Ordering and checkout¶
Odoo eCommerce provides several options to organize the ordering and checkout process. It offers different order button options and sequential checkout steps, some of which support additional features. The related buttons and checkout pages can be customized using the website editor.
Add to cart options¶
Default add to cart behavior¶
When clicking the Add to cart button, different actions can be triggered. To configure them, go to , scroll down to the eCommerce section, and select one of the following options for the Add to Cart feature:
Stay on Product Page: The customer remains on the product page after adding a product to the cart. If the added product has linked optional products, the customer can choose between Add to cart (to stay on the product page) and Go to Checkout (to be redirected to the cart).
Go to cart: The customer is redirected to the cart immediately.
Comprar agora¶
To let customers choose to go directly to the Order summary step, add an additional Buy now button. To do so, go to any product’s page, open the website editor, go to the Style tab, and click the Buy Now button next to the Purchase Options.
Reorder products¶
Customers can reorder items from a previous sales order:
from their customer portal, using the Order Again button. All products from the selected order are automatically added to the cart, and customers can then Remove any items they don’t want to reorder.
from the cart, by clicking Quick reorder at the Order summary step. Customers can then adjust quantities as needed and click the (cart) button next to the product(s) they want to reorder.
Etapas do checkout¶
During checkout, customers are taken through the following steps:
Each step can be customized using the website editor by adding building blocks or opening the Style tab to enable various checkout options.
Nota
O conteúdo adicionado pelos blocos de construção é específico para cada etapa.
Resumo do pedido¶
The Order summary step allows customers to see the items they added to their cart, adjust quantities, Remove products, and reorder products from a previous order. Information on product prices and the taxes applied is also displayed. Customers can then click the Checkout button to continue to the Address step.
Abra o editor do site para habilitar as opções de check-out, como:
Suggested Accessories: to showcase accessory products;
Promo Code: to allow customers to redeem gift cards and apply discount codes or promotional codes;
Add to Wishlist: Enable wishlists to allow signed-in users to remove a product from their cart and add it to their wishlist using the Save for Later option.
Nota
If a fiscal position is detected automatically, the product tax is determined based on the customer’s IP address.
If the installed payment provider supports express checkout, a dedicated button is displayed, allowing customers to go straight from the cart to the confirmation page without filling out the contact form.
Address¶
Depois de revisar o pedido:
Unsigned-in customers are prompted to Sign in or enter their Name and Email address, along with their delivery address and phone details;
Os clientes registrados podem selecionar o Endereço de entrega adequados.
Eles podem então escolher um método de entrega, selecionar ou digitar seu Endereço de cobrança (ou alternar a opção Igual ao endereço de entrega se os endereços de cobrança e de entrega forem idênticos) e clicar em Confirmar para prosseguir para a próxima etapa.
Dica
For B2B customers, you can also enable optional B2B fields in the website editor.
You can add a checkbox for users without an account to sign up for a newsletter. To do so, go to , scroll down to the eCommerce section, enable the Newsletter feature, and select a Newsletter List.
When the Pick up in store delivery method is selected, the customer can Choose a pick-up point, provided several pick-up points are available.
Informações adicionais¶
You can add an Extra Info step in the checkout process to collect additional customer information through an online form, which is then included in the sales order. To do so, enable the Extra Step option in the website editor. The form can be customized as needed.
Pagamento¶
At the Payment step, customers can choose a Payment method, enter their payment details, and click Pay now.
Nota
When the Cash on Delivery payment option is enabled, the customer must click the Confirm button and pay upon delivery.
To make payment methods available to customers, configure and enable one or more payment provider(s). To do so, go to , Activate the relevant payment provider, and configure it.
Dica
The options displayed at checkout depend on the active payment providers, the enabled payment methods, the customer’s country and currency, and, optionally, the maximum amount set for the provider.
To display an availability report for payment providers and payment methods and help diagnose potential availability issues on the payment form, enable the developer mode, and click the (bug) icon.
Termos e Condições¶
To require customers to agree to the terms and conditions before payment, open the website editor and toggle the Accept Terms switch in the Style tab.
Carteiras digitais e cartões de presente¶
Customers can pay with an eWallet or gift card during checkout. To offer these options, go to and enable in the eCommerce section. Then, go to and create a gift card and/or eWallet program.
Confirmação do pedido¶
The final step of the checkout process is the order confirmation page, which provides a summary of the customer’s purchase details. A sales order is automatically created in the backend. Enable the Automatic Invoice setting to automatically send an invoice to the customer.
Ver também