[REF] ecommerce: restructure doc
task-4645039 Content updates will be done in subsequent PRs closes odoo/documentation#12483 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
@@ -1048,7 +1048,7 @@ Client account registration
|
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***************************
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|
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To configure your website for client accounts, follow the instructions in the :doc:`checkout
|
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<../../websites/ecommerce/checkout_payment_shipping/checkout>` documentation.
|
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<../../websites/ecommerce/checkout>` documentation.
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Automatic invoice
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||||
*****************
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@@ -1093,7 +1093,7 @@ the corresponding layout and fiscal stamps stated in the :ref:`Invoice printed r
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<argentina/invoice-printed-report>`.
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.. seealso::
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:doc:`Client account creation <../../websites/ecommerce/checkout_payment_shipping/checkout>`
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:doc:`Client account creation <../../websites/ecommerce/checkout>`
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Liquidity product direct sales
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------------------------------
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@@ -928,7 +928,7 @@ the following configurations for the **eCommerce** flow:
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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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- :doc:`../payment_providers`;
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- :doc:`../../websites/ecommerce/checkout_payment_shipping/shipping`: For each shipping method, set
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- :doc:`../../websites/ecommerce/shipping`: For each shipping method, set
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the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price`
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amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line.
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@@ -420,7 +420,7 @@ the field to `0.00` to make the payment provider available regardless of the pay
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.. important::
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This feature is not intended to work on pages that allow the customer to update the payment
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amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods
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<../websites/ecommerce/checkout_payment_shipping/shipping>` are enabled.
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<../websites/ecommerce/shipping>` are enabled.
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.. _payment_providers/journal:
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@@ -471,5 +471,4 @@ payments from other payments.
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- :doc:`payment_providers/stripe`
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- :doc:`payment_providers/worldline`
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- :doc:`payment_providers/xendit`
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- :doc:`../websites/ecommerce/checkout_payment_shipping/payments`
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- :doc:`accounting/bank`
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@@ -56,7 +56,7 @@ the following additional options:
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- :guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription
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from the :doc:`customer portal
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</applications/websites/ecommerce/ecommerce_management/customer_accounts>`.
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</applications/websites/ecommerce/customer_accounts>`.
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- :guilabel:`Automatic Closing`: Enter the number of days after which *unpaid* subscriptions *past*
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the due date are automatically closed.
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- :guilabel:`Invoicing Journal`: Select the accounting journal in which invoices for this
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@@ -24,5 +24,10 @@ products and increase your average cart sizes.
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:titlesonly:
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ecommerce/products
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ecommerce/checkout_payment_shipping
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ecommerce/ecommerce_management
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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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ecommerce/order_handling
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ecommerce/customer_accounts
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ecommerce/performance
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@@ -27,11 +27,11 @@ the :guilabel:`Shop - Checkout Process` section, look for :guilabel:`Add to Cart
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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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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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:doc:`products/catalog`
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.. _cart/prevent-sale:
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@@ -50,7 +50,7 @@ To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop
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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 <../../../sales/sales/products_prices/prices/pricing>`.
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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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|
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@@ -36,7 +36,7 @@ To restrict checkout to selected B2B customers, follow these steps:
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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 <../../../general/users/portal>`.
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:doc:`portal </applications/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 +47,13 @@ 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 <../../../general/users/portal>` per email.
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- Users can only have one :doc:`portal access </applications/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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.. seealso::
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- :doc:`Customer accounts <../ecommerce_management/customer_accounts>`
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- :doc:`Portal access <../../../general/users/portal>`
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- :doc:`Customer accounts <customer_accounts>`
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- :doc:`Portal access </applications/general/users/portal>`
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.. _ecommerce/checkout/steps:
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@@ -71,7 +71,7 @@ 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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: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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.. note::
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@@ -93,7 +93,7 @@ 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 <../../../sales/sales/products_prices/loyalty_discount>`;
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or apply :doc:`discount codes </applications/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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@@ -172,4 +172,4 @@ The final step of the checkout process is the :guilabel:`Order confirmation`, wh
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summary of the customer's purchase details.
