eCommerce

Last updated: March 25, 2019

E commerce

This feature makes Odoo more powerful than any other competitor. Odoo E -commerce App supports you to sell your products online. One can seamlessly add the products, configure their payment and delivery methods. Also let the public access your website without much strain. Since Odoo E-commerce comes integrated with other modules like CRM, Sales, and Inventory it simply enhances the business efficiency. One can install the eCommerce application from Odoo apps menu. To further enhance the system capabilities, you may install eCommerce delivery, and eCommerce optional products.

Odoo E-commerce module displays competitive features when compared to CMS service providers like Magento and Shoppify. The most promising thing is that many add-on features in other CMS service providers are built in components in Odoo. Odoo enjoys the advantage of features like Product Inline Page Builder, Drag and Drop Page Builder, Buy Without Sign Up, Inline SEO Suggestion, Link tracker etc. comparing to Magento. And over Shoppify, Odoo has the advantage of options like Stock Available, Drag and Drop Page Builder, Integrated A/B testing, Inline SEO Suggestion, Multi Store Support, Advanced Taxes and more.

Some of the useful features of Odoo are given below.

Design & configure

Inline Editing

Create product pages utilizing Odoo's unique 'edit inline' approach. Here there is no need of code, what you see is what you get.

Building blocks system

Create your product page from scratch by dragging and dropping pre-made, fully customizable building blocks. Describe products in a table to give maximum number of specifications.

Sell digital products

You can now add digital products like eBooks to your online catalog.

Word processor text editing

Easily create and update your text content through an editor designed to replicate the word processor experience.

Product variants creation

Create a product available in several variants, like size, colors or other attributes.

Price-lists, products and stores

Create flexible price-lists, add variants to add to products options, and create multiple stores under one environment. Display available stock on products.

Integrated tools

Cross-selling and Upselling

Suggest optional products related to items to increase your revenues.

Promotional or coupon codes

Encourage potential customers using promo codes and coupons.

Options to boost sales

Define product categories, use attribute search, focus on promotions, coupons or gift certificates and push best products to the top of your page in order to multiply your sales.

Shopping experience

Easy search system

Make finding products easier by setting attributes on products (size, color, power, etc.).

Customer on boarding

Set up step by step instructions to help customers go to checkout with no blocking issues.

Guest & registered user

Customers can choose to create a user profile or as guests. Registered users can retrieve their contact information upon check out and access a portal including related messages, orders, invoices, registered claims, etc.

Skip shipping address

Shipping address is no more required when providing only services.

Live chat embedded

Provide your visitors with information in real time directly on your website, and secure your sales.

Easy checkout process

Simple checkout to avoid losing clients.

Customer portal

Access tracking of orders, advanced shipping rules and return management through the customer portal.

Order review

See details of your order at the end of the process.

Payment methods

Fully integrated

Allow customers to pay with Paypal, Ogone, Adyen, Buckaroo, Authorize.net and SIPS Wordline. Online payment methods redirect customers to a 'Thank you' page on your website.

Billing & Accounting

Calculate & Bill Shipping Costs

Get delivery costs computed automatically using Odoo's embed Delivery Method configurator.

Integrated Accounting package

Odoo’s chart of accounts contains national taxes, fiscal positions, accounts.

Tax rates

Fiscal positions allow you to adapt tax rates to the whereabouts of your customers.

Chart of accounts

Use the Custom package template to build your own chart of accounts. It embeds a set of generic preset accounts, taxes and more.

Reporting

Sales data analytics

Highlight the best product in terms of quantity sold. Find the best customer in terms of revenue. Display a graph with your monthly sales per product and add it to your Dashboard. Group your Sales by Partner and display the products in the column header.

System Users

By default, there are two types of user in Website related modules.

Editor and Designer: Like manager in other modules, he can access both front end and back end of the website. He can configure your website and change its settings

Restricted Editor: - Basically front end (i.e. portal) designer. Generally, he can alter only the portal view of the site and products with some restriction etc.

Firstly, install the Odoo e-commerce module from the Apps List.

E-commerce Dashboard

Post installation go to the Website Application. First thing we see here is the E-commerce dashboard.

E commerce dashboard helps the end user with better data visualization allowing managers the real-time access and interpretation of data. The managers get to know in real-time the average order value, average delivered quantity, average invoiced quantity and more, helping them improve their ecommerce strategy.

Under the dashboard, you have one more Option-Analytics.

The E-commerce companies can utilize the analytics reports for getting real-time insight to their business operations on a day-to-day or hour basis. This real time insight helps in figuring new possibilities for the ongoing optimization.

