diff --git a/content/applications/websites/ecommerce.rst b/content/applications/websites/ecommerce.rst index efafc8ab0..53a16497c 100644 --- a/content/applications/websites/ecommerce.rst +++ b/content/applications/websites/ecommerce.rst @@ -23,8 +23,8 @@ products and increase your average cart sizes. .. toctree:: :titlesonly: - ecommerce/getting_started ecommerce/managing_products + ecommerce/checkout_payment_shipping ecommerce/taxes ecommerce/shopper_experience ecommerce/maximizing_revenue diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping.rst b/content/applications/websites/ecommerce/checkout_payment_shipping.rst new file mode 100644 index 000000000..30f1a785a --- /dev/null +++ b/content/applications/websites/ecommerce/checkout_payment_shipping.rst @@ -0,0 +1,10 @@ +:nosearch: + +=============================== +Checkout, payment, and shipping +=============================== + +.. toctree:: + :titlesonly: + + checkout_payment_shipping/ewallet_giftcard diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/ewallet-checkout.png b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/ewallet-checkout.png new file mode 100644 index 000000000..f66ff5f41 Binary files /dev/null and b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/ewallet-checkout.png differ diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/ewallet-configuration.png b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/ewallet-configuration.png new file mode 100644 index 000000000..7d3e5755e Binary files /dev/null and b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/ewallet-configuration.png differ diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/giftcard-code.png b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/giftcard-code.png new file mode 100644 index 000000000..f72908717 Binary files /dev/null and b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/giftcard-code.png differ diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/giftcard-config.png b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/giftcard-config.png new file mode 100644 index 000000000..42a862fab Binary files /dev/null and b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_gift/giftcard-config.png differ diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_giftcard.rst b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_giftcard.rst new file mode 100644 index 000000000..a601ba984 --- /dev/null +++ b/content/applications/websites/ecommerce/checkout_payment_shipping/ewallet_giftcard.rst @@ -0,0 +1,129 @@ +====================== +eWallet and gift cards +====================== + +You can enable **eWallets** and **gift cards** for your customers on your eCommerce, which they can +use for their online and in-store shopping. To allow eWallets and gift cards for your eCommerce, +head to :menuselection:`Website app --> eCommerce` and in the :guilabel:`Shop - Products` category, +enable :guilabel:`Discounts, Loyalty & Gift Card`. + +eWallet +======= + +eWallet allows customers to save their credits on their online account and use these credits as a +payment method when buying items on your online store. As multiple gift card redeems for the same +order are not possible in Odoo, eWallets can also be used by customers to centralize multiple +:ref:`gift cards ` and accumulate credits. + +Before creating an eWallet program, it is necessary to create an eWallet **top-up** product. Top-ups +are digital credits added to an eWallet in exchange for live currency. These credits can then be +used in the eCommerce shop as payment method. Top-up values can be of different amounts. + +.. example:: + A $50 top-up can be bought for $50, and adds that same amount of credits in the eWallet. + +To create a top-up **product**, go to :menuselection:`Website app --> eCommerce --> Products` and +:guilabel:`Create` a new product. On the product template, configure the product as such: + +- :guilabel:`Can be sold`: enabled; +- :guilabel:`Product Type`: set as :guilabel:`Service`; +- :guilabel:`Invoicing Policy`: set as :guilabel:`Prepaid/Fixed Price`; +- :guilabel:`Create on Order`: select :guilabel:`Nothing`; +- :guilabel:`Sales Price`: type in the **amount** of the top-up. + +.. note:: + If you wish to have eWallet **top-ups** of different amounts, repeat the process and modify the + :guilabel:`Sales Price` accordingly. + +Once the **top-up** is created, go to :menuselection:`Website app --> eCommerce --> Gift Cards & +eWallet` to :guilabel:`Create` an eWallet **program**. The following configuration options are +available: + +- :guilabel:`Program Name`: enter the name you want; +- :guilabel:`Program Type`: select :guilabel:`eWallet`; +- :guilabel:`eWallet