From 536417e1f28dfda9bc709a5d155bba9123778981 Mon Sep 17 00:00:00 2001 From: lman-odoo Date: Thu, 4 Sep 2025 09:04:37 +0000 Subject: [PATCH] [IMP] website/ecommerce: update customer accounts page task-4459675 X-original-commit: 58b460695b0e0b6d0505b21c503dbb4ad47cf539 --- .../finance/fiscal_localizations/peru.rst | 2 +- .../websites/ecommerce/checkout.rst | 52 +------ .../websites/ecommerce/customer_accounts.rst | 137 +++++++++++++++--- .../customer_accounts/account-documents.png | Bin 7612 -> 0 bytes .../website/web_design/building_blocks.rst | 2 + 5 files changed, 121 insertions(+), 72 deletions(-) delete mode 100644 content/applications/websites/ecommerce/customer_accounts/account-documents.png diff --git a/content/applications/finance/fiscal_localizations/peru.rst b/content/applications/finance/fiscal_localizations/peru.rst index 4709d753f4..d7d52dd92d 100644 --- a/content/applications/finance/fiscal_localizations/peru.rst +++ b/content/applications/finance/fiscal_localizations/peru.rst @@ -923,7 +923,7 @@ Configuration After configuring the Peruvian :ref:`electronic invoicing ` flow, complete the following configurations for the **eCommerce** flow: -- :ref:`Client account registration `; +- :ref:`Client account registration `; - :ref:`Automatic invoice `; - :doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`. diff --git a/content/applications/websites/ecommerce/checkout.rst b/content/applications/websites/ecommerce/checkout.rst index 9ce8953c0c..c7a6dbfd63 100644 --- a/content/applications/websites/ecommerce/checkout.rst +++ b/content/applications/websites/ecommerce/checkout.rst @@ -122,53 +122,6 @@ Portal` feature. .. image:: checkout/order-again-button.png :alt: Re-order button -.. _ecommerce/checkout/policy: - -Checkout policy -=============== - -To allow customers to checkout as guests or force them to sign in/create an account, go to -:menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - -Checkout Process` section, and configure the :guilabel:`Sign in/up at checkout` setting. The -following options are available: - -- :guilabel:`Optional`: Customers can check out as guests and register later via the order - confirmation email to track their order. -- :guilabel:`Disabled (buy as guest)`: Customers can checkout as guests without creating an account. -- :guilabel:`Mandatory (no guest checkout)`: Customers must sign in or create an account at the - :ref:`Review Order ` step to complete their purchase. - -B2B access management ---------------------- - -To restrict checkout to selected B2B customers: - -#. Go to :menuselection:`Website --> Configuration --> Settings`, and in the :guilabel:`Shop - - Checkout Process` section, enable the :ref:`Mandatory (no guest checkout) - ` option. -#. Scroll down to the :guilabel:`Privacy` section, go to :guilabel:`Customer Account`, and select - :guilabel:`On invitation`. -#. Go to :menuselection:`Website --> eCommerce --> Customers`, switch to the :guilabel:`List` view, - and select the customers you wish to grant access to your :doc:`portal - <../../general/users/portal>`. -#. Click the :icon:`fa-cog` :guilabel:`Actions` button, then :guilabel:`Grant portal access`. -#. Review the selected customers in the :guilabel:`Portal Access Management` pop-up and click - :guilabel:`Grant Access`. - -Once done, the relevant customers receive an email confirming their account creation, including -instructions on setting a password and activating their account. - -.. note:: - - You can revoke access or re-invite a customer using the related buttons in the - :guilabel:`Portal Access Management` pop-up. - - Users can only have one :doc:`portal access <../../general/users/portal>` per email. - - Settings are website-specific, so you could set up a B2C website that allows guest checkout and - a B2B website with mandatory sign-in. - -.. seealso:: - - :doc:`Customer accounts documentation ` - - :doc:`Portal access documentation <../../general/users/portal>` - .. _ecommerce/checkout/steps: Checkout steps @@ -191,6 +144,11 @@ checkout options. .. note:: Content added through building blocks is **specific** to each step. +.. tip:: + Restrict access to the :ref:`shop ` and :ref:`checkout + ` for specific customers, e.g., in a B2B business + setup. + .. _ecommerce/checkout/review_order: Review order diff --git a/content/applications/websites/ecommerce/customer_accounts.rst b/content/applications/websites/ecommerce/customer_accounts.rst index 5efd89bb72..f953f5a318 100644 --- a/content/applications/websites/ecommerce/customer_accounts.rst +++ b/content/applications/websites/ecommerce/customer_accounts.rst @@ -2,42 +2,131 @@ Customer accounts ================= -Having customer accounts on an eCommerce allows customers to access all their documents from a -single place. To access their account, customers must be **logged-in** on the eCommerce website, -click on their **username** in the top-right corner of the screen, and click :guilabel:`My Account`. -From there, customers can access their :guilabel:`quotations`, :guilabel:`orders`, -:guilabel:`invoices`, etc. +Using customer accounts for an ecommerce shop enables you to :ref:`manage customers +`, control access to the :ref:`shop +`, the :ref:`checkout +`, or the :ref:`customer portal `, +and support both B2B and B2C operations. + +After logging in, customers can access their :doc:`customer portal <../../general/users/portal>` +by clicking their username in the top-right corner of the screen and selecting :guilabel:`My +Account`. From there, they can view all their documents in one place, such as quotations, orders, +invoices, and more. .. image:: customer_accounts/account-log.png - :align: center - :alt: Customer account log-in + :alt: Customer account access -.. note:: - Customers can only have an account if the - :ref:`sign in/up at checkout ` option allows for account creation. +.. tip:: + The customer account page can be customized with building blocks and other features through + the :doc:`website builder <../website/web_design>`. + +.. _ecommerce/customer_accounts/account-creation: + +Customer account creation +========================= + +You can choose whether customer accounts and document access are available to everyone or restricted +to invited users only. To do so, go to :menuselection:`Website --> Configuration --> Settings`, +then scroll down to the :guilabel:`Privacy` section. Under :guilabel:`Customer Account`, select one +of the following options: + +- :guilabel:`On invitation`: Customers can only create an account if the website owner sends them + an invitation. +- :guilabel:`Free sign up`: Every website visitor can create an account and sign in. They will + get access to the :doc:`portal <../../general/users/portal>` by default. + +To send an email invitation to a customer: + +- Go to :menuselection:`Website --> eCommerce --> Customers`. +- Select a customer or click :guilabel:`New` to create one, ensuring an :guilabel:`Email` address + is set. +- Click the :icon:`fa-cog` :guilabel:`(Actions)` icon next to the record's name at the top-left and + select :guilabel:`Grant portal access`. +- In the :guilabel:`Portal Access Management` pop-up, click :guilabel:`Grant Access` to send the + invitation. .. tip:: - Similarly to the rest of the website, the customer account page can be customized with **content - blocks** and other features through the **website builder**. + To invite multiple customers at once, switch to the customers :icon:`oi-view-list` + :guilabel:`List` view, select several customers, click the :icon:`fa-cog` :guilabel:`Actions` + button, and select :guilabel:`Grant portal access`. -.. seealso:: - :doc:`/applications/general/users/portal` +Once done, the customer(s) receive an email confirming their account creation, including +instructions on setting a password and activating their account. + +.. note:: + - When selecting the :guilabel:`Free sign up`, a clickable :guilabel:`Don't have an account?