Payment Provider
Customers may use your eCommerce website or their Customer Portals to make payments because Odoo has integrations with multiple payment processors. They can use their chosen payment methods, including credit cards, to set up automatic payments for sales orders, bills, or subscriptions. Offering a variety of payment options increases the likelihood that customers will pay you on time, if not sooner, by making it simpler for them to do so using a manner they are accustomed to and like.
Your clients can pay whatever they choose with the range of online payment options Odoo 18 provides for the website. Go to the Website module Configuration Payment Providers to configure payment providers for the eCommerce app. Activate the payment processors that you have selected for your store.
Here, you can see how each Payment Acquirer is configured. At the top of the window, the Payment Acquirer's name shows. The platform then allows you to select whether the Payment Acquirer is engaged, deactivated, or in test mode. The State field is where this can be defined. Select the Enabled option to activate the field. Enabling the Test mode causes a test payment interface to process a fictitious payment. When configuring the acquirer, use this mode. The responsible company and website can then be located.
Mollie is one of the payment processors included in Odoo. Mollie is the name of the payment platform located in the Netherlands. All popular online payment options are accepted by Mollie.
You can build your company in any way you desire with Mollie, whether it's by growing abroad or focusing on a single market. To connect to your Mollie account, Odoo needs your API Credentials, which are made up of your API Key (either the test or the live API Key, depending on the provider's settings). Your login information from your Mollie account can be copied and pasted into the appropriate fields on the Credentials page. Log into your Mollie account, select Developers API keys, and then copy your Test or Live API key to obtain your API key.
Additionally, Odoo adds several new payment processors, such as Buckaroo, Flutterwave, Mercado Pago, Razorpay, Sips, and Asiapay. AsiaPay is a Hong Kong-based online payment company that takes payments from a number of Asian nations.
With its main office in Nigeria, Whirlwind Online Payment Processor Flutterwave provides payment gateway services to a number of African nations.
Mercado Pago is a Latin American online payment provider that accepts a variety of currencies and payment methods.
Razorpay is an online payment processor that accepts over 100 different payment methods, and it has its headquarters in India. Buckaroo, a Dutch firm, provides a range of online payment options.
Payment Token
To create and manage payment tokens, use the Payment Tokens option in the Odoo 18 Website module. Customers can securely store their payment information, such as credit card numbers, expiration dates, and security codes, for use in subsequent transactions by using tokenized payments—digital copies of their credit card data—through the menu. Users can complete online transactions quickly and easily with just a few clicks using Payment Tokens. In addition to setting up and managing payment partners, users may view and manage client payment tokens under the Payment Tokens option. Users can also set up a variety of other payment options that use payment tokens, including credit cards, debit cards, and PayPal.
Payment Methods
Any website that accepts online payments must obviously have payment methods. Users can easily ascertain which credit or debit cards and online payment methods are accepted on your eCommerce site thanks to these instantly recognizable icons. As a result, it will boost website confidence and improve users' purchasing experiences at checkout.
The Payment Methods menu in the Odoo 18 Website module lets users set up the many payment options that clients can use to buy products and services. Users can choose the payment method they wish to utilize on their website from a variety of options.
VISA, MasterCard, Paypal, Stripe, Authorize.net, and numerous additional payment methods are available. Users can also add details to the symbols to change their appearance. Customers can select their preferred payment method while making purchases thanks to this functionality.
Payment Transaction
Users can examine and control the details of their payment transactions by selecting the Payment Transactions option from the Configuration tab of the Odoo 18 Website module. When you have access to them, you can review and control their payment transactions and look up their payment history. Along with setting up automated refunds, customers can also review, record, void, and reimburse transactions.
You may access the Payment Transaction window by choosing the Payment Transaction option from the Configuration tab.
Shipping Method
With Odoo 18, you can choose from a variety of shipping options to customize how your products are delivered. Odoo 18 has incorporated dynamic features in the website module that maximize your business's sales performance in order to enhance product delivery management. As seen in the image below, the Website module's Settings menu contains a number of settings that can be enabled.
Under the configuration menu, you have the delivery methods option, as in the image below. Here, you will get the details, such as the delivery method used, provider, is published or not, website, name of the company, countries, and max weight, respectively.
You can add a new shipment method by choosing the New button, as shown below. A new page will be created where you can enter information about the new shipment method. In the specified field, you can type the name of the shipping method. Add the Margin on Rate to the form after choosing the Delivery Product, Company, and Website.
Under Delivery Product, enter the product you want to deliver using this shipping method. The rate margin is the percentage that will be added to the shipping cost. You can choose Fixed Price or Based on Rules in the Provider box.
If you choose the Fixed Price option, you can enter the Fixed Price on the Pricing tab.
If you choose in accordance with the rule, a new column will emerge where you can configure the rule based on criteria such as weight, quantity, price, volume, and weight*volume.
