Odoo 14 book

E-commerce

E commerce is the future of business operations as the world is shifting to a new online shopping methodology with advancements in technologies and telecommunications facilities. The Odoo ecommerce application which can be accessible from the platform will allow the users to conduct the online sales operations parallel with the conventional ways of business operations being established.

As the Odoo platform operates integratedly with the other aspects of business and company operations the data available in each module is shared in real time. This would allow the users to maintain the real time inventory data to be displayed in the ecommerce website of the company.

Key feature of Odoo ecommerce module

  • Create a customize an ecommerce website
  • List all the products available at the company's disposal
  • Integrate real time inventory data with the website
  • Allocate specific amount of products to the e commerce operation, i.e. reserve products
  • Restrict multiple product or unit purchase
  • Restrictions based on region and customer
  • Run Promotional and discount program
  • Integrate multiple payment methodologies and gateways
  • Spot billing and configure bills based on the orders and delivery
  • Set lead times based on delivery, manufacturing and purchase
  • Specific product warnings and restrictions
  • Product variant classifications
  • Provide alternate, optional as well as accessory product for the main product
  • Infinite number of portal user based on the server capabilities
  • Information storage in the central database
  • Live chat functionalities
  • Order Reviewing
  • Selling digital products
  • Product comparison
  • Check product availability at the customer locations
  • Configuring taxes and method of ordering based on localization
  • Quantitative and analytical report generation

Ecommerce dashboard

The ecommerce dashboard for the company can be viewed in the website module of the platform. If not visible the user can install the e commerce application available in the application window under the website categories. The home dashboard is the reporting aspect of the ecommerce website. The reporting aspect can be viewed in both graphical and pivot view. In the graphical view the user is demonstrated with illustrative charts on sales operations which can be in the form of line graph, bar chart or pie chart.

The various grouping by and measures functionality available by default and as well as customizable will allow the user to generate custom made resorts of the ecommerce operations. In addition, the sorting function in the filtering menu will allow the user to do the same on the data available. The pivot view of the ecommerce dashboard can be viewed by scrolling down the menu and the user will be depicted with the quantitative pivot view reports where the measures can be allocated based on the users as per their needs.

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Analytics

The analytics reporting menu can be accessed from the dashboard tab available in the module and the user will be depicted with the data obtained on linking with the Google analytics operations of the company. The Google analytics data can be classified based on the website operation, weekly, monthly and yearly reports which allow the user to obtain periodical aspects of the company operation.

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On selecting the option available to connect Google analytics to the platform the user will be depicted with the following menu. The user can assign the tracking ID of the user and the client ID.

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If the user is in need of any clarification on how to generate the tracking ID or obtain the client ID he/she can always choose the external link option available. On selecting the eternal link options, the user will be directed to the documentation page of the Odoo and the user can obtain information on how to connect Google analytics.

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The documentation page will also describe how to copy the tracking Id to be attached to the platform.

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Under the Google analytics option being enabled the user can provide a tracking ID as the analytics key to start the operation to be embedded in the platform.

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Order management

The orders generated from e-commerce on various attributes of operation can be viewed from this menu.

Order tracking

The user can view all the orders and the platform provides the tracking functionalities in each order by accessing the orders menu from the module. In the menu the filtering option from the website will be auto enabled which can be removed if necessary. In the menu the user will be described with order number, order date, website, customer, salesperson, company allocation, amount totals and the invoicing status of the respective orders.

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On selecting the respective order the user will be directed to the following menu where to order description and the details will be provided. The user can confirm the order, send an email to the customer or cancel the orders based on his/ her preferences.

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Unpaid orders

All the unpaid orders which are being generated from the ecommerce website are listed out here. The user can also follow up all the unpaid orders with respect to the company in such a way that it includes orders from both ecommerce and retails operations.

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Abandon carts

The orders menu has an aspirate tab to demonstrate the abandon carte orders. The user can view all the order carts which have been placed and the products included by the customer but not processed to confirm. The user can also send out email form the respective orders of the abandon carte on the decision to the customers as an enquiry.

The abandonment of carts containing products will lead to loss of customers, the mail sent out can be auto generated with the abilities of Odoo platform which can be configured which can be done by abandoned carts recovery.

To configure the abandoned carts recovery option in the settings menu of the user can configure the orders follow up. The assignment of the orders follow up can be allocated to a sales team and respective sales person. Under the abandoned carts description, the user can configure the email template to be sent for the customer for the recovery. Time duration of the email to be auto sent can be set after the cart abandonment.

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The email template can be edited by selecting the external link option available on the side of the email template. In the email template description menu, the user can edit the template on how the email should be described.

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Customer

All the customers described in the platform are listed out here in the customer window accessible through the orders menu. The user can create new customers by using the create option available.

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Product management

The ecommerce module allows the user to describe all the products available in the company. However, the user can allocate certain restrictions for the product in the website based on various companies and the regional operational parameters.

Products

The user can view all the products described in the platform under the product menu accessible form the product tab of the platform. The described products can be filtered and grouped by using the various default as well as customizable options available. To create a new product and describe it in the platform the user can always select the create option available.

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In the product creation window the user can describe the product name and the details allocated with it as same as assessed from the purchase module of the platform. The editing and describing option can be provided using the same details as provided in the purchase management aspects of the Odoo. The product quantity, bill of material, put away rules and the various other details concerning the products can be described in the creation window.

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The product option such as product variants, enabling digital content for sales in the ecommerce website, product comparison tool, optional products, wish list options and the inventory options to manage availability of the product can be configured and enabled in the settings menu of the module.

