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[IMP] ecommerce: update add to cart page
task-4480769 closes odoo/documentation#13377 Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
This commit is contained in:
lman-odoo
@@ -24,7 +24,6 @@ products and increase your average cart sizes.
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:titlesonly:
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ecommerce/products
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ecommerce/cart
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ecommerce/checkout
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ecommerce/payments
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ecommerce/shipping
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@@ -1,111 +0,0 @@
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===========
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Add to cart
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===========
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The :guilabel:`Add to Cart` button can be customized in multiple ways. You can:
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- Choose on which page customers go after clicking the 'Add to Cart' button;
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- Hide the 'Add to Cart' button to prevent sales;
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- Add a 'Buy Now' button to skip the cart step and lead customers straight to checkout;
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- Create additional 'Add to Cart / Buy Now' buttons;
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- Add an 'Order Again' button to the customer portal.
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.. seealso::
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:doc:`checkout`
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.. _ecommerce/cart/action_customization:
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'Add to Cart' action customization
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==================================
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When customers click on the :guilabel:`Add to Cart` button, the product is added to their cart, and
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customers remain **by default** on the product's page. However, customers can either immediately be
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**redirected** to their cart, or given the choice on what to do through a **dialog box**.
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To change the default behavior, go to :menuselection:`Website --> Configuration --> Settings`. Under
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the :guilabel:`Shop - Checkout Process` section, look for :guilabel:`Add to Cart` and select one of
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the options.
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.. note::
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If a product has :doc:`optional products <products/cross_upselling>`, the **dialog
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box** will always appear.
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.. seealso::
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:doc:`products/catalog`
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.. _cart/prevent-sale:
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Replace 'Add to Cart' button by 'Contact Us' button
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===================================================
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You can replace the 'Add to Cart' button with a 'Contact Us' button which redirects users to the URL
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of your choice.
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.. note::
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Hiding the :guilabel:`Add to Cart` button is often used by B2B eCommerces that need to restrict
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purchases only to :ref:`customers with an account <ecommerce/checkout/policy>`, but still want to
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display an online product catalog for those without.
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To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Products` and tick
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:guilabel:`Prevent Sale of Zero Priced Product`. This creates a new :guilabel:`Button url` field
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where you can enter the **redirect URL** to be used. Then, set the price of the product to `0.00`
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either from the **product's template**, or from a
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:doc:`pricelist </applications/sales/sales/products_prices/prices/pricing>`.
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.. image:: cart/cart-contactus.png
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:align: center
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:alt: Contact us button on product page
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.. note::
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The 'Contact Us' button and '*Not Available For Sale*' text can both be modified using the
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**website builder** on the product's page (:menuselection:`Edit --> Customize`) by clicking on
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them.
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Customizable 'Add to Cart' button
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=================================
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You can also create a customizable 'Add to Cart' button and link it to a specific product. The
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**customized button** can be added on any page of the website as an **inner content** building
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block, and is an *additional* button to the regular :guilabel:`Add to Cart` button.
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To add it, go on the :guilabel:`Shop` page of your choice, click :menuselection:`Edit --> Blocks`
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and place the building block. Once placed, you have the following options:
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- :guilabel:`Product`: select the product to link the button with. Selecting a product renders the
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:guilabel:`Action` field available;
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- :guilabel:`Action`: choose if the button should :guilabel:`Add to Cart` or :guilabel:`Buy Now`
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(instant checkout).
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.. image:: cart/cart-add.png
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:align: center
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:alt: Customizable 'Add to Cart' button
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.. _ecommerce/cart/buy-now:
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'Buy Now' button
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================
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You can enable the :guilabel:`Buy Now` button to take customers directly to the :ref:`review order
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<ecommerce/checkout/review_order>` step instead of adding the product to the
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cart. This button is an *additional* option and does not replace the :guilabel:`Add to Cart` button.
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To do so, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the
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:guilabel:`Shop—Checkout Process` section, enable :guilabel:`Buy Now`, and :guilabel:`Save`.
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.. tip::
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Alternatively, you can enable the :guilabel:`Buy Now` button directly from a product page by
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clicking :guilabel:`Edit` and navigating to the :guilabel:`Customize` tab.