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.. seealso::
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:doc:`Order handling <../../ecommerce/ecommerce_management/order_handling>`
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:doc:`Order handling <order_handling>`
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|
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@@ -1,13 +0,0 @@
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:nosearch:
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===============================
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Checkout, payment, and delivery
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===============================
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.. toctree::
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:titlesonly:
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checkout_payment_shipping/cart
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checkout_payment_shipping/checkout
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checkout_payment_shipping/shipping
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checkout_payment_shipping/payments
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|
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|
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@@ -1,13 +0,0 @@
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:nosearch:
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====================
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eCommerce management
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====================
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.. toctree::
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:titlesonly:
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ecommerce_management/order_handling
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ecommerce_management/customer_accounts
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ecommerce_management/customer_interaction
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ecommerce_management/performance
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@@ -1,116 +0,0 @@
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====================
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Customer interaction
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====================
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Odoo offers many ways to interact with customers and for customers to interact with your website.
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.. _product-reviews:
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||||
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Product reviews
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===============
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Customers can give a rating to your products. This is a great way to promote your products or
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services since reviews can influence purchase processes. To activate the **rating** feature, from
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your **shop page**, select a product, go to :menuselection:`Edit --> Customize` and enable
|
||||
:guilabel:`Rating`.
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.. image:: customer_interaction/interaction-rating.png
|
||||
:align: center
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:alt: Rating of a product on the product page
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.. note::
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Only portal users which purchased the product or service can leave ratings.
|
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.. tip::
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Customer reviews can be hidden by clicking the :guilabel:`Visible` button next to a published
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review.
|
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Live chat
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=========
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A chatbot is available and can simulate a human-like conversation with website visitors via text
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messages in a chat box.
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.. seealso::
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- :doc:`../../livechat`
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- :doc:`../../livechat/ratings`
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- :doc:`../../livechat/responses`
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.. _contact-form:
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Contact forms
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||||
=============
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Helpdesk
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||||
--------
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||||
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||||
Customers may need support after purchasing a product or subscribing to a service. It is possible to
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create a **contact form**, which, when fulfilled, automatically creates a new ticket for your
|
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**support team**.
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.. image:: customer_interaction/interaction-form.png
|
||||
:align: center
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:alt: Contact form to submit a ticket to the support team
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To add a contact form, **create** a new page (:menuselection:`+ New --> Page`) if necessary, and
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drag and drop a :guilabel:`Form` block from the :guilabel:`Dynamic Content` section onto the page.
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Once placed, click on the form (while in :guilabel:`Edit` mode), and in the :guilabel:`Action`
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field, select :guilabel:`Create a Ticket`. You can then select to which :guilabel:`Helpdesk team`
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the ticket should be assigned.
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.. image:: customer_interaction/interaction-ticket.png
|
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:align: center
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:alt: Action field to create a task upon submitting a form
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Contact us
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----------
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A 'Contact Us' page makes it easier for customers and prospects to contact your company and get in
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touch.
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To have a 'Contact Us' page, create a new page (:menuselection:`+ New --> Page`) if necessary, and
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click on :menuselection:`Edit --> Customize`. Then, drag and drop a :guilabel:`Form` block onto the
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page. Select the form and define the action to be performed when submitted in the :guilabel:`Action`
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field.
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When clicking on a field, or when adding a new field (:guilabel:`+ Field`), you can select its
|
||||
:guilabel:`Type`. This enables different options, such as :guilabel:`Multiple Checkboxes`, which
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||||
customers can use to indicate the services they are interested in, for example.
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.. image:: customer_interaction/interaction-tags.png
|
||||
:align: center
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||||
:alt: Tags to be selected on the 'Contact Us' form
|
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|
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.. image:: customer_interaction/interaction-checkboxes.png
|
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:align: center
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||||
:alt: 'Checkboxes' configuration settings
|
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|
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Newsletter
|
||||
==========
|
||||
|
||||
Customers can get updates on your eCommerce activities by subscribing to a newsletter. Visitors
|
||||
subscribing to the newsletter are automatically added to the mailing list of the **Email Marketing**
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||||
application. You can either choose a newsletter **block**, a newsletter **popup**, or both.
|
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- **Popup**: prompts up a newsletter box when visitors scroll down the page;
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||||
- **Block**: displays a field on the page where customers can sign up by entering their email.
