A B2B Ordering Portal for Dealers and Distributors in Odoo

Short answer: in Odoo 19 a dealer portal is the eCommerce app locked to signed-in customers, plus the standard customer portal. Set Ecommerce Access to Logged in users and Customer Account to On invitation, show prices Tax Excluded, give each dealer a pricelist and payment terms on its contact, and invite dealers with Grant portal access. Dealers then order at their own prices, reorder past orders, and see their quotations, orders and invoices. Minimum order rules and a credit hold at checkout aren’t standard and need customisation.

If you’re new to Odoo’s online shop, start with my explainer on setting up Odoo eCommerce.

Applies to

• Odoo version: Odoo 19. I also checked the Odoo 20 documentation for the same pages. The settings below read the same, with one useful addition: the Odoo 20 B2B page mentions a Pay on Invoice payment method that lets customers order without paying upfront and pay once they get the invoice. Odoo 19 has no such method.
• Edition: Community and Enterprise. Website, eCommerce, the customer portal, pricelists and payment terms are in both.
• Apps: Website with eCommerce, Sales, Invoicing (or Accounting) and Contacts.

Before you start

1. One company contact per dealer, with its address and tax details, and a person under it for each buyer who will log in. Every buyer needs an email address.
2. Pricing agreed by tier. Decide how many dealer pricelists you need before building them. Fewer tiers are easier to maintain than one pricelist per dealer.
3. Payment rules. Which dealers pay online at checkout, and which buy on credit terms.
4. A separate website if you also sell to consumers. Odoo’s documentation strongly recommends one website for B2B and another for B2C, since these settings are per website.

Step by step

1. Lock the shop. Go to Website ‣ Configuration ‣ Settings, choose the dealer website and, in the eCommerce section, set Ecommerce Access to Logged in users. Visitors who aren’t signed in can’t see the shop, products, cart or wishlist.
2. Require an account at checkout. Set Sign in/up at checkout to Mandatory.
3. Stop free sign-ups. In the General section, set Customer Account to On invitation and save. Then reopen the settings and check it again: in the Odoo 19 code, switching Sign in/up at checkout to Optional or Mandatory also switches Customer Account to Free sign up.
4. Show prices before tax. Under Display Product Prices, choose Tax Excluded. Tax is then added at the order summary step.
5. Turn on pricelists. Tick Pricelists in the same section (it’s shared with the Sales app) and save.
6. Build the dealer pricelists. In Website ‣ eCommerce ‣ Pricelists, create one per tier, with price rules for discounts and, where you give volume prices, a Min. Quantity. On each pricelist’s Ecommerce tab, set Website to the dealer website and leave Selectable unticked, so dealers can’t switch to another tier. Keep your general pricelist at the top of the list: the first pricelist on the website without a country group is the default.
7. Set up each dealer. On the dealer’s company contact, open Sales & Purchase and set Pricelist and Payment Terms. In the Odoo 19 code both pass down to the buyers under the company, and new orders take them from the contact.
8. Credit limits (optional). Follow my guide to customer credit limits in Odoo. Odoo 19 shows the credit warning on quotations in the back office only; the eCommerce checkout doesn’t check credit, so an online order isn’t stopped.
9. Payment at checkout. For dealers who pay upfront, publish a payment provider (see online payments in India with Odoo). For dealers on terms, the documentation notes that the Wire Transfer method can serve as a template for manually processed methods: duplicate it, rename it (for example “Pay on account”), then enable and publish the copy, which starts disabled. An order placed this way stays a quotation, and its stock isn’t reserved, until your team confirms it.
10. Invite the dealers. In Website ‣ eCommerce ‣ Customers (or Contacts), switch to the list view, select the buyers, click the gear (Actions) and choose Grant portal access. In the Portal Access Management window, click Grant Access for each one. Each buyer gets an email to set a password.
11. Optional: an access request page. For new dealers, build a website form whose Action is Create a Customer. Requests appear in Website ‣ eCommerce ‣ Customers; vet them, assign a pricelist and grant access.