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.. image:: cart/cart-buy-now.png
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:alt: Buy Now button
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Re-order from portal
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====================
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Customers have the possibility to **re-order** items from **previous sales orders** on the customer
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portal. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout
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Process` and enable :guilabel:`Re-order From Portal`. Customers can find the :guilabel:`Order Again`
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button on their **sales order** from the **customer portal**.
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.. image:: cart/cart-reorder.png
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:align: center
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:alt: Re-order button
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@@ -1,12 +1,130 @@
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========
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Checkout
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========
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=====================
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Ordering and checkout
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=====================
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Once customers have added their desired products to the cart, they can access it by clicking the
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:icon:`fa-shopping-cart` button in the header to start the checkout process. In Odoo eCommerce, this
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process consists of sequential :ref:`steps <ecommerce/checkout/steps>`, some of which support
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additional features. The related checkout pages can be :ref:`customized
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<ecommerce/checkout/customize_steps>` using the website editor.
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Odoo eCommerce provides several options to organize the ordering and checkout process. It offers
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different :ref:`order button <ecommerce/checkout/order-buttons>` options and sequential
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:ref:`checkout steps <ecommerce/checkout/steps>`, some of which support additional features. The
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related buttons and checkout pages can be customized using the website editor.
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.. _ecommerce/checkout/order-buttons:
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Order buttons
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=============
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To customize the ordering process in Odoo eCommerce, you can:
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- change the :ref:`Add to Cart <ecommerce/checkout/add-to-cart>` button's behavior,
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- replace it with a :ref:`customized <ecommerce/checkout/prevent-sale>` button,
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- add a :ref:`Buy now <ecommerce/checkout/buy-now>` button, and
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- add an :ref:`Order again <ecommerce/checkout/re-order>` button to the customer portal.
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.. _ecommerce/checkout/add-to-cart:
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Add to cart options
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-------------------
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Default add to cart behavior
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When clicking the :guilabel:`Add to cart` button, different actions can be triggered. To configure
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them, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the
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:guilabel:`Shop - Checkout Process` section, and select one of the following options:
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- :guilabel:`Stay on Product Page`: The customer remains on the product's page.
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- :guilabel:`Go to cart`: The customer is immediately redirected to the cart.
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- :guilabel:`Let the user decide (dialog)`: The customer can choose if they want to go to the cart
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(:guilabel:`Proceed to Checkout`) or if they prefer to stay on the product page
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(:guilabel:`Continue Shopping`).
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.. note::
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This dialog box always appears regardless of the configuration to suggest :doc:`optional products
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<products/cross_upselling>`, if any.
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.. _ecommerce/checkout/prevent-sale:
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Button customization
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~~~~~~~~~~~~~~~~~~~~
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You can replace the :guilabel:`Add to Cart` button with a :guilabel:`Contact Us` button, which
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redirects users to the default contact form.
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.. note::
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Removing the ability to add products to the cart is often used by businesses that want to display
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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 do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop -
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Products` section, tick :guilabel:`Prevent Sale of Zero Priced Product`. A new :guilabel:`Button
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url` field appears to enter a redirect URL.
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Then, for all products that should display the :guilabel:`Contact Us` button, set their price to
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`0` using the product form or a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>`.
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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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.. note::
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The :guilabel:`Contact Us` button label, URL, and the *Not Available For Sale* text beneath the
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product title and description can be modified on the product's page while in :guilabel:`Edit`
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mode.
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Additional add to cart buttons
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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You can add additional :guilabel:`Add to Cart` buttons and link them to specific products on any
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website page.
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To add them, open the website editor and place the :guilabel:`Add to Cart Button` inner content
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building block. Once placed, click the button, scroll to the :guilabel:`Add to Cart Button`
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section, and configure the following:
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- :guilabel:`Product`: Select the product to link the button with.
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- :guilabel:`Action`: Choose if it should be an :guilabel:`Add to Cart` or :ref:`Buy Now
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<ecommerce/checkout/buy-now>` button.
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.. note::
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- If the product has variants, either choose one or leave the option on :guilabel:`Visitor's
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Choice`, which prompts the customer to select a variant and then to :guilabel:`Proceed to
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Checkout` or :guilabel:`Continue Shopping`.