You can specify the place where your delivery service is available under the Availability page. You can also filter the delivery firms based on your customer's delivery address. On this page, you can select countries, states, and zip prefixes. The margin on the option indicates the percentage that is added to the shipping rate. The additional margin option indicates the fixed sum that is added to the shipping cost. Under the Content section, you have the maximum weight, maximum volume, must-have tags, and excluded tags options, respectively.
In Odoo, you can include a description of the delivery method in an additional box. This will show up as an online quote on eCommerce.
When customers use Odoo 18 to make purchases online, the delivery method selection process is made simple. If the Shipping Address option is selected during checkout, the customer can enter a second shipping address.
During the Odoo checkout process, the shipping options for the selected product will be shown as shown below.
Select "Continue Checkout" from the menu. You will proceed to the following stage of the checkout process with Odoo.
You can enter your shipping and billing addresses here. When the locale is provided, Odoo shows all available shipping options. Clients can choose from a list of acceptable delivery options. Depending on the choice we select, the shipping costs might be displayed on the screen. The cost varies based on the delivery method. Once we've chosen a convenient payment option, we can pay the delivery fee and the purchase bill at the same time.
You can also have the delivery method option under the configuration menu, as in the screenshot below.
Here, you can view the already configured delivery methods, provider is published, website, company, countries, and maximum weight option, respectively.
Settings
The eCommerce settings' first option is the checkout Process. As seen below, the Shop checkout procedure consists of the following parts.
Add to Cart
Customers can add items to their shopping cart directly. The option can be activated from the Settings page, as in the screenshot below.
You can have the Add to Cart option, as in the below image.
Furthermore, as can be seen below, if we choose the "Go to the cart" option, the product will be placed in the cart and the page will redirect to the checkout.
When a product is put to the cart and the user has the opportunity to choose (dialogue), they can choose to either check out or keep shopping, as indicated.
Re-order From Portal
You can enable the Re-order From Portal option to let your customers add products from a prior order to their cart. This feature allows your customer to add products from previous orders to their cart.
Assume, for example, that a customer submits the product sale order as shown below after adding particular products to their cart.
After verifying the sale order and completing the payment, the order will be confirmed. You can now just place another order for this product using the customer portal. As indicated below, choose the My Account option from the customer site.
All customer-related documents, including sales orders, invoices, payment methods, projects, tasks, and many more, will be displayed in this window. Choose the option for Sales Order.
Customers ought to be able to see their order history here. Usually, this area shows previous orders together with information like the date, order number, and total amount. From their order history, customers can choose which items they would like to repurchase. As seen below, this entails clicking on a particular order to see the items it contains.
The "Order Again" button on the sales order will allow the consumer to place another order for this product, as shown in the screenshot above. A new pop-up window will open when you click this button.
Customers may be able to change the amounts of the items they want to reorder, depending on the arrangement. This enables them to be specific about how much of each item they wish to buy again.
Sign in/up at check out
Three settings are available for sign-in/check-out: disabled (purchased as a guest), mandatory (no guest check-out), and optional.
The word "Optional" enables customers to follow up on their order by registering from the order confirmation email. The visitor can add products to the cart and check out without logging in if the option is set to Disabled. Mandatory refers to customers who must log in to place orders.
Extra Step During Checkout
You can incorporate a customizable form into the checkout process by using the Extra Step at Checkout option. By adjusting these options, you can use the arrow key to customize the form.
The same can be altered. The page of extra info will be as shown in the image below.
Newsletter
Any mailing list's subscription fields can be added to the website using the Newsletter building blocks selection. The option shows a checkbox to sign up for the selected newsletter to guest users. The option will direct you to the below-shown page.
Here, you can activate the show in preference option as well.
Buy Now
A customer only has that one item in their cart when they click the "Buy Now" button on a product, which takes them straight to the checkout page. The option can be activated from the settings page.
The entire process may be completed in as little as two steps on the Odoo website, which expedites the time it takes to go from the product page to the payment page. For these clients, the Buy Now module on the Odoo 18 website offers a practical means of quick checkout. When the 'Buy Now' button is clicked, as in the below image, the consumer is taken straight to the shipping page, and the purchase is automatically put to their cart.
Assignment
This option allows you to designate the sales team and salesperson for the online orders. The next section discusses the Shop - Products section, which has options such as those mentioned below.
Display Product Prices
With the Display Product pricing option, you may display pricing on your eCommerce website in two different ways: Tax Included and Tax Excluded. The sales price of the goods is listed on some websites as the actual selling price. This shows that both the sales price and the tax amount are included in the selling price displayed. The price that includes tax is referred to as the "Tax Included Price."
Sometimes the product's sale price is all that is shown in the online store. Tax is not included in that price. The customer is therefore required to pay the tax individually. Therefore, it is only after the product has been placed in the cart that the real payment amount is shown. Therefore, the buyer must also pay the relevant tax amount in order to finalize the deal. This arrangement is referred to as the "Tax Excluded Price."
