPL-1
AuthorOchre Digital · ochre.digital

Questions before you buy, or help after?

We build and support Odoo for teams across India and the GCC. Reach us directly and we’ll get you set up.