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Author SHA1 Message Date
Audrey (auva)
427f2d97b9 [REF] ecommerce: restructure doc
task-4645039

Content updates will be done in subsequent PRs
2025-03-14 10:15:21 +01:00
40 changed files with 41 additions and 170 deletions

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@@ -901,7 +901,7 @@ Client account registration
***************************
To configure your website for client accounts, follow the instructions in the :doc:`checkout
<../../websites/ecommerce/checkout_payment_shipping/checkout>` documentation.
<../../websites/ecommerce/checkout>` documentation.
Automatic invoice
*****************
@@ -946,7 +946,7 @@ the corresponding layout and fiscal stamps stated in the :ref:`Invoice printed r
<argentina/invoice-printed-report>`.
.. seealso::
:doc:`Client account creation <../../websites/ecommerce/checkout_payment_shipping/checkout>`
:doc:`Client account creation <../../websites/ecommerce/checkout>`
Liquidity product direct sales
------------------------------

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@@ -926,7 +926,7 @@ the following configurations for the **eCommerce** flow:
- :doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to
:guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`.
- :doc:`../payment_providers`;
- :doc:`../../websites/ecommerce/checkout_payment_shipping/shipping`: For each shipping method, set
- :doc:`../../websites/ecommerce/shipping`: For each shipping method, set
the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price`
amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line.

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@@ -405,7 +405,7 @@ the field to `0.00` to make the payment provider available regardless of the pay
.. important::
This feature is not intended to work on pages that allow the customer to update the payment
amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods
<../websites/ecommerce/checkout_payment_shipping/shipping>` are enabled.
<../websites/ecommerce/shipping>` are enabled.
.. _payment_providers/journal:
@@ -457,5 +457,4 @@ other payments.
- :doc:`payment_providers/sips`
- :doc:`payment_providers/stripe`
- :doc:`payment_providers/xendit`
- :doc:`../websites/ecommerce/checkout_payment_shipping/payments`
- :doc:`accounting/bank`

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@@ -56,7 +56,7 @@ the following additional options:
- :guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription
from the :doc:`customer portal
</applications/websites/ecommerce/ecommerce_management/customer_accounts>`.
</applications/websites/ecommerce/customer_accounts>`.
- :guilabel:`Automatic Closing`: Enter the number of days after which *unpaid* subscriptions *past*
the due date are automatically closed.
- :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.
:titlesonly:
ecommerce/products
ecommerce/checkout_payment_shipping
ecommerce/ecommerce_management
ecommerce/cart
ecommerce/checkout
ecommerce/payments
ecommerce/shipping
ecommerce/order_handling
ecommerce/customer_accounts
ecommerce/performance

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@@ -25,11 +25,11 @@ the :guilabel:`Shop - Checkout Process` section, look for :guilabel:`Add to Cart
the options.
.. note::
If a product has :doc:`optional products <../products/cross_upselling>`, the **dialog
If a product has :doc:`optional products <products/cross_upselling>`, the **dialog
box** will always appear.
.. seealso::
:doc:`../products/catalog`
:doc:`products/catalog`
.. _cart/prevent-sale:
@@ -48,7 +48,7 @@ To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop
:guilabel:`Prevent Sale of Zero Priced Product`. This creates a new :guilabel:`Button url` field
where you can enter the **redirect URL** to be used. Then, set the price of the product to `0.00`
either from the **product's template**, or from a
:doc:`pricelist <../../../sales/sales/products_prices/prices/pricing>`.
:doc:`pricelist </applications/sales/sales/products_prices/prices/pricing>`.
.. image:: cart/cart-contactus.png
:align: center

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@@ -107,7 +107,7 @@ Process`. You can choose between:
- :guilabel:`Mandatory (no guest checkout)`: customers can only checkout if they have signed-in.
.. seealso::
- :doc:`../ecommerce_management/customer_accounts`
- :doc:`customer_accounts`
- :doc:`/applications/general/users/portal`
B2B access restriction

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@@ -1,13 +0,0 @@
:nosearch:
===============================
Checkout, payment, and shipping
===============================
.. toctree::
:titlesonly:
checkout_payment_shipping/cart
checkout_payment_shipping/checkout
checkout_payment_shipping/shipping
checkout_payment_shipping/payments

