[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>
@@ -925,7 +925,7 @@ the following configurations for the **eCommerce** flow:
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- :ref:`Client account registration <ecommerce/customer_accounts/checkout-access>`;
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- :ref:`Automatic invoice <ecommerce/handling/invoices>`;
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- :doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to
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- :doc:`../../websites/ecommerce/configuration/products`: Set the :guilabel:`Invoicing Policy` to
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:guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`.
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- :doc:`../payment_providers`;
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- :doc:`../../websites/ecommerce/shipping`: For each shipping method, set
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@@ -46,6 +46,8 @@ user for that Odoo database.
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.. image:: portal_access/multiple-user-access.png
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:alt: Grant access to multiple users at once.
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.. _portal/revoke-access:
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Revoking portal access
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----------------------
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@@ -58,7 +58,7 @@ and inventory tracking is essential.
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in journals, then tracking the kit's inventory is recommended.
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* **Component Purchase Constraints**: Only the kit's minimum required components can be added to an
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**eCommerce** cart unless the option to :doc:`continue
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selling<../../../websites/ecommerce/products>` is disabled.
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selling <../../../websites/ecommerce/configuration/products>` is disabled.
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* **No Kit Serial Numbers**: Serial number tracking does not track the kit, only its shipped
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components.
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* **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.
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In retail, this feature allows you to create a product set with multiple products to choose from and
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combine.
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.. _pos/combos/configuration:
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Configuration
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=============
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@@ -12,5 +12,3 @@ Products & Prices
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products_prices/returns
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products_prices/ewallets_giftcards
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products_prices/loyalty_discount
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products_prices/alternative_products
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products_prices/accessory_products
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@@ -1,59 +0,0 @@
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==================
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Accessory products
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==================
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The use of accessory products is a marketing strategy that involves the cross-selling of related
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products alongside a desired core product. In Odoo, accessory products can be added to a core
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product's product form to integrate them into the customer's shopping experience and help drive
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increased sales.
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Example
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=======
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An electronics business has configured their products with an eye on cross-selling accessories
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whenever customers purchase big-ticket items. After a customer adds a tablet to their shopping cart,
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they are automatically suggested useful accessories like cases, screen protectors, and extra cables
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because of the accessory products that have been configured. This helps to drive sales by creating
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opportunities for impulse purchases, as well as reminding customers of useful accessories that they
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may have intended to purchase but forgot about while shopping.
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.. note::
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Accessory products are differentiated from optional products and alternative products by where
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they appear in the customer's shopping experience.
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- Accessory products appear as suggestions when viewing an eCommerce cart with an associated core
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product in it. This creates an opportunity for cross-selling during the checkout process.
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- Optional products are suggested when a core product has been added to a cart or a quotation.
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This creates an opportunity for cross-selling during the shopping process.
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- Alternative products are suggested at the bottom of an eCommerce product page whenever the
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product page is viewed. This creates an opportunity for upselling during the shopping process.
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Configuring accessory products
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==============================
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To add an accessory product to a product form, navigate to :menuselection:`Sales --> Products -->
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Products` and choose a product. Ensure that the product's :guilabel:`Sales` checkbox is ticked and
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click the :guilabel:`Sales` tab. Under :guilabel:`Upsell & Cross-sell` heading, the
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:guilabel:`Accessory Products` drop-down menu allows for accessory products to be set. Products will
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be displayed in alphabetical order. If the desired product isn't readily visible, type its name in
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the field to bring it up, then select it to add it as an accessory product.
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.. image:: accessory_products/accessory-products-product-form.png
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:alt: A product form in Odoo Sales showing the accessory products section.
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How accessory products appear to customers
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==========================================
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Accessory products appear alongside core products prior to checkout. They are automatically
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suggested based on what accessory products have been configured and what core products the customer
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has added to their shopping cart.
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.. figure:: accessory_products/accessory-products-ecommerce.png
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:alt: A screenshot of an eCommerce shopping cart showing accessory products.
