Portal users: customers and 3PL owners

Your customers and the owners whose stock you hold use Odoo's portal; they are not Odoo users. Send them the handout for their portal. Access: Portal (customers) or DSCSA Owner Portal (owners).

Abbreviations on this page: EPCIS (Electronic Product Code Information Services).

Set up once

Your staff gives access

• Give a customer portal access to its DSCSA documents
• Give an owner's contacts the owner portal

Handouts for customers

• Your DSCSA documents in the customer portal
  • Find and download your DSCSA documents
  • Open a document link sent by email

Handouts for 3PL owners

• The owner portal: your stock and documents
  • Sign in to the owner portal for the first time
  • See the stock your 3PL holds for you
  • Find, open and download your DSCSA documents
  • See which of your lots and units are on hold, and why
  • Follow the receiving discrepancies on your receipts
• The owner portal: send your supplier's data
  • Upload your supplier's EPCIS file before the goods arrive
  • Send the supplier's data for goods already received
  • Upload the supplier's transaction statement as a PDF
  • Understand a refused upload and what to do next

When something goes wrong

• Take the owner portal away from a contact
• Change, end or re-open an owner relationship
• Troubleshooting: the owner portal
• Troubleshooting: returns and the customer portal

Reference you'll use

• What portal users and link recipients can read