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16.0-ewall
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[ADD] eCommerce: eWallet and gift card page
Adding a new section on eWallet and gift card. Forward to master. taskid: 3086636 |
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@@ -23,8 +23,8 @@ products and increase your average cart sizes.
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.. toctree::
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:titlesonly:
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ecommerce/getting_started
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ecommerce/managing_products
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ecommerce/checkout_payment_shipping
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ecommerce/taxes
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ecommerce/shopper_experience
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ecommerce/maximizing_revenue
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:nosearch:
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===============================
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Checkout, payment, and shipping
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===============================
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.. toctree::
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:titlesonly:
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checkout_payment_shipping/ewallet_giftcard
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======================
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eWallet and gift cards
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======================
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You can enable **eWallets** and **gift cards** for your customers on your eCommerce, which they can
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use for their online and in-store shopping. To allow eWallets and gift cards for your eCommerce,
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head to :menuselection:`Website app --> eCommerce` and in the :guilabel:`Shop - Products` category,
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enable :guilabel:`Discounts, Loyalty & Gift Card`.
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eWallet
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=======
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eWallet allows customers to save their credits on their online account and use these credits as a
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payment method when buying items on your online store. As multiple gift card redeems for the same
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order are not possible in Odoo, eWallets can also be used by customers to centralize multiple
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:ref:`gift cards <ewallet_gift/gift-cards>` and accumulate credits.
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Before creating an eWallet program, it is necessary to create an eWallet **top-up** product. Top-ups
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are digital credits added to an eWallet in exchange for live currency. These credits can then be
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used in the eCommerce shop as payment method. Top-up values can be of different amounts.
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.. example::
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A $50 top-up can be bought for $50, and adds that same amount of credits in the eWallet.
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To create a top-up **product**, go to :menuselection:`Website app --> eCommerce --> Products` and
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:guilabel:`Create` a new product. On the product template, configure the product as such:
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- :guilabel:`Can be sold`: enabled;
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- :guilabel:`Product Type`: set as :guilabel:`Service`;
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- :guilabel:`Invoicing Policy`: set as :guilabel:`Prepaid/Fixed Price`;
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- :guilabel:`Create on Order`: select :guilabel:`Nothing`;
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- :guilabel:`Sales Price`: type in the **amount** of the top-up.
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.. note::
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If you wish to have eWallet **top-ups** of different amounts, repeat the process and modify the
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:guilabel:`Sales Price` accordingly.
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Once the **top-up** is created, go to :menuselection:`Website app --> eCommerce --> Gift Cards &
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eWallet` to :guilabel:`Create` an eWallet **program**. The following configuration options are
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available:
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- :guilabel:`Program Name`: enter the name you want;
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- :guilabel:`Program Type`: select :guilabel:`eWallet`;
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- :guilabel:`eWallet Products`: select the eWallet **top-up(s)** created earlier;
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- :guilabel:`Email template`: the email template used for the email sent to the customer, you can
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create a template by clicking the field and selecting :guilabel:`Search more`;
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- :guilabel:`Currency`: select the currency you wish to use for that eWallet program;
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- :guilabel:`Company`: the company in which the program is valid and available;
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- :guilabel:`Available On`: the different stores where the program is valid and available;
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- :guilabel:`Website`: the website on which the program is valid and available, leave empty for all;
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- :guilabel:`Point of Sale`: :abbr:`PoS (Point of Sale)` in which the program is valid and
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available, leave empty for all.
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.. image:: ewallet_gift/ewallet-configuration.png
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:align: center
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:alt: eWallet configuration
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The :guilabel:`eWallets` smart tab in the upper-right corner shows you the number of existing
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eWallets. Click on it to access more details about each existing eWallet.
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Checkout
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--------
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On the checkout page, customers have the option to pay with their **eWallet** in the
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:guilabel:`Order Total` column, and the amount will be deducted from their **eWallet**.
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.. image:: ewallet_gift/ewallet-checkout.png
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:align: center
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:alt: eWallet checkout option
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Gift cards
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==========
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.. _ewallet_gift/gift-cards:
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You can generate **gift cards** which can be bought by your customers, and in turn used as **payment
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methods** upon checkout. Before creating a new gift card program, it is necessary first to create
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gift cards as a **product**. To do so, go to :menuselection:`Website app --> eCommerce --> Products`
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and :guilabel:`Create` a gift card **product**. The following configuration options are available:
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- :guilabel:`Can be Sold`: enabled;
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- :guilabel:`Product Type`: set as :guilabel:`Service`;
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- :guilabel:`Invoicing Policy`: set as :guilabel:`Prepaid/Fixed Price`;
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- :guilabel:`Create on Order`: select :guilabel:`Nothing`;
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- :guilabel:`Sales Price`: type in the **value** of the gift card.
