Odoo eCommerce

Odoo eCommerce


Sell your Products Online. Boost your online sales with sleek product pages.


Free video courses. Copyright © Odoo S.A.

Functional Training / Odoo eCommerce

Free video courses

1. Introduction

Selling online is very popular nowadays. Do not miss this opportunity to boost your business! Odoo’s e-Commerce app is unlike anything you have ever seen before. Get an awesome catalog of products and great product description pages. It’s full-featured, integrated with your management system, fully customizable and super easy.

The eCommerce application allows you to:

  • Improve your online visibility with astonishing Online Shop pages;
  • Facilitate and increase your sales by allowing people to buy in a few clicks.
  • Profit from all the administration tools of Odoo to keep track of online sales (messaging, delivery, invoicing, payment, etc.).

2. Video Case Study

The slogan of The Computer House is "Your Customized Computer in less than 48 hours!". This shop builds customized computers from standard components selected by clients. To increase its sales without burning more cash in local marketing, The Computer House would like to promote and sell computers online.

3. Start with Odoo e-Commerce

3.1. Install the App & Select your Accounting Package

  • Start from Odoo.com as any new user and install e-Commerce.
  • Once in the Accounting Configuration wizard, select the Accounting package that applies to your country or the Custom one if you do not find the country.
  • If you have an Odoo instance already, install e-Commerce. You probably already set your chart of accounts. If not, Odoo will automatically ask you to do it.
Note:

- The Accounting package (or chart of accounts) contains national taxes, fiscal positions (see here below), accounts (see Accounting & Finance chapter), etc. A company has by definition only one chart of accounts. Once installed, you cannot remove or replace it.
- The Custom package is a template that can be used to build your own chart of accounts, so you don’t have to start from scratch. It embeds a set of generic preset accounts and taxes etc. You can rename and duplicate them as you need.

 

3.2. Set up your Default Taxes & Currency

  • In the next wizard (Set Your Accounting Options), you can select the default taxes to apply to your new products and your company’s main currency (USD).
  • If you have selected the Custom chart of accounts, you have to set the default tax rates (15% by default). To set those taxes as default taxes for your new products, go to the Invoicing settings page (eInvoicing & Payments section).

​​

 Video course:

Start with Odoo e-Commerce. Copyright © 2015 Odoo S.A. ​

4. Start your Online Shop

4.1. Publish your First Product through a Beautiful Page

Odoo’s unique ‘Inline Editing’ and Building Blocks approach makes creating product pages surprisingly easy. "Do you want to change the price of a product? Or put it in bold? Do you want to add a banner for a specific product?" Just click and change. What you see is what you get. Really. Drag & Drop well-designed ‘Building Blocks’ to create beautiful product pages. Your customers will love it!

Let’s go with Odoo e-Commerce!

  • Install the eCommerce app.
  • Create your first product to sell online by following the tutorial. Set a price & add a nice picture.
  • Polish the page by slipping in snippets.
  • Add the Share snippet so that shoppers can share this page through social networks.​​
 Video course:

Publish your First Product through a Beautiful Page. Copyright © 2015 Odoo S.A. 

4.2. Set Product Attributes and Manage Variants

Selling online requires a simple and intuitive way for shoppers to find the product they want. Odoo gives you the opportunity to easily set attributes on products (size, color, power, etc.). Those attributes allow you to:

  • search for them in order to easily find a product;
  • manage and sell variants.

Never ever an e-Commerce product configuration has been so easy!

  • Create a product available in several variants (e.g. T-shirts with sizes and colors). Each combination of attribute values is a variant.
  • Add extra price amounts for one of those attributes (e.g. for sizes).
  • Replace the main picture of one variant.
  • Then, have a look at the product page of the online shop.
 Video course:

Set Product Attributes and Manage Variants. Copyright © 2015 Odoo S.A. ​

 

4.3. Checkout in a couple of Clicks!

  • Add some products to your cart.
  • Review the order and process the checkout.
  • Enter a specific delivery address.
  • Because you are connected as the admin, feel free to customize all the pages you come across by changing the displayed titles, explanations, etc. For instance, add the payment instructions in the Confirmation page (bank account, delay to pay, post-payment process, etc).
  • A confirmation e-mail is automatically sent to the customer.
  • Have a look at the related quotation in the Sales application. You can now validate the order as soon as you get paid and launch the invoicing.​
Tip:

- You can apply Online payment methods & delivery methods (see below). If the customer pays through any online payment method, the quotation is automatically validated as an order if this platform confirms the payment processing to Odoo. The shopper gets redirected to a Thank you page on your Odoo website.
- To build a nice custom Thank you page, perfom the checkout process while being logged in as a user with proper access rights. When you land on the page, you can customize it at will, using the Odoo Website Editor and its great building blocks.
- To automatically adapt tax rates to the client localization, have a look at the fiscal positions in the Accounting chapter.

