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 Shop - Checkout Process section, and select one of the following options:
Stay on Product Page: The customer remains on the product’s page.
Go to cart: The customer is immediately redirected to the cart.
Let the user decide (dialog): The customer can choose if they want to go to the cart (Proceed to Checkout) or if they prefer to stay on the product page (Continue Shopping).
Note
This dialog box always appears regardless of the configuration to suggest optional products, if any.
Buy now¶
To let customers choose to go to the review order step directly, you can add an additional Buy now button. To do so, go to . Under the Shop - Checkout Process section, tick the Buy Now feature.
Tip
Alternatively, enable the feature by going to any product’s page while in Edit mode and, in the Customize tab, clicking the Buy Now button next to the Cart options.
- menu
- (website) ‣ Shop ‣ (product)
- shows
- A product page with both the Add to Cart and the Buy Now buttons.
- highlight
- The Buy Now button (red frame).
- data
- Demo website 'My Website' with the eCommerce demo products.
- module
- website_sale
- notes
- English UI, light theme, 1440px width.
Re-order from portal¶
You can let customers re-order items from previous sales orders from their customer portal using the Order Again button. To add it, go to . Under the Shop - Checkout Process section, tick the Re-order From Portal feature.
- menu
- (website) ‣ My Account ‣ Orders ‣ (order)
- shows
- A confirmed order in the customer portal with the Order Again button.
- highlight
- The Order Again button (red frame).
- data
- One confirmed order with three lines.
- module
- website_sale
- notes
- English UI, light theme, 1440px width.
Checkout steps¶
During the checkout process, customers are taken through the following steps:
Each step can be customized using the website editor by adding building blocks or opening the Customize tab to enable various checkout options.
Note
Content added through building blocks is specific to each step.
Review order¶
The Review Order step allows customers to see the items they added to their cart, adjust quantities, or Remove products. Information related to the product prices and taxes applied are also displayed. Customers can then click the Checkout button to continue to the Delivery step.
Open the website editor to enable checkout options such as:
Suggested Accessories: to showcase accessory products;
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.
Note
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.
Delivery¶
Once they have reviewed their order:
Unsigned-in customers are prompted to Sign in or enter their Email address, along with their delivery address and phone details;
Signed-in customers can select the appropriate Delivery address.
They can then choose a delivery method, select or enter their Billing Address (or toggle the Same as delivery address switch if the billing and delivery addresses are identical), and click Confirm to proceed to the next step.
Tip
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 . Under the Shop - Checkout Process section, enable the Newsletter feature and select a Newsletter List.
Extra info¶
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.
Tip
Alternatively, go to , scroll to the Shop - Checkout Process section, enable Extra Step During Checkout, and click Save. Click Configure Form to customize it.
Payment¶
At the Payment step, customers Choose a payment method, enter their payment details, and click Pay now.
You can require customers to agree to your terms and conditions before payment. To enable this option, go to the website editor and toggle the Accept Terms & Conditions feature.
Tip
Enable the developer mode and click the (bug) icon to display an availability report for payment providers and payment methods, which helps diagnose potential availability issues on the payment form.
Private person or company¶
The Website Sale Partner Type module (website_sale_partner_type) adds a Private
Person / Company choice at the top of the address step for visitors who are not logged
in. The choice sets the contact’s Company Type, and the address form adapts to it: the
company name and tax ID fields are only required for companies.
When the Hungarian localization is installed, the Website Sale Partner Type - Hungary module
(website_sale_partner_type_l10n_hu) is installed automatically. It adds the Hungarian tax number
field to the address form, which then switches between the international VAT field and
the Hungarian tax number field depending on the selected Country. On the website of a
Hungarian company, a Hungarian company customer must fill in the Hungarian tax number instead of
the international VAT number, and the B2B fields are always shown for Hungarian companies.
- menu
- (website) ‣ Checkout ‣ Address
- shows
- The checkout address form of an anonymous visitor with the Private Person / Company radio buttons above the name field, and the company and tax number fields shown for the Company choice.
- highlight
- The Private Person / Company radio buttons (red frame).
- data
- Company selected, country Hungary, Hungarian tax number field visible.
- module
- website_sale_partner_type
- notes
- English UI, light theme, 1440px width, crop to the top of the address form.
When the visitor fills in a company name, the Website Sale Company module
(website_sale_company) automatically creates the company contact and links the ordering person to
it as a child contact, so that the order is placed on behalf of the company.
Signing the order¶
The Website Sale Order Sign module (website_sale_order_sign) requires customers to accept and
sign the order before they can pay. At the Payment step, an Accept & Sign
button is displayed instead of the payment button; clicking it opens a dialog with the order summary
and the signature field. Once the order is signed, the payment button appears and the signature and
signing date are stored on the sales order.
- menu
- (website) ‣ Checkout ‣ Payment
- shows
- The payment step of the checkout with the Accept & Sign button in place of the payment button, and the signature dialog opened over it.
- highlight
- The Accept & Sign button and the signature field (red frame).
- data
- One cart of about EUR 150.
- module
- website_sale_order_sign
- notes
- English UI, light theme, 1440px width.
Order confirmation¶
The final step of the checkout process is the Order confirmation, which provides a summary of the customer’s purchase details.
Árukereső Trusted Shop¶
The Árukereső Trusted Shop module (website_sale_arukereso_trusted) sends confirmed webshop
orders to the Árukereső Trusted Shop program from the order confirmation page.
To configure it, go to , scroll to the Árukereső section, and enter the WebAPI Key under Trusted Shop. Leave the key empty to disable the integration.
When the key is set and the customer has finished checkout (payment transaction pending, authorized, or done, or the sales order confirmed; cancelled or failed checkouts are skipped), the confirmation page injects an HTML snippet that sends the customer email and the purchased product names to Árukereső. If a product has an internal reference (Internal Reference), it is sent as the product Id as well.
- menu
- Website ‣ Configuration ‣ Settings
- shows
- The Website settings page with the Árukereső section and the Trusted Shop WebAPI Key field.
- highlight
- The Árukereső block and the Trusted Shop WebAPI Key field (red frame).
- data
- Demo website 'My Website' with an empty WebAPI Key field.
- module
- website_sale_arukereso_trusted
- notes
- English UI, light theme, 1440px width, crop to the Árukereső settings block.
See also