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- The default :guilabel:`Add to Cart` button does not offer those options, but its label can be
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changed.
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.. tip::
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While in :guilabel:`Edit` mode, it is also possible to show or hide the :icon:`fa-shopping-cart`
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(:guilabel:`cart`) icon in the page's header. Click the header and then the
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:icon:`fa-shopping-cart` (:guilabel:`cart`) button next to the :guilabel:`Show Empty` option
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under the :guilabel:`Customize` tab.
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.. _ecommerce/checkout/buy-now:
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Buy now
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-------
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To let customers choose to go to the :ref:`review order <ecommerce/checkout/review_order>` step
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directly, you can add an additional :guilabel:`Buy now` button. To do so, go to
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:menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout
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Process` section, tick the :guilabel:`Buy Now` feature.
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.. tip::
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Alternatively, enable the feature by going to any product's page while in :guilabel:`Edit` mode
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and, in the :guilabel:`Customize` tab, clicking the :icon:`fa-bolt` :guilabel:`Buy Now` button
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next to the :guilabel:`Cart` options.
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.. image:: checkout/cart-buy-now.png
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:alt: Buy now button
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.. _ecommerce/checkout/re-order:
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Re-order from portal
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--------------------
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You can let customers re-order items from previous sales orders from their customer portal using the
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:guilabel:`Order Again` button. To add it, go to :menuselection:`Website --> Configuration -->
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Settings`. Under the :guilabel:`Shop - Checkout Process` section, tick the :guilabel:`Re-order From
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Portal` feature.
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.. image:: checkout/order-again-button.png
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:alt: Re-order button
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.. _ecommerce/checkout/policy:
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@@ -14,29 +132,29 @@ Checkout policy
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===============
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To allow customers to checkout as guests or force them to sign in/create an account, go to
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:menuselection:`Website --> Configuration --> Settings`, scroll down to the
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:guilabel:`Shop - Checkout Process` section, and configure the :guilabel:`Sign in/up at checkout`
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setting. The following options are available:
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:menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop -
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Checkout Process` section, and configure the :guilabel:`Sign in/up at checkout` setting. The
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following options are available:
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- :guilabel:`Optional`: Customers can check out as guests and register later via the order
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confirmation email to track their order.
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- :guilabel:`Disabled (buy as guest)`: Customers can checkout as guests without creating an account.
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- :guilabel:`Mandatory (no guest checkout)`: Customers must sign in or create an account at
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the :ref:`Review Order <ecommerce/checkout/review_order>` step to complete their purchase.
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- :guilabel:`Mandatory (no guest checkout)`: Customers must sign in or create an account at the
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:ref:`Review Order <ecommerce/checkout/review_order>` step to complete their purchase.
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B2B access management
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---------------------
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To restrict checkout to selected B2B customers, follow these steps:
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To restrict checkout to selected B2B customers:
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#. Go to :menuselection:`Website --> Configuration --> Settings`, and in the
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:guilabel:`Shop - Checkout Process` section, enable the
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:ref:`Mandatory (no guest checkout) <ecommerce/checkout/policy>` option.
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#. Go to :menuselection:`Website --> Configuration --> Settings`, and in the :guilabel:`Shop -
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Checkout Process` section, enable the :ref:`Mandatory (no guest checkout)
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<ecommerce/checkout/policy>` option.
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#. Scroll down to the :guilabel:`Privacy` section, go to :guilabel:`Customer Account`, and select
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:guilabel:`On invitation`.
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#. Go to :menuselection:`Website --> eCommerce --> Customers`, switch to the :guilabel:`List` view,
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and select the customers you wish to grant access to your
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:doc:`portal </applications/general/users/portal>`.
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and select the customers you wish to grant access to your :doc:`portal
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<../../general/users/portal>`.
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#. Click the :icon:`fa-cog` :guilabel:`Actions` button, then :guilabel:`Grant portal access`.
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#. Review the selected customers in the :guilabel:`Portal Access Management` pop-up and click
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:guilabel:`Grant Access`.
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@@ -47,13 +165,13 @@ instructions on setting a password and activating their account.
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.. note::
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- You can revoke access or re-invite a customer using the related buttons in the
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:guilabel:`Portal Access Management` pop-up.