|
||||
|
||||
The newsletter **block** can be configured according to different :guilabel:`Templates`. To do so,
|
||||
click the **block** while in :menuselection:`Edit --> Customize`, and select a :guilabel:`Template`
|
||||
in the :guilabel:`Newsletter Block` section. There are **three** templates available:
|
||||
|
||||
- :guilabel:`Email Subscription`: visitors can sign up by email to the newsletter, without any
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||||
choice to the content. The content is defined in :menuselection:`Edit --> Customize` in the
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:guilabel:`Newsletter` field;
|
||||
- :guilabel:`SMS Subscription`: is the same as :guilabel:`Email Subscription`, but by SMS;
|
||||
- :guilabel:`Form Subscription`: allows adding several fields, as well as a checkbox for the visitor
|
||||
to agree to the **GDPR policy** of your website.
|
||||
|
||||
.. image:: customer_interaction/interaction-news.png
|
||||
:align: center
|
||||
:alt: Form subscription configuration and settings
|
||||
|
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.. tip::
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||||
Alternatively, you can select :guilabel:`Subscribe to Newsletter` as :guilabel:`Action` when
|
||||
creating a :ref:`contact form <contact-form>`, allowing for the same level of customization. Make
|
||||
sure to add a checkbox stating visitors agree to be added to the mailing list.
|
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|
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|
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|
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|
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|
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|
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@@ -80,9 +80,9 @@ enable the feature in the settings of the
|
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manually to reserve products in stock.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing`
|
||||
- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`
|
||||
- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack`
|
||||
- :doc:`../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing`
|
||||
- :doc:`../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`
|
||||
- :doc:`../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack`
|
||||
|
||||
Returns and refunds
|
||||
-------------------
|
||||
|
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|
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@@ -8,7 +8,7 @@ customers to pay with their preferred payment methods.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/sales/sales/products_prices/ewallets_giftcards`
|
||||
- :doc:`../checkout_payment_shipping/checkout`
|
||||
- :doc:`checkout`
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
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|
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|
Before Width: | Height: | Size: 55 KiB After Width: | Height: | Size: 55 KiB |
@@ -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 <../checkout_payment_shipping/cart>`;
|
||||
:doc:`add the product to the cart <../cart>`;
|
||||
- :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.
|
||||
|
||||
@@ -6,9 +6,12 @@ Odoo eCommerce allows you to configure various delivery methods, enabling custom
|
||||
their preferred option at :doc:`checkout <checkout>`. These methods include :ref:`external providers
|
||||
<ecommerce/shipping/external-provider>`, :ref:`custom options <ecommerce/shipping/custom-method>`
|
||||
such as flat-rate or free shipping, local carriers via
|
||||
:doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`
|
||||
or ::ref:`Based on Rules <inventory/shipping/rules>`, and
|
||||
:doc:`Sendcloud </applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`
|
||||
or :ref:`Based on Rules <inventory/shipping/rules>`, and
|
||||
:ref:`in-store pickup <ecommerce/shipping/instore-pickup>`.
|
||||
:doc:`Sendcloud </applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`
|
||||
or :ref:`Based on Rules <inventory/shipping/rules>`, and :ref:`in-store pickup
|
||||
<ecommerce/shipping/instore-pickup>`.
|
||||
|
||||
.. _ecommerce/shipping/external-provider:
|
||||
|
||||
@@ -16,12 +19,12 @@ External provider integration
|
||||
=============================
|
||||
|
||||
To handle product delivery, you can connect your database to :doc:`third-party shipping carriers
|
||||
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
|
||||
like :doc:`FedEx <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex>`,
|
||||
:doc:`UPS <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials>`,
|
||||
or :doc:`DHL <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials>`.
|
||||
</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
|
||||
like :doc:`FedEx </applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex>`,
|
||||
:doc:`UPS </applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials>`,
|
||||
or :doc:`DHL </applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials>`.
|
||||
A shipping connector links to these providers, automating :doc:`tracking labels
|
||||
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping
|
||||
</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping
|
||||
processes.
