[ADD] ecommerce: new configuration pages + Products page update

task-5136260
task-4919743
task-5136248

closes odoo/documentation#16285

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
lman-odoo
2025-12-03 14:03:41 +01:00
parent 0944b8fae2
commit ed752a037d
58 changed files with 504 additions and 533 deletions

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@@ -925,7 +925,7 @@ the following configurations for the **eCommerce** flow:
- :ref:`Client account registration <ecommerce/customer_accounts/checkout-access>`;
- :ref:`Automatic invoice <ecommerce/handling/invoices>`;
- :doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to
- :doc:`../../websites/ecommerce/configuration/products`: Set the :guilabel:`Invoicing Policy` to
:guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`.
- :doc:`../payment_providers`;
- :doc:`../../websites/ecommerce/shipping`: For each shipping method, set

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@@ -46,6 +46,8 @@ user for that Odoo database.
.. image:: portal_access/multiple-user-access.png
:alt: Grant access to multiple users at once.
.. _portal/revoke-access:
Revoking portal access
----------------------

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@@ -58,7 +58,7 @@ and inventory tracking is essential.
in journals, then tracking the kit's inventory is recommended.
* **Component Purchase Constraints**: Only the kit's minimum required components can be added to an
**eCommerce** cart unless the option to :doc:`continue
selling<../../../websites/ecommerce/products>` is disabled.
selling <../../../websites/ecommerce/configuration/products>` is disabled.
* **No Kit Serial Numbers**: Serial number tracking does not track the kit, only its shipped
components.
* **Reordering Rule Recommendation**: Reordering rules should be set at the component-level.

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@@ -12,6 +12,8 @@ that customers can combine with the main dish.
In retail, this feature allows you to create a product set with multiple products to choose from and
combine.
.. _pos/combos/configuration:
Configuration
=============

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@@ -12,5 +12,3 @@ Products & Prices
products_prices/returns
products_prices/ewallets_giftcards
products_prices/loyalty_discount
products_prices/alternative_products
products_prices/accessory_products

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@@ -1,59 +0,0 @@
==================
Accessory products
==================
The use of accessory products is a marketing strategy that involves the cross-selling of related
products alongside a desired core product. In Odoo, accessory products can be added to a core
product's product form to integrate them into the customer's shopping experience and help drive
increased sales.
Example
=======
An electronics business has configured their products with an eye on cross-selling accessories
whenever customers purchase big-ticket items. After a customer adds a tablet to their shopping cart,
they are automatically suggested useful accessories like cases, screen protectors, and extra cables
because of the accessory products that have been configured. This helps to drive sales by creating
opportunities for impulse purchases, as well as reminding customers of useful accessories that they
may have intended to purchase but forgot about while shopping.
.. note::
Accessory products are differentiated from optional products and alternative products by where
they appear in the customer's shopping experience.
- Accessory products appear as suggestions when viewing an eCommerce cart with an associated core
product in it. This creates an opportunity for cross-selling during the checkout process.
- Optional products are suggested when a core product has been added to a cart or a quotation.
This creates an opportunity for cross-selling during the shopping process.
- Alternative products are suggested at the bottom of an eCommerce product page whenever the
product page is viewed. This creates an opportunity for upselling during the shopping process.
Configuring accessory products
==============================
To add an accessory product to a product form, navigate to :menuselection:`Sales --> Products -->
Products` and choose a product. Ensure that the product's :guilabel:`Sales` checkbox is ticked and
click the :guilabel:`Sales` tab. Under :guilabel:`Upsell & Cross-sell` heading, the
:guilabel:`Accessory Products` drop-down menu allows for accessory products to be set. Products will
be displayed in alphabetical order. If the desired product isn't readily visible, type its name in
the field to bring it up, then select it to add it as an accessory product.
.. image:: accessory_products/accessory-products-product-form.png
:alt: A product form in Odoo Sales showing the accessory products section.
How accessory products appear to customers
==========================================
Accessory products appear alongside core products prior to checkout. They are automatically
suggested based on what accessory products have been configured and what core products the customer
has added to their shopping cart.
.. figure:: accessory_products/accessory-products-ecommerce.png
:alt: A screenshot of an eCommerce shopping cart showing accessory products.
In this example, the core product, "Leather jacket", has several associated accessory products.
Once a customer adds the core product to their shopping cart, the accessory products will appear
as suggestions during the checkout process.
.. seealso::
:doc:`../../../websites/ecommerce/products/cross_upselling`

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@@ -1,51 +0,0 @@
====================
Alternative products
====================
The use of alternative products is a marketing strategy that involves upselling related products
alongside a desired core product. For instance, by configuring alternative products, a customer
could be suggested a mechanical keyboard or a wireless keyboard when they visit the eCommerce
website page for a standard keyboard.
.. note::
Alternative products are different from accessory and optional products because of where they
show up in the customer's shopping experience.
- Alternative products are suggested at the bottom of an eCommerce product page whenever the
product page is viewed. This creates an opportunity for upselling during the shopping process.
- Accessory products appear as suggestions when viewing an eCommerce cart. This creates an
opportunity for cross-selling during the checkout process.
- Optional products are suggested when a core product has been added to a cart or a quotation.
This creates an opportunity for cross-selling during the shopping process.
Configuring alternative products
================================
To add an alternative product to a product form, navigate to :menuselection:`Sales --> Products -->
Products` and choose a product. Ensure that the product's :guilabel:`Sales` checkbox is ticked and
click the :guilabel:`Sales` tab. In the :guilabel:`Upsell & Cross-sell` section, click the
:guilabel:`Alternative Products` drop-down menu to set alternative products. Products are displayed
in alphabetical order. If the desired product isn't readily visible, type its name in the field to
bring it up, then select it to add it as an alternative product.
.. figure:: alternative_products/product-form-alternative-products.png
:alt: The alternative product field on the product form with multiple entries.
Entries in the :guilabel:`Alternative Products` field on a product form.
How alternative products appear to customers
============================================
Although the **Sales** app is used to configure alternative products, customers will only encounter
them when visiting a website created with the **eCommerce** app. Alternative products are
automatically suggested during the shopping process when a customer visits the webpage for an
associated core product. They appear underneath the product listing under the header
:guilabel:`Alternative Products`.
.. figure:: alternative_products/alternative-products-ecommerce.png
:alt: Alternative products as they appear on an eCommerce website.
The alternative products section of an eCommerce product page.
.. seealso::
:doc:`/applications/websites/ecommerce/products/cross_upselling`

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@@ -208,7 +208,7 @@ Lastly, configure a :guilabel:`Price` for the rental rule in the respective colu
:alt: The rental tab in a pricelist configuration form.
.. seealso::
:doc:`Ecommerce price configuration </applications/websites/ecommerce/products/prices>`
:doc:`Ecommerce price configuration </applications/websites/ecommerce/configuration/prices>`
.. _sales/products/customer-pricelist-application:
@@ -277,4 +277,4 @@ rule on a fresh form.
.. seealso::
- :doc:`/applications/sales/sales/products_prices/prices/currencies`
- :doc:`/applications/websites/ecommerce/products/prices`
- :doc:`/applications/websites/ecommerce/configuration/prices`

