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[IMP] website/ecommerce: update customer accounts page
task-4459675 closes odoo/documentation#15088 Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com> Signed-off-by: Larissa Manderfeld (lman) <lman@odoo.com>
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lman-odoo
@@ -923,7 +923,7 @@ Configuration
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After configuring the Peruvian :ref:`electronic invoicing <peru-accounting-settings>` flow, complete
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the following configurations for the **eCommerce** flow:
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- :ref:`Client account registration <ecommerce/checkout/policy>`;
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- :ref:`Client account registration <ecommerce/customer_accounts/checkout-access>`;
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- :ref:`Automatic invoice <handling/legal>`;
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- :doc:`../../websites/ecommerce/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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@@ -120,53 +120,6 @@ Customers can reorder items from a previous sales order:
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.. image:: checkout/cart-quick-reorder.png
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:alt: Quick reorder button
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.. _ecommerce/checkout/policy:
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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 :guilabel:`eCommerce`
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section, and configure the :guilabel:`Sign in/up at checkout` setting. The following options are
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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`: Customers can check out as guests without creating an account.
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- :guilabel:`Mandatory`: Customers must sign in or create an account at the :ref:`Order summary
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<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:
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#. Go to :menuselection:`Website --> Configuration --> Settings` and enable the
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:ref:`Mandatory <ecommerce/checkout/policy>` option in the :guilabel:`eCommerce`
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section.
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#. In the :guilabel:`General` section of the settings, set the :guilabel:`Customer Account` option
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to :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 :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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Once done, the relevant customers receive an email confirming their account creation, including
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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 <../../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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a B2B website with mandatory sign-in.
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.. seealso::
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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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Checkout steps
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@@ -189,6 +142,11 @@ 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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.. 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 B2B business
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setup.
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.. _ecommerce/checkout/review_order:
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Order summary
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@@ -2,42 +2,131 @@
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Customer accounts
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=================
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Having customer accounts on an eCommerce allows customers to access all their documents from a
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single place. To access their account, customers must be **logged-in** on the eCommerce website,
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click on their **username** in the top-right corner of the screen, and click :guilabel:`My Account`.
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From there, customers can access their :guilabel:`quotations`, :guilabel:`orders`,
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:guilabel:`invoices`, etc.
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Using customer accounts for an ecommerce shop enables you to :ref:`manage customers
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<ecommerce/customer_accounts/account-creation>`, control access to the :ref:`shop
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<ecommerce/customer_accounts/shop-access>`, the :ref:`checkout
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<ecommerce/customer_accounts/checkout-access>`, or the :ref:`customer portal <portal/access>`,
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and support both B2B and B2C operations.
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After logging in, customers can access their :doc:`customer portal <../../general/users/portal>`
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by clicking their username in the top-right corner of the screen and selecting :guilabel:`My
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Account`. From there, they can view all their documents in one place, such as quotations, orders,
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invoices, and more.
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.. image:: customer_accounts/account-log.png
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:align: center
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:alt: Customer account log-in
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.. note::
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Customers can only have an account if the
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:ref:`sign in/up at checkout <ecommerce/checkout/policy>` option allows for account creation.
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:alt: Customer account access
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.. tip::
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Similarly to the rest of the website, the customer account page can be customized with **content
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blocks** and other features through the **website builder**.
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The customer account page can be customized with building blocks and other features through
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the :doc:`website builder <../website/web_design>`.
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.. seealso::
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:doc:`/applications/general/users/portal`
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.. _ecommerce/customer_accounts/account-creation:
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Customer account creation
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=========================
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You can choose whether customer accounts and document access are available to everyone or restricted
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to invited users only. To do so, go to :menuselection:`Website --> Configuration --> Settings`,
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and navigate to the :guilabel:`General` section. Under :guilabel:`Customer Account`, select one
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of the following options:
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- :guilabel:`On invitation`: Customers can only create an account if the website owner sends them
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an invitation.
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- :guilabel:`Free sign up`: Every website visitor can create an account and sign in. They will
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get access to the :doc:`portal <../../general/users/portal>` by default.
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To send an email invitation to a customer:
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- Go to :menuselection:`Website --> eCommerce --> Customers`.
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- Select a customer or click :guilabel:`New` to create one, ensuring an :guilabel:`Email` address
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is set.
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- Click the :icon:`fa-cog` :guilabel:`(Actions)` icon next to the record's name at the top-left and
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select :guilabel:`Grant portal access`.