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.. note::
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If you wish to have **gift cards** of different values, repeat the process and modify the
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:guilabel:`Sales Price` accordingly.
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Once the gift card **product** is created, go to :menuselection:`Website app --> eCommerce --> Gift
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cards & eWallet` to :guilabel:`Create` a gift cards **program**. The following configuration options
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are available:
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- :guilabel:`Program Name`: enter the name you want;
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- :guilabel:`Program Type`: select :guilabel:`Gift Card`;
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- :guilabel:`Gift Cards Products`: select the gift card **product(s)** created earlier;
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- :guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift Card Information`
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template, or create your own by clicking the field and :guilabel:`Search More`;
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- :guilabel:`Print Report`: select :guilabel:`Gift Card`;
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- :guilabel:`Currency`: select the currency you wish to use for that gift card program;
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- :guilabel:`Company`: the company in which the program is valid and available;
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- :guilabel:`Available On`: the different stores where the program is valid and available;
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- :guilabel:`Website`: the website on which the program is valid and available, leave empty for all;
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- :guilabel:`Point of Sale`: :abbr:`PoS (Point of Sale)` in which the program is valid and
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available, leave empty for all.
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.. image:: ewallet_gift/giftcard-config.png
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:align: center
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:alt: Gift card configuration
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The :guilabel:`Gift Cards` smart tab in the upper-right corner shows you the number of existing
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gift cards. Click on it to access more details about each existing gift card.
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Checkout
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--------
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When finalizing their purchases, on the checkout page, customers have the option to pay with their
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**gift card** in the :guilabel:`Order Total` column by clicking :guilabel:`Discount code or gift
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card`. In the pop-up field, the customer can enter their gift card **code** and click
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:guilabel:`Apply` to pay.
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.. image:: ewallet_gift/giftcard-code.png
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:align: center
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:alt: Gift card code type-in field
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.. note::
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Multiple gift card redeems for the same order are not possible in Odoo; however, customers can
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use eWallets to centralize multiple gift cards and accumulate the credits.
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@@ -1,11 +0,0 @@
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:nosearch:
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=================
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Get started
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=================
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.. toctree::
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:titlesonly:
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getting_started/product_page
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getting_started/catalog
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@@ -1,37 +0,0 @@
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==================================
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How to customize my catalog page
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==================================
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Product Catalog
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===============
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All your published items show up in your catalog page (or *Shop* page).
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.. image:: catalog/shop.png
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:align: center
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Most options are available in the *Customize* menu: display attributes,
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website categories, etc.
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.. image:: catalog/shop_customize.png
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:align: center
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Highlight a product
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===================
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Boost the visibility of your star/promoted products: push them to top, make them
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bigger, add a ribbon that you can edit (Sale, New, etc.). Open the Shop page, switch
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to Edit mode and click any item to start customizing the grid.
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See how to do it: https://www.odoo.com/openerp_website/static/src/video/e-commerce/editing.mp4
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Quick add to cart
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=================
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If your customers buy a lot of items at once, make their process shorter by enabling purchases from
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the catalog page. To do so, add product description and add to cart button. Turn on the following
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options in *Customize* menu: Product Description, Add to Cart, List View (to display product
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description better).
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.. image:: catalog/shop_list.png
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:align: center
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Before Width: | Height: | Size: 112 KiB |
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@@ -1,31 +0,0 @@
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============================
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How to build a product page
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============================
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On the website click *New Page* in the top-right corner.
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Then click *New Product* and follow the blinking tips.
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.. image:: product_page/create_product.png
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:align: center
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Here are the main elements of the Product page:
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.. image:: product_page/product_page_tips.png
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:align: center
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Many elements can be made visible from the *Customize* menu.
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.. image:: product_page/product_customize.png
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:align: center
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See how to configure your products from links here below.
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.. seealso::
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* :doc:`../managing_products/variants`
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* :doc:`/applications/sales/sales/products_prices/taxes`
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* :doc:`../maximizing_revenue/cross_selling`
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* :doc:`../maximizing_revenue/reviews`
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* :doc:`../maximizing_revenue/pricing`
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* :doc:`../../website/optimize/seo`
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