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Learn how to build a custom customer portal that connects to your Odoo instance, allowing customers to view orders, invoices, and account information without direct backend access.

Overview

This example demonstrates building a customer portal that:
  • Displays customer orders and invoices from Odoo
  • Shows account balance and payment history
  • Allows customers to download invoices and documents
  • Provides a secure, custom-branded interface

Prerequisites

  • Odoo integration configured in HelloLeo
  • Customer data in your Odoo instance
  • Basic understanding of Odoo models (sale.order, account.move, res.partner)

Step-by-Step Guide

1. Set Up the Integration

First, ensure your Odoo integration is configured:
  1. Go to Project SettingsProject Integrations
  2. Select Odoo and enter your credentials
  3. Test the connection

2. Create the Main Portal Page

Start by creating a dashboard that displays customer information:

3. Display Orders List

Create a page to show all customer orders:

4. Show Order Details

Create a detailed order view:

5. Display Invoices

Create an invoices page:

6. Add Invoice Download

Enable customers to download invoices:

7. Create Account Summary

Add an account summary section:

Example Prompts

Initial Setup

Enhancements

Key Odoo Models Used

  • res.partner - Customer information
  • sale.order - Sales orders
  • account.move - Invoices and accounting entries
  • sale.order.line - Order line items

Best Practices

  • Security: Always filter data by customer partner ID to ensure customers only see their own data
  • Performance: Use pagination for large lists of orders/invoices
  • User Experience: Show loading states while fetching data from Odoo
  • Error Handling: Display friendly error messages if Odoo connection fails

Next Steps

  • Add payment integration (Stripe) to allow customers to pay invoices
  • Create order tracking functionality
  • Add document upload for customer documents
  • Implement notifications for order status changes

Odoo Integration

Learn more about Odoo integration

Working with Integrations

General guide for using integrations