Odoo 16 Website & E-Commerce

Settings

In Odoo, the Settings of the website module are divided into sections, and we'll go over each one.

The Settings of Website option is used to set up and manage a website, as mentioned. This leads to the Website Info area, where you can see options like Domain, Homepage URL field, Languages, Website Name, Company, and Favicon.

The next option is Shop - Payment which follows, where you may see options like Activate Payments and Authorize.net: Payment Capture Method.

Odoo accepts most payment methods via the Activate Payments option, including Visa, Mastercard, Maestro, Google Pay, Apple Pay, and many others. You also have the option of recurring charges.

The Authorize.net:Payment Capture Method allows you to choose between instant and delayed payment capture for Authorize.net payments. When 'Automatically Capture Payment' is selected, the payment is immediately taken upon permission. When 'Manually Charge Later' is selected, the payment will be taken at a later date. Customers who want to run additional fraud checks or make other changes to the order before capturing payment should be aware of this setting.

Shop - Checkout Process

The Shop - checkout process includes the following sections as shown below,

Add to Cart

Customers can add items to their shopping cart directly from the product page by using the Add to Cart option in the 'Shop Check out Process' section of the Configuration Settings window of the Odoo 16 Website module. Customers can view the goods they've added to their cart and make changes as they go by doing this. Customers can effortlessly finalize their purchase using the Add to cart option without leaving the product page. You have three alternatives in this option to select from before clicking "Add to cart." You can select the needed option from among the three possibilities, which are "Stay on Product Page, Go to Cart, and Let the user decide(dialog).

For example as shown in the screenshot below, after adding product to the cart, it stays back in the product stage itself and the count of the cart increases.

And if we choose the option Go to the cart then when we add the product to the cart it will redirect to the checkout page as shown below.

In the case of the option that lets the user decide(dialog) when the products are added to the cart the user has the option to either checkout or to continue shopping as shown below.

Buy Now

With the Buy Now option, you can check out right away without adding the item to your cart.

Digital Content

When digital content is activated, it is easier to include download links for customers at the conclusion of the checkout process. If the payment goes through, this option enables you to give customers access to product-specific links or downloaded information on the checkout process' confirmation page. Use the new files button to add some files to a product, then publish them.

The user can add this option from the product form under the Sales page there is an option called Extra Media when clicked a window appears which includes the option to mention the name and Video URL as shown below.

Re-order From Portal

You can enable the Re-order From Portal option to let your customers add items from an earlier order to their cart.

This feature allows your customer to add products from previous orders in their cart. For example suppose a customer adds certain products to the cart and makes the sale order of the product as shown below.

Then after confirming the sale order and making the payment the user can use the same sales order to reorder the same product that was there in the previous sales order as shown below.

In the sales order there is an option called Order again which will allow the customer to order the same set of products by adding them to the cart, once clicked on the option a window appears to add the product to the cart as shown below.

Sign in/up at check out

There are three options available under the Sign in/up at check out section: Optional, Disabled (buy as guest), and Mandatory (no guest check out). The word "Optional" enables customers to sign up from the email confirming their order in order to follow their order.

Suppose the option is set as Mandatory so in that case suppose a guest tries to add product to the cart and make the checkout process so during that time the guest gets the option to sign in as shown below.

And if the option is set as Disabled then the guest can directly add products to the cart and proceed to checkout without any sign in as shown below.

And if the option is set as optional then the user can shop with or without the login procedure.

Extra Step During Checkout

You can add a customizable form at the checkout by choosing the Extra Step at Checkout option. The arrow key can be used to adjust these options to customize the form.

For example after adding product to the cart and proceeding to checkout an Extra info option comes which allows the customer to add additional details if needed as shown below.

It is also possible to customize the same as shown below.

Assignment

Using this option the Sales Team and Salesperson for the online orders can be assigned here.

The next section is about Shop - Products which include options like as described below.

Display Product Prices

With the Display Product Prices option, you will be able to display prices on your eCommerce website in two ways that are Tax included and Tax excluded.

Comparison Price

The Comparison Price option in the Configuration Settings box of the Odoo 16 Website module's 'Shop - Product' section allows users to compare the costs of different products. The comparison price option is essential in assisting customers in making educated selections when it comes to making purchases since it allows users to show the original price and the discounted price of products.

When we enable this feature we get an additional field inside the product form named as Compared to Price as shown in the above image this allows us to provide a value which will be strike through on the ecommerce page as shown below.

Product Variants

Using product variants, you can change the size, color, and other features of a single product. Products that use variants can be controlled either at the variant level (for specific variants) or at the product template level (for all attributes and variants of that product).

Wishlists

With this feature, logged-in users can make a personalized list of goods they want to buy or keep track of goods they are interested in. Customers have the option of adding things to their wishlists, which is a terrific method to encourage them to make future purchases and to keep track of their preferred items.

When the product is added to the wishlist the count within the wishlist icon increases as shown above and when we open it we can list out the items in the wishlist.

