E-commerce

Last updated: November 26, 2019

Odoo 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 store. 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- Website from the Apps List.

E-commerce Dashboard

E commerce dashboard offers with better data visualization, helping managers with 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.

It helps you in getting the analytics of your website visits. You can connect google analytics to track your website traffic.

Connecting Odoo with Google Analytics

Create a google analytics account.

Accept conditions to get the tracking ID.

Copy the tracking ID for inserting them in Odoo.

Go to the Configuration menu of Odoo’s Website and turn on Google Analytics. Paste the tracking ID. Save it.

Order Tracking

View Order

One can view all the confirmed sales orders via going to

Website Admin > Orders > Orders

Also upon clicking the CREATE button, one can create order manually if needed.

View Unpaid Order

To see the sales order awaiting payment validation, go to Website Admin > Orders > Unpaid Orders.

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. To activate the feature, go to Website Admin> Configuration> Settings> Orders Follow up.

One can either select the template from drop down menu or create a new one. Here you can edit the cart recovery email and also other related settings.

One can also set under the configuration -the number of hours after which the cart is abandoned.

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 details of the customer such as 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. One can also configure product variants via clicking CONFIGURE VARIANTS.

Or else one can configure the product variants via going to the Website Admin > Configuration> Settings>Products

If you click on the attributes button, you are navigated to a new window like below:

Here you can see the already created attributes. However, to create a new attribute, click CREATE button.

Here you can give off the Attribute name, category( to regroup similar attributes under the same section in the comparison page of eCommerce), DisplayType( the display type used in the product configurator)

Variants Creation Mode:

Instantly- All possible variants are created as soon as the attribute and its values are added to a product.

Dynamically- Each variant is created only when its corresponding attributes and values are added to a sales order.

Never- Variants are never created for the attribute.

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 choose the pricing strategy from E commerce 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) Advance price rules (discounts, formulas)

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.

Via going to Products tab, one can see the different Pricelists created.

Also one can create a new pricelist via clicking on the CREATE button.

Here you can define the name, select the Currency (also can create a new currency), Country groups. Via clicking add a line, you can mark where to apply on the pricelists, minimum quantity (for the rule to apply, bought/sold quantity must be greater than or equal to the minimum quantity specified in this field.), starting date for the pricelist item validation and end date for the pricelist item validation. One can also select here the price computation mode whether it is fixed price, percentage or formula.

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

- Rewards

  • Applicability
    • Apply on current order: A reward will be applied on current order.
    • Apply on next order: Generate a coupon for a next order.
  • Reward
    • Discount: The reward will be given as a discount
      • Apply discount: give the discount in two methods Percentage
        Amount : Fixed amount discount will be provided
      • 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
      • Discount will be given to selected specific product
      • Max Discount amount: A maximum amount of discount that should be provided.
    • Free product: The reward will be given as the product

- Validity

  • Apply On: Maximum number of sales orders in which reward can be applied
  • Start date & End date: Coupon program start date and end date

Coming to coupon programs, you have the following fields.

Coupons are used to generate limited discounts. A coupon is a one-time use code that will generate the discount for the customers.

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 ACTIVATE to configure your payment acquirers.

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

Shipping Methods

Odoo can deal with different shipping methods, however it is not activated default. Odoo ERP gives the alternative to arrange different shipping techniques in it. It will rearrange the tasks like transportation mode, conveyance cost figuring, shipment tracking and so forth. Odoo shipping integration is accessible for DHL, FedEx, Temando, UPS, USPS and the sky is the limit from there. Shipping 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 > Shipping 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 > Products> e-Commerce categories

Upon clicking CREATE button, you will be navigated to a new window, where you can create new eCommerce Categories.

  • 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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