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- Users can only have one :doc:`portal access </applications/general/users/portal>` per email.
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- Users can only have one :doc:`portal access <../../general/users/portal>` per email.
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- Settings are website-specific, so you could set up a B2C website that allows guest checkout and
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B2B website with mandatory sign-in.
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a B2B website with mandatory sign-in.
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.. seealso::
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- :doc:`Customer accounts <customer_accounts>`
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- :doc:`Portal access </applications/general/users/portal>`
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- :doc:`Customer accounts documentation <customer_accounts>`
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- :doc:`Portal access documentation <../../general/users/portal>`
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.. _ecommerce/checkout/steps:
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@@ -70,9 +188,9 @@ During the checkout process, customers are taken through the following steps:
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.. _ecommerce/checkout/customize_steps:
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Each step can be customized using the website editor: Click :guilabel:`Edit` to add
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:doc:`building blocks <../website/web_design/building_blocks>` from the :guilabel:`Blocks` tab or
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open to the :guilabel:`Customize` tab to enable various checkout options.
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Each step can be customized using the website editor by adding :doc:`building blocks
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<../website/web_design/building_blocks>` or opening the :guilabel:`Customize` tab to enable various
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checkout options.
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.. note::
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Content added through building blocks is **specific** to each step.
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@@ -93,16 +211,16 @@ 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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- :guilabel:`Promo Code`: to allow customers to redeem :ref:`gift cards <ewallet_gift/gift-cards>`
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or apply :doc:`discount codes </applications/sales/sales/products_prices/loyalty_discount>`;
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or apply :doc:`discount codes <../../sales/sales/products_prices/loyalty_discount>`;
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- :guilabel:`Add to Wishlist`: To allow signed-in users to remove a product from their cart and add
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it to their wishlist, go to :menuselection:`Website --> Configuration --> Settings`, scroll to
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the :guilabel:`Shop - Products` section, and enable :guilabel:`Wishlists`. The :guilabel:`Add to
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Wishlist` option is then enabled by default in the website editor.
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.. note::
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- If a :doc:`fiscal position </applications/finance/fiscal_localizations>` is detected automatically,
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the product tax is determined based on the customer's IP address.
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- If the installed :doc:`payment provider </applications/finance/payment_providers>` supports
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- If a :doc:`fiscal position <../../finance/fiscal_localizations>` is detected
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automatically, the product tax is determined based on the customer's IP address.
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- If the installed :doc:`payment provider <../../finance/payment_providers>` supports
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:ref:`express checkout <payment_providers/express_checkout>`, a dedicated button is displayed,
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allowing customers to go straight from the cart to the confirmation page without filling out
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the contact form.
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@@ -114,8 +232,8 @@ Delivery
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Once they have reviewed their order:
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- Unsigned-in customers are prompted to :guilabel:`Sign in` or enter their
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:guilabel:`Email address`, along with their delivery address and phone details;
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- Unsigned-in customers are prompted to :guilabel:`Sign in` or enter their :guilabel:`Email
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address`, along with their delivery address and phone details;
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- Signed-in customers can select the appropriate :guilabel:`Delivery address`.
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They can then :doc:`choose a delivery method <shipping>`, select or enter their :guilabel:`Billing
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@@ -123,42 +241,45 @@ Address` (or toggle the :guilabel:`Same as delivery address` switch if the billi
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addresses are identical), and click :guilabel:`Confirm` to proceed to the next step.
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.. tip::
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For B2B customers, you can also :ref:`enable <ecommerce/checkout/customize_steps>` optional
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:guilabel:`VAT` and :guilabel:`Company name` fields by toggling the :guilabel:`Show B2B Fields`
|
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option in the website editor.
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- For B2B customers, you can also :ref:`enable <ecommerce/checkout/customize_steps>` optional
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:guilabel:`VAT` and :guilabel:`Company name` fields by toggling the :guilabel:`Show B2B Fields`
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option in the website editor.
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- You can add a checkbox for users without an account to sign up for a newsletter. To do so, go
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to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop -
|
||||
Checkout Process` section, enable the :guilabel:`Newsletter` feature and select a
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:guilabel:`Newsletter List`.
