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Adding Contacts & Grant B2B Portal Access in Odoo

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Add Contacts and Grant B2B Portal Access

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1. Why is it important to select the correct company before creating a retailer in Odoo?
A. To assign the correct discount automatically B. To ensure records and transactions are under the correct entity C. To enable portal access immediately
2. Which company should be selected when adding a US retailer?
A. DKK Global Ltd B. DKK Enterprise Inc C. DKK Asia Pacific
3. What payment terms should be set for a new B2B customer under Sales?
A. Net 30 B. Net 60 C. Immediate Payment
4. Which pricelist should be selected for US B2B wholesale customers?
A. Retail USD Pricelist B. 2025/2026 - USD B2B 50% Discount Wholesale (Bronze) (USD) C. EU Wholesale Pricelist
5. What fiscal position should be assigned for USA retailers?
A. Local Tax B. Canada Province C. International
6. Under Purchase settings, what currency should be used for US customers?
A. CAD B. USD C. EUR
7. What must a customer have before you can grant portal access?
A. Completed order history B. A valid email address C. Assigned salesperson
8. What are the steps to grant portal access to a retailer in Odoo?
A. Go to Sales → Confirm Order → Send Email B. Click Action/settings → Grant Portal Access → Confirm email → Invite C. Go to Inventory → Validate → Notify Customer
9. Where do you go in Odoo to create or open a customer record?
A. Sales Module B. Inventory Module C. Contacts Module
10. Under the Misc section, what website should be selected for a US retailer?
EU Website US Website APAC Website
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