[ADD] eCommerce: checkout process page
Adding new page on checkout process for eCommerce. Forward to master.
closes odoo/documentation#3513
Taskid: 3110554
X-original-commit: 17ee191156
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
This commit is contained in:
parent
478fdc07b1
commit
f7d9f58b25
@ -1,5 +1,3 @@
|
||||
:nosearch:
|
||||
|
||||
===============================
|
||||
Checkout, payment, and shipping
|
||||
===============================
|
||||
@ -8,3 +6,4 @@ Checkout, payment, and shipping
|
||||
:titlesonly:
|
||||
|
||||
checkout_payment_shipping/cart
|
||||
checkout_payment_shipping/checkout
|
||||
|
@ -0,0 +1,128 @@
|
||||
========
|
||||
Checkout
|
||||
========
|
||||
|
||||
You can customize the **checkout steps**, add more content using the **website builder**, and enable
|
||||
additional features such as **express checkout** and **sign in/up at checkout**.
|
||||
|
||||
You can use **building blocks** to add content at any step of the checkout process. To do so, from
|
||||
any **checkout page**, go to :menuselection:`Edit --> Blocks`, and drag and drop **building blocks**
|
||||
to the page.
|
||||
|
||||
.. note::
|
||||
Note that content added through building blocks is **specific** to each step.
|
||||
|
||||
Checkout steps
|
||||
==============
|
||||
|
||||
Review order: promo code (and subtotal)
|
||||
---------------------------------------
|
||||
|
||||
If you have enabled :guilabel:`Discounts, Loyalty, & Gift Card` in the settings
|
||||
(:menuselection:`Website --> Configuration --> Settings --> Shop - Products`), you can enable the
|
||||
:guilabel:`Promo Code` field (:menuselection:`Edit --> Customize`) from any checkout page. Customers
|
||||
can then redeem gift cards and promotional codes at the :guilabel:`Review Order` step.
|
||||
|
||||
Furthermore, you can display the subtotal with discounts applied by enabling :guilabel:`Show
|
||||
Discount in Subtotal`.
|
||||
|
||||
.. image:: checkout/checkout-subtotal.png
|
||||
:align: center
|
||||
:alt: Subtotal discount
|
||||
|
||||
Address: B2B fields
|
||||
-------------------
|
||||
|
||||
Optional :guilabel:`TIN/VAT` and :guilabel:`Company Name` fields can be added to the
|
||||
:guilabel:`Billing Address` form for B2B customers, at the :guilabel:`Address` step. To add the
|
||||
fields, go to :menuselection:`Edit --> Customize` from any checkout page, and enable
|
||||
:guilabel:`Show B2B fields`.
|
||||
|
||||
Request extra info (additional step)
|
||||
------------------------------------
|
||||
|
||||
You can request :guilabel:`Extra Info` from the customer by adding an :guilabel:`Extra Info` step
|
||||
between the :guilabel:`Address` and :guilabel:`Confirm Order` steps. To do so, go to
|
||||
:menuselection:`Edit --> Customize` from any checkout page, and enable :guilabel:`Extra Step
|
||||
Option`.
|
||||
|
||||
.. image:: checkout/checkout-steps.png
|
||||
:align: center
|
||||
:alt: Checkout steps
|
||||
|
||||
The :guilabel:`Extra Info` step is an online form linked to the quotation or sales order of the
|
||||
customer. The information added during that step can be found on the quotation or sales order of the
|
||||
customer from the back end, in the **Sales** app.
|
||||
|
||||
When enabled, you can remove, add, and modify fields of the form by clicking on :guilabel:`Edit` in
|
||||
the top-right corner, and then clicking on any of the form's fields. All customization options, as
|
||||
well as the :guilabel:`+ Field` button to add new fields, are available at the bottom of the
|
||||
:guilabel:`Customize` menu under the :guilabel:`Field` section.
|
||||
|
||||
.. image:: checkout/checkout-form.png
|
||||
:align: center
|
||||
:alt: Online form customization
|
||||
|
||||
Confirm order: terms and conditions
|
||||
-----------------------------------
|
||||
|
||||
You can ask customers to agree to the :guilabel:`Terms & Conditions` in order to confirm their order
|
||||
by enabling :guilabel:`Accept Terms & Conditions` under :menuselection:`Edit --> Customize` on any
|
||||
checkout page.
|
||||
|
||||
.. image:: checkout/checkout-terms.png
|
||||
:align: center
|
||||
:alt: Terms and conditions
|
||||
|
||||
Express checkout
|
||||
================
|
||||
|
||||
You can enable a :guilabel:`Buy Now` button on products' pages which instantly takes the customer to
|
||||
the :guilabel:`Confirm Order` checkout page, instead of adding the product to the cart. To do so, go
|
||||
to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process section` and
|
||||
tick :guilabel:`Buy Now`. Alternatively, the :guilabel:`Buy Now` button can also be enabled from any
|
||||
product's page by going :menuselection:`Edit --> Customize`, in the :guilabel:`Cart` section.
|
||||
|
||||
The button can be found next to the :guilabel:`Add to Cart` button on the product's page.
|
||||
|
||||
.. image:: checkout/checkout-express.png
|
||||
:align: center
|
||||
:alt: Buy now (express checkout) button
|
||||
|
||||
Guest and signed-in checkout
|
||||
============================
|
||||
|
||||
It is possible to introduce a **checkout policy** under which customers can either checkout as
|
||||
**guests** or **signed-in users only**. Customers can also checkout as guest, and **optionally sign
|
||||
up later** in order to track their order, if enabled.
|
||||
|
||||
To select a policy, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout
|
||||
Process`. You can choose between:
|
||||
|
||||
- :guilabel:`Optional`: allows guests to checkout and later register from the **order confirmation**
|
||||
email to track their order;
|
||||
- :guilabel:`Disabled (buy as guest)`: customers can only checkout as guests;
|
||||
- :guilabel:`Mandatory (no guest checkout)`: customers can only checkout if they have signed-in.
|
||||
|
||||
B2B access restriction
|
||||
----------------------
|
||||
|
||||
If you wish to restrict checkout only to **selected B2B customers**, enable :guilabel:`Mandatory (no
|
||||
guest checkout)` and go to :menuselection:`Website --> eCommerce --> Customers`. Select the customer
|
||||
you wish to **grant access to**, click :menuselection:`Action --> Grant portal access`, and click
|
||||
:guilabel:`Grant Access`.
|
||||
|
||||
.. tip::
|
||||
Settings are **website-specific**, which means you can set up a B2C website allowing **guest**
|
||||
checkout, and another for B2B customers with **mandatory sign-in**.
|
||||
|
||||
.. note::
|
||||
Users can only have one portal access per **email**. They *cannot* be granted access to two
|
||||
different portals with the same **email address**.
|
||||
|
||||
Shared customer accounts
|
||||
------------------------
|
||||
|
||||
If you enable :guilabel:`Shared Customer Accounts` under :menuselection:`Website --> Configuration
|
||||
--> Settings --> Privacy section`, you can allow or disallow access to *all* websites for one same
|
||||
account.
|
Binary file not shown.
After Width: | Height: | Size: 2.6 KiB |
Binary file not shown.
After Width: | Height: | Size: 11 KiB |
Binary file not shown.
After Width: | Height: | Size: 4.7 KiB |
Binary file not shown.
After Width: | Height: | Size: 4.5 KiB |
Binary file not shown.
After Width: | Height: | Size: 4.8 KiB |
Loading…
Reference in New Issue
Block a user