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@@ -12,24 +12,15 @@ core product is added to a quote. They are also suggested in eCommerce interacti
adds an associated core product to their shopping cart.
.. note::
Optional products are differentiated from accessory products and alternative products by where
they appear in the customer's shopping experience.
- Optional products are suggested when a core product has been added to a cart or a quotation.
- Accessory products appear as suggestions when viewing an eCommerce cart.
- Alternative products are suggested at the bottom of an eCommerce product page whenever the
product page is viewed.
Optional products differ from :ref:`accessory and alternative products
<ecommerce/products/cross_upselling>` in terms of where they are displayed during the customers
online shopping journey.
.. figure:: optional_products/optional-products-quotation.png
:alt: A screen from the quotation process shows how optional products appear as a pop-up window.
Optional products as they appear during the quotation process.
.. figure:: optional_products/optional-products-ecommerce.png
:alt: An eCommerce shopping cart screen shows how optional products appear in eCommerce websites.
Optional products as they appear when viewing the shopping cart on an eCommerce website.
Configuring optional products
=============================

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@@ -6,64 +6,56 @@
eCommerce
=========
Build and run your open-source online store with Odoo eCommerce. Create your products, customize the
ordering and checkout process, configure delivery methods, handle sales and delivery orders, create
customer accounts, and monitor your performance.
Odoo eCommerce provides an open-source platform for building and managing an online store. It
offers a wide range of tools and features to configure products, customize the design, manage
ordering and checkout processes, set up delivery methods, handle orders, and analyze performance.
.. cards::
.. card:: Products
:target: ecommerce/products
.. card:: Configuration
:target: ecommerce/configuration
:large:
Configure your product pages, adjust the shop page layout, set up the pricing, and define
suggestions for optional and accessory products.
Configure products, create product variants and categories, and set up pricing. Use customer
accounts to manage access according to your business model (B2B or B2C) and needs.
.. card:: eCommerce design
:target: ecommerce/ecommerce_design
:large:
Design the product catalog and product pages using a wide range of design features,
building blocks, and additional e-commerce-specific features and buttons.
Design the product catalog and product pages using design elements, building blocks, and
e-commerce-specific options and buttons.
.. card:: Ordering and checkout
:target: ecommerce/checkout
:large:
Customize the ordering and checkout process with the website editor to fit your business needs.
Customize the ordering and checkout process to fit your business needs.
.. card:: Delivery
:target: ecommerce/shipping
:large:
Enable and configure delivery methods to provide your customers with one or multiple options
upon checkout.
Enable and configure delivery methods to provide customers with one or multiple options upon
checkout.
.. card:: Order handling
:target: ecommerce/order_handling
:large:
Handle all business documents related to your e-commerce orders: sales orders, delivery
orders, invoices, and legal requirements.
.. card:: Customer accounts
:target: ecommerce/customer_accounts
:large:
Define your customers' login process and grant portal access to all
users or a select group.
Handle the complete e-commerce order lifecycle, from sales and abandoned carts to delivery,
stock management, returns, and invoicing.
.. card:: Performance management
:target: ecommerce/performance
:large:
Analyze sales data to evaluate your e-commerce performance.
Analyze sales data to evaluate the shop's performance.
.. card:: Google Merchant Center
:target: ecommerce/google_merchant_center
:large:
Manage and submit your product data to Google with Google Merchant Center.
Connect Odoo eCommerce to Google Merchant Center and other platforms, such as TikTok,
Facebook, or Instagram to showcase products across multiple channels.
.. note::
Odoo offers a :ref:`free custom domain name <domain-name/register>` to all Odoo Online databases
@@ -78,12 +70,10 @@ customer accounts, and monitor your performance.
.. toctree::
:titlesonly:
ecommerce/products
ecommerce/configuration
ecommerce/ecommerce_design
ecommerce/checkout
ecommerce/shipping
ecommerce/order_handling
ecommerce/b2b_b2c
ecommerce/customer_accounts
ecommerce/performance
ecommerce/google_merchant_center

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@@ -49,7 +49,9 @@ redirects users to the default contact form.
an online catalog but cannot share prices publicly (e.g., to offer custom or variable pricing).
To display the :guilabel:`Contact Us` button and a note saying `Not Available For Sale` , you need
to :ref:`hide your prices <ecommerce/prices/hide-prices>` on your product page.
to :ref:`hide prices <ecommerce/prices/hide-prices>` on the product page. When the customer clicks
the :guilabel:`Contact Us` button, they are redirected to the contact form where the
:guilabel:`Subject` field is already auto-filled with the requested product's name.
.. image:: checkout/cart-contact-us.png
:alt: Contact us button on product page
@@ -145,7 +147,7 @@ checkout options.
.. tip::
Restrict access to the :ref:`shop <ecommerce/customer_accounts/shop-access>` and :ref:`checkout
<ecommerce/customer_accounts/checkout-access>` for specific customers, e.g., in a :doc:`B2B
<b2b_b2c>` business setup.
<../ecommerce/configuration/b2b_b2c>` business setup.
.. _ecommerce/checkout/review_order:
@@ -162,7 +164,7 @@ Open the website editor to :ref:`enable <ecommerce/checkout/customize_steps>` ch
as:
- :guilabel:`Suggested Accessories`: to showcase :ref:`accessory products
<ecommerce/cross_upselling/accessory>`;
<ecommerce/products/cross_upselling>`;
- :guilabel:`Promo Code`: to allow customers to redeem :ref:`gift cards <ewallet_gift/gift-cards>`
or apply :doc:`discount codes <../../sales/sales/products_prices/loyalty_discount>`;
- :guilabel:`Add to Wishlist`: :ref:`Enable wishlists

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@@ -0,0 +1,58 @@
:nosearch:
:show-content:
:hide-page-toc:
=============
Configuration
=============
Odoo eCommerce enables the configuration of products, categories, variants, and pricing. It also
manages customer accounts and access, supporting both B2B and B2C business models.
.. cards::
.. card:: Products
:target: configuration/products
:large:
Configure products, manage their visibility, add images and videos, create product combos, and
attach digital files. Define selling strategies, translate product information, and manage
stock and packaging.
.. card:: Categories and variants
:target: configuration/categories_variants
:large:
Use product variants and attributes to offer multiple product options. Create attribute and
e-commerce categories to better organize the shop and product pages.
.. card:: Prices
:target: configuration/prices
:large:
Configure different prices and taxes using prices per unit, pricelists, and discounts. Prices
can also be hidden, and sales can be restricted when necessary.
.. card:: Customer accounts
:target: configuration/customer_accounts
Control access to the shop, the checkout, and the customer portal, and use customer
accounts to support B2B and B2C operations.
.. card:: B2B and B2C
:target: configuration/b2b_b2c
Configure separate websites and shops for B2B and B2C businesses and customize them
to meet the specific needs of each business model.
.. seealso::
`Odoo Tutorials: eCommerce <https://www.odoo.com/slides/ecommerce-26>`_
.. toctree::
:titlesonly:
configuration/products
configuration/categories_variants
configuration/prices
configuration/customer_accounts
configuration/b2b_b2c