Products`: select the eWallet **top-up(s)** created earlier; +- :guilabel:`Email template`: the email template used for the email sent to the customer, you can + create a template by clicking the field and selecting :guilabel:`Search more`; +- :guilabel:`Currency`: select the currency you wish to use for that eWallet program; +- :guilabel:`Company`: the company in which the program is valid and available; +- :guilabel:`Available On`: the different stores where the program is valid and available; +- :guilabel:`Website`: the website on which the program is valid and available, leave empty for all; +- :guilabel:`Point of Sale`: :abbr:`PoS (Point of Sale)` in which the program is valid and + available, leave empty for all. + +.. image:: ewallet_gift/ewallet-configuration.png + :align: center + :alt: eWallet configuration + +The :guilabel:`eWallets` smart tab in the upper-right corner shows you the number of existing +eWallets. Click on it to access more details about each existing eWallet. + +Checkout +-------- + +On the checkout page, customers have the option to pay with their **eWallet** in the +:guilabel:`Order Total` column, and the amount will be deducted from their **eWallet**. + +.. image:: ewallet_gift/ewallet-checkout.png + :align: center + :alt: eWallet checkout option + +Gift cards +========== + +.. _ewallet_gift/gift-cards: + +You can generate **gift cards** which can be bought by your customers, and in turn used as **payment +methods** upon checkout. Before creating a new gift card program, it is necessary first to create +gift cards as a **product**. To do so, go to :menuselection:`Website app --> eCommerce --> Products` +and :guilabel:`Create` a gift card **product**. The following configuration options are available: + +- :guilabel:`Can be Sold`: enabled; +- :guilabel:`Product Type`: set as :guilabel:`Service`; +- :guilabel:`Invoicing Policy`: set as :guilabel:`Prepaid/Fixed Price`; +- :guilabel:`Create on Order`: select :guilabel:`Nothing`; +- :guilabel:`Sales Price`: type in the **value** of the gift card. + +.. note:: + If you wish to have **gift cards** of different values, repeat the process and modify the + :guilabel:`Sales Price` accordingly. + +Once the gift card **product** is created, go to :menuselection:`Website app --> eCommerce --> Gift +cards & eWallet` to :guilabel:`Create` a gift cards **program**. The following configuration options +are available: + +- :guilabel:`Program Name`: enter the name you want; +- :guilabel:`Program Type`: select :guilabel:`Gift Card`; +- :guilabel:`Gift Cards Products`: select the gift card **product(s)** created earlier; +- :guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift Card Information` + template, or create your own by clicking the field and :guilabel:`Search More`; +- :guilabel:`Print Report`: select :guilabel:`Gift Card`; +- :guilabel:`Currency`: select the currency you wish to use for that gift card program; +- :guilabel:`Company`: the company in which the program is valid and available; +- :guilabel:`Available On`: the different stores where the program is valid and available; +- :guilabel:`Website`: the website on which the program is valid and available, leave empty for all; +- :guilabel:`Point of Sale`: :abbr:`PoS (Point of Sale)` in which the program is valid and + available, leave empty for all. + +.. image:: ewallet_gift/giftcard-config.png + :align: center + :alt: Gift card configuration + +The :guilabel:`Gift Cards` smart tab in the upper-right corner shows you the number of existing +gift cards. Click on it to access more details about each existing gift card. + +Checkout +-------- + +When finalizing their purchases, on the checkout page, customers have the option to pay with their +**gift card** in the :guilabel:`Order Total` column by clicking :guilabel:`Discount code or gift +card`. In the pop-up field, the customer can enter their gift card **code** and click +:guilabel:`Apply` to pay. + +.. image:: ewallet_gift/giftcard-code.png + :align: center + :alt: Gift card code type-in field + +.. note:: + Multiple gift card redeems for the same order are not possible in Odoo; however, customers can + use eWallets to centralize multiple gift cards and accumulate the credits. diff --git a/content/applications/websites/ecommerce/getting_started.rst b/content/applications/websites/ecommerce/getting_started.rst deleted file mode 100644 index 86028aff6..000000000 --- a/content/applications/websites/ecommerce/getting_started.