Hi, how do I allow customers that log in to the web portal to place an order? I’ve dug around and can’t figure out how to do it.
I did figure out how to give them access to already created SOs and invoices thanks to this post:
Written by Trevor Smith
Category: category : ERP Next
Last Updated: 15 April 2020
How can customers view their invoices in ERP Next?
Bench version 5.0.0
ERP Next version 12.6.0
Frappe version 12.4.1
Create customer
Create user
Apply permissions to the user
Add website user to the customer
Create and submit invoice
Log on as the user
Create Customer
In your ERP Next dash, go to : Selling>CUstomer>Create new customer
Enter details like name, type and email etc - once saved this will cre…
But I want my customers to be able to place their own orders for products they are given access to add.
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I’d like to know too.
I’ve set portal default to role Customer
and removed the standard menu. Only added the Order menu.
More importantly though, how do we expose the order form itself? I’ve modified the Customer
role to have the following permissions but doesn’t do much because I don’t know how to surface thee order page:
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Did you find a solution for this?
Thank you!
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