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 can choose if they want to Add to cart and continue shopping or Go to the Checkout.
Go to cart: The customer is immediately redirected to the cart.
Button customization¶
You can replace the Add to Cart button with a Contact Us button, which redirects users to the default contact form.
Nota
Removing the ability to add products to the cart is often used by businesses that want to display an online catalog but cannot share prices publicly (e.g., to offer custom or variable pricing).
To do so, go to . Under the eCommerce section, enable Prevent Sale of Zero Priced Product, and enter the redirect URL in the Button URL field.
Then, for all products that should display the Contact Us button, set their price to
0 using the product form or a pricelist.
Nota
The Contact Us button label, URL, and the Not Available For Sale text beneath the product title and description can be modified on the product’s page while in Edit mode.
Comprar agora¶
To let customers choose to go to the Order summary step directly, you can 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.
Política de check-out¶
To allow customers to checkout as guests or force them to sign in/create an account, go to , scroll down to the eCommerce section, and configure the Sign in/up at checkout setting. The following options are available:
Opcional: Os clientes podem fazer check-out como visitantes e se inscrever posteriormente, por meio do e-mail de confirmação do pedido, para rastrear o pedido.
Disabled: Customers can check out as guests without creating an account.
Mandatory: Customers must sign in or create an account at the Order summary step to complete their purchase.
Gerenciamento de acesso B2B¶
To restrict checkout to selected B2B customers:
Go to and enable the Mandatory option in the eCommerce section.
In the General section of the settings, set the Customer Account option to On invitation.
Go to , switch to the List view, and select the customers you wish to grant access to your portal.
Clique no botão Ações e, em seguida, Conceder acesso ao portal.
Revise os clientes selecionados na janela pop-up Gerenciamento de acesso ao portal e clique em Conceder acesso.
Uma vez feito isso, os clientes relevantes recebem um e-mail confirmando a criação da conta, incluindo instruções sobre como definir uma senha e ativar a conta.
Nota
Você pode revogar o acesso ou convidar novamente um cliente usando os botões relacionados no pop-up Gerenciamento de acesso ao portal.
Users can only have one portal access per email.
Settings are website-specific, so you could set up a B2C website that allows guest checkout and a B2B website with mandatory sign-in.
Etapas do checkout¶
Durante o processo de check-out, os clientes são conduzidos pelas seguintes etapas:
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.
Order summary¶
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 related to the product prices and taxes applied are also displayed. Customers can then click the Checkout button to continue to the Address and delivery step.
Abra o editor do site para habilitar as opções de check-out, como:
Acessórios sugeridos: para exibir produtos acessórios;
Promo Code: to allow customers to redeem gift cards or apply discount 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 and delivery¶
Depois de revisar o pedido:
Os clientes não cadastrados são solicitados a Inscrever-se ou inserir seu Endereço de e-mail, juntamente com o endereço de entrega e detalhes telefônicos;
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
Para clientes B2B, você também pode ativar os campos opcionais CNPJ e Nome da empresa ativando a opção Mostrar campos B2B no editor do site.
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.
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.
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.
Terms and conditions¶
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¶
A etapa final do processo de check-out é a Confirmação do pedido, que fornece um resumo dos detalhes da compra do cliente.
Veja também