B2B customer onboarding in Odoo 19: applications, documents, contract
Give wholesale customers a proper front door: a website application, typed documents with expiry dates, an officer check and a finance decision, a contract printed from the file and signed, then portal access. Until activation they order on cash terms only. Community and Enterprise, $149 on the Odoo Apps Store.
From $149 on the Odoo Apps Store · $649 with setup & support
- Store name
- B2B Customer Onboarding
- Store price
- $149, one-time purchase
- Setup package
- $649, incl. setup and 30 days of support
- Edition
- Odoo 19 Community and Enterprise
- Licence
- OPL-1
- Technical name
eh_b2b_onboarding- Publisher
- EHC, Saudi Arabia
- Support
- ebraheem@hashem.sa
The problem
Most databases acquire wholesale customers when someone types a name into a quotation.
Months later nobody can say which customer has a registration on file, a signed contract or agreed terms, and credit was extended before anyone checked.
Who it is for
- Distributors, suppliers and manufacturers selling to businesses
- Saudi companies that need CR, VAT and National Address on file
- Sales admin and finance teams who approve new accounts
What it does
Public application, personal link
A short form creates an enquiry; an officer qualifies it and sends a personal, expiring link to the full file.
Consent before data
The privacy notice is accepted, and its exact text is stored with a timestamp, before anything is collected.
Typed documents with expiry
Each required document has a slot, an issue date and an expiry date. Expiring documents warn and chase.
Two gates, two decisions
An officer verifies identity and documents; finance decides the limit and terms; sales admin activates.
Contract from the file
The contract is printed with the parties, prices and agreed values filled in. Sign with Odoo Sign or on paper.
Cash terms until activation
Once documents are verified the customer may order, but only on your cash pricelist and terms.
Requirements
- Odoo 19 Community and Enterprise.
- Depends on:
mail,contacts,sale_management,sale_stock,portal,website,digest - A cash pricelist and cash payment terms set in the settings.
- Your own contract wording, reviewed by your lawyer; the bundled agreements are samples.
- Optional: Odoo Sign (Enterprise) for electronic signature.
- Hosting: Odoo.sh or your own server. Odoo Online does not accept third-party modules.
Screenshots, the full feature list and the change log are on the Odoo Apps Store listing.
Two ways to buy
$149
The module licence from the official Odoo Apps Store. You install it yourself or with your Odoo partner. Bug fixes from the developer are included.
- Licence bought and downloaded through Odoo
- Updates for the Odoo 19.0 series
- Bug fixes from EHC by email
$649
Module licence at the store price, plus EHC installs it, configures it with your data and supports your team for 30 days. EHC sends you an invoice; nothing is charged online.
- Installed on a staging copy first, then on your live database
- Configured with your settings and tested with your own records
- A handover session for the people who will use it
- 30 days of email support after go-live
Setup fee $500: a multi-step rollout with your team (templates, rules, user onboarding and training).
Same module, same code on both routes. The Odoo Apps Store price is never higher than the price on this site; the package adds services only.
Questions buyers ask
What is the difference between the store and the setup package?
The store sells the licence only and you install it. The package is the same licence at the same price plus installation, configuration and 30 days of support by EHC, invoiced by EHC.
Will it change my existing customers?
No. Only contacts you classify as B2B are governed. Retail and one-off customers pass every gate untouched.
Is the contract text legal advice?
No. The supply and manufacturing agreements are neutral samples. Have them reviewed by your own lawyer; they are editable without a developer.
Is it only for Saudi Arabia?
No. Saudi checks (CR, VAT, National Address, ZATCA buyer id) switch on only for companies located in Saudi Arabia.
Does it make all contacts shared between companies?
No. That is an opt-in setting and it is off by default.
Can a schedule block a customer automatically?
Not by default. The compliance scan only marks files for a person to decide; automatic suspension is off until you set it.
Does it need the website?
Yes, for the public application form. Files can also be created and pre-filled from the back office.