Description
Odoo Portal Document Downloader makes it simple for portal users to download documents like sales orders, purchase orders, and invoices. They can download files directly from a portal in Excel or PDF format.
This module also helps admins to decide what data to include in exports. They can control the field order, rename column headers, and manage the user access to download files.
Why do we need Odoo Portal Document Downloader?
Imagine a wholesale customer preparing for a quarterly financial review. He needs all purchase orders from the last three months. Instead of contacting the sales team and waiting for a reply, he logged in to the portal, selected records, and downloaded them in an Excel file.
Odoo Portal Document Downloader is helpful because it removes the need to send documents to customers. Users can download what they need, without asking the admin team.
Highlighted Features of Odoo Portal Document Downloader
Export in Two Formats
With Odoo Portal Document Downloader, users can download their documents in two popular formats: PDF and Excel. It gives users more flexibility in how they want to use the information.
Set Per Model Rules
It allows only one active setup for each document type like sales orders/ purchase orders or invoices. It keeps the download process clean and easy to manage.
Customize Field Layout
It gives admins control over what information is shown in the exported files. They can choose which fields to include, change the names of column headers, and set the order.
Control Access Easily
It allows admins to decide who can download documents and how they can do it. Admins can give access to some users while keeping others restricted.
Easy Portal Downloads
Odoo Portal Document Downloader makes it easy for users to get their documents directly from the portal with just a few clicks. Odoo portal can easily find and download their important documents, like sales orders, purchase orders, and invoices.
- Users can download documents like sales orders, purchase orders, and invoices.
- The module supports downloads in both PDF and Excel formats.
- Clear and visible download buttons are available on the portal.
- The design is simple and user-friendly.
Access Control Options
It helps admins manage who can export documents and ensures better security. Admins control who can download files, making sure only trusted users access information.
- Admins can give download access to specific users.
- Admins can set separate permissions for bulk downloads and single-file downloads.
- Only authorized users can access private or sensitive documents.
- The permission settings are simple to configure and easy to manage.
Custom File Output
It lets you fully control how Excel files appear when downloaded. Admin can customize the layout to match your business needs and make files look clean and professional.
- Admins can give column names a custom look to match needs.
- Full control over which data fields appear in the exported file.
- Field positions can be reordered to match the way users prefer.
- Only one setup is active per document type to keep everything organized.
Bulk Download Option
It supports bulk downloads, making it easy for users to download many documents. It is perfect for saving time during audits or regular reporting.
- Users can select multiple records in one go instead of one by one.
- Users can download all selected documents together in a single export.
- Bulk export works smoothly with both Excel and PDF formats.
- Helps save time, reduce manual work, and improve productivity.
Support
For any query or issue, please create a support ticket here CREATE A TICKET HERE
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