B2B Company Accounts in Odoo

Managing business-to-business relationships requires more than simply creating customer records and processing sales orders. B2B businesses need structured company onboarding, employee management, role-based access, approval workflows, credit controls, order visibility, and reliable activity tracking.

• Retail Stores – Reward customers, employees, and partners for generating referral-based POS sales.
• Supermarkets & Grocery Stores – Create referral programs to attract new customers and increase repeat purchases.
• Furniture Stores – Track affiliate-generated sales and automatically calculate commissions for referral partners.
• Electronics Stores – Incentivize affiliates to promote products and generate additional in-store sales.
• Fashion & Apparel Stores – Reward customers, influencers, and sales partners for bringing new buyers.
• Franchises & Retail Networks – Manage affiliates, commissions, referral codes, and settlements across POS operations.
• Showrooms & Dealerships – Track referral partners and reward them for successfully generated sales.
• Pharmacies & Specialty Stores – Build structured referral programs while maintaining transparent commission records.
• Employee Referral Programs – Allow employees to earn commissions or rewards for bringing new customers and generating POS sales.
• Customer Referral Programs – Encourage existing customers to refer new buyers using unique referral codes.
• Partner & Reseller Networks – Manage partner commissions, wallet balances, referrals, and settlements from a centralized Odoo system.
• Businesses Using Odoo POS – Any POS-based business looking to automate affiliate sales tracking, commission calculation, wallet management, rewards, and settlements can benefit from this module.

Scroll up to revisit the detailed image-wise walkthrough.

Step 1: Dashboard Widgets – Configure dashboard widgets to display KPIs, recent orders, quotations, employees, credit usage, outstanding balances, activities, and quick actions for users.ies.

Step 2: Company Account Registration – Allow businesses to register for B2B company accounts directly through the website using a simple, structured registration form.

Step 3: Company Request Review – Review submitted B2B company requests from one centralized screen, verifying business details before approving new company accounts for controlled onboarding.

Step 4: Centralized Dashboard – Access orders, quotations, employees, credit availability, outstanding balances, recent activities, and essential company information conveniently from one centralized dashboard easily.

• Company Overview – View company name, unique company code, and current account information directly from the dedicated B2B dashboard for quick business identification.
• Order Summary – Monitor confirmed sales orders and quickly review transaction references, dates, amounts, and statuses directly from the centralized company dashboard interface.
• Quotation Visibility – Access recent quotations from one location, helping company users track potential purchases and review business opportunities efficiently for better planning.
• Employee Overview – View active employees, their email addresses, departments, and assigned roles for better company workforce management and improved organizational visibility overall.
• Credit Availability – Display available B2B credit directly on the dashboard, helping authorized users understand their remaining purchasing capacity and financial position accurately.
• Outstanding Balance – Monitor unpaid invoice balances from the dashboard, giving financial users quick visibility into current company receivables and outstanding obligations easily.
• Credit Usage – Track credit utilization and configured limits, helping companies maintain better financial control over B2B purchasing activities and customer spending effectively.
• Recent Activity – Monitor recent company events, including orders, payments, confirmations, transactions, and user activities through a centralized activity timeline for better visibility.
• Quick Actions – Access frequently used options such as refreshing dashboards, viewing orders, shopping, managing companies, join requests, and employees quickly and conveniently.
• Dashboard Refresh – Refresh dashboard information whenever required to view updated company orders, employees, financial information, and recent activities without leaving the dashboard.
• View Orders – Navigate directly to company orders from the dashboard, making it easier to review transactions and monitor purchasing history efficiently every day.

Step 5: My Account Access – Access My Account to manage B2B dashboard, orders, employees, join requests, invoices, payments, addresses, and account information conveniently from place.

• My B2B Dashboard – Open My B2B Dashboard to monitor company KPIs, orders, credit availability, employees, recent activities, and important business information efficiently today.
• My B2B Orders – Access My B2B Orders to view sales orders associated with your company and monitor purchasing transactions through the website account.
• Employee Management – Manage Employees from My Account to access company directories, employee profiles, invitations, roles, and relevant workforce information conveniently online today.
• Join Request Management – Manage Join Requests to review pending company membership requests and approve eligible users seeking access to your B2B company account.
• Order Management – Access Your Orders to follow, view, and manage business orders directly through the website account interface for convenient purchasing activities.
• Invoice Management – View Your Invoices to follow, download, or manage invoices associated with your account, improving financial visibility and payment management processes.
• Payment Methods – Manage Payment Methods to maintain available payment options and support smoother transactions for business purchases through your customer account easily.
• Address Management – Manage Addresses to add, remove, or modify business addresses required for deliveries, billing, and other B2B transactions efficiently online today.
• Connection & Security – Configure Connection and Security settings to manage account connection parameters and maintain appropriate security controls for your B2B access securely.
• Profile Information – View Profile Information to quickly access your name, contact details, email address, phone number, and registered business address information easily.
• Account Information Editing – Edit Account Information to update personal or contact details whenever required, helping maintain accurate customer records across your B2B account.
• Company Activities – Access Company Activities through dedicated B2B dashboard options to monitor important business operations, orders, employees, and membership activities effectively today.