What dealers can do once invited

• Order from the shop at their pricelist, with prices before tax.
• Reorder: Order Again on a past order in the portal puts all its products in the cart, and Quick reorder at the order summary step lists previously ordered products.
• Review quotations your team sends, and accept them online with a signature or payment if you require it.
• See orders, deliveries and invoices. The order page shows the latest delivery orders and any returns; invoices can be downloaded and, with a payment provider, paid online.
• See colleagues’ orders. In the Odoo 19 code, a portal user sees every quotation and order of their company, so a dealer’s buyers share one order history. If branches mustn’t see each other’s orders, make each branch its own company contact.

What usually needs customisation

Odoo 19 has no standard setting for these, so plan them as custom work:

• Minimum order quantity or value. A pricelist’s Min. Quantity only sets the price for larger quantities, and a discount program’s minimum purchase only controls the reward. Nothing blocks a smaller order.
• A credit hold at checkout, stopping a dealer who is over the limit or has overdue invoices.
• A different catalogue per dealer. Products are published per website, not per customer.
• Scheme rules beyond pricelists and discount programs, such as discounts that depend on a dealer’s quarterly volume.

Worked example: a manufacturer with 150 dealers

A pump manufacturer (illustrative) sells to about 150 dealers in three tiers and also sells spares to consumers.

• Two websites: the consumer shop stays public; the dealer site gets Logged in users, Mandatory sign-in, On invitation and Tax Excluded prices.
• Three pricelists: Gold, Silver and Standard, each with discount rules and Min. Quantity breaks for full pallets, all assigned to the dealer website and not selectable.
• Dealer contacts: each dealer company carries its tier pricelist and agreed payment terms. Its buyers inherit both.
• Payment: a “Pay on account” copy of Wire Transfer for dealers on terms, and an online provider for the rest.
• Rollout: the sales team tags dealer companies by region and grants portal access region by region from the list view, so support questions arrive in manageable batches.
• Daily flow: “Pay on account” orders arrive as quotations under Unpaid Orders. The sales coordinator checks the credit warning on each one and confirms it; delivery and invoicing then run as for any sales order, and the dealer sees the invoice in the portal.

The manufacturer also wants a minimum order value per dealer. That’s the one item here that needs custom code.

What you should see

• A signed-out visitor on the dealer site can’t open the shop.
• A signed-in Gold dealer sees Gold prices before tax, and the order in Website ‣ eCommerce ‣ Orders carries the Gold pricelist and the dealer’s payment terms.
• “Pay on account” orders wait as quotations in Website ‣ eCommerce ‣ Unpaid Orders until someone confirms them.
• In the portal, the dealer’s orders, quotations and invoices are listed, with Order Again on confirmed orders.

Troubleshooting

A dealer sees standard prices, not their tier. Their pricelist isn’t assigned to this website on its Ecommerce tab, or it has Country Groups set: leave that empty on dealer pricelists. Check the dealer’s company contact too, because buyers follow the company’s pricelist.

Strangers can create accounts. Customer Account went back to Free sign up after the checkout setting changed. Set On invitation again and save.

Dealers see a pricelist selector. One of the dealer pricelists is Selectable. Untick it.

An invited buyer never got the email. The contact has no email address, or outgoing email isn’t working. Fix it and grant access again.

An order came in without the dealer’s payment terms. The terms are missing on the dealer’s company contact. Set them there; existing orders keep the terms they were created with.

Related setup

• Pricelists and discounts in Odoo Sales
• How to build a website in Odoo
• Sales returns in Odoo: return stock and credit note together
• ERP for trading and distribution
• Planning a dealer portal, including the custom pieces? See Odoo implementation.

Official references

• Odoo 19 documentation: B2B and B2C
• Odoo 19 documentation: Customer accounts
• Odoo 19 documentation: eCommerce prices
• Odoo 19 documentation: Pricelists
• Odoo 19 documentation: Payment terms
• Odoo 19 documentation: Granting portal access
• Odoo 19 documentation: Checkout
• Odoo 19 documentation: Order handling
• Odoo 19 documentation: Bank payments (Wire Transfer)

How this guide was checked: settings, menu paths and field names were checked against the Odoo 19 documentation and the Odoo 19 eCommerce, portal, sales and pricelist code in October 2026, including the checkout setting that resets Customer Account, the portal rules for company orders and the absence of credit checks at checkout. The worked example is illustrative and wasn’t run on a live database, so there are no screenshots; labels can vary slightly with your installed apps and language.