 Video course:

Checkout in a couple of Clicks! Copyright © 2015 Odoo S.A. ​

5. Boost your Online Sales

5.1. Fine Tune your Catalog

Odoo allows you to define Product Categories, use Attribute Search, focus on Promotions, and push best products to the top of your page in order to boost your sales.

  • Add other products to your catalog.
  • Assign Public categories to products. You can select several categories for one product.
  • Push your Star Product to the top of the page and enlarge the picture size.
  • Add a sale ribbon to inform visitors about a time-limited promotion. Change the price of the product too.
  • Customize your catalog interface to ease the shopping navigation (Customize menu item):
    • Add an Add to Cart icon;
    • Display Product Categories;
    • Display Product Attributes.

 Video course:

Fine Tune your Catalog. Copyright © 2015 Odoo S.A. ​

5.2. Customize to Maximize your Revenue: Cross-selling, Upselling, Comments

Thanks to Cross-selling and Upselling efforts, you can increase your revenue by 30% (http://conversionxl.com/upselling-techniques)!

Note:

- Cross-selling: selling a different, related or complementary product or service to a customer in order to increase the derived income (= trying to sell a different product).
- Upselling: sales technique whereby you induce the customer to purchase an additional or more expensive product in an attempt to make a more profitable sale (= trying to sell more of the same product).

It’s up to you to play!

  • Add accessory products to your star product.
  • Add alternative products.
  • Install eCommerce Optional Products.
  • Add optional products.
  • Make those items visible on the product website page (from the*Customize* menu).
  • Add also the Comments.
  • Add the item to the cart, with optional & accessory products.
Note:

- Accessory products (Cross-selling): suggested in the cart validation page. The selection of accessory items to display is done by an internal algorithm focussing on their significance (number of references to this item from products added to cart, etc.). Those products are supposed to answer generic shoppers’ needs. To strengthen the selling effectiveness, we recommend to select items that can be complementary to the most common products added to the cart.
- Optional products (Cross-selling): suggested at the moment the shopper adds a product to the cart. They should be complementary to the selected product. The purpose is to push the shopper to opt for a bundle of complementary items in order to improve his experience.
- Alternative products (Upselling): alternatives which appear at the bottom of the website product page. Displaying these more expensive items aims to capture the shopper’s attention in order to induce him to spend more than expected.

 Video course:

Customize to Maximize your Revenue: Cross-selling, Upselling, Comments. Copyright © 2015 Odoo S.A. 

5.3. Share Promotional Codes to Attract New Customers

Promotional codes (or coupon codes) are known as an efficient means to encourage potential customers to give e-Commerce websites a try. Let’s see how Odoo enables you to set it up in a few clicks... This section is tightly linked to the Pricelists section explained in the Sales Management section. Have a look at it if you have never heard about pricelists.

A promotional code you share through a marketing campaign can be linked to a pricelist.

  • Set a promotional code in a new pricelist (i.e. Web Promotion Christmas) with a temporary version and a global discount rule.
  • Display the Coupon Code by ticking the Reduction Code from the Cart (Customize menu).
  • Then, test it as a new customer receiving this promotional code in a nice email.

5.4. Analyze your Online Sales

In your Sales reporting section:

  • 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. Now export your data.

 

 Video course:

Analyze your Online Sales. Copyright © 2015 Odoo S.A. 

6. Improve the Shopper Experience

6.1. Give your Visitors their Own Account

Giving the opportunity to your online customers to create their own account in your instance will allow you to:

  • Facilitate the sales since the customer automatically retrieves his own contact information when checking out his cart;
  • Give customers access to a portal including related messages, orders, invoices, registered claims, etc.
  • Analyze sales per customer account. And how can you get this up and running?
  • Tick Allow external users to sign up in the General Settings. Keep the Template User as template user. This is a standard customer portal user.
  • Now connect to your website as an anonymous visitor.
  • Open the product form and sign in to the instance by clicking the dedicated button and then selecting Sign up.
  • Select an email address not yet used by existing users.

 

 Video course:

Give Visitors their Own Account. Copyright © 2015 Odoo S.A. 

6.2. Calculate & Bill Shipping Costs

Odoo embeds a full Delivery Method configurator in order shoppers to get a delivery cost computed automatically based on advanced rules.

To set your own delivery methods:

  • Install eCommerce Delivery from the Apps menu.
  • Set up some delivery methods as explained in the video.
  • Add the ability for the shopper to enter a specific delivery address in the address form by applying Allow a different address for delivery and invoicing in Sales settings.
Note:

- The Delivery Product is the delivery item to display in the sales order and in the invoice. The price is taken from the delivery method form, not from this product.
- If you want to have the delivery price proportionally adjusted according to a specific product variable (gross volume, weight, gross volume*weight, price, quantity), switch the Price Type in advanced tariff grid lines from Fixed to Variable. The delivery sales price will now be applied to one unit of this variable (i.e. 1kg, 1m³, 1kg*m³, $1, 1 unit). Weight & Gross volumes can be set in the Product form (Inventory tab).

 Video course:

Calculate & Bill Shipping Costs. Copyright © 2015 Odoo S.A. 

