Compare commits
1 Commits
17.0-tds-t
...
17.0-ecomm
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
|
|
427f2d97b9 |
[REF] ecommerce: restructure doc
task-4645039 Content updates will be done in subsequent PRs |
|
|
@@ -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
|
||||
------------------------------
|
||||
|
|
|
|||
|
|
@@ -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.
|
||||
|
||||
|
|
|
|||
|
|
@@ -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`
|
||||
|
|
|
|||
|
|
@@ -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
|
||||
|
|
|
|||
|
|
@@ -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
|
||||
|
|
|
|||
|
|
@@ -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
|
||||
|
Before Width: | Height: | Size: 1.9 KiB After Width: | Height: | Size: 1.9 KiB |
|
Before Width: | Height: | Size: 1.8 KiB After Width: | Height: | Size: 1.8 KiB |
|
Before Width: | Height: | Size: 9.3 KiB After Width: | Height: | Size: 9.3 KiB |
|
Before Width: | Height: | Size: 4.3 KiB After Width: | Height: | Size: 4.3 KiB |
|
|
@@ -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
|
||||
|
Before Width: | Height: | Size: 2.6 KiB After Width: | Height: | Size: 2.6 KiB |
|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 4.7 KiB After Width: | Height: | Size: 4.7 KiB |
|
Before Width: | Height: | Size: 4.5 KiB After Width: | Height: | Size: 4.5 KiB |
|
Before Width: | Height: | Size: 4.8 KiB After Width: | Height: | Size: 4.8 KiB |
|
|
@@ -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
|
||||
|
Before Width: | Height: | Size: 7.4 KiB After Width: | Height: | Size: 7.4 KiB |
|
Before Width: | Height: | Size: 3.5 KiB After Width: | Height: | Size: 3.5 KiB |
|
|
@@ -1,13 +0,0 @@
|
|||
:nosearch:
|
||||
|
||||
====================
|
||||
eCommerce management
|
||||
====================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
ecommerce_management/order_handling
|
||||
ecommerce_management/customer_accounts
|
||||
ecommerce_management/customer_interaction
|
||||
ecommerce_management/performance
|
||||
|
|
@@ -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.
|
||||
|
Before Width: | Height: | Size: 24 KiB |
|
Before Width: | Height: | Size: 12 KiB |
|
Before Width: | Height: | Size: 20 KiB |
|
Before Width: | Height: | Size: 6.0 KiB |
|
Before Width: | Height: | Size: 9.3 KiB |
|
Before Width: | Height: | Size: 4.4 KiB |
|
|
@@ -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
|
||||
-------------------
|
||||
|
Before Width: | Height: | Size: 4.3 KiB After Width: | Height: | Size: 4.3 KiB |
|
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
|
|
@@ -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
|
||||
=============
|
||||
|
Before Width: | Height: | Size: 9.6 KiB After Width: | Height: | Size: 9.6 KiB |
|
Before Width: | Height: | Size: 5.6 KiB After Width: | Height: | Size: 5.6 KiB |
|
Before Width: | Height: | Size: 55 KiB After Width: | Height: | Size: 55 KiB |
|
|
@@ -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.
|
||||
|
|
|
|||
|
|
@@ -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;
|
||||
|
|
@@ -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
|
||||
-------
|
||||
|
|
|
|||
|
|
@@ -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
|
||||
|
||||
|
|
|
|||