Fusion Authorizer & Sales Portal
A portal where authorizers and sales reps work their ADP cases.
Lets authorizers view assigned ADP cases and search by client or claim reference. Gives sales representatives access to their cases and client assessments.
- Odoo 19
- Version 19.0.2.113.0
What it does
For authorizers
- Lets authorizers view assigned ADP cases and search by client or claim reference.
- Accepts ADP document uploads with revision tracking and allows document downloads.
- Lets authorizers add case notes and receive assignment or status notifications.
- Provides an authorizer document-library page.
For sales reps
- Gives sales representatives access to their cases and client assessments.
- Creates a draft sales order when an assessment is completed.
- Distributes assessment documents to authorizers, sales representatives and internal records.
Assessments
- Records wheelchair specifications, measurements and accessibility needs.
- Captures touch-friendly authorizer and client signatures.
- Accepts public assessment-booking requests and alerts the configured office.
See it running
Shown with sample data from a demo company.
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Case counts, the cases waiting on the authorizer, and the next ADP posting deadline.
Every case with its devices, claim number, sales rep, and current status.
What's new
Recent changes to Fusion Authorizer & Sales Portal, newest first.
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- Public assessment bookings now email the configured office through the website form-alert integration.
See Fusion Authorizer & Sales Portal on your own Odoo.
Book a call and tell us how your team works today. We'll show you the module and what it would take to set it up. Prefer the phone? Call 905-792-0000.