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- In the :guilabel:`Portal Access Management` pop-up, click :guilabel:`Grant Access` to send the
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invitation.
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.. tip::
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To invite multiple customers at once, switch to the customers :icon:`oi-view-list`
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:guilabel:`List` view, select several customers, click the :icon:`fa-cog` :guilabel:`Actions`
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button, and select :guilabel:`Grant portal access`.
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Once done, the customer(s) receive an email confirming their account creation, including
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instructions on setting a password and activating their account.
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.. note::
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- When selecting the :guilabel:`Free sign up`, a clickable :guilabel:`Don't have an account?`
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link appears under the login form on the website.
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- The :guilabel:`On invitation` option is especially useful for B2B businesses that prefer
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to keep :ref:`prices hidden <ecommerce/prices/hide-prices>` on the website and grant access
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only to invited customers.
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.. tip::
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It is possible to configure a website form with a :guilabel:`Create a Customer` :ref:`action
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<website/building_blocks/action>` to automatically create a customer record in the backend when
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filled in.
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Access restriction
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==================
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It is possible to allow or restrict the documents to which customers have access through the website
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builder. Log in your **own** account with your Odoo database credentials, and go to
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:menuselection:`Edit --> Customize`. From the website builder menu, enable or disable the documents
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customers can have access to.
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Once a customer account is created, it is still possible to adjust the access rights
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either globally or for individual users:
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.. image:: customer_accounts/account-documents.png
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:align: center
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:alt: Documents to which customers have access to from their account
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- :ref:`Revoke access or re-invite a customer <portal/access>`
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using the related buttons in the :guilabel:`Portal Access Management` pop-up.
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- Restrict :ref:`access to the shop <ecommerce/customer_accounts/shop-access>`;
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- Decide whether customers need to create an account to :ref:`complete the checkout
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<ecommerce/customer_accounts/checkout-access>`.
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.. tip::
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It is also possible to define the types of documents customers have access to. To do so, click
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your username in the upper-right corner of the website, select :guilabel:`My Account` and open
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the :doc:`website builder <../website/web_design>`. On the :guilabel:`Style` tab, enable or
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disable access to specific documents as needed.
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.. _ecommerce/customer_accounts/shop-access:
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Shop access
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-----------
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To restrict access to the entire online shop for users who are not logged-in, go to
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:menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`eCommerce` section
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and under :guilabel:`Ecommerce Access`, select :guilabel:`Logged in users`. Select :guilabel:`All
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users` if the shop should be visible to every website visitor.
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.. tip::
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To restrict access to the shop's pricing, use :ref:`pricelists <ecommerce/prices/pricelists>`
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with :ref:`country groups <ecommerce/prices/country-groups>`.
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.. _ecommerce/customer_accounts/checkout-access:
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Checkout access
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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 :guilabel:`eCommerce`
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section, and configure the :guilabel:`Sign in/up at checkout` setting. The following options are
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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`: Customers can checkout as guests without creating an account.
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- :guilabel:`Mandatory`: Customers must sign in or create an account at the
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:ref:`Order summary <ecommerce/checkout/review_order>` step to complete their purchase.
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.. note::
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- Settings are specific to each website, allowing you to configure a B2C website with guest
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checkout and a B2B website that requires customers to sign in.
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- To use the :ref:`wishlist <ecommerce/products/wishlists>` feature, customers must
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create an account to save their favorite items for later.
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Multi-website account
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=====================
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If you own multiple websites, you can make customer accounts available across **all** websites.
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Then, the customer only needs one account. To do so, go to :menuselection:`Website --> Configuration
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--> Settings --> Privacy section`, and enable :guilabel:`Shared Customer Accounts`.
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When managing multiple websites, it is possible to make customer accounts available across *all*
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websites, allowing each customer to use a single account. To do so, go to :menuselection:`Website
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--> Configuration --> Settings`, in the :guilabel:`General` section, enable the :guilabel:`Shared
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Customer Accounts` option.
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.. note::
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When operating both B2B and B2C online shops, it's recommended to use separate websites for each
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business model.
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Binary file not shown.
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Before Width: | Height: | Size: 7.4 KiB |
@@ -58,6 +58,8 @@ in your database, if applicable. To add a form to a website page, drag and drop
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.. image:: building_blocks/form-block.png
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:alt: Example of a form block
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.. _website/building_blocks/action:
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Action
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~~~~~~
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