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In this example, the core product, "Leather jacket", has several associated accessory products.
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Once a customer adds the core product to their shopping cart, the accessory products will appear
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as suggestions during the checkout process.
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.. seealso::
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:doc:`../../../websites/ecommerce/products/cross_upselling`
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Before Width: | Height: | Size: 46 KiB |
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Before Width: | Height: | Size: 20 KiB |
@@ -1,51 +0,0 @@
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====================
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Alternative products
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====================
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The use of alternative products is a marketing strategy that involves upselling related products
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alongside a desired core product. For instance, by configuring alternative products, a customer
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could be suggested a mechanical keyboard or a wireless keyboard when they visit the eCommerce
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website page for a standard keyboard.
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.. note::
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Alternative products are different from accessory and optional products because of where they
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show up in the customer's shopping experience.
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- Alternative products are suggested at the bottom of an eCommerce product page whenever the
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product page is viewed. This creates an opportunity for upselling during the shopping process.
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- Accessory products appear as suggestions when viewing an eCommerce cart. This creates an
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opportunity for cross-selling during the checkout process.
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- Optional products are suggested when a core product has been added to a cart or a quotation.
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This creates an opportunity for cross-selling during the shopping process.
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Configuring alternative products
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================================
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To add an alternative product to a product form, navigate to :menuselection:`Sales --> Products -->
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Products` and choose a product. Ensure that the product's :guilabel:`Sales` checkbox is ticked and
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click the :guilabel:`Sales` tab. In the :guilabel:`Upsell & Cross-sell` section, click the
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:guilabel:`Alternative Products` drop-down menu to set alternative products. Products are displayed
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in alphabetical order. If the desired product isn't readily visible, type its name in the field to
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bring it up, then select it to add it as an alternative product.
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.. figure:: alternative_products/product-form-alternative-products.png
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:alt: The alternative product field on the product form with multiple entries.
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Entries in the :guilabel:`Alternative Products` field on a product form.
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How alternative products appear to customers
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============================================
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Although the **Sales** app is used to configure alternative products, customers will only encounter
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them when visiting a website created with the **eCommerce** app. Alternative products are
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automatically suggested during the shopping process when a customer visits the webpage for an
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associated core product. They appear underneath the product listing under the header
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:guilabel:`Alternative Products`.
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.. figure:: alternative_products/alternative-products-ecommerce.png
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:alt: Alternative products as they appear on an eCommerce website.
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The alternative products section of an eCommerce product page.
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.. seealso::
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:doc:`/applications/websites/ecommerce/products/cross_upselling`
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|
Before Width: | Height: | Size: 26 KiB |
@@ -208,7 +208,7 @@ Lastly, configure a :guilabel:`Price` for the rental rule in the respective colu
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:alt: The rental tab in a pricelist configuration form.
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.. seealso::
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:doc:`Ecommerce price configuration </applications/websites/ecommerce/products/prices>`
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:doc:`Ecommerce price configuration </applications/websites/ecommerce/configuration/prices>`
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.. _sales/products/customer-pricelist-application:
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@@ -277,4 +277,4 @@ rule on a fresh form.
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.. seealso::
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- :doc:`/applications/sales/sales/products_prices/prices/currencies`
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- :doc:`/applications/websites/ecommerce/products/prices`
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- :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
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adds an associated core product to their shopping cart.
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.. note::
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Optional products are differentiated from accessory products and alternative products by where
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they appear in the customer's shopping experience.
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- Optional products are suggested when a core product has been added to a cart or a quotation.
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- Accessory products appear as suggestions when viewing an eCommerce cart.
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- Alternative products are suggested at the bottom of an eCommerce product page whenever the
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product page is viewed.
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Optional products differ from :ref:`accessory and alternative products
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<ecommerce/products/cross_upselling>` in terms of where they are displayed during the customer’s
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online shopping journey.
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.. figure:: optional_products/optional-products-quotation.png
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:alt: A screen from the quotation process shows how optional products appear as a pop-up window.