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@@ -3,7 +3,7 @@ B2B and B2C
===========
Odoo eCommerce is designed to fulfill the needs of both B2B and B2C companies. It allows you to
configure :doc:`prices <products/prices>`, manage :doc:`access <customer_accounts>` for specific
configure :doc:`prices <prices>`, manage :doc:`access <customer_accounts>` for specific
customers, and :ref:`customize the website <ecommerce/b2b_b2c/multiple-websites>` to support B2B,
B2C, or both business models.
@@ -36,6 +36,8 @@ pricing <ecommerce/prices/hide-prices>`.
- :doc:`/applications/finance/accounting/taxes/B2B_B2C`
- :ref:`Discounts <ecommerce/prices/discounts>`
.. _ecommerce/b2b_b2c/access-request:
Access request
==============
@@ -44,8 +46,8 @@ web shop and make it available for :ref:`logged-in users <ecommerce/customer_acc
only. To prevent anyone from signing up freely, set the :ref:`Customer Account
<ecommerce/customer_accounts/account-creation>` setting option to :guilabel:`On invitation`.
To create a page where customers request access, open the :doc:`website editor
<../website/web_design>`, :ref:`create a form <website/building_blocks/form>`, customize it, and in
the :guilabel:`Action` field, select :guilabel:`Create a customer`.
</applications/websites/website/web_design>`, :ref:`create a form <website/building_blocks/form>`,
customize it, and in the :guilabel:`Action` field, select :guilabel:`Create a customer`.
.. tip::
You can assign tags created on a contact form under :menuselection:`Website --> Configuration
@@ -95,16 +97,21 @@ corresponding website.
.. tip::
If you are running a B2B and B2C business, we *strongly* recommend to create two :doc:`separate
websites <../website/configuration/multi_website>` and assign a :ref:`zero-priced pricelist
<ecommerce/b2b_b2c/prices>` to the B2B website and a regular pricelist to the B2C website.
websites </applications/websites/website/configuration/multi_website>` and assign a
:ref:`zero-priced pricelist <ecommerce/b2b_b2c/prices>` to the B2B website and a regular
pricelist to the B2C website.
In case, you prefer using a single website, configure it using :ref:`country groups
<ecommerce/prices/country-groups>` and assigning :ref:`pricelists <ecommerce/prices/pricelists>`
to customers, and deactivate the :ref:`Selectable <ecommerce/prices/selectable-pricelists>`
option.
.. _ecommerce/b2b_b2c/additional-features:
Additional features
===================
.. _ecommerce/b2b_b2c/invoices:
Invoice
-------
@@ -119,7 +126,7 @@ this feature has not been enabled, the customer only receives an order confirmat
B2B fields at checkout
----------------------
On the :guilabel:`Order summary` page, open the :doc:`website editor <../website/web_design>`, go to
the :guilabel:`Style` tab, and toggle the :guilabel:`Show B2B Fields` switch to display B2B-specific
additional fields like :guilabel:`VAT` or :guilabel:`Company Name` during the :ref:`delivery
<ecommerce/checkout/delivery>` step.
On the :guilabel:`Order summary` page, open the :doc:`website editor
</applications/websites/website/web_design>`, go to the :guilabel:`Style` tab, and toggle the
:guilabel:`Show B2B Fields` switch to display B2B-specific additional fields like :guilabel:`VAT`
or :guilabel:`Company Name` during the :ref:`delivery <ecommerce/checkout/delivery>` step.

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@@ -109,4 +109,4 @@ select the product you wish to modify, go to the :guilabel:`Sales` tab, navigate
- Categories that do not contain any products are not visible on the shop page.
.. seealso::
:doc:`../products`
:doc:`products`

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@@ -6,20 +6,20 @@ Using customer accounts for an e-commerce enables you to :ref:`manage customers
<ecommerce/customer_accounts/account-creation>`, control access to the :ref:`shop
<ecommerce/customer_accounts/shop-access>`, the :ref:`checkout
<ecommerce/customer_accounts/checkout-access>`, or the :doc:`customer portal
<../../general/users/user_portals/portal_access>`, and support both :doc:`B2B and B2C operations
<b2b_b2c>`.
</applications/general/users/user_portals/portal_access>`, and support both :doc:`B2B and B2C
operations <b2b_b2c>`.
After logging in, customers can access their :doc:`customer portal
<../../general/users/user_portals>` by clicking their username in the top-right corner of the
screen and selecting :guilabel:`My Account`. From there, they can view all their documents in one
place, such as quotations, orders, invoices, and more.
</applications/general/users/user_portals>` by clicking their username in the top-right corner of
the screen and selecting :guilabel:`My Account`. From there, they can view all their documents in
one place, such as quotations, orders, invoices, and more.
.. image:: customer_accounts/account-log.png
:alt: Customer account access
.. tip::
The customer account page can be customized with building blocks and other features through
the :doc:`website builder <../website/web_design>`.
the :doc:`website editor </applications/websites/website/web_design>`.
.. _ecommerce/customer_accounts/account-creation:
@@ -34,7 +34,7 @@ of the following options:
- :guilabel:`On invitation`: Customers can only create an account if the website owner sends them
an invitation.
- :guilabel:`Free sign up`: Every website visitor can create an account and sign in. They will
get access to the :doc:`portal <../../general/users/user_portals>` by default.
get access to the :doc:`portal </applications/general/users/user_portals>` by default.
.. _ecommerce/customer_accounts/grant-access:
@@ -68,13 +68,16 @@ instructions on setting a password and activating their account.
<website/building_blocks/action>` to automatically create a customer record in the backend when
filled in.
.. _ecommerce/customer_accounts/access-restriction:
Access restriction
==================
Once a customer account is created, it is still possible to adjust the access rights
either globally or for individual users:
- :doc:`Revoke access or re-invite a user <../../general/users/user_portals/portal_access>`
- :doc:`Revoke access or re-invite a customer
</applications/general/users/user_portals/portal_access>`
using the related buttons in the :guilabel:`Portal Access Management` pop-up.
- Restrict :ref:`access to the shop <ecommerce/customer_accounts/shop-access>`;
- Decide whether customers need to create an account to :ref:`complete the checkout
@@ -83,8 +86,8 @@ either globally or for individual users:
.. tip::
It is also possible to define the types of documents customers have access to. To do so, click
your username in the upper-right corner of the website, select :guilabel:`My Account` and open
the :doc:`website builder <../website/web_design>`. On the :guilabel:`Style` tab, enable or
disable access to specific documents as needed.
the :doc:`website builder </applications/websites/website/web_design>`. On the :guilabel:`Style`
tab, enable or disable access to specific documents as needed.
.. _ecommerce/customer_accounts/shop-access:

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@@ -22,7 +22,7 @@ product form or use :doc:`fiscal positions
.. _ecommerce-price-management-tax-display:
Choosing the displayed price tax usually depends on a country's regulations or the type of customers
(:doc:`B2B vs. B2C <../b2b_b2c>`). To select the type of price displayed, go to
(:doc:`B2B vs. B2C <b2b_b2c>`). To select the type of price displayed, go to
:menuselection:`Website --> Configuration --> Settings`, select the website, scroll down to the
:guilabel:`eCommerce` section, and under :guilabel:`Display Product Prices` select between:
@@ -53,7 +53,7 @@ price on the product page, follow these steps:
#. Go to :menuselection:`Website --> Configuration --> Settings`, scroll to the
:guilabel:`eCommerce` section, and enable :guilabel:`Product Reference Price`.
#. :ref:`Navigate to the product form <ecommerce/products/create-products>`.
#. :ref:`Navigate to the product form <ecommerce/products/product-creation>`.
#. Set the product's :guilabel:`Sales Price` and select the unit (e.g., :guilabel:`Units`).
#. In the :guilabel:`Base Unit Count` field, enter the number of units in the product, then
select the relevant unit from the dropdown list.
@@ -193,9 +193,9 @@ Use :ref:`Custom filters <search/custom-filters>` if needed.
If the :guilabel:`Selectable` option is enabled for `EU regular prices` and
`US prices`, and the customer is from the European Union, only the pricelists
`EU regular prices` and `EU prices with discounts` will be available. However, since the
`EU prices with discount` list is not selectable, it will disappear once the customer selects
the `EU regular prices` list and prices will be displayed based on the `EU regular prices`
pricelist on the catalog.
`EU prices with discount` list is not selectable, it will disappear once the customer
selects the `EU regular prices` list and prices will be displayed based on the `EU regular
prices` pricelist on the catalog.
Pricelist application
---------------------
@@ -256,7 +256,7 @@ alongside it.
To display a permanently discounted price, navigate to :menuselection:`Website --> Configuration
--> Settings`, scroll down to the :guilabel:`eCommerce`, enable the :guilabel:`Comparison
Price` option, and :guilabel:`Save`. Then, :ref:`go to the product form
<ecommerce/products/create-products>`, enter the new (discounted) price in the
<ecommerce/products/product-creation>`, enter the new (discounted) price in the
:guilabel:`Sales Price` field and the original one (strikethrough) in the
:guilabel:`Compare to Price` field.
@@ -331,4 +331,4 @@ pricelist is assigned to the correct website and is listed first among the websi
customers with :doc:`portal access <../../../general/users/user_portals/portal_access>`.
.. seealso::
:doc:`../customer_accounts`
:doc:`customer_accounts`