Step 6: Centralized Employee Management – Manage all employees linked to B2B companies from one centralized Odoo interface, simplifying user administration and organizational control effectively.

Step 7: Customized Roles – Create customized roles for B2B employees, ensuring every user receives permissions appropriate to their responsibilities and access requirements within Odoo.

• Admin Role – Admin roles provide comprehensive permissions for managing orders, users, financial information, and other important B2B company operations securely and efficiently.
• Buyer Role – Buyer roles allow employees to create orders and view orders while restricting sensitive administrative and financial management permissions appropriately securely.
• Viewer Role – Viewer roles provide read-only access to orders, allowing users to monitor business information without creating or managing transactions directly securely.
• Create Orders Permission – Create Orders permission allows authorized employees to prepare and submit B2B sales orders according to assigned company responsibilities efficiently online.
• Approve Orders Permission – Approve Orders permission enables designated users to review and approve orders, supporting controlled purchasing workflows within B2B companies effectively today.
• View Orders Permission – View Orders permission allows employees to monitor sales orders, transaction details, and purchasing activities without requiring broader administrative access rights.
• Manage Users Permission – Manage Users permission gives authorized administrators control over company employees, user access, roles, and account management activities securely and efficiently.
• View Financials Permission – View Financials permission restricts sensitive financial information to authorized users, protecting credit limits, balances, and related business data securely effectively.
• Role-Based Access Control – Role-based access control helps businesses assign specific permissions to employees, reducing unauthorized access and improving overall B2B security significantly today.
• Flexible Permission Configuration – Administrators can combine multiple permissions within roles, creating flexible access configurations that match different employee responsibilities and business workflows effectively.
• Simplified Employee Onboarding – Roles simplify employee onboarding by allowing administrators to assign predefined permission sets instead of configuring individual access rights repeatedly manually.
• Multiple Role Types – Businesses can create separate roles for administrators, buyers, viewers, and other users based on specific operational requirements and responsibilities clearly.

• Assign Department Heads – Assign a department head to each department, providing clear leadership, coordination, accountability, and responsibility for employee management activities effectively.
• Company Department Linking – Link departments directly with B2B companies, ensuring employees remain organized within the correct company structure and operational hierarchy consistently.
• Employee Count Tracking – Track the total number of employees assigned to each department, helping administrators understand workforce distribution and departmental capacity easily.
• Active Department Control – Keep departments active or inactive using simple status controls, allowing administrators to manage organizational changes without deleting records permanently.
• Employee Organization – Organize employees by department to simplify workforce management, improve visibility, and support better communication across different business functions effectively.
• Multiple Departments – Create multiple departments for different business areas, enabling companies to structure employees according to specific operational and managerial needs efficiently.
• Department Ownership – Maintain clear departmental ownership by assigning responsible department heads who can coordinate employees and oversee daily departmental activities effectively.
• Workforce Visibility – Improve workforce visibility by viewing department information, company association, employee counts, and active status from one centralized interface easily.

Step 9: Create Employee Invitations – Create employee invitations by assigning the B2B company, role, and department before sending secure access invitations to selected employees efficiently.

• Assign B2B Company – Assign each invitation to a specific B2B company, ensuring employees receive appropriate access according to their organization and responsibilities clearly.
• Role Assignment – Select appropriate roles during invitation creation to provide employees with permissions matching their responsibilities and required company operations effectively.
• Department Selection – Choose a department for every invitation, helping organize employees according to functional teams and internal company structures effectively within Odoo.
• Email Invitations – Send invitations directly to employee email addresses, providing a convenient and structured process for onboarding new B2B users quickly.
• Invitation Status Tracking – Track invitation status through Sent, Accepted, Rejected, Revoked, and Expired stages for complete visibility into employee onboarding progress efficiently.
• Resend Invitations – Resend invitations when employees miss previous emails, ensuring they can receive another opportunity to complete their account registration successfully.
• Revoke Invitations – Revoke invitations whenever necessary, preventing unused or unauthorized invitation links from providing access to company resources securely and immediately.
• Invitation Expiry – Monitor invitation expiration dates to ensure temporary access links remain valid only within the configured onboarding period safely and consistently.
• Invitation Creator Tracking – Record the person who created each invitation, providing accountability and helping administrators identify responsible users during onboarding activities efficiently.
• Last Sent Date – Track the last sent date to understand when an invitation was delivered and determine whether another reminder is necessary promptly.
• Response Tracking – Capture response dates to identify when employees accepted or rejected invitations, supporting better onboarding monitoring and follow-up activities effectively.
• Accepted User Identification – Identify accepted users after successful registration, making it easier for administrators to connect invitations with created employee accounts accurately.