Comparison Price
The Comparison Price option, located in the Settings box of the 'Shop - Product' section of the Odoo 18 Website module, allows users to compare the costs of different products.
The comparison price option is essential for assisting customers in making well-informed selections when making purchases because it allows them to view both the product's original and discounted costs.
A new field named "Compared to Price" is added to the product form when this option is enabled, as shown in the above image. As can be seen below, we might type a value here that will be displayed as struck through on the e-commerce page.
Product Variant
Product variants allow you to change the size, color, and other features of a single product. Products that use variants can be controlled at the variant level (for specific variants) or at the product template level (which includes all of the product's attributes and variants).
Wishlists
This tool allows logged-in users to make a personalized list of items they wish to purchase or track items that pique their attention. Wishlists are a fantastic method for customers to keep track of their favorite products and encourage them to buy more in the future.
Customers can keep track of their favorite products and be encouraged to make additional purchases in the future by adding items to wishlists.
The wishlist symbol shows an increasing count when a product is added, as seen above, and upon opening it, the wishlist's contents are listed.
Inventory Defaults
Using the Inventory Defaults option, products with low quantities (on-hand-reserved) can be shown. The Warehouse may be brought up in this context. Other choices include Show Available Quantity and Out-of-Stock.
You can choose whether to allow or disable Continue Selling in the Out of Stock column.
Since the "Continue Selling" option for "Out of Stock" is selected here, products will still be sold even if they are sold out. When the product quantity is 4, the website will show the availability message as shown below when we select that product to add to our cart since the Show Available Quantity option is set to When Below 5.
Product Comparison Tool
This option allows customers to enable attribute-based product comparison. Turning on the Product Comparison Tool allows customers to compare products based on qualities.
Click the SAVE button when this particular field has been activated. Let's now look at what happens when people visit your website.
As demonstrated in the screenshot above, customers may discover the Compare icon inside each product in your online store.
The product is added to the comparison menu when the comparison icon is clicked. You can include a lot of items in the comparison menu, as shown in the screenshot below.
Prevent the Sale of Zero Priced Products
By using the 'Prevent Sale of Zero Priced Items' option in the section, the user can set up their shop to prevent the sale of any items with a price of zero. Businesses that would prefer to charge customers for everything they buy rather than give anything away may benefit from this
The system will automatically substitute "Contact Us" for "Add to Cart" if this option is selected and the product price is zero. You can turn this setting on or off as necessary. Assume, as shown below, that a product with a zero price on its website states that it is not available and provides a button to contact the individual in question.
Product Reference Price
On the product page, a price per unit may be shown. You can accomplish this by enabling Product Reference Price in the Shop - Products section under Website ‣ Configuration ‣ Settings.
Make sure a value is entered in the product template's Base Unit Count and Sales Price fields when enabled.
Mondial Relay
You can employ a variety of shipping options in your Website module by enabling them in the Configuration Settings' Delivery section.
Options for Shipping Address, Mondial Relay, and Shipping Costs are available here.
Click and Collect
The new Click & Collect function enables checking the stock situation in the store and the customer can pick up his order from the store of his choice, as in the screenshot below.
Invoicing
The following part, Invoicing, contains the features mentioned below, including the Automatic Invoice and Invoicing Policy.
You have two choices under the Invoicing Policy. The "Invoice what is ordered" and "Invoice what is delivered" options are these.
Depending on the company's policies, there may be a variety of ways to invoice:
Customers will receive an invoice as soon as the sales order is confirmed because Odoo 18 Sales operate in default mode and adheres to the invoice what is ordered rule.
Customers will get an invoice as soon as delivery is finished, in accordance with the delivered invoice. This law applies to companies that sell a lot of food, drinks, or commodities. In these cases, as the quantity may change somewhat, it is preferable to charge the amount that was really delivered.
When a payment is successfully made online, you can use Automatic Invoice to have an invoice created right away.
The following part explains how you set up email marketing, live chat, and sending emails to abandoned checkouts automatically.
From this section, you may access Live Chat, Email Marketing, and Send Abandoned Checkout Emails Automatically
Your website's live chat feature enables users to interact with you. You can adjust the channel and other parameters from this point. This is made possible by automatically sending emails to clients who leave their carts empty. The Twitter Roller can also be used to set up Twitter API credentials.
Live chat has the best customer satisfaction rate of any communication medium. Because it is readily available, it enables prompt responses and lets your clients continue working on their current projects while communicating with you.
E-commerce Access
Under the Settings option, there is an E-commerce Access option, as in the image below.
The option allows you to force customer to be logged into access shop. There, you can activate either all users or logged in users.
All users allows anyone (including visitors who are not logged in) to access the specific page or functionality. This is ideal for public-facing content, such as product pages, general website pages, and the shop.
Logged in Users restricts access to users who are logged into the website with a valid account. This is useful for:
- Members-only content or features (e.g., restricted product pricing, private catalog).
- Customer dashboards and portals.