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@@ -0,0 +1,346 @@
========
Products
========
Odoo eCommerce allows you to :ref:`create products <ecommerce/products/product-creation>` and
manage their :ref:`visibility <ecommerce/products/publish-products>` on the website. Products can be
:ref:`configured <ecommerce/products/product-configuration>` in various ways, including adding
:ref:`product images and videos <ecommerce/products/images>`, creating :ref:`product
combinations <ecommerce/products/combos>`, implementing :ref:`cross-selling and upselling strategies
<ecommerce/products/cross_upselling>`, attaching :ref:`digital files
<ecommerce/products/digital-files>`, :ref:`translating <ecommerce/products/translation>`
product information, :ref:`managing stock <ecommerce/products/stock-management>`, and
setting :ref:`packaging options <ecommerce/products/stock-management/packagings>`.
.. _ecommerce/products/product-creation:
Product creation
================
To create a product from the frontend, go to the Website app, click :guilabel:`New`
:icon:`fa-caret-down` in the top-right corner, then select :guilabel:`Product`. Enter the
:guilabel:`Product Name`, and other relevant details such as the :guilabel:`Barcode`,
:guilabel:`Sales Price`, default :guilabel:`Sales Taxes`, and a :ref:`Website Category
<ecommerce/categories_variants/categories>`, then add an image. Once you click :guilabel:`Save`, you
are redirected to the product page where you can :ref:`customize it
<ecommerce_design/product_page/customization>` using the :doc:`website editor
</applications/websites/website/web_design>`. Once you are finished, click :guilabel:`Save`. To
configure additional advanced :ref:`product details <ecommerce/products/product-configuration>`,
click :guilabel:`Product` in the top-right corner to access the backend product form.
.. tip::
It is also possible to create a product from the backend by navigating to
:menuselection:`Website --> eCommerce --> Products`. Then:
- Configure a new product by clicking :guilabel:`New`, or
- :doc:`Import product data </applications/sales/sales/products_prices/products/import>`
using XLSX or CSV files by clicking the :icon:`fa-cog` (:guilabel:`gear`) icon next to
:guilabel:`Products`, then :ref:`Import records <essentials/export_import_data/import-data>`.
.. seealso::
- :doc:`Create new products using the Barcode Lookup database
</applications/inventory_and_mrp/barcode/setup/barcodelookup>`.
- :doc:`Configure the Gelato connector in Odoo to synchronize the product catalog and automate
order fulfillment with Gelato </applications/sales/sales/gelato>`.
Product visibility
==================
.. _ecommerce/products/publish-products:
To publish a product, access the product page on the website and switch the toggle from
:guilabel:`Unpublished` to :guilabel:`Published`.
.. tip::
- To access the product page from the product form in the backend, click the :icon:`fa-globe`
:guilabel:`Go to Website` smart button.
- To publish products from the backend, navigate to the :guilabel:`Sales` tab of the
:ref:`product form <ecommerce/products/product-form>`, then go to the :guilabel:`Ecommerce
shop` section and toggle the :guilabel:`Is Published` switch on.
To publish multiple products at once, follow these steps:
#. Go to :menuselection:`Website --> eCommerce --> Products`.
#. Remove the :guilabel:`Published` filter and switch to the :guilabel:`List` view.
#. Click the :icon:`fa-sliders` (:guilabel:`dropdown toggle`) icon on the far right of the view and
enable :guilabel:`Is Published`.
#. Click the :guilabel:`Is Published` column to re-order it by *published* or *unpublished*
products.
#. Select the products to publish by ticking their box on the far left.
#. In the :guilabel:`Is Published` column, tick the box for any of the selected products, then
:guilabel:`Update` to publish them.
.. _ecommerce/products/website-availability:
.. note::
When managing multiple websites, the availability of a product on each website can be set from
the :ref:`product form <ecommerce/products/product-form>`. Navigate to the :guilabel:`Sales` tab,
then in the :guilabel:`Ecommerce shop` section, select the :guilabel:`Website` where the product
should be available. Leave the field blank to make the product available on *all* websites.
You can make a product available on either *one* website or *all* websites, but selecting only
*some* websites is not possible. To sell the product on multiple specific websites without
making it available on all of them, **duplicate** the product for each website and assign the
corresponding website to each duplicate.
.. _ecommerce/products/product-configuration:
Product configuration
=====================
.. _ecommerce/products/product-form:
To add general information to a product, navigate to :menuselection:`Website --> eCommerce -->
Products` and select the relevant product. You can configure various options, such as choosing a
:doc:`product type </applications/inventory_and_mrp/inventory/product_management/configure/type>`,
adding :doc:`variants and categories <categories_variants>`, or defining :doc:`prices <prices>`.
.. _ecommerce/products/description:
Additionally, add an e-commerce-specific product description to be displayed below the product name
on the frontend :doc:`product page <../ecommerce_design/product_page>`. To do so, go to the
:guilabel:`Sales` tab, scroll down to the :guilabel:`Ecommerce description` section, and write a
description. Use Odoo's :doc:`rich-text editor </applications/essentials/html_editor>` to customize
the content.
.. tip::
- Click the :icon:`fa-globe` :guilabel:`Go to Website` smart button to access the frontend
product page and :doc:`customize <../ecommerce_design/product_page>` it using the :doc:`website
editor <../../website/web_design>`.
- Product descriptions can also be generated using :doc:`AI </applications/productivity/ai>`. To
do so, type `/` in the :guilabel:`Ecommerce description` section and select :guilabel:`AI` to
open the :doc:`AI agent </applications/productivity/ai/agents>`.
.. _ecommerce/products/images:
Product images and videos
-------------------------
To add media items, such as images and videos, navigate to the :ref:`product form
<ecommerce/products/product-form>` and go to the :guilabel:`Sales` tab. In the :guilabel:`Ecommerce
Media` section, click :guilabel:`Add Media`. In the :guilabel:`Select a media` pop-up window:
- To add an image, select an image, click :guilabel:`Add URL` or :guilabel:`Upload an image` in the
:guilabel:`Images` tab.
- To add a video, navigate to the :guilabel:`Videos` tab, paste a video URL, or :ref:`embed HTML
code <website/building_blocks/embed_code>`. Then, enable the relevant :ref:`video options
<website/elements/videos>`.
Once the media is selected, click :guilabel:`Add`.
.. tip::
:ref:`Customize product images and videos <ecommerce/product_page/image-customization>` using
the :doc:`website editor <../../website/web_design>` from the frontend.
.. _ecommerce/products/combos:
Product combos
--------------
:doc:`Product combinations </applications/sales/point_of_sale/combos>` allow users to configure a
set of related products to buy as a bundle. To :ref:`configure combos <pos/combos/configuration>`,
go to :menuselection:`Website --> eCommerce --> Combo Choices`. Once finished and published,
customers can choose the combo when adding the product to the cart. Depending on the configuration,
certain items may incur an additional charge.
.. image:: products/combo-choice.png
:alt: Add the combo product to the cart.
:scale: 75%
.. _ecommerce/products/cross_upselling:
Cross-selling & Upselling
-------------------------
Cross-selling and upselling are sales techniques used to present customers with additional or
higher-tier products and services from the :doc:`catalog
<../../ecommerce/ecommerce_design/catalog>`. Cross-selling focuses on recommending accessory or
:doc:`optional products </applications/sales/sales/sales_quotations/optional_products>` alongside