Order Tracking

View Order

One can view all the confirmed sales order under

Website Admin > Orders > Order

Note:

There is an option to create order manually if needed.

View Unpaid Order

Those sales order that awaits payment validation shall be seen under the unpaid order.

For that go to Website Admin > Orders > Unpaid Order

Abandoned Carts

While doing purchase on E-commerce, the client may move to some different exercises and may have neglected to do the checkout procedure. Abandoned carts are the carts wherein client left without doing the checkout.

In E-business, over half of the carts are left deserted. For this situation, we are losing deals with that client. In this way, for bringing back those clients to proceed with buy, Odoo empowers you send a mail reminding the client to return and proceed with the purchase. The procedure is known as abandoned carts recovery.

We can likewise save the carts waiting for the clients. It is essential to remind the client to re-proceed with the buy in Odoo E-commerce. One can set an email layout for Abandoned Carts In Odoo E-trade.

View Abandoned Carts

One can view the abandoned carts, via going to

Website Admin >Orders>Abandoned Carts

For setting email template for abandoned carts in Odoo E-commerce,

Go to >Website Admin > Configuration > Settings > Abandoned Carts.

Here, the end user can set the time taken to consider a cart under the category of abandoned cart.

Here you can edit the cart recovery email and also the related settings.

Customers

In order to view your regular customers and create new customer,

Go to Website Admin > Orders > Customers

Via clicking the create button, one can create new customer.

Under the create form, one can add all pertinent details belonging to a customer like his name, address, phone number, mobile, email, whether he is a vendor, customer, account details, payment terms, delivery methods and much more.

Product Management

Add new Product

To add new product, go to

Website Admin > Products > Create

Fill all necessary fields by switching to ‘inventory’, ‘sales’, ‘variants’, ‘invoicing’, tabs and the product. It will automatically get added to your website.

Edit Product Details

One can Update/Edit a product details just by clicking on the product image from

Website Admin > Products

Click Edit button to edit product info Update Quantity in Hand to update quantity manually.

Publish/Unpublish Products

Odoo enables you to seamlessly manage the decision of publishing and unpublishing a product in a single click. To do so,

Go to products, select the product that you want to publish/unpublish. Later click the button on top Published/Unpublished on Website.

Via clicking you will be redirected to the website page, where you have the option to keep it published or unpublished.

Upon changing the icon from unpublished to published, you can publish that particular product on the website.

Product Variants

+

To add new product variant, go to

Website Admin > Configuration> Settings>Products

On the off chance if you click on the attributes button, a window simply like beneath will be showed up.

One can make another new attribute in Odoo or import from the rundown.

Here you can set the trait classification i.e. attribute category starting from the drop menu. One can likewise make another new attribute via clicking CREATE AND EDIT.

One can easily set the trait type, attribute values, and variations in Odoo.

Pricelists

Odoo embeds with powerful pricelist feature to support the pricing strategy needed for your E-commerce business. A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price. One can seamlessly create a specific pricelist or a price rate for a specific customer. The pricelist or price rate can be for a specific product or for a group of products.

One can set several criteria’s in Odoo to use a specific price: It can be: Periods, Quantity, Quality, Service, Economic environment, Competition, Product demand. By using Odoo pricelist, one can easily manage the product pricing depending on the company needs. As pricelists only suggest prices, they can be overridden by users completing sales orders. One can choose the pricing strategy from Sales ‣ Settings.

One can set several criteria’s in Odoo to use a specific price: It can be: Periods, Quantity, Quality, Service, Economic environment, Competition, Product demand. By using Odoo pricelist, one can easily manage the product pricing depending on the company needs. As pricelists only suggest prices, they can be overridden by users completing sales orders. One can choose the pricing strategy from Sales ‣ Settings.

Go to the Website Admin>Configurations>Settings>Pricing, enable the option Multiple Sales Prices per product via ticking the checkbox. Save changes.

There are 2 types of sales pricelist in Odoo.

1) Multiple prices per product (e.g. customer segments, currencies): The option can be used for creating pricelists for your customer segments or to set different pricelists with different currencies.

2) Prices computed from formulas (discounts, margins, rounding): The option allows to set price change rules. Changes can be relative to the public price, product cost price, or to another pricelist. Calculation of changes is made upon the surcharges and discounts making it fit the minimum and maximum margin set by the user. Further, Odoo enables the rounding of prices to the nearest cent or dollar or even the multiple of both.

