Schedule Meeting

Odoo SaaS v12 Documentation

Odoo SaaS (Software as a service) is a model for the distribution of software where customers access the software through the medium of the Internet. In Odoo SaaS a third-party provider hosts applications and makes them available to customers via the Internet. In this blog, you will get to know about Odoo v12 SaaS documentation and implementation. 

Applications of SaaS

  • Customer Relationship Management
  • Financial Management
  • Human Resource Management
  • Sales Management
  • Point of Sale(POS)

Features of Odoo SaaS Basic kit:

>> Create a unique Odoo SaaS instance for each Odoo SaaS order.
>> The instance is provided to the client.
>> Clients can log in to the Odoo SaaS instance to use the provided Odoo modules.
>> The customers and clients are managed on the same server.
>> The clients can opt for the desired plan.
>> All the instance created with this installation will also be on the same server.
>> We can limit the user who can be logged in for client session
>> The module has two subscription plans – Yearly and Monthly.
>> The subsequent recurring invoices can be created manually.
>> The user can sell Odoo and its modules/apps as Odoo SaaS services.
>> Once an Odoo SaaS contract is confirmed. The order can be invoiced.
>> The customers need to purchase the plan to start the subscription.
>> We can set the duration and price of each plan.
>> The contract records the details of the clients and the instance.

Please find the demo of Odoo SaaS basic Feature in here:
https://drive.google.com/drive/folders/1B5ba5Hb86pVghr9lu_vO2aR8pLaNrJoU?usp=sharing

Advantages of SaaS

  • Odoo SaaS applications are accessible through the medium of the Internet.
  • Odoo SaaS is highly scalable as it allows customers to access features on-demand.
  • In Odoo SaaS implementation no hardware is required by the customer
  • Odoo SaaS software is occupied from a third-party service provider and the payment is done on a subscription basis which depends on the usage of the infrastructure.
  • Odoo SaaS application can be simply available on any remote desktop or mobile phone.

The Odoo SaaS is useful for organizations/companies which provide SaaS subscription to client varies from their business workflow. Odoo SaaS can be accessed by one or more clients with a unique username and password.

In this documentation, you will see the flow of Odoo v12 SaaS along with their configuration so let’s proceed.

Under portal db ‘portal.leadgenerationapps.com

  1. First, you have to create a template form ‘Plans’ menu under ‘SaaS’ menu.
    Go to SaaS menu> Plans> New> Create template

Odoo SaaS v12 implementation

  1. Now click on  ‘SaaS Server’ and create Template by click on ‘Create template DB’.

Odoo SaaS V12 implementation

 

  1. As template DB is created. You can log in to that template DB from ‘Log in template DB’ button, it will redirect you to the template DB.

Odoo SaaS V12 implementation

 

Under template DB
1. Install all the modules(Apps) which should be included in your plan.

As you can see two users are created: Administrator and Name.
Select the ‘Administrator’ user.

Set access rights in the admin user because when any new client’s database would be created, the system will use this template to give access to the admin user and only your company would have admin access.

Odoo SaaS V12 implementation

  1. In ‘owner_template_login’ user, define the access because when any new client’s database would be created, the function will use this template to give access to that user.
    – When a client’s DB would be created he/she will only have specified access.

Odoo SaaS V12 implementation

 

  1. Go to Settings> Users&Companies> OAuth Providers and click on ‘SaaS’ data.

Odoo SaaS V12 implementation

  1. Disable ‘Allowed’ checkbox if it is enabled.

Odoo SaaS V12 implementation

Under portal DB ‘portal.leadgenerationapps.com
1. In portal DB ‘portal.leadgenerationapps.com’

Create a product and select a plan in ‘Related SaaS plan’ field.
Publish a website using ‘Unpublished on website’ button.

Odoo SaaS V12 implementation

 

  1. Click on ‘Unpublished’.
    Odoo SaaS V12 implementation
     

    For a customer, signup go to ‘portal.leadgenerationapps.com’
    1. If a customer doesn’t have an account, using ‘Don’t have an account’ customer can signup.

Odoo SaaS V12 implementation

 

2. Enter your Email, Name, and Password.  Customer can signup.Odoo SaaS V12 implementation

  1. Now click on the ‘Shop’ button

Odoo SaaS V12 implementation

  1. Select the product(plan).

Odoo SaaS V12 implementation

 

5. Click on ‘Add to cart’ and keep qty as 1.

Odoo SaaS V12 implementation

 

  1. Click on ‘Process checkout’.

Odoo SaaS V12 implementation

 

  1. Add address an go to ‘Next’.

Odoo SaaS V12 implementation

 

  1. Confirm the order.

Odoo SaaS V12 implementation

 

  1. Pay the invoice using the ‘Pay Now’ button.

Odoo SaaS V12 implementation

  1. After payment, the following screenshot would show up.

Odoo SaaS V12 implementation

 

Under Portal DB ‘Portal.leadgenerationapps.com
1. Confirm the client’s quotation and create the invoice.

Odoo SaaS V12 implementation

 

  1. Validate’ the invoice and then Click on ‘Register payment’.
    After ‘Register payment’ completion the customer will get the email.

Odoo SaaS V12 implementation

 

For Customer
1. Check your email and Signup with the login and go to the link mentioned in the following screenshot.

Odoo SaaS V12 implementation

 

  1. It will redirect you to the form as shown in the following screenshot.

Odoo SaaS V12 implementation

3. It will create customer DB with the provided DB name.

Odoo SaaS V12 implementation

 

Odoo SaaS is a software distribution model in which a third-party provider hosts applications and provides access to users through the internet. In Planet Odoo SaaS Advance provides Saas Plans can be purchased directly from the Odoo Website. You can add any custom modules and python libraries in the Clients’ SaaS instance. In Odoo SaaS Advance Kit, recurring invoices will be created in the enterprise for billing. 
Please find the link of Odoo SaaS Advanced Features Documentation in here:
https://www.planet-odoo.com/odoo-saas-advanced-features-documentation/ 

Write your comment Here

Mumbai Location

424 Neo Corporate Plaza Cabin A,Ramchandra Lane Extention, Malad West
Mumbai 400064
[email protected]

USA Location

440 Cobia DR,
Unit 1501,
Katy, TX - 77494
[email protected]

Thailand Location

2/169 Mitrichit 9 Street,
Samwatawanok, Khlongsamwa,
Bangkok 10510
[email protected]