6.3. Integrate your e-Commerce Platform with Paypal

The default payment method you get with the e-Commerce app is the Wire Transfer. This method asks the customer to pay the order (or an advance) manually in your bank account. Odoo also embeds integrations with online payment platforms like Paypal, Ogone, Adyen and Buckaroo. Authorize.net is coming soon.

Setting up & testing online payment methods can be done quickly. Let’s give a go to Paypal and test the entire selling process.

  • Install the Paypal module in Odoo.

In Paypal-side:

  • Create a business account on Paypal.com.
  • Connect to your account at Paypal.com and go to My Account > Profile > My Selling Tools. There click PayPal button language encoding in More Selling Tools section. Once in the Language Encoding page, click More Options and replace the two default formats by UTF-8.
  • Create and set up sandbox accounts by logging in at https://developer.paypal.com/webapps/developer/applications/myapps with the same credentials. When creating a new Paypal account, two default sandbox accounts are automatically generated: one to play the role of the buyer, one for the shopper.
  • Log in with your buyer sandbox account to https://www.sandbox.paypal.com (same password than real account) and apply the same format change.

In Odoo-side:

  • Go to Settings > Payments > Payment Acquirers, set the Paypal Environment to Test and enter your buyer sandbox account as Paypal Email ID.
Tip:

- The Paypal Merchant ID is not mandatory (extra verification level). It is provided in Paypal under My Account > Overview.
- Tick Use IPN to get instantaneous transaction status from Paypal.
- Online payment methods charge you for each transaction made by your customers. If you want to automatically charge transaction fees to your customers, tick Compute fees in the payment acquirer configuration page and set specific fees. When they reach the payment acquirer page from the cart checkout, customers will be charged the extra fee amount.
- Domestic and International transaction fees are specific to each payment acquirer. Paypal ones are known by the system already.

  • Process a ficticious cart checkout and select Paypal as payment method.
  • Once you feel confident with the payment workflow, you can:
    • switch the Environment mode from Test to Production;
    • replace the Paypal Email ID and the Paypal Merchant ID with credentials of your real account.
Note:

As soon as the payment is marked as ok, the quotation is validated. You then have a sales order. A link to the payment transaction (status, reference, etc) is provided within the sales order in the backend interface.

 Video course:

Integrate your e-Commerce Platform with Paypal. Copyright © 2015 Odoo S.A. 

6.4. Integrate your e-Commerce Platform with Ogone

Now you figure out how to integrate an online payment method, let’s do it for Ogone.

  • Create an Ogone account from Ogone.com.
  • Install the Ogone module in Odoo.

In Ogone-side:

  • In Configuration > Account > Your administrative details, make sure that the Company name and the Website address are correct. The Company name will be displayed on the Ogone payment page. When the customer will click on Back to Merchant’s site, he will be redirected to this website address.
  • In Configuration > Technical information > Global security parameters, under Hashing method, tick UTF-8 as Character encoding.
  • In Configuration > Technical information > Payment Page, under Back button redirection, enter your WEB- SITEURL (e.g. https://myonlineshop.odoo.com).
  • In Configuration > Technical information > Data and origin verification, under Checks for e-Commerce:
    • Enter your WEBSITEURL as URL of the merchant page containing the payment form that will call the page: orderstandard.asp.
    • As SHA-IN pass phrase, enter your SHAKEYIN.
Note:

- If your website can be accessed via multiple URLs you need to write them all in this section, separated by semicolons. e.g.:
"https://myonlineshop.odoo.com;https://www.myonlineshop.com".
- If the visitor is redirected to Ogone coming from a URL that is not listed here, Ogone will refuse it.

  • In Configuration > Technical information > Transaction Feedback, under e-Commerce > HTTP redirection in the browser:

    • Make sure to tick I would like to receive transaction feedback parameters on the redirection URLs
    • It is a good practice to tick I would like Ogone to display a short text to the customer on the secure payment page if a redirection to my website is detected immediately after the payment process., but this is not mandatory.
  • Under e-Commerce > Direct HTTP server-to-server request, tick No request as Timing of the request.
  • Under General, it is a good practice to tick both checkboxes:
    • I would like Ogone to display a "processing" message to the customer during payment processing
    • I would like Ogone to re-launch the "end of transaction" (post-payment request/redirection) process if re- quired.
  • Under All transaction submission modes > Security for request parameters, enter your SHAKEYOUT as SHA-OUT pass phrase.

In Odoo-side:

  • In Settings > Payments > Payment Acquirers, open the Ogone configuration form and complete the param- eters as follows:
    • As PSPID, enter your OGONELOGIN
    • As API User ID, enter your OGONELOGIN
    • As API User Password, enter your OGONEPWD
    • As SHA Key IN, enter your SHAKEYIN
    • As SHA Key OUT, enter your SHAKEYOUT
  • In Settings > Technical > Parameters > System Parameters, make sure that the item web.base.url has the right value. This value will be used by Ogone to redirect the visitor to your website after the transaction.