Step 10: Automated Invitation Email – Automatically send professional invitation emails to employees, allowing them to securely access and join their assigned B2B company account.

• Company-Specific Invitation – Each invitation clearly displays the assigned company name, helping employees understand which B2B organization they are being invited to join.
• Employee Identification – Display the invited employee’s name within the email, creating a personalized onboarding experience and reducing confusion during registration.
• Role Information – Clearly show the assigned employee role inside the invitation email, helping users understand their responsibilities and access permissions beforehand.
• Invited By Details – Display the administrator or responsible person who created the invitation, providing transparency and improving accountability throughout employee onboarding processes.
• Invitation Expiry Date – Show the invitation expiration date clearly, ensuring employees understand how long the secure invitation remains available for acceptance.
• Accept Invitation Button – Provide a dedicated Accept Invitation button that allows employees to quickly access the registration process and join their company securely.
• Secure Invitation Link – Generate a secure invitation link within the email, providing employees with controlled access to their assigned B2B company environment.
• Professional Email Template – Use a structured email template containing company branding, invitation information, employee details, role information, and secure acceptance options.
• Company Branding – Display company branding within invitation emails, creating a consistent professional appearance and helping employees recognize legitimate company communications easily.
• Invitation Status Management – Monitor invitation delivery and processing statuses, helping administrators identify whether invitations are successfully sent, received, or experiencing delivery issues.
• Email Delivery Tracking – Track email delivery states such as outgoing, sent, received, failed, and cancelled for improved communication monitoring and administrative control.
• Retry Failed Emails – Retry failed invitation emails directly from the email record, helping administrators resend important onboarding communications when delivery problems occur.
• Invitation Communication – Enable administrators to communicate invitation-related information through email, ensuring employees receive clear instructions before accessing their B2B company account.
• Email Attachments Support – Support attachments within invitation emails, allowing administrators to provide additional documents or resources required during the employee onboarding process.

Step 11: Join Company Feature – Employees can easily join an existing B2B company by submitting a company code or secure invitation link through website.

• Company Code Joining – Enter a unique company code provided by the administrator to submit a membership request for joining the selected B2B company.
• Invitation Link Joining – Use a secure invitation link received through email to quickly access and join the assigned B2B company account.
• Optional Join Message – Add an optional message while submitting a company join request, allowing users to communicate additional information with administrators.
• Request To Join – Submit a membership request using the company code, allowing administrators to review and approve or reject requests accordingly.
• Secure Invitation Token – Invitation links contain secure tokens that help identify specific invitations and provide controlled access to the joining process.
• Open Invitation – Open a received invitation directly from the website by entering the invitation link or token into the provided field.
• Company Identification – Company codes help identify the correct B2B organization, ensuring membership requests are submitted to the intended company accurately.
• Administrator Approval – Submitted company membership requests can be reviewed by administrators before users receive access to company-specific resources.
• Flexible Joining Options – Users can join companies through either a company code or invitation link, providing flexibility for different onboarding scenarios.
• Website-Based Joining – The Join a Company page provides a centralized website interface where users can submit membership requests conveniently.
• Invitation Acceptance – Secure invitation links allow users to review invitation details and proceed with accepting membership into their assigned company.
• Invitation Rejection – Users can access invitation links and choose whether to accept or reject invitations according to their requirements.

Step 12: Review Membership Requests – Review submitted membership requests and verify requester details carefully before approving access to the selected B2B company account securely today.

