Proceso de pedir y pagar¶
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.
Opciones del botón “Añadir a la cesta”¶
Comportamiento por defecto de “Añadir a la cesta”¶
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 ahora¶
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.
Pasos para el pago¶
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
El contenido añadido con bloques de creación es específico de cada paso.
Resumen del 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 el editor de sitio web para activar las opciones de pago 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.
Si el proveedor de pago instalado es compatible con el pago exprés se muestra un botón específico que permite a los clientes pasar a la cesta a la página de confirmación sin llenar el formulario de contacto.
Address¶
Una vez que hayan revisado su pedido:
Unsigned-in customers are prompted to Sign in or enter their Name and Email address, along with their delivery address and phone details;
Los clientes que hayan iniciado sesión pueden seleccionar una Dirección de entrega apropiada.
Después pueden elegir un método de entrega, seleccionar o ingresar la Dirección de facturación (o activar la opción Igual que la dirección de entrega, si las direcciones de facturación y entrega son idénticas) y haga clic en Confirmar para seguir al siguiente paso.
Truco
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.
Información adicional¶
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.
Pagos¶
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.
Truco
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.
Términos y condiciones¶
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.
Monederos electrónicos y tarjetas de regalo¶
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.
Confirmación del 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 también