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Product variants attributes

To describe the product variants in the platform the user should initially describe the attributes in the platform. The attributes menu can be accessed from the settings page under the variant option variable in the products menu. On selecting the attributes icon, the user will be directed to the attribute menu. All the product attributes are described and the user can create a new one by selecting the create option available.

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In the product attributes creation window the user can provide a name for the attribute, assign a category of operation, allocate the display type and the variants creation mode for the product operations.

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If the product variant option is being enabled in the settings menu the user can view the product variant menu accessible form the product dashboard. In the menu all the product variants will be described and new product variants can be created using the create options available.

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Additional product description tools

The platform along with the various tools which have been used to describe and use the platform provide advanced operational tools which will be both beneficial for the customers as well as the user.

Product comparison tool

The platform allows the customers to compare the various products listed out in the product description on the user enabling the product comparison tool option. In the settings window under the products menu the user can enable it.

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As the comparison option is enabled the user can view the option available under the products being listed out and the user can select various ones to add them up to compare. The product description of each will be described in the comparison window.

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Digital content

Enabling this option in the product menu of the settings module will allow the users to add disguised products such as e journals, software subscriptions and many more to the ecommerce platform and sell them to the users.

Optional products

The option allows the user to indicate the optional products for the main products being described in the ecommerce website. The option product for the main products can be described when describing them in the product creations window.

Wishlist

The wishlist options allow the customers to add the products to the wish list menus to view them at the time of purse easily. The user can enable this option in the settings menu and will allow the customer to perform this operation.

Pricelists

The Odoo platform allows its user to manage multiple price lists in the platform. These can be a way of providing concessions or a separated prairie list for customers based on the loyalty programs and discontinued operations. A product in the platform can be allocated to multiple price list operations meaning that a product can be described in multiple prices.

The pricing options can be configured for the ecommerce platform under the settings menu of the module. In the pricing section the user can define the pricelist options such as multiple prices per product or advanced pricing rule for the operation.

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The price list menu can be accessed from the products tab available in the module. Here all the pricelists described can be viewed. In case multiple pricelist available in the platform the user can filter and group by the list to deduce the required information.

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To create a new pricelist, the user can select the create option available. In the creation window the user can describe the pricelist name, allocate a company if the platform functions in multiple company operations. The pricing rules can be described by selecting the add a line option available.

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In the create pricelist options menu the user can allocate the products to be applied, minimum quantity, duration of the operations of the pricelist and the price computational features.

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Promotions and coupon programs

The Odoo platform allows the users to create and manage promotions and coupons programmers in the ecommerce website the same way as been described in the retail sale and the wholesale operations of the company. To enable the promotions and coupon programs in the platform the user should initially enable the options in the settings menu.

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As the coupons and promotions options are being enabled the user can view the icons to direct them to the respective windows.

On selecting the promotion programs icon, the user will be directed to the promotional programs menu where all the ones allocated in the platform are listed out. The user can create a new promotion programmer to be enabled in the platform by selecting the create option available. In the promotional programmer creations window the user can provide a name, describe the conditions, allocate the products, quantity, minimum purchase amount, promo code, company allocated and the validity details.

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Additionally, the reward for the promotional program, discount details and its applicability can be described. In addition, the respective reward for the promotional programme can be chosen.

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The coupons programmers described can be viewed from the coupons window accessible from the settings menu. In the coupons menu the user can view the different programmers being described, modify them and create new one using the creation window. In the coupons creation window the user can provide a coupon name, allocate the product details, quantity, minimum amount or quantity and the company to which the program is allocated to if the platform runs operations of multiple companies for the user.

In addition, the validity of the coupons programmer can be described in the form of days under the validity torsion available. Moreover, the reward for the coupons programmer can be set as discount, free product or free shipping.

The discount applications can be also set based on the product, order or on the cheapest product.

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Payment acquires

Payments is an important aspect of any business where the companies will acquire the customer payments with various terminologies defined. The Odoo platforms ecommerce aspect will allow the users to define various payments acquired as per the user needs. The payment acquires defined in the platform can be seen in the payment acquires menu accessible from the configuration tab of the website module.

In the menu all the payments acquired being installed can be viewed and the user can edit the description by selecting the one respectively. In need of adding a new payment acquirers select the create options available.

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In the payment acquisitions window the user can provide the name, status and the company allocation. Additionally, in the configuration tab the user can describe the payment form, allocate support payments, enable or disable QR code option and configure the communication protocols. Moreover, in the availability menu the user can provide the details of the countries where the respective payment acquires can be used.

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Shipping methods

Sipping and delivery can be trickier in company operations, the Odoo platform allows users to configure multiple shipping methods to be run effectively in the platform. The shipping method for the ecommerce operations can be configured in the shipping mentors menu accessible from the configuration of the website module.

All the shipping methods described are listed out in the menu and the user can create new shipping methods based on their company operational parameters.

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In the creation menu the user can assign a name for the shipping method, allocate the provider based on the rule or fixed amount, allocate the company, products, margin on rate and free delivery if order amount is above a fixed price.

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If the pricing is based on the rules the user will configure the pricing rules by selecting the add a line option available. The conditions and the delivery cost for the respective rule can be set. Multiple rules can be defined for the shipping method operations in the platform.

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Ecommerce categories

Categorization of the product will provide the users as well as the customers to obtain the information of the specified product. The Odoo platform allows the user to create and configure various e-commerce product categories to be listed out in the website. The ecommerce category window can be accessed from the configuration tab of the website module. Here all the categories used are listed oust and the user can create new ones.

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In the category creation window the user can assign a category name and allocate a parent category to the operations. The categories defined here will be depicted when a product is being described and the user can select the respective one as per the need and the product description.

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