the item being purchased during ordering and checkout. Upselling, on the other hand, encourages
customers to choose a higher-priced or upgraded alternative product.
To configure these product suggestions, go to :menuselection:`Website --> eCommerce --> Products`,
select the relevant product, go to the :guilabel:`Sales` tab, and add the desired products in the
corresponding :guilabel:`Optional products`, :guilabel:`Accessory Products`, and/or
:guilabel:`Alternative products` fields.
.. tabs::
.. tab:: Optional products
Optional products are suggested when the customer clicks the :guilabel:`Add to cart` button to
buy a specific product.
.. image:: products/suggest-optional-products.png
:alt: Optional products cross-selling.
.. tab:: Accessory products
Accessory products appear in the :guilabel:`Suggested accessories` section during the
:guilabel:`Order summary` step, just prior to proceeding to checkout.
.. image:: products/accessory-products.png
:alt: Suggested accessories at checkout during cart review
.. note::
To hide this section, open the :doc:`website editor <../../website/web_design>`, go to the
:guilabel:`Style` tab, and toggle the :guilabel:`Suggested Accessories` switch off.
.. tab:: Alternative products
Alternative products are displayed at the bottom of the :doc:`product page
<../ecommerce_design/product_page>` under the :guilabel:`Alternative Products` heading.
.. image:: products/alternative-products-ecommerce.png
:alt: The alternative products section of an product page.
.. tip::
To customize this block, open the :doc:`website editor <../../website/web_design>`, click
the block on the page, and :doc:`adapt the heading and text
<../../website/web_design/elements>` if necessary. Go to the :guilabel:`Style` tab, scroll
to the :guilabel:`Alternative Products` section, and modify the options as needed.
.. _ecommerce/products/digital-files:
Digital files
-------------
It is possible to link digital files, such as certificates, eBooks, or user manuals, to the
products. To do so, go to the :ref:`product form <ecommerce/products/product-form>` and click the
:icon:`fa-file-text-o` :guilabel:`Documents` smart button. Then, click :guilabel:`Upload` to upload
a file directly, or for additional options, click :guilabel:`New`. Choose the :guilabel:`Type` of
attachment:
- :guilabel:`File`: :guilabel:`Upload your file`.
- :guilabel:`URL`: Insert the link to the file or media item.
- :guilabel:`Cloud Storage` (if applicable): Insert a link to your cloud storage to store the file
on the :doc:`cloud storage </applications/general/integrations/cloud_storage>` platform instead of
the databases server.
These documents can be made available:
- On the product page (before checkout): Set the :guilabel:`Sales visibility` field to
:guilabel:`Hidden` and enable :guilabel:`Publish on website`.
- In the :doc:`customer portal </applications/general/users/user_portals>` on the confirmed sales
order (after checkout): Set the :guilabel:`Sales visibility` field to :guilabel:`On confirmed
order` and disable :guilabel:`Publish on website`.
.. tip::
In :ref:`Kanban <studio/views/multiple-records/kanban>` view, click the :icon:`fa-ellipsis-v`
(:guilabel:`dropdown menu`) in the top-right corner of the document card to :guilabel:`Edit`,
:guilabel:`Delete`, or :guilabel:`Download` the document.
.. _ecommerce/products/translation:
Translation
-----------
If a website is available in multiple languages, product information can be translated directly on
the :ref:`product form <ecommerce/products/product-form>`. Fields that support multiple languages
are identifiable by their language abbreviation (e.g., `EN`) next to the field, such as the
:guilabel:`Product name`, :ref:`Out-of-Stock Message <ecommerce/products/stock-management>`, the
:ref:`E-Commerce Description <ecommerce/products/description>`, :ref:`ribbon or badge
<ecommerce/products/additional_features/product-highlight>` names, :doc:`categories and variants
<categories_variants>` names, etc.
.. note::
Having untranslated content on a web page may be detrimental to the user experience and
:doc:`SEO </applications/websites/website/structure/seo>`. To avoid this, use the
:ref:`Translate <translate/translate>` feature to translate any remaining untranslated content
on the page.
.. seealso::
:doc:`Website languages and translations
</applications/websites/website/configuration/translate>`
.. _ecommerce/products/stock-management:
Stock management
----------------
.. important::
The :doc:`Inventory app </applications/inventory_and_mrp/inventory>` must be installed to handle
stock-related settings and operations.
To configure stock-related e-commerce options, go to :menuselection:`Website --> Configuration -->
Settings`, scroll down to the :guilabel:`eCommerce` section, then to the :guilabel:`Inventory
Defaults` subsection. The following settings are available:
- If multiple :doc:`warehouses
</applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`
exist, select the relevant one from the :guilabel:`Warehouse` dropdown menu to set it as the
default.
- Next to :guilabel:`Out-of-Stock`, enable :guilabel:`Continue Selling` to allow customers to place
orders even when the product is out of stock. Keep this option disabled to prevent customers from
ordering products that are out of stock.
- Enable the :guilabel:`Show Available Quantity` option to display the remaining available quantity
on the product page when it drops below a defined threshold. The available quantity is calculated
based on the :guilabel:`On hand` quantity minus the quantity already :doc:`reserved
</applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods>` for outgoing
transfers.
These settings apply to *all* products, but can be adapted for individual products if needed. To do
so, go to the product form and make sure the :ref:`Track inventory option
<inventory/product_management/tracking-inventory>` is enabled. Then, navigate to the
:guilabel:`Sales` tab and, under the :guilabel:`Ecommerce shop` section, enable or disable the
relevant :guilabel:`Sell when Out-of-Stock` and :guilabel:`Show Available Qty` options. You can also
compose an :guilabel:`Out-of-Stock Message` or create an :ref:`out-of-stock ribbon or badge
<ecommerce/products/additional_features/product-highlight>`.
.. note::
- Modifying the general :guilabel:`Inventory Defaults` settings does not automatically modify the
related option(s) on the product form for existing products; it only affects products created
after the feature is enabled/disabled.
- To display the stock level on the product page, the :guilabel:`Product Type` field on the
:ref:`product form <ecommerce/products/product-form>` must be set to :guilabel:`Goods` or
:guilabel:`Combo`.
- A :icon:`fa-envelope-o` (:guilabel:`envelope`) :guilabel:`Get notified when back in stock`
button appears on the product page when an item is out of stock. Customers can click
the link to enter their email address and receive a notification once the item is back
in stock.
- If the :ref:`Click & Collect <ecommerce/shipping/instore-pickup>` feature is enabled, the
product availability is displayed on the product page based on the stock in the warehouse
defined on the related :doc:`delivery method
</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method>`
form.
.. example::
Currently, the `Boko Chair` is not available in any warehouses. However, customers can click
the :icon:`fa-envelope-o` (:guilabel:`envelope`) :guilabel:`Get notified when back in
stock` link to receive a notification as soon as the product becomes available again. An
:guilabel:`Out-of-Stock Message` can also be added to inform customers that the item will be
replenished.
.. image:: products/out-of-stock.png
:alt: Example of a product that is out of stock, but which will be available again.
.. tip::
If a unique reference is needed for inventory management, install the :doc:`Manufacturing app
</applications/inventory_and_mrp/manufacturing>` and create :doc:`kit bills of materials
</applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping>`. Each
kit links its published "virtual" products to the main reference tracked in Inventory. This
ensures that any item sold on the website is converted into the corresponding stocked item in
the delivery order.
.. _ecommerce/products/stock-management/packagings:
Packagings
~~~~~~~~~~
To offer different product pack sizes to customers on the e-commerce, configure product
:doc:`packagings
</applications/inventory_and_mrp/inventory/product_management/configure/packaging>`. Then go to
the :ref:`product form <ecommerce/products/product-form>` and navigate to the
:guilabel:`Sales` tab. Under :guilabel:`Upsell & cross-sell`, add as many package types as needed
in the :guilabel:`Packagings` field. The available package types are displayed on the e-commerce
:doc:`product page <../ecommerce_design/product_page>`.
.. image:: products/product-packagings.png
:alt: Product packages on the e-commerce page.
.. tip::
It is also possible to add packagings to a specific :ref:`product variant
<ecommerce/categories_variants/product-variants>`. To do so, go to the product form, click the
:icon:`fa-sitemap` :guilabel:`Variants` :ref:`smart button
<products/variants/variants-smart-button>`, and select the relevant product variant. Under
:guilabel:`Sales`, add as many package types as needed in the :guilabel:`Packagings` field.

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@@ -115,7 +115,7 @@ number of attribute sections:
.. seealso::
- :doc:`../../../sales/sales/products_prices/products/variants`
- :doc:`../../ecommerce/products/categories_variants`
- :doc:`../../ecommerce/configuration/categories_variants`
.. _ecommerce/catalog/product-listing:

View File

@@ -17,7 +17,7 @@ Product images and videos
=========================
After :ref:`adding media items on the product form <ecommerce/products/images>` or upon
:ref:`product creation in the frontend <ecommerce/products/create-products>`, customize them on the
:ref:`product creation in the frontend <ecommerce/products/product-creation>`, customize them on the
frontend product pages. To do so, navigate to the relevant product page in the online shop, click
:guilabel:`Edit` in the upper-right corner, and navigate to the :guilabel:`Style` tab.
@@ -154,13 +154,13 @@ Toggle the following options on/off to enable or disable features across all pro
packagings.
- :ref:`Documents <ecommerce/products/digital-files>`: Add relevant documents, such as
user manuals or other supporting materials.
- :ref:`Alternative products <ecommerce/cross_upselling/alternative>`: Suggest similar
- :ref:`Alternative products <ecommerce/products/cross_upselling>`: Suggest similar
products and customize the section.
- :ref:`Show Available Quantity <ecommerce/products/stock-management/inventory>`: Display the
- :ref:`Show Available Quantity <ecommerce/products/stock-management>`: Display the
available product quantity when the quantity falls below a specified threshold.
- :ref:`Out-of-Stock Message <ecommerce/products/stock-management/inventory>`: Display a
- :ref:`Out-of-Stock Message <ecommerce/products/stock-management>`: Display a
customized message for products that are out of stock.
- :ref:`Get notified when back in stock <ecommerce/products/stock-management/inventory>`:
- :ref:`Get notified when back in stock <ecommerce/products/stock-management>`:
Customers can insert their email address to receive a notification when the item is back in
stock.
- :guilabel:`Product Page Extra Fields`: To enable specific extra fields for the product page,

View File

@@ -51,8 +51,8 @@ Orders`, and select one to open it. The status bar at the top of the order shows
- If the customer pays via :ref:`wire transfer <payment_providers/bank_payments/wire_transfer>`,
the quotation is *not* automatically confirmed. In this case, the customer receives a
notification on the :guilabel:`My account` page of their :doc:`customer account
<customer_accounts>` to review and pay for the order. After the payment is received, the order
must be manually confirmed in the backend.
<configuration/customer_accounts>` to review and pay for the order. After the payment
is received, the order must be manually confirmed in the backend.
.. seealso::
- :doc:`checkout`

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@@ -1,261 +0,0 @@
:show-content:
========
Products
========
**Odoo eCommerce** allows you to :ref:`add products <ecommerce/products/add-products>` and manage
your :doc:`product pages <../ecommerce/ecommerce_design/product_page>` directly from the Website app.
It also allows you to add :ref:`digital files <ecommerce/products/digital-files>`, :ref:`translate
<ecommerce/products/translation>` the product page content, and :ref:`manage the stock
<ecommerce/products/stock-management>`.
.. _ecommerce/products/add-products:
Add products
============
.. _ecommerce/products/create-products:
Create products
---------------
To create a product from the frontend, click :guilabel:`+ New` in the top-right corner, then
:guilabel:`Product`. Enter the :guilabel:`Product Name`, :guilabel:`Sales Price`, the default
:guilabel:`Customer Taxes` for local transactions, and :guilabel:`Save`. You can then update the
product's details, add an image, and :ref:`customize <ecommerce_design/product_page/customization>`
the product page. When you :guilabel:`Save`, the product page is automatically published.
.. tip::
- You can also create a product from the backend by going to
:menuselection:`Website --> eCommerce --> Products` and clicking :guilabel:`New`.
- Products created from the frontend are automatically :ref:`published <website/pages/un-publish-page>`,
while products created from the backend are not. To publish a product, click the
:guilabel:`Go to Website` smart button to access the product page, then toggle the switch from
:guilabel:`Unpublished` to :guilabel:`Published`.
.. seealso::
- :doc:`Create new products using the Barcode Lookup database
</applications/inventory_and_mrp/barcode/setup/barcodelookup>`.
- :doc:`Configure the Gelato connector in Odoo to synchronize the product catalog and automate
order fulfilment with Gelato </applications/sales/sales/gelato>`.
.. _ecommerce/products/import-products:
Import products
---------------
To :ref:`import product data <essentials/export_import_data/import-data>` using XLSX or CSV files,
go to :menuselection:`Website --> eCommerce --> Products`, click the :icon:`fa-cog`
(:guilabel:`gear`) icon, then :ref:`Import records <essentials/export_import_data/import-data>`.
.. tip::
To publish **large batches** of products, follow these steps:
#. Go to :menuselection:`Website --> eCommerce --> Products`.
#. Remove the :guilabel:`Published` filter and switch to the :guilabel:`List` view.
#. Click the :icon:`fa-sliders` (:guilabel:`dropdown toggle`) icon and enable
:guilabel:`Is published`.
#. Click the :guilabel:`Is Published` column to re-order it by **published** or **unpublished**
products.
#. Select the products to publish by ticking their box.
#. In the :guilabel:`Is Published` column, tick the box for any of the selected products, then
:guilabel:`Confirm` to publish them.
Product information
-------------------
.. _ecommerce/products/product-form:
To add general information about a product, navigate to :menuselection:`Website -->
eCommerce --> Products` and select the product. You can configure the product page from the form
by adding :ref:`variants <ecommerce/categories_variants/product-variants>`, :ref:`digital documents
<ecommerce/products/digital-files>`, or :ref:`translating <ecommerce/products/translation>` content.
.. _ecommerce/products/description:
You can also add an e-commerce-specific product description to be displayed below
the product name on the product's page. To do so, go to the :guilabel:`Sales`
tab, scroll down to the :guilabel:`Ecommerce description` section, and add a description. Use Odoo's
:doc:`rich-text editor <../../essentials/html_editor>` features to personalize the content.