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.. _ecommerce/checkout/extra_step:
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Extra info
|
||||
----------
|
||||
|
||||
You can add an :guilabel:`Extra Info` step in the checkout process to collect additional
|
||||
customer information through an online form, which is then included in the :ref:`sales order
|
||||
<handling/sales>`. To do so :ref:`enable <ecommerce/checkout/customize_steps>` the :guilabel:`Extra
|
||||
You can add an :guilabel:`Extra Info` step in the checkout process to collect additional customer
|
||||
information through an online form, which is then included in the :ref:`sales order
|
||||
<handling/sales>`. To do so, :ref:`enable <ecommerce/checkout/customize_steps>` the :guilabel:`Extra
|
||||
Step` option in the website editor. The form can be :ref:`customized <website/dynamic_content/form>`
|
||||
as needed.
|
||||
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||||
.. tip::
|
||||
Alternatively, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the
|
||||
:guilabel:`Shop - Checkout Process` section, enable :guilabel:`Extra Step During Checkout`, and
|
||||
click :guilabel:`Save`. Click :icon:`fa-arrow-right` :guilabel:`Configure Form` to customize the
|
||||
form.
|
||||
click :guilabel:`Save`. Click :icon:`fa-arrow-right` :guilabel:`Configure Form` to customize it.
|
||||
|
||||
.. _ecommerce/checkout/payment:
|
||||
|
||||
Payment
|
||||
-------
|
||||
|
||||
At the :guilabel:`Payment` step, customers :guilabel:`Choose a payment method`, enter their
|
||||
payment details, and click :guilabel:`Pay now`.
|
||||
At the :guilabel:`Payment` step, customers :guilabel:`Choose a payment method`, enter their payment
|
||||
details, and click :guilabel:`Pay now`.
|
||||
|
||||
You can require customers to agree to your :doc:`terms and conditions
|
||||
</applications/finance/accounting/customer_invoices/terms_conditions>` before payment. To
|
||||
:ref:`enable <ecommerce/checkout/customize_steps>` this option, go to the website editor and toggle
|
||||
the :guilabel:`Accept Terms & Conditions` feature.
|
||||
<../../finance/accounting/customer_invoices/terms_conditions>` before payment. To :ref:`enable
|
||||
<ecommerce/checkout/customize_steps>` this option, go to the website editor and toggle the
|
||||
:guilabel:`Accept Terms & Conditions` feature.
|
||||
|
||||
.. tip::
|
||||
Enable the :ref:`developer mode <developer-mode>` and click the :icon:`fa-bug` :guilabel:`bug`
|
||||
Enable the :ref:`developer mode <developer-mode>` and click the :icon:`fa-bug` (:guilabel:`bug`)
|
||||
icon to display an :ref:`availability <payment_providers/availability>` report for payment
|
||||
providers and payment methods, which helps diagnose potential availability issues on the payment
|
||||
form.
|
||||
@@ -172,4 +293,4 @@ The final step of the checkout process is the :guilabel:`Order confirmation`, wh
|
||||
summary of the customer's purchase details.
|
||||
|
||||
.. seealso::
|
||||
:doc:`Order handling <order_handling>`
|
||||
:doc:`Order handling documentation <order_handling>`
|
||||
|
||||
|
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|
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@@ -169,7 +169,7 @@ or a **wishlist**. To do so, go to your **main shop page**, and at the end of th
|
||||
appear when hovering the mouse over a product's image.
|
||||
|
||||
- :guilabel:`Add to Cart`: adds a button to
|
||||
:doc:`add the product to the cart <../cart>`;
|
||||
:doc:`add the product to the cart <../checkout>`;
|
||||
- :guilabel:`Comparison List`: adds a button to **compare** products based on their price, variant,
|
||||
etc.;
|
||||
- :guilabel:`Wishlist Button`: adds a button to **wishlist** the product.
|
||||
|
||||
@@ -32,4 +32,5 @@ applications/productivity/voip/transfer_forward.rst applications/productivity/vo
|
||||
|
||||
# applications/websites
|
||||
|
||||
applications/websites/ecommerce/cart.rst applications/websites/ecommerce/checkout.rst
|
||||
applications/websites/website/pages/menus.rst applications/websites/website/pages/header_footer.rst
|
||||
Reference in New Issue
Block a user