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@@ -1,13 +0,0 @@
:nosearch:
====================
eCommerce management
====================
.. toctree::
:titlesonly:
ecommerce_management/order_handling
ecommerce_management/customer_accounts
ecommerce_management/customer_interaction
ecommerce_management/performance

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@@ -1,116 +0,0 @@
====================
Customer interaction
====================
Odoo offers many ways to interact with customers and for customers to interact with your website.
.. _product-reviews:
Product reviews
===============
Customers can give a rating to your products. This is a great way to promote your products or
services since reviews can influence purchase processes. To activate the **rating** feature, from
your **shop page**, select a product, go to :menuselection:`Edit --> Customize` and enable
:guilabel:`Rating`.
.. image:: customer_interaction/interaction-rating.png
:align: center
:alt: Rating of a product on the product page
.. note::
Only portal users which purchased the product or service can leave ratings.
.. tip::
Customer reviews can be hidden by clicking the :guilabel:`Visible` button next to a published
review.
Live chat
=========
A chatbot is available and can simulate a human-like conversation with website visitors via text
messages in a chat box.
.. seealso::
- :doc:`../../livechat`
- :doc:`../../livechat/ratings`
- :doc:`../../livechat/responses`
.. _contact-form:
Contact forms
=============
Helpdesk
--------
Customers may need support after purchasing a product or subscribing to a service. It is possible to
create a **contact form**, which, when fulfilled, automatically creates a new ticket for your
**support team**.
.. image:: customer_interaction/interaction-form.png
:align: center
:alt: Contact form to submit a ticket to the support team
To add a contact form, **create** a new page (:menuselection:`+ New --> Page`) if necessary, and
drag and drop a :guilabel:`Form` block from the :guilabel:`Dynamic Content` section onto the page.
Once placed, click on the form (while in :guilabel:`Edit` mode), and in the :guilabel:`Action`
field, select :guilabel:`Create a Ticket`. You can then select to which :guilabel:`Helpdesk team`
the ticket should be assigned.
.. image:: customer_interaction/interaction-ticket.png
:align: center
:alt: Action field to create a task upon submitting a form
Contact us
----------
A 'Contact Us' page makes it easier for customers and prospects to contact your company and get in
touch.
To have a 'Contact Us' page, create a new page (:menuselection:`+ New --> Page`) if necessary, and
click on :menuselection:`Edit --> Customize`. Then, drag and drop a :guilabel:`Form` block onto the
page. Select the form and define the action to be performed when submitted in the :guilabel:`Action`
field.
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
customers can use to indicate the services they are interested in, for example.
.. image:: customer_interaction/interaction-tags.png
:align: center
:alt: Tags to be selected on the 'Contact Us' form
.. image:: customer_interaction/interaction-checkboxes.png
:align: center
:alt: 'Checkboxes' configuration settings
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**
application. You can either choose a newsletter **block**, a newsletter **popup**, or both.
- **Popup**: prompts up a newsletter box when visitors scroll down the page;
- **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
choice to the content. The content is defined in :menuselection:`Edit --> Customize` in the
: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
.. tip::
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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@@ -80,9 +80,9 @@ enable the feature in the settings of the
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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@@ -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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@@ -163,7 +163,7 @@ 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.

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@@ -6,7 +6,7 @@ Odoo eCommerce allows you to configure various shipping methods, enabling custom
their preferred option at 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>`
: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>`.
@@ -16,12 +16,12 @@ 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 shipping provider, go to :menuselection:`Website --> Configuration -->
@@ -33,7 +33,7 @@ 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 shipping
@@ -67,7 +67,7 @@ Custom shipping method
Custom shipping methods must be created, for example:
- to integrate shipping 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
@@ -85,7 +85,7 @@ if the shiping method does not involve any specific provider.
Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a shipping
method, you can:
- restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by
- restrict it :doc:`to a specific website <../website/configuration/multi_website>` by
selecting it in :guilabel:`Website` field;
- use the :guilabel:`Destination availability` tab to filter the delivery carriers displayed
based on the customer's area;

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@@ -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
-------

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@@ -127,6 +127,15 @@ 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