Inventory Defaults

The Inventory Defaults option allows you to show products that have low quantities (onhand-reserved). The Warehouse can be mentioned in this context. Out-of-Stock and Show Available Quantity are further possibilities. You have the option to enable or disable Continue Selling in the Out of Stock column.

So here the option of Out of Stock is set as Continue selling which will sell items even if not in stock and the option Show Available qty is set is when below 5 so if the quantity of product is 4 then in the website while choosing that product to the cart we can see the availability message a shown below.

Pricelists

Odoo 16 eCommerce provides a specific platform for creating numerous pricelists and discounts for products, which can be managed in the Website module. These two modules are connected, which will make it easier for you to manage all website-related eCommerce-related tasks.

Odoo provides numerous choices for choosing the price that will be shown on your website, as well as condition-specific rates determined by predetermined parameters. You can build pricelists with fixed prices for products using multiple prices per product, alternatively, you can enable advanced price rules for pricelists depending on discounts and formulas using advanced price rules. Let's go into more detail about each of these Pricelist Types.

Product Reference Price

You can add a reference price per UoM on products in addition to the sale price using the product Reference Price option.

We can add the base unit for the product in the product form as shown above, and if the customer add this product to the cart then it add a reference price per UoM on products (i.e $/kg), in addition to the sale price

Discounts, Loyalty & Gift Card

When you enable the option, you will be able to manage promotions, coupons, loyalty cards, gift cards, and eWallet.

Product Comparison Tool

With this option, one can enable attribute-based product comparison for customers.

The Product Comparison Tool can be turned on to enable consumers to compare products based on qualities. After this particular field is enabled, select the SAVE icon. Let's look at what happens when users of your website do so now. As shown in the screenshot below, users may see the Compare icon inside of each product in your website shop.

When the compare icon is clicked, the product is added to the COMPARE menu. As seen in the screenshot below, you can add numerous items to the comparison menu.

As seen in the screenshot above, the product Customizable Desk is now listed under COMPARE. By selecting the delete option, users can eliminate the product being compared.

Prevent Sale of Zero Priced Product

The 'Prevent Sale of Zero Priced Product' option in the section allows the user to set up their shop to prevent the sale of any product with a price set to zero. This is helpful for businesses that don't want to give away things and want to make sure that customers must pay for anything they buy. By turning on this setting, the system will automatically switch out "Add to Cart '' for "Contact Us" if the product price is zero. You can enable or disable this setting as necessary.Suppose if the price of the product is zero, and the product when viewed in website it shows that the product is unavailable and provides the button to contact the concern person as shown below.

The next section is Shipping which includes features as shown below, among which a few features are only available in the enterprise edition.

You can activate a variety of shipping features in the Configuration Settings' Shipping section to use them in your Website module. Options like Shipping Address, Mondial Relay, Shipping Costs, and On Site Payments & Picking are available here.

Shipping address allows the customers to add on their shipping details during the checkout process as shown below.

You can choose to integrate with an existing shipping provider or utilize your own delivery techniques, depending on your shipping strategy. If needed, shipping options might be restricted to certain websites. To achieve this, pick the desired delivery option by going to Website > Configuration > Settings > Shipping Methods. Select the website you wish to restrict the shipping method to in the Website section.

On Site Payment & Picking shipping option allows the customer to choose any item from the store, pay online, and choose from the store, among other alternatives as shown below.

The next section is Invoicing which includes features like Invoicing Policy and Automatic Invoice as shown below.

You have two choices under the Invoicing Policy. "Invoice what is ordered" and "Invoice what is delivered" are these. When an online payment is successfully received, you may automatically generate an invoice with Automatic Invoice.

There may be different ways for invoicing depending on the business policies:

Customers will be invoiced once the sales order is confirmed since Odoo Sales operates in default mode, which uses the Invoice what is ordered rule.

Customers will be invoiced once delivery is complete under the rule of Invoice what is delivered. This regulation applies to companies that sell big quantities of commodities, liquids, or food. Since the quantity in these circumstances may vary slightly, it is best to invoice the quantity that was really delivered.

The next section is How to configure the Twitter API access which include Livechat, Email Marketing, Twitter Roller and Automatically send abandoned checkout emails.

Live Chat, Email Marketing, Automatically Send Abandoned Checkout Emails, and Twitter Roller are all accessible from this section.

Visitors to your website can speak with you using the live chat feature. The channel and other options are configurable from here. Mass mailing campaigns to contacts can be carried out via email marketing. You can send emails to customers who have signed in to inform them that the products in their cart are still available for purchase. This is possible with the ability to automatically send abandoned checkout emails. The Twitter Roller also enables you to configure Twitter API credentials.

Live Chat has the greatest customer satisfaction rate of any communication method. Because it is available and easy, it enables quick responses and lets your clients continue with their current activities while interacting with you.

If you use Odoo to build your website, Live Chat will be added to your database after it has been deployed. Go to Website > Configuration > Settings > Live Chat to finish the process. Afterwards choosing the channel to link to your website or quickly creating one.

