📋 Orders on the Portal

Level: 🟢 Easy
Transparent follow-up of work after accepting a quote

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🎯 What is this section?

In My Orders (/portal/orders) the customer sees the sales orders linked to their account.

They are usually created automatically when:

• The customer signs and accepts a quote in the portal (if Create order upon acceptance is active)
• Or when you generate the order manually from the ERP

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📊 Visible information

Each order shows:

Field	Description
Order number	Internal reference (e.g. PED-2026-0042)
Date	Order date
Source budget	Number of the budget that generated it (if applicable)
Total amount	Sum of lines
State	Pending, In progress, Completed, Canceled

When opening the detail, the client sees the lines (concept, quantity, prices) and can download the PDF.

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📱 Unified interface

Same as estimates and invoices:

• Mobile: cards + detail drawer
• Desktop: table + detail modal
• Download PDF button in the detail

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🔗 Relationship with planning and billing

Presupuesto aceptado (portal)
    → Pedido de venta creado
        → PROJECT type → appears in Loading Dock (planning)
        → Trabajo ejecutado → Parte de trabajo → Factura en portal

The client does not plan visits from here; just check the status. You do the planning in Agenda.

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⚙️ Settings

In Settings → Company → Customer Portal:

• Orders — activate or deactivate the section in the portal menu (active by default).

If you disable visibility, the API returns a 403 error if someone tries to access it via direct URL.

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❓ Frequently asked questions

"Why doesn't the customer see orders?"

Check that Orders is active in configuration and that there is at least one order for that clientId.

"Is an order always created when accepting?"

Only if Create order on acceptance is active. If not, you must use Generate order on the budget tab in the ERP.

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📋 The client knows where their order is

No "have you ordered it yet?" calls.

**Quotes

** · My Invoices