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -================= -Get started -================= - -.. toctree:: - :titlesonly: - - getting_started/product_page - getting_started/catalog diff --git a/content/applications/websites/ecommerce/getting_started/catalog.rst b/content/applications/websites/ecommerce/getting_started/catalog.rst deleted file mode 100644 index 30da338b0..000000000 --- a/content/applications/websites/ecommerce/getting_started/catalog.rst +++ /dev/null @@ -1,37 +0,0 @@ -================================== -How to customize my catalog page -================================== - -Product Catalog -=============== - -All your published items show up in your catalog page (or *Shop* page). - -.. image:: catalog/shop.png - :align: center - -Most options are available in the *Customize* menu: display attributes, -website categories, etc. - -.. image:: catalog/shop_customize.png - :align: center - -Highlight a product -=================== - -Boost the visibility of your star/promoted products: push them to top, make them -bigger, add a ribbon that you can edit (Sale, New, etc.). Open the Shop page, switch -to Edit mode and click any item to start customizing the grid. - -See how to do it: https://www.odoo.com/openerp_website/static/src/video/e-commerce/editing.mp4 - -Quick add to cart -================= - -If your customers buy a lot of items at once, make their process shorter by enabling purchases from -the catalog page. To do so, add product description and add to cart button. Turn on the following -options in *Customize* menu: Product Description, Add to Cart, List View (to display product -description better). - -.. image:: catalog/shop_list.png - :align: center diff --git a/content/applications/websites/ecommerce/getting_started/catalog/shop.png b/content/applications/websites/ecommerce/getting_started/catalog/shop.png deleted file mode 100644 index cb2e1c866..000000000 Binary files a/content/applications/websites/ecommerce/getting_started/catalog/shop.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/getting_started/catalog/shop_customize.png b/content/applications/websites/ecommerce/getting_started/catalog/shop_customize.png deleted file mode 100644 index 918d238bc..000000000 Binary files a/content/applications/websites/ecommerce/getting_started/catalog/shop_customize.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/getting_started/catalog/shop_list.png b/content/applications/websites/ecommerce/getting_started/catalog/shop_list.png deleted file mode 100644 index ebe27c9fe..000000000 Binary files a/content/applications/websites/ecommerce/getting_started/catalog/shop_list.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/getting_started/product_page.rst b/content/applications/websites/ecommerce/getting_started/product_page.rst deleted file mode 100644 index c3266c241..000000000 --- a/content/applications/websites/ecommerce/getting_started/product_page.rst +++ /dev/null @@ -1,31 +0,0 @@ -============================ -How to build a product page -============================ - -On the website click *New Page* in the top-right corner. - -Then click *New Product* and follow the blinking tips. - -.. image:: product_page/create_product.png - :align: center - -Here are the main elements of the Product page: - -.. image:: product_page/product_page_tips.png - :align: center - -Many elements can be made visible from the *Customize* menu. - -.. image:: product_page/product_customize.png - :align: center - -See how to configure your products from links here below. - -.. seealso:: - - * :doc:`../managing_products/variants` - * :doc:`/applications/sales/sales/products_prices/taxes` - * :doc:`../maximizing_revenue/cross_selling` - * :doc:`../maximizing_revenue/reviews` - * :doc:`../maximizing_revenue/pricing` - * :doc:`../../website/optimize/seo` diff --git a/content/applications/websites/ecommerce/getting_started/product_page/create_product.png b/content/applications/websites/ecommerce/getting_started/product_page/create_product.png deleted file mode 100644 index 2b87776a0..000000000 Binary files a/content/applications/websites/ecommerce/getting_started/product_page/create_product.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/getting_started/product_page/product_customize.png b/content/applications/websites/ecommerce/getting_started/product_page/product_customize.png deleted file mode 100644 index 37afc62d5..000000000 Binary files a/content/applications/websites/ecommerce/getting_started/product_page/product_customize.png and /dev/null differ diff --git a/content/applications/websites/ecommerce/getting_started/product_page/product_page_tips.png b/content/applications/websites/ecommerce/getting_started/product_page/product_page_tips.png deleted file mode 100644 index c0f0f0c6d..000000000 Binary files a/content/applications/websites/ecommerce/getting_started/product_page/product_page_tips.png and /dev/null differ