Operators: Add representatives to handle chat requests. Add as many as you wish, but keep in mind that operators are deemed disconnected if they go more than 30 minutes without showing any action in Odoo.

Options include setting the default text that appears on the live chat button with help of chatbots, and the text that visitors see after a conversation is started, and the text that asks them to start a chat.

Channel Rules: Select a response for a specific URL and/or per nation. In the example below, the chat window automatically appears after the given time after visitors (from any country) arrive on the contact us page.

The Email marketing feature in Odoo is ideal for sending personalized emails. You may send your company's newsletter swiftly, uniformly, and while monitoring the success of your marketing initiatives. It refers to data such as open rates, bounced emails, and unsubscribe lists.

Abandoned Carts are used to inform customers that they have items in their cart that they have forgotten about. It aids in both sales growth and customer retention.

Sending reminder emails to your valued clients who abandoned the checkout process is made easier with the aid of the Odoo Website Abandoned Cart Recovery. After adding items to the cart, not everyone completes the checkout process. They frequently forget or must leave mid-engagement to attend to other commitments for different reasons. Before making a purchase, buyers typically input their contact information, or they are prospective customers who have previously registered on your website. You can send email reminders to them reminding them of the items they forgot to add to the cart using the contact information they have provided.

One can also preview the corresponding recovery template as shown below.

The Twitter Wall is also supported by the Odoo Website module's platform. One of the most effective social media marketing tools is Twitter Wall, which enables you to collect content from Twitter based on specified criteria and integrate it into your website. You may manage Twitter walls using the Walls option found in the Odoo website module's Twitter Wall tab.

The following shows steps to obtain the Twitter API key and Twitter API secret

1. Log in or create an account on https://developer.twitter.com/
2. Once connected, and if not already done, complete the Twitter portal access process on https://developer.twitter.com/portal/
3. On the Twitter Portal, create a project with the following information:

○ Name: Odoo Twitter Integration

○ Use Case: Embedding Tweets in a website

○ Description: Odoo Twitter Integration

○ App Name: choose a unique name

4. Copy/Paste the API Key and API Key Secret values into the above fields
5. Get Elevated access by going to https://developer.twitter.com/en/portal/products, click on Elevated then on Apply and finally complete the form.

The next section is Privacy which include feature like Cookies Bar and Shared Customer Accounts as shown below,

Cookies Bar are little text files that websites send to your device when you visit them. They contain information about your visit, including login information, location, language, etc., and are processed and saved by your browser. Cookie bars are frequently employed to carry out this task in an approachable and open way. Upon a user's initial visit, they are presented right away to let them know that the website employs cookies and give them the option of deciding whether to store optional cookies on their device. Odoo creates the Cookie Policy page (/cookie-policy) with the list of required and optional cookies when you enable includes features for your website.

Shared Customer Accounts

Having customer accounts on an eCommerce site allows customers to view all of their papers from a single location. Customers must be logged in on the eCommerce website, click on their username in the top-right corner of the screen, and then select My Account to access their account. Customers can access their quotes, orders, invoices, and other documents from there.

If you own many websites, you can make client accounts available on all of them. The customer will then just require one account. To achieve this, turn on Shared Customer Accounts under the Website Configuration Settings Privacy section.

The next section is SEO which includes features such as Google Analytics, Address Autocomplete, Default Social Share Image, Console Google Search, and Plausible Analytics.

Google Analytics is a tool for monitoring website traffic. The quantity, duration, and different demographic features of website visitors are among the things that are examined. As the website operator, the study of this data gives us knowledge about how to improve our website and target marketing activities.

The tracking ID for our Google Analytics property is required for the following step. We must sign up for a Google Analytics account for this. We construct our Google Analytics property by specifying the account, the name of the account, the website's name, and the URL after successfully logging in. After getting the tracking id we need to generate the client ID of our Google Analytics API. Once logged in successfully, we generate our Analytics API credentials by first selecting the Analytics API. After choosing the Analytics API, we establish a new project, activate the Analytics API, and set up the API credentials. Next, we can create the Client ID, and at the very end, we can give Odoo permission to access Google Analytics by clicking the "Access Google Analytics" button. A graph displaying the number of visitors to our Odoo website will now appear in our dashboard after a brief loading period.

Address Autocomplete

You can use the Address Autocomplete option to use the Google Places API to verify visitor-submitted addresses.

Plausible Analytics

Plausible Analytics is an open-source, simple, lightweight, and privacy-friendly website analytics tool, available in the settings, and you can enable it to use this function.

Default Social Share Image

If the Default Social Share Image option is enabled, you can upload an image to replace the website logo as the default social share image.

Console Google Search

Google Search Console is a free service provided by Google that assists you in keeping track of, maintaining, and troubleshooting the visibility of your website in Google Search results. You don't have to sign up for Search Console to be included in Google Search results, but it can help you understand and improve how Google views your site.