.. tip::
Click the :guilabel:`Go to Website` smart button to return to the frontend product's page.
.. _ecommerce/products/images:
Product images and videos
-------------------------
To add more media items, such as images and videos, navigate to the
:ref:`product form <ecommerce/products/product-form>`, then go to the :guilabel:`Sales` tab
and click :guilabel:`Add Media` under the :guilabel:`Ecommerce Media` section. In the
:guilabel:`Select a media` pop-up window, go to the :guilabel:`Images` tab, select an image,
click :guilabel:`Upload an image` or :guilabel:`Add URL`. Or navigate to the :guilabel:`Videos` tab,
paste a video URL or embed code. Once done, click :guilabel:`Add`.
.. tip::
Click the :icon:`fa-globe` :guilabel:`Go to Website` smart button to access the product's page
on the website and :ref:`customize <ecommerce/product_page/image-customization>` product images
and videos using the website editor.
.. _ecommerce/products/digital-files:
Digital files
=============
You can link digital files like certificates, eBooks, or user manuals to the products. These
documents are available :ref:`before payment <ecommerce-products-digital-files-before-payment>` on
the product page or in the customer portal
:ref:`after checkout <ecommerce-products-digital-files-after-payment>`.
To link a digital file to a product, go to the :ref:`product form <ecommerce/products/product-form>`
and click the :guilabel:`Documents` smart button. Then, click :guilabel:`Upload` to upload a file
directly, or for additional options, click :guilabel:`New`, then :guilabel:`Upload your file`.
.. tip::
- You can link a URL instead of a digital file. To do so, click :guilabel:`New`, go to the
:guilabel:`Type` field, and select :guilabel:`URL`.
- To edit an existing file, click the :icon:`fa-ellipsis-v` (:guilabel:`dropdown menu`) in the
top-right corner of the document card and click :guilabel:`Edit`.
.. _ecommerce-products-digital-files-before-payment:
Digital files available before payment
--------------------------------------
To make the file available on the product page (before payment), leave the :guilabel:`Visibility`
field blank and toggle the :guilabel:`Show on product page` switch.
.. image:: products/digital-files.png
:alt: digital file available before payment on the product page
.. _ecommerce-products-digital-files-after-payment:
Digital files available after payment
-------------------------------------
To make the file available (after payment), set the :guilabel:`Visibility` field to
:guilabel:`Confirmed order` and turn off the :guilabel:`Show on product page` switch.
.. _ecommerce/products/translation:
Translation
===========
If multiple languages are available on your website, you can translate a product's information
directly on the :ref:`product form <ecommerce/products/product-form>`. Fields that support multiple
languages are identifiable by their abbreviation language (e.g., EN) next to their field.
The e-commerce-related fields to translate are:
- :guilabel:`Product name`.
- :guilabel:`Out-of-Stock Message` (under the :guilabel:`Sales` tab).
- :guilabel:`Sales Description` (under the :guilabel:`Sales` tab).
.. note::
- Having untranslated content on a web page may be detrimental to the user experience and
:doc:`SEO <../../websites/website/structure/seo>`. You can use the
:doc:`Translate <../website/configuration/translate>` feature to translate the page's content.
- To check the language(s) of your website, go to :menuselection:`Website --> Configuration -->
Settings` and go to the :guilabel:`Website Info` section.
.. _ecommerce/products/website-availability:
Website availability
--------------------
To set the product's website availability, navigate to the :ref:`product form
<ecommerce/products/product-form>`, go to the :guilabel:`Sales` tab, and in the
:guilabel:`eCommerce shop` section, select the :guilabel:`Website` you wish the product to be
available on. Leave the field blank to make the product available on *all* websites.
.. note::
- You can make a product available on either *one* website or *all* websites, but selecting only
*some* websites is not possible. To sell the product on multiple specific websites without
making it available on all, **duplicate** the product for each website and assign the
corresponding website to each duplicate.
- Enable the :guilabel:`Is Published` toggle to make sure the product is available for website
visitors.
.. _ecommerce/products/stock-management:
Stock management
================
To enable and configure inventory management options, go to :menuselection:`Website -->
Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section and the
:guilabel:`Inventory Defaults` sub-section.
.. important::
- The **Inventory** app must be installed to see the inventory management options.
- To display the stock level on the product page, the :guilabel:`Product Type` field must be set
to :guilabel:`Storable` in the :ref:`product form <ecommerce/products/product-form>`.
.. tip::
If a unique reference is needed for inventory management, install the :doc:`Manufacturing app
</applications/inventory_and_mrp/manufacturing>`, and create :doc:`Kit bills of materials
</applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping>`. Each
kit links its published "virtual" products to the main reference tracked in Inventory. This
ensures that any item sold on the website is converted into the corresponding stocked item in
the delivery order.
.. _ecommerce/products/stock-management/inventory:
Inventory
---------
In the :guilabel:`Inventory Defaults` sub-section, fill in those fields:
- :doc:`Warehouse <../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`.
- :guilabel:`Out-of-Stock`: Enable :guilabel:`Continue Selling` to allow customers to place orders
even when the product is **out of stock**. Leave the box unchecked to prevent orders.
- :guilabel:`Show Available Qty`: Displays the available quantity left under a specified threshold
on the product page. The available quantity is calculated based on the :guilabel:`On hand`
quantity minus the quantity already reserved for outgoing transfers.
To inform customers that a product is out of stock, configure an :guilabel:`Out-of-Stock
Message`. To do so, go to the product form and navigate to the :guilabel:`Sales` tab. Under the
:guilabel:`Ecommerce shop` section, compose an :guilabel:`Out-of-Stock Message`.
.. image:: products/out-of-stock-message.png
:alt: Out-of-stock message on the product page.
.. note::
- A :icon:`fa-envelope-o` (:guilabel:`envelope`) :guilabel:`Get notified when back in stock`
button appears on the product page when an item is out of stock. Customers can click
the link to enter their email address and receive a notification once the item is back
in stock.
- To create an :guilabel:`Out-of-Stock Message` and have the notification option available,
the :ref:`Track inventory setting <inventory/product_management/tracking-inventory>` must be
enabled on the product form.
.. _ecommerce/products/stock-management/packagings:
Packagings
----------
To offer different product pack sizes to customers on the e-commerce, configure product
:doc:`packagings
</applications/inventory_and_mrp/inventory/product_management/configure/packaging>`. Then, go to
:menuselection:`Website --> eCommerce --> Products`, select a product, and navigate to the
:guilabel:`Sales` tab of the product form. Under :guilabel:`Upsell & cross-sell`, add as many
package types as needed in the :guilabel:`Packagings` field. The available package types are
displayed on the e-commerce :doc:`product page <../ecommerce/ecommerce_design/product_page>`.
.. image:: products/product-packagings.png
:alt: Product packages on the e-commerce page.
.. tip::
It is also possible to add packagings to a specific :ref:`product variant
<ecommerce/categories_variants/product-variants>`. To do so, go to the product form, click the
:icon:`fa-sitemap` :guilabel:`Variants` :ref:`smart button