• Approve Join Requests – Approve valid join requests to add users directly into the company, enabling authorized access to B2B resources and daily operations.
• Reject Requests – Reject unsuitable membership requests when submitted information does not meet company requirements, maintaining controlled access and organizational security standards effectively.
• Requester Information – Track requester information including name, email, company, and company code used for complete membership verification and administrative review processes efficiently.
• Assigned Role – Display the assigned role for each requester, helping administrators confirm responsibilities before approving membership within the selected B2B company account.
• Department Assignment – Record the department associated with requests, supporting organized employee placement and accurate company workforce management after successful membership approval processes.
• Request Messages – Capture messages submitted by users, allowing administrators to understand joining intentions and additional information before making approval decisions effectively beforehand.
• Status Tracking – Monitor request status through Pending, Approved, Rejected, and Cancelled stages, providing clear visibility throughout the complete membership approval workflow process.
• Reviewer Tracking – Record the administrator who reviewed each request, creating accountability and maintaining transparency throughout the company membership management process effectively always.
• Review Date – Store review dates to provide administrators with a clear timeline of when membership requests were evaluated and processed successfully afterward.
• Rejection Reasons – Maintain rejection reasons for declined requests, helping companies document decisions and communicate appropriate explanations to unsuccessful applicants clearly and professionally.
• Request Notifications – Send notifications when new join requests arrive, ensuring company administrators can review membership applications without unnecessary delays or missed requests.
• Company Code Verification – Use company codes to identify intended organizations, helping administrators verify that users are requesting access to correct B2B companies accurately.

Step 13: Key Performance Indicators – Monitor companies, employees, requests, invitations, orders, sales, quotations, balances, and credit through centralized dashboard performance indicators.

• Company Overview – View total companies, active companies, pending requests, rejected companies, and newly added companies for quick organizational performance monitoring.
• Employee Monitoring – Track total and active employees across B2B companies, helping administrators understand workforce growth and current user activity effectively.
• Invitation Statistics – Monitor invitations sent and pending join requests to understand employee onboarding progress across different B2B company accounts efficiently.
• Sales Performance – Analyze total sales, orders, average order value, and conversion metrics to evaluate overall B2B sales performance effectively.
• Revenue Tracking – Monitor revenue trends through dashboard analytics, helping administrators identify growth patterns and understand financial performance across different periods.
• Order Analytics – Analyze monthly orders and order trends to understand purchasing activity and identify important changes in B2B customer demand.
• Sales Pipeline – Visualize quotations and sales orders through pipeline charts, providing administrators with clear insights into current sales opportunities and progress.
• Country Distribution – Analyze company distribution across different countries, helping businesses understand geographical reach and identify important regional opportunities effectively.
• Industry Distribution – Review company distribution by industry, enabling administrators to understand customer segments and evaluate business concentration across different sectors.
• Invitation Growth – Analyze invitation statistics to understand employee onboarding activity and measure how effectively companies are expanding their connected workforce.
• Top Products Purchased – Identify frequently purchased products through visual analytics, helping businesses understand customer preferences and improve product planning decisions effectively.
• User Growth Analytics – Track user growth over time to evaluate platform adoption and understand how quickly B2B company participation is increasing.

Step 14: Email Notification Monitoring – Monitor B2B email notifications for company registrations, approvals, invitations, join requests, order updates, and delivery status changes efficiently and securely.

• Centralized Email Tracking – Centralized email tracking provides administrators with complete visibility into every B2B notification, helping them monitor communication activities from one place.
• Registration Notifications – Registration emails notify administrators when new B2B companies submit account applications, ensuring requests are reviewed promptly without missing important submissions.
• Approval Notifications – Approval notifications inform companies about successful account activation, creating a transparent onboarding experience and confirming access to B2B portal features.
• Employee Invitations – Invitation emails keep employees informed about company invitations, assigned roles, departments, acceptance links, expiration dates, and required onboarding actions easily.
• Join Request Alerts – Join request emails alert company administrators whenever users request membership, enabling faster review, approval, rejection, and communication with applicants directly.
• Order Notifications – Order notification emails provide important sales order updates, helping companies stay informed about purchases, confirmations, assignments, and transaction progress continuously.
• Delivery Status Tracking – Delivery status tracking highlights failed email deliveries, allowing administrators to identify communication issues and retry important messages when necessary quickly.
• Retry Failed Emails – Retry functionality helps administrators resend failed notifications, improving communication reliability and ensuring important B2B messages reach their intended recipients successfully.
• Clear Email Subjects – Email subjects clearly identify registration, invitation, approval, order, and join request communications, making notification management faster and easier for administrators.
• Recipient Information – User information displayed alongside emails helps administrators quickly identify recipients, companies, and responsible users associated with each B2B notification easily.
• Timestamp Visibility – Timestamp visibility allows administrators to understand when notifications were generated, supporting better communication tracking and accurate activity monitoring across companies.
• Delivery Failure Indicators – Delivery status indicators immediately highlight unsuccessful email deliveries, helping administrators detect communication failures and take corrective action without unnecessary delays.