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Pickup Date for E-Commerce

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fsdfsdfsd

Hi, 


I use an extra step in tthe e-commerce check out field to let customers pick there pickup date. Now this info is only visible in the order logs, not very handy and quickly overlooked by our staff. 


Can i use Studio to 

  • retrieve this info out of the extra step in the e-commerce check out
  • put in on the sales order
  • send an email reminder when an e-commerce order is placed 

ps: i know this is personalisation, must be possible in studio but i'm new user of studo so could use some help :) 

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Kais Akram
Best Answer

Yes 🙂

You can do all three of those things in Odoo without any custom code, just using Studio / standard config.

Below is a “do this, then that” guide.

1. Make the pickup date go onto the Sales Order (not just logs)

Right now your extra step is probably writing into the chatter / order notes.

Instead, you want it to fill a real field on sale.order.

The easiest: reuse the standard Delivery Date field on the Sales Order (Other Info tab). That field is meant exactly for “when is this order expected / picked up” and also shows on the delivery order. Odoo+1

Steps (on the website checkout):

  1. Go to your website and start a test checkout until you reach the Extra Info step.

  2. Click Edit (website builder).

  3. Click on your pickup date field in the form.

  4. In the right-hand panel:

    • Look for something like Field → Existing field.

    • Search for Delivery Date (or “Delivery / Scheduled date” depending on version).

    • Select that existing field instead of a “free” custom field.

If you currently have a “plain” date field that doesn’t link to anything, remove it and use only the one bound to Delivery Date.

Test it

  1. Place a test web order with a pickup date.

  2. Go to Sales → Orders → open that order.

  3. Check Other Info tab → Delivery section.

    You should now see the chosen pickup date there (not only in the log). Odoo

2. Make the date visible & hard to miss for your staff

Now that the date is on the Sales Order, you can surface it nicely with Studio:

Show it in the Sales Order list (so it can’t be overlooked)

  1. Go to Sales → Orders (list view).

  2. Click the Studio icon (wrench/hammer).

  3. In the fields panel, find Delivery Date.

  4. Drag it into the list as a new column.

  5. Close Studio / Save.

Now your team can see pickup dates directly in the list, sort by them, and even filter on them. Odoo

You can also put the field in a more visible place on the form (e.g. top-right) by dragging it there in Studio.

3. Send an automatic email when an e-commerce order is placed

You want: when a web order comes in, send the customer an email that includes the pickup date.

You can do this with an automated action + email template.

3.1 Create the email template

You can do this either via Settings → Technical or directly via Studio; I’ll describe the Studio-flavoured way:

  1. Open any Sales Order.

  2. Click Studio.

  3. Go to Automations → Email Templates (or “+ New” from the automated action later).

  4. Create a template:

    • Model: Sales Order (sale.order)

    • Subject: e.g.

      Your pickup on {{ object.commitment_date or object.expected_date or '' }}

    • Body (HTML) – simple example:

      Hello {{ object.partner_id.name }},<br/><br/> Thank you for your order {{ object.name }}.<br/> Your chosen pickup date is <b>{{ object.commitment_date }}</b>.<br/><br/> Best regards,<br/> Your Company

      Note: depending on your version, the field may be commitment_date or similar – in Studio, when you insert dynamic field, just pick Delivery Date and it will use the correct technical name.

Save the template.

3.2 Create the automation (send email for web orders)

  1. Still in Studio, go to Automations → Automated Actions (name may vary slightly).

  2. Click New:

    • Model: Sales Order

    • Trigger:

      • On Creation (so it fires when the order is created), or

      • On Creation & Update with a condition.

    • Apply on domain (to make it only for web orders), for example:

      • If you have a website:

        [('website_id', '!=', False)]

      • Or by sales team, if your website orders use a dedicated team:

        [('team_id', '=', <Website Sales Team>)]

  3. Action To Do: Send Email.

  4. Choose your email template from step 3.1.

  5. Save.

Now, whenever an e-commerce order is created, Odoo will send that email automatically, including the pickup date. Odoo+1

Bonus: if one day you want a reminder before pickup

You asked for “send an email reminder when an e-commerce order is placed” – the above sends it immediately.

If in the future you want “remind 1 day before pickup”, that’s possible but a bit more advanced (scheduled actions / custom code), and often needs a developer or Odoo.sh access rather than just Studio.

If you tell me:

  • which Odoo version you’re on (e.g. 16, 17, 18, Online / On-prem), and

  • whether you see the Delivery Date field already in the Other Info tab,

I can adapt the click-by-click instructions exactly to your screen names.

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Bloopark systems GmbH & Co. KG
Best Answer
We recommend to not use Odoo studio for this because later if you want to improve that feature or update something you have to continue with studio and the the risk of bugs will be hight as it's pure logic

Instead, it's doable in fewer steps by code, and it will be more robust

Add your field in the XML view
<input type="text" id="pickup_date" name="pickup_date" class="form-control" />
Override _prepare_checkout_page_values to pass the field value
    def _prepare_checkout_page_values(self, order_sudo, **kwargs):
values = super()._prepare_checkout_page_values(order_sudo, **kwargs)
values["pickup_date"] = form_data.get("pickup_date", "")
return values
Override shop_confirm_order controller to update the sale order
    @http.route(
"/shop/confirm_order", type="http", auth="public", website=True, sitemap=False
)
def shop_confirm_order(self, **post):
order_sudo = request.website.sale_get_order()

if redirection := self._check_cart_and_addresses(order_sudo):
return redirection

data = {
"pickup_date": post.get("pickup_date"),
}

order_sudo.write(
{
"pickup_date": data.get("pickup_date", ""),
}
)

return super().shop_confirm_order(**post)
Do not forget to add the field to the sale order
class SaleOrder(models.Model):
_inherit = "sale.order"

pickup_date = fields.Char()
This way, any future improvement will be easy to add improvements

Odoo studio should be used for prototyping or small view changes

Hope it helps




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