` + link appears under the login form on the website. + - The :guilabel:`On invitation` option is especially useful for B2B businesses that prefer + to keep :ref:`prices hidden ` on the website and grant access + only to invited customers. + +.. tip:: + It is possible to configure a website form with a :guilabel:`Create a Customer` :ref:`action + ` to automatically create a customer record in the backend when + filled in. Access restriction ================== -It is possible to allow or restrict the documents to which customers have access through the website -builder. Log in your **own** account with your Odoo database credentials, and go to -:menuselection:`Edit --> Customize`. From the website builder menu, enable or disable the documents -customers can have access to. +Once a customer account is created, it is still possible to adjust the access rights +either globally or for individual users: + +- :ref:`Revoke access or re-invite a customer ` + using the related buttons in the :guilabel:`Portal Access Management` pop-up. +- Restrict :ref:`access to the shop `; +- Decide whether customers need to create an account to :ref:`complete the checkout + `. -.. image:: customer_accounts/account-documents.png - :align: center - :alt: Documents to which customers have access to from their account +.. tip:: + It is also possible to define the types of documents customers have access to. To do so, click + your username in the upper-right corner of the website, select :guilabel:`My Account` and open + the :doc:`website builder <../website/web_design>`. On the :guilabel:`Customize` tab, enable or + disable access to specific documents as needed. + +.. _ecommerce/customer_accounts/shop-access: + +Shop access +----------- + +To restrict access to the entire online shop for users who are not logged-in, go to +:menuselection:`Website --> Configuration --> Settings`, scroll to :guilabel:`Privacy` and under +:guilabel:`Ecommerce Access`, select :guilabel:`Logged in users`. Select :guilabel:`All users` if +the shop should be visible to every website visitor. + +.. tip:: + To restrict access to the shop's pricing, use :ref:`pricelists ` + with :ref:`country groups `. + +.. _ecommerce/customer_accounts/checkout-access: + +Checkout access +--------------- + +To allow customers to checkout as guests or force them to sign in/create an account, go to +:menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - +Checkout Process` section, and configure the :guilabel:`Sign in/up at checkout` setting. The +following options are available: + +- :guilabel:`Optional`: Customers can check out as guests and register later via the order + confirmation email to track their order. +- :guilabel:`Disabled (buy as guest)`: Customers can checkout as guests without creating an account. +- :guilabel:`Mandatory (no guest checkout)`: Customers must sign in or create an account at the + :ref:`Review Order ` step to complete their purchase. + +.. note:: + - Settings are specific to each website, allowing you to configure a B2C website with guest + checkout and a B2B website that requires customers to sign in. + - To use the :ref:`wishlist ` feature, customers must + create an account to save their favorite items for later. Multi-website account ===================== -If you own multiple websites, you can make customer accounts available across **all** websites. -Then, the customer only needs one account. To do so, go to :menuselection:`Website --> Configuration ---> Settings --> Privacy section`, and enable :guilabel:`Shared Customer Accounts`. +When managing multiple websites, it is possible to make customer accounts available across *all* +websites, allowing each customer to use a single account. To do so, go to :menuselection:`Website +--> Configuration --> Settings`, in the :guilabel:`Privacy` section, enable :guilabel:`Shared +Customer Accounts` option. + +.. note:: + When operating both B2B and B2C online shops, it's recommended to use separate websites for each + business model. diff --git a/content/applications/websites/ecommerce/customer_accounts/account-documents.png b/content/applications/websites/ecommerce/customer_accounts/account-documents.png deleted file mode 100644 index 39df71a091f82d27f3919cebca36fc3aeb0da55a..0000000000000000000000000000000000000000 GIT binary patch literal 0 HcmV?d00001 literal 7612 zcmZ`;2T)VZw~r!4x*{D#dant+gx-S!3IYO34ZTT6q$4HLK|*h#gFu3Gq<4}~1*NDo zkzOSbczpl)&zpHO-`hENckkKXJ-c(yIeX5|#y-{8q#$J?1pojP+FELcH|+udaBF~s z;HJk_VApZe-1X2h^#%Ya`~G=ur3+9p0{{eor+UxS1^Iz&tlVG)_1v5SK-Z))Sc{I9 z5v-tbeSJMYKd+>ysUWBJ_3PKf4=FP(2&TFAG6z9+uwKvytcBJlTn5`xE2+bAP^M+{%=P{Mg{FW z0qtl&O(zy8 z&?s}$*H|o;?J*}mpGbCger@fi+1Xi1ko@4_kfnuf?0cBKt@ATOv*4i6=%_exG3n<< z=DOO3m6bIW6;;($wIOdK)KqliVn4`AD-{SXw2l~WO-R7JS#`s#F{$)6Ma$v zN$r=wfRM?_DHdkdos&~Q>sUg3Qe9m=pm`Kfj7&++sHv&T%PX|CaY~3!ge4@oxq1%| z4U36LxjK7!xciirl(n|B_4M@a?(TJTbi%W82l@xo(>`XTXGMg+H+gRH%F@o}HB?v# zC?X^Q5SM=Rke!Q@5Ag6Y64?Z>a|gh(0htKEy97X9EwT~i;^a9oflf|Jv$1x(xVUhH zx_xeHR#(+CdHym#ujtE{?uzm%gC{0kU0;L+CC<;!Gc(|w9bfQx{LVS9`S~0^s1b_6q<=DGXz`}=@^D1edq@a$KBjv=7F2T<7tXy^mL zD*$!ffXHMOCGF#*Ehw-v-1HNIb&;^&K-k}3CS&(NzpG8)|hXEA|PU6pmpDb#49_1 zgxozIK{{@M;Xk{g9V2w&(tuZv%`2+_1yz6s1dx;m@C+7pbO!{-0xY4;lQY)Y1v@)C zPaw~K|K2({IQaT?zPGnOU+(lX0KjCet)~3Ue_(;ol@bu>ug*nWYqb7+< z%FqfF3T4_ZK5s}C^JK*qn&9Pea-8Kv(loM1sWQsVD#IT#rV>x_iIo)%IZ$55oA_@{ zBIGDw%wdV<_DQ!saVgGKb>+29BObj3zLM{Hp3J7|SE-;#*G`0` z7c@Rj*y;1D)@Y`eO?c3K3(bcu5BnG9^-(_M&dx~@I`b5sK%%$Dhp`#lY zR;!pO+vvDz5zVR!1z}~ZK@|-!5be{92n~{)3zFL6 z&rbD13$}k|fSpK`x)6af#qx=mBy4j?0TBkKQZWy|_#vqlwy=_0Ux&TK%$+UY)EFR{ zesXibTXQKrA|w#doW*8R%BDQaeUyeRg~%_P2O4sBYEGb;zir0KUo+Ikk5z4)KuNvp z*tj4O-I#fD3aiE7*H3c;oAOQw#*&H!5>UMkkl{@)m`2?JEzcGgCb_nRN zPlL^~vN-k%uRkG{Fu{Uh_;W%P*UO`e~5iz6=Fl3lbc~ z=T#|v4kA_^Kjb^p)8<74OHnuk6z;Zgho#1OTF$sea~mC~_F7;{&wL9!`Na5PJMwpaMW@Uc4OjN= zA6UA#neQ~%1vc0zR)rj-bWTup9>1;V)q~>`ONHNhQ2o_nqMFjO+dsB3ZY{^yX4@8Y)t@U8$O+B6c#J$o)Xi8Up7hIaxZuIO zZ8-F-K)$J*p?JQKS|Q;v-@;mTBVb7Tam=l|J@n*sKX{!u2kM5>^>}0TP8OujJf>5H zPE1j|Qka+ECK4eM)QbIcEz8(fyq~7(=^pmws+aTrRwFhRzU>wh~+AH0&K*wLgb+)<@yW{ff)F2B!83k5c_2HmgY z1|n6Cq?M`A0;P&GJm)-S4fD9lP{WHv&%d+Z<+0@&j#|7C3-~Q9=GWrhm-W z;<6t#+YFh6CORYuZEEthqU_bGls7z_&3!)Hg=1CPgmddHs8Uv@`KZTe$CK28J5Rr+ zdbA2^U6G(D01x5rtiS2vIFw}gTPSPP1wpzTH&Yj?lWCYA*s^CXtUz9MVlu!um_w(G za~>Bif|Vv+4`n)OBw3sdxM= zlW0Le0L_@&bRycq2TIGkNS$P>hxrnDv$CG|rw5GRJrpEBR*rXy6;Af9A*vVig4k_G zLxutEAJmm)QgQBcpVMpE97ID+9%u_WD9MjZ6*3AXK+h%}HKoQ(4$CYr(8Tt(td{{9 zP};(<+~FwDZ9k%gJVDyjZwl{yxly*%VANyvPpERrGH~W5r%9YWQnYC8uS5nNI7VmV zPcmd~A@*H|v&!kN`;>hwQ8;B_d_EO-%@kYNOC103&O+%$>#_PhWIayU^UWjE$n?&# zKxCpzMAWcZ{Bi()6Nibk6|)eW?fU#m&YgK^DP)66bMKHLJorvz2 z@VO=V!waO4-^HH9P9jqS^Z8)VyYu~;xn*hJ?XS#r*IVhx^p5ynWxVsMibtzKJWJOX z%S*V$WUH_|o`wRANK~Qcw)Y)>To#2WA7-yCAIQ{Y>;0wC2*zdAPZ8nKj81f8AEyBD_D< zC+n0-N**0(#COElx+gOJo45bR_34zVFURz5+rHHdUwm`UIFx+nedD7v(*%SP@Ig*M z_2KHRzu=Q)WV~)5+ggKOAf?Tof{IGG6@!LLD zfx~(UBWQGA=a$M|E92mJ;bpZ@Xo&oVIwqXprOF;pSxd1nj966VCB34f2G2qLfg%SS zFtZsQXmGR>LOZ|&GI<7TGbEiGC2R96F6qK@rA-&6gYGoDe43lPo-X!(nq&aBk)9~L z)MN7kmL#88ls3s-N+#d$VIO>xY(hB1QOe;{P9viI7FIw9sb$uQ%TUs;?kgdJ6_v_= zDguc(#|Tg#KR@B2iWSXf-&Z=&7pHyhr=k1gc%E@IY~3(~+njBI(Z?*l>GpM*ZaHJg z`v-mA4BUh@ggrw;8i3iK?(=sb;A0yDf(i?7V1;rq^jC$nSZ@4IUt=VJ=qw$n&TZ}E z{#e53_YYk2TQH8oYYvagyP5lETeg5Da$eK4FG-kV0PoX6YoHvRKYnPuibJrH;xukC zWRU4OVMyQ)*8nZ)kA-!k(}f#oN__oSv`=isMeb>{D--6!Br^|zJ=DJYVbh|Ecv-d} zj7ogtmt6(`r+^aPw9s9F|u-OU-Ht4aB5exW1@QYKTaFsTfw~xVPEGou7 zH2BeN{#j!K=QQZCh6q1Y;We{1YGEm$)Y$2*D;Z9XRA}aBSActG$C;jZYO4OR_u!X> zr{k-u^7GDhS)5Pi#GM|3=#p+{uTBmQ{d%VI$=fenZ#GX`@y*yzr^wbmqxNDE*mo5$ zP>N{N?2!*4=;DGrlMODtnSY`u#e|9cx~U|CS@-zEI4KJigdt;w*jr^2k~p7i3>(J? 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To add a form to a website page, drag and drop .. image:: building_blocks/form-block.png :alt: Example of a form block +.. _website/building_blocks/action: + Action ~~~~~~