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Optional products as they appear during the quotation process.
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.. figure:: optional_products/optional-products-ecommerce.png
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:alt: An eCommerce shopping cart screen shows how optional products appear in eCommerce websites.
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Optional products as they appear when viewing the shopping cart on an eCommerce website.
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Configuring optional products
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=============================
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@@ -6,64 +6,56 @@
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eCommerce
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=========
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Build and run your open-source online store with Odoo eCommerce. Create your products, customize the
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ordering and checkout process, configure delivery methods, handle sales and delivery orders, create
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customer accounts, and monitor your performance.
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Odoo eCommerce provides an open-source platform for building and managing an online store. It
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offers a wide range of tools and features to configure products, customize the design, manage
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ordering and checkout processes, set up delivery methods, handle orders, and analyze performance.
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.. cards::
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.. card:: Products
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:target: ecommerce/products
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.. card:: Configuration
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:target: ecommerce/configuration
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:large:
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Configure your product pages, adjust the shop page layout, set up the pricing, and define
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suggestions for optional and accessory products.
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Configure products, create product variants and categories, and set up pricing. Use customer
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accounts to manage access according to your business model (B2B or B2C) and needs.
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.. card:: eCommerce design
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:target: ecommerce/ecommerce_design
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:large:
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Design the product catalog and product pages using a wide range of design features,
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building blocks, and additional e-commerce-specific features and buttons.
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Design the product catalog and product pages using design elements, building blocks, and
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e-commerce-specific options and buttons.
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.. card:: Ordering and checkout
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:target: ecommerce/checkout
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:large:
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Customize the ordering and checkout process with the website editor to fit your business needs.
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Customize the ordering and checkout process to fit your business needs.
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.. card:: Delivery
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:target: ecommerce/shipping
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:large:
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Enable and configure delivery methods to provide your customers with one or multiple options
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upon checkout.
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Enable and configure delivery methods to provide customers with one or multiple options upon
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checkout.
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.. card:: Order handling
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:target: ecommerce/order_handling
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:large:
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Handle all business documents related to your e-commerce orders: sales orders, delivery
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orders, invoices, and legal requirements.
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.. card:: Customer accounts
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:target: ecommerce/customer_accounts
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:large:
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Define your customers' login process and grant portal access to all
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users or a select group.
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Handle the complete e-commerce order lifecycle, from sales and abandoned carts to delivery,
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stock management, returns, and invoicing.
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.. card:: Performance management
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:target: ecommerce/performance
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:large:
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Analyze sales data to evaluate your e-commerce performance.
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Analyze sales data to evaluate the shop's performance.
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.. card:: Google Merchant Center
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:target: ecommerce/google_merchant_center
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:large:
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Manage and submit your product data to Google with Google Merchant Center.
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Connect Odoo eCommerce to Google Merchant Center and other platforms, such as TikTok,
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Facebook, or Instagram to showcase products across multiple channels.
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.. note::
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Odoo offers a :ref:`free custom domain name <domain-name/register>` to all Odoo Online databases
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@@ -78,12 +70,10 @@ customer accounts, and monitor your performance.
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.. toctree::
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:titlesonly:
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ecommerce/products
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ecommerce/configuration
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ecommerce/ecommerce_design
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ecommerce/checkout
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ecommerce/shipping
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ecommerce/order_handling
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ecommerce/b2b_b2c
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ecommerce/customer_accounts
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ecommerce/performance
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ecommerce/google_merchant_center
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|
Before Width: | Height: | Size: 6.8 KiB |
@@ -49,7 +49,9 @@ redirects users to the default contact form.
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an online catalog but cannot share prices publicly (e.g., to offer custom or variable pricing).
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To display the :guilabel:`Contact Us` button and a note saying `Not Available For Sale` , you need
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to :ref:`hide your prices <ecommerce/prices/hide-prices>` on your product page.