|
||||
|
||||
To enable a third-party delivery provider, go to :menuselection:`Website --> Configuration -->
|
||||
@@ -33,7 +36,7 @@ in the list to :ref:`configure it <inventory/shipping_receiving/configure-delive
|
||||
|
||||
.. seealso::
|
||||
:doc:`Third-party shipping carriers
|
||||
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
|
||||
</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
|
||||
|
||||
.. important::
|
||||
The field used to define additional fees **must** be filled **in your third-party delivery
|
||||
@@ -67,7 +70,7 @@ Custom delivery method
|
||||
Custom delivery methods must be created, for example:
|
||||
|
||||
- to integrate delivery carriers through :doc:`Sendcloud
|
||||
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;
|
||||
</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;
|
||||
- to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for
|
||||
a specific provider;
|
||||
- to configure :ref:`Fixed Price <inventory/shipping/fixed>` shipping, or shipping :ref:`Based on
|
||||
@@ -84,11 +87,11 @@ In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shippi
|
||||
Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery
|
||||
method, you can:
|
||||
|
||||
- Restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by
|
||||
selecting it in the :guilabel:`Website` field;
|
||||
- Restrict it :doc:`to a specific website <../website/configuration/multi_website>` by
|
||||
selecting it in the :guilabel:`Website` field.
|
||||
- Click the :guilabel:`Test Environment` smart button to switch to the
|
||||
:guilabel:`Production Environment`. Then, click :guilabel:`Unpublished` to :guilabel:`Publish`
|
||||
the delivery method and make it available to website visitors;
|
||||
the delivery method and make it available to website visitors.
|
||||
- Use the :guilabel:`Availability` tab to define :ref:`conditions
|
||||
<inventory/shipping_receiving/availability>` for the delivery method based on the order's
|
||||
content or destination.
|
||||
@@ -113,7 +116,7 @@ To allow customers to reserve products online and pay for/collect them in-store,
|
||||
|
||||
.. 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
|
||||
<products>` and :doc:`checkout <checkout>` pages. Customers cannot select a pickup location
|
||||
if the product is out of stock at that location. The :ref:`Continue selling
|
||||
<ecommerce/products/stock-management>` option for out-of-stock products is not supported.
|
||||
- If the :ref:`Show Available Qty <ecommerce/products/stock-management>` option is enabled for a
|
||||
@@ -124,8 +124,8 @@ Customer accounts
|
||||
-----------------
|
||||
|
||||
You can :doc:`allow your customers to use the same account
|
||||
<../../ecommerce/ecommerce_management/customer_accounts>` on all of your websites by enabling the
|
||||
:guilabel:`Shared Customer Accounts` check box in the website settings.
|
||||
<../../ecommerce/customer_accounts>` on all of your websites by enabling the :guilabel:`Shared
|
||||
Customer Accounts` check box in the website settings.
|
||||
|
||||
Pricing
|
||||
-------
|
||||
|
||||
@@ -128,6 +128,15 @@ applications/websites/ecommerce/managing_products/catalog.rst applications/websi
|
||||
applications/websites/ecommerce/managing_products/variants.rst applications/websites/ecommerce/products/variants.rst
|
||||
applications/websites/ecommerce/managing_products/price_management.rst applications/websites/ecommerce/products/price_management.rst
|
||||
applications/websites/ecommerce/managing_products/cross_upselling.rst applications/websites/ecommerce/products/cross_upselling.rst
|
||||
applications/websites/ecommerce/ecommerce_management/order_handling.rst applications/websites/ecommerce/order_handling.rst
|
||||
applications/websites/ecommerce/ecommerce_management/customer_accounts.rst applications/websites/ecommerce/customer_accounts.rst
|
||||
applications/websites/ecommerce/ecommerce_management/customer_interaction.rst applications/websites/website/web_design/building_blocks.rst
|
||||
applications/websites/ecommerce/ecommerce_management/performance.rst applications/websites/ecommerce/performance.rst
|
||||
applications/websites/ecommerce/checkout_payment_shipping/cart.rst applications/websites/ecommerce/cart.rst
|
||||
applications/websites/ecommerce/checkout_payment_shipping/checkout.rst applications/websites/ecommerce/checkout.rst
|
||||
applications/websites/ecommerce/checkout_payment_shipping/payments.rst applications/websites/ecommerce/payments.rst
|
||||
applications/websites/ecommerce/checkout_payment_shipping.rst applications/websites/ecommerce.rst
|
||||
applications/websites/ecommerce/ecommerce_management.rst applications/websites/ecommerce.rst
|
||||
|
||||
# applications/finance
|
||||
|
||||
|
||||