In order to choose your option that you desire, or to know the working of both options, one need to first select multiple prices per product (e.g. customer segments, currencies) and later go to Products tab and choose Pricelist. There you can see the available list of pricelists.

Later go to Products tab and choose Pricelist. There you can see the available list of pricelists.

Apart from the listed, one can also create a new pricelist by clicking the “Create” button. The pricelist form will be like the below image.

Here you can define the name, select the discount policy, E-commerce Promotional Code, Currency, Website and Country groups.

Promotion & Coupon programs

In order to ensure the business profit, there should always be a backup or an alternative plan to hold and attract the customers at large. Odoo E-commerce allow you to manage your sales in the most efficient manner. Odoo enables “Promotion and Coupon Programs” which helps the end user to create the promotion for their products as per the current needs. Promotional programs can be used as a marketing tool where you can target the specific audience and can implement the loyalty program.

To enable the Promotion and Coupon Programs, go to Website Admin>Configuration>Settings> Pricing. Tick the option Coupons and Promotions. Click SAVE to mark the changes.

Upon clicking the promotion programs and coupon programs, one can create new loyalty programs to attract the customer.

Coming to promotion programs, there are different fields in Odoo

- Program Name

  • The name for the promotion program

- Conditions

  • Based on customers
    1. This coupon program will be applied to the selected customers only.
    2. One can filter the customers according to the need.
    3. By default, all the customer records will be taken
  • Based on Products
    1. On purchase of this selected products rewards will be given.
    2. We can filter products according to our need.
    3. By default, all products records that can be sold will be taken.
  • Quantity
    1. Minimum required product quantity to get rewarded
  • Minimum purchase Of
    1. Minimum required the amount to get rewarded
  • Promo code Usage
    1. Automatically Applied: No code is required. If the rule is met, the reward is applied (Except global discount)
    2. Use code: If the program rule is met the valid code needs to add the reward.

- Rewards

  • Applicability
    1. Apply on current order: A reward will be applied on current order.
    2. Apply on next order: Generate a coupon for a next order.
  • Reward
    1. Discount:The reward will be given as a discount
      1. Apply discount: give the discount in two methods Percentage

        Amount : Fixed amount discount will be provided

      2. Discount Apply on

        On order: Discount will be given on the whole order

        On cheapest product: Discount on the cheapest product on the order

        On specific Product

      3. Discount will be given to selected specific product
      4. Max Discount amount: A maximum amount of discount that should be provided.
    2. Free product: The reward will be given as the product
  • Apply On
    1. Maximum number of sales orders in which reward can be applied
  • Start date & End date
    1. Coupon program start date and end date

Payment Acquirers

A business is ultimately dependent on its income generation or investment return. Every business collect money from their customers in return for the products/services they offer. In Odoo Enterprise, the transactions are made easier and quicker via some built-in Payment Acquirers.

One can find all built in payment Acquirers from

Website Admin > Configuration > ecommerce --> Payment Acquirers

Click Install to configure your payment acquirers.

Once you configured the settings, Publish the same on Web site to make it available for users.

Delivery Methods

Odoo can deal with different delivery methods, however it is not activated by default. Odoo ERP gives the alternative to arrange different delivery techniques in it. It will rearrange the tasks like transportation mode, conveyance cost figuring, shipment tracking and so forth. Odoo delivery integration is accessible for DHL, FedEx, Temando, UPS, USPS and the sky is the limit from there. Delivery Methods enable you to deal with the transportation company, the cost and the destination. You can even integrate Odoo with outside shippers to compute the genuine cost and the packaging.

Configuration > Website Admin > Configuration > ecommerce > Delivery Methods

Right off the bat, name the new delivery method. Next is the provider field, which can be either fixed price or Based on Rules. On the off chance that we set the fixed price, at that point the delivery cost will be a fixed sum (Or it very well may be without invalid conveyance). On the other hand if it is based on rules , it enables you to set the expense dynamically. In view of rules, it is for processing the conveyance cost based on certain guidelines. The conditions, for example;

  • Weight
  • Volume
  • Weight *volume
  • Price
  • Quantity

E-commerce Categories

To show products in category wise on the website we need to set a category for each product. One can set different Categories of products by going to

Website Admin > Configuration > Product> e-Commerce category

Choose the parent category (if applicable) and save

Edit Product Category

Delete or Edit a product category

Website Admin > Configuration > Product> e-Commerce category

Click on any of the listed category to update or delete it.

Later go to the website and click on Customize, there you can see different options. Enable Product Categories options to view products in category wise.

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