<products/variants/variants-smart-button>`, and select the relevant product variant. Under
:guilabel:`Sales`, add as many package types as needed in the :guilabel:`Packagings` field.
.. toctree::
:titlesonly:
products/prices
products/cross_upselling
products/categories_variants

View File

@@ -1,71 +0,0 @@
===========================
Cross-selling and upselling
===========================
:ref:`Cross-selling <ecommerce/cross_selling>` and
:ref:`upselling <ecommerce/cross_upselling/alternative>` are sales techniques designed to encourage
customers to purchase additional or higher-priced products and services from your
:doc:`product catalog <../../ecommerce/ecommerce_design/catalog>`.
.. _ecommerce/cross_selling:
Cross-selling
=============
Cross-selling can be achieved by suggesting
:ref:`optional products <ecommerce/cross_upselling/optional>` when items are added to the cart or by
recommending :ref:`accessory products <ecommerce/cross_upselling/accessory>` on the checkout page.
.. _ecommerce/cross_upselling/optional:
Optional products
-----------------
**Optional products** are suggested when the customer selects a product and clicks
:guilabel:`Add to cart`.
To enable **optional products**, go to :menuselection:`Website --> eCommerce --> Products`, select a
product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
:guilabel:`Optional Products` field.
.. image:: cross_upselling/add-to-cart.png
:alt: Optional products cross-selling
.. _ecommerce/cross_upselling/accessory:
Accessory products
------------------
**Accessory products** are showcased in the :guilabel:`Suggested Accessories` section during the
:guilabel:`Review Order` step, just before proceeding to checkout.
To enable **accessory products**, go to :menuselection:`Website --> eCommerce --> Products`, select
a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
:guilabel:`Accessory Products` field.
.. image:: cross_upselling/accessory-products.png
:alt: Suggested accessories at checkout during cart review
.. _ecommerce/cross_upselling/alternative:
Upselling
=========
You can display **alternative products** at the bottom of the product page as an upselling
technique, encouraging customers to consider a more expensive variant or product than their
initial choice by presenting appealing alternatives.
.. image:: cross_upselling/cross_upselling-alternative.png
:alt: Alternative products on the product page
To enable alternative products, navigate to :menuselection:`Website --> eCommerce --> Products`,
select the desired product, and go to the :guilabel:`Sales` tab. In the
:guilabel:`Alternative Products` field, add the products you want to feature.
Click :guilabel:`Go to Website` to view the alternative products displayed at the bottom of the
product page.
To adjust the settings, click :guilabel:`Edit` and select the related
:doc:`building block <../../website/web_design/building_blocks>`. In the :guilabel:`Customize`
tab, scroll to the :guilabel:`Alternative Products` section and modify the settings as needed to
tailor the display to your preferences.

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@@ -114,9 +114,10 @@ To allow customers to reserve products online and collect them in-store, follow
.. note::
- When the product is in stock, a location selector is displayed on the :doc:`product
<products>` and :doc:`checkout <checkout>` pages. Customers cannot select a pickup location
if the product is out of stock at that location, unless the :ref:`Continue selling
<ecommerce/products/stock-management>` option for out-of-stock products is enabled.
<configuration/products>` and :doc:`checkout <checkout>` pages. Customers cannot
select a pickup location if the product is out of stock at that location, unless the
:ref:`Continue selling <ecommerce/products/stock-management>` option for out-of-stock products
is enabled.
- If the :ref:`Show Available Qty <ecommerce/products/stock-management>` option is enabled for a
product, customers can view the stock quantity available for each warehouse in the location
selector on the product page.

View File

@@ -11,7 +11,7 @@ target audience.
Each website can be designed and configured independently with its own :doc:`domain name
<domain_names>`, :doc:`theme <../web_design/themes>`, :doc:`pages <../structure/pages>`, :doc:`menus
<../structure/header_footer>`, :doc:`languages <translate>`, :doc:`products
<../../ecommerce/products>`, assigned sales team, etc. They can also
<../../ecommerce/configuration/products>`, assigned sales team, etc. They can also
:ref:`share content and pages <multi-website/website_content>`.
.. tip::
@@ -124,7 +124,7 @@ Customer accounts
-----------------
You can :doc:`allow your customers to use the same account
<../../ecommerce/customer_accounts>` on all of your websites by enabling the :guilabel:`Shared
<../../ecommerce/configuration/customer_accounts>` on all of your websites by enabling the :guilabel:`Shared
Customer Accounts` check box in the website settings.
Pricing

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@@ -5,6 +5,8 @@ Translations
Your website can be translated into multiple languages, allowing visitors to view its content in
their preferred language.
.. _translate/language-configuration:
Configuration
=============

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@@ -170,7 +170,7 @@ these steps:
.. tip::
To hide the `Shop` menu item, :doc:`restrict ecommerce access to logged-in users
<../../ecommerce/customer_accounts>`.
<../../ecommerce/configuration/customer_accounts>`.
.. _website/header_footer/footer-design:

View File

@@ -96,6 +96,7 @@ To add a video, type `/video`, insert the URL, and turn on the desired options:
- :guilabel:`Loop`: to play the video on a loop.
- :guilabel:`Hide player controls`
- :guilabel:`Hide fullscreen button`
- :guilabel:`Start at`: to define the timestamp where the video should start, in `MM:SS` format.
.. _website/elements/icons:

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@@ -57,6 +57,12 @@ applications/productivity/sign/vietnam.rst applications/productivity/sign/validi
applications/websites/ecommerce/payments.rst applications/websites/ecommerce/checkout.rst
applications/websites/ecommerce/products/additional_features.rst applications/websites/ecommerce/ecommerce_design/additional_features.rst
applications/websites/ecommerce/products/catalog.rst applications/websites/ecommerce/ecommerce_design/catalog.rst
applications/websites/ecommerce/customer_accounts.rst applications/websites/ecommerce/configuration/customer_accounts.rst
applications/websites/ecommerce/b2b_b2c.rst applications/websites/ecommerce/configuration/b2b_b2c.rst
applications/websites/ecommerce/products/prices.rst applications/websites/ecommerce/configuration/prices.rst
applications/websites/ecommerce/products/categories_variants.rst applications/websites/ecommerce/configuration/categories_variants.rst
applications/websites/ecommerce/products.rst applications/websites/ecommerce/configuration/products.rst
applications/websites/ecommerce/products/cross_upselling.rst applications/websites/ecommerce/configuration/products.rst
# applications/inventory_and_mrp
@@ -73,7 +79,6 @@ applications/finance/payment_providers/sdd.rst applications/finance/payment_prov
# applications/hr
applications/hr/payroll/batches.rst applications/hr/payroll/pay_runs.rst
applications/hr/referrals/reports.rst applications/hr/referrals/referral_analysis.rst
#applications/general
@@ -83,6 +88,11 @@ applications/general/iot/iot_advanced/https_certificate_iot.rst applications/gen
applications/general/users/portal.rst applications/general/users/user_portals.rst
# applications/sales
applications/sales/sales/products_prices/accessory_products.rst applications/websites/ecommerce/configuration/products.rst
applications/sales/sales/products_prices/alternative_products.rst applications/websites/ecommerce/configuration/products.rst
# application/sales/point_of_sale
applications/sales/point_of_sale/configuration/https.rst applications/sales/point_of_sale/configuration.rst