sales_confirm_user_create

Auto Portal User Creation on Sales Confirmation

Automatic Customer Portal Access on Order Confirmation | Sales Confirmation : Auto Portal User & Access Email

Portal User Management on Sale Confirmation | Smart Portal Account Creation for Online Customers

This module enhances the Odoo eCommerce workflow by automatically creating a customer portal user when a sales order is confirmed. If the customer does not already have a portal account, the system generates one and sends an email invitation for portal access. Additionally, a confirmation message is displayed on the website after purchase, ensuring a smooth onboarding experience. This feature improves customer engagement, streamlines communication, and reduces manual effort for user management.


Main Features:

  • Automatic Portal User Creation:
  • When a customer confirms a sales order, the system checks if they already have a user account.
  • If no account exists, it automatically creates a portal user using the customer email.
  • One Time User Creation Flag:
  • A custom field is User Created, tracks whether the user account was created from the sales order confirmation process.
  • This prevents duplicate user creations.
  • Custom Website Confirmation Message:
  • After order confirmation, if a new user account was created, a success message appears on the website.
  • It notifies the customer that their account has been created and provides email confirmation instructions.
  • No Manual User Setup Needed:
  • Eliminates the need for backend user creation by the admin for each new customer.
  • Saves time and ensures customers are instantly onboarded.

Workflow:

  • Install the Module:
    • Once installed, the module extends the default behavior of sales order confirmation.
  • Customer Places Order:
    • A website visitor places an order using the eCommerce checkout.
  • Sales Order is Confirmed:
    • On confirmation, the module checks for an existing user with the customers email.
    • If not found, a new portal user is created automatically.
  • User Account Notification:
    • If a new user is created, a friendly message is shown on the order confirmation page.
    • Email instructions guide the user to activate and use their account.

Check App Here

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