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to :ref:`hide prices <ecommerce/prices/hide-prices>` on the product page. When the customer clicks
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the :guilabel:`Contact Us` button, they are redirected to the contact form where the
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:guilabel:`Subject` field is already auto-filled with the requested product's name.
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.. image:: checkout/cart-contact-us.png
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:alt: Contact us button on product page
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@@ -145,7 +147,7 @@ checkout options.
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.. tip::
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Restrict access to the :ref:`shop <ecommerce/customer_accounts/shop-access>` and :ref:`checkout
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<ecommerce/customer_accounts/checkout-access>` for specific customers, e.g., in a :doc:`B2B
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<b2b_b2c>` business setup.
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<../ecommerce/configuration/b2b_b2c>` business setup.
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.. _ecommerce/checkout/review_order:
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@@ -162,7 +164,7 @@ Open the website editor to :ref:`enable <ecommerce/checkout/customize_steps>` ch
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as:
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- :guilabel:`Suggested Accessories`: to showcase :ref:`accessory products
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<ecommerce/cross_upselling/accessory>`;
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<ecommerce/products/cross_upselling>`;
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- :guilabel:`Promo Code`: to allow customers to redeem :ref:`gift cards <ewallet_gift/gift-cards>`
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or apply :doc:`discount codes <../../sales/sales/products_prices/loyalty_discount>`;
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- :guilabel:`Add to Wishlist`: :ref:`Enable wishlists
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|
Before Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 4.7 KiB |
|
Before Width: | Height: | Size: 4.5 KiB |
|
Before Width: | Height: | Size: 4.8 KiB |
58
content/applications/websites/ecommerce/configuration.rst
Normal file
@@ -0,0 +1,58 @@
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:nosearch:
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:show-content:
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:hide-page-toc:
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|
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=============
|
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Configuration
|
||||
=============
|
||||
|
||||
Odoo eCommerce enables the configuration of products, categories, variants, and pricing. It also
|
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manages customer accounts and access, supporting both B2B and B2C business models.
|
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|
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.. 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
|
||||
@@ -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.
|
||||
@@ -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`
|
||||
|
Before Width: | Height: | Size: 77 KiB After Width: | Height: | Size: 77 KiB |
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
@@ -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:
|
||||
|
||||
|
Before Width: | Height: | Size: 3.5 KiB After Width: | Height: | Size: 3.5 KiB |
@@ -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`
|
||||
|
Before Width: | Height: | Size: 5.7 KiB After Width: | Height: | Size: 5.7 KiB |
|
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
|
Before Width: | Height: | Size: 3.5 KiB After Width: | Height: | Size: 3.5 KiB |
|
Before Width: | Height: | Size: 2.2 KiB After Width: | Height: | Size: 2.2 KiB |
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
|
Before Width: | Height: | Size: 5.7 KiB After Width: | Height: | Size: 5.7 KiB |
@@ -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 database’s 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.
|
||||
|
After Width: | Height: | Size: 16 KiB |
|
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
|
After Width: | Height: | Size: 32 KiB |
|
After Width: | Height: | Size: 7.4 KiB |
|
Before Width: | Height: | Size: 2.9 KiB After Width: | Height: | Size: 2.9 KiB |
|
After Width: | Height: | Size: 17 KiB |
@@ -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:
|
||||
|
||||
|
||||
@@ -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,
|
||||
|
||||
@@ -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`
|
||||
|
||||
@@ -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
|
||||
@@ -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.
|
||||
|
Before Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 37 KiB |
|
Before Width: | Height: | Size: 73 KiB |
|
Before Width: | Height: | Size: 13 KiB |
|
Before Width: | Height: | Size: 1.6 KiB |
|
Before Width: | Height: | Size: 13 KiB |
@@ -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.
|
||||
|
||||
@@ -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
|
||||
|
||||
@@ -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
|
||||
=============
|
||||
|
||||
|
||||
@@ -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:
|
||||
|
||||
|
||||
@@ -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:
|
||||
|
||||
|
||||
@@ -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
|
||||
|
||||