[IMP] website/ecommerce: update customer accounts page

task-4459675

closes #15086

X-original-commit: 58b4606
Signed-off-by: Xavier Platteau (xpl) <[email protected]>
Signed-off-by: Larissa Manderfeld (lman) <[email protected]>

Author: lman-odoo

content/applications/finance/fiscal_localizations/peru.rst

@@ -923,7 +923,7 @@ Configuration
 After configuring the Peruvian :ref:`electronic invoicing <peru-accounting-settings>` flow, complete
 the following configurations for the **eCommerce** flow:
 
-- :ref:`Client account registration <ecommerce/checkout/policy>`;
+- :ref:`Client account registration <ecommerce/customer_accounts/checkout-access>`;
 - :ref:`Automatic invoice <handling/legal>`;
 - :doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to
   :guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`.

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 <ecommerce/checkout/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)
-   <ecommerce/checkout/policy>` 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 <customer_accounts>`
-   - :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 <ecommerce/customer_accounts/shop-access>` and :ref:`checkout
+   <ecommerce/customer_accounts/checkout-access>` for specific customers, e.g., in a B2B business
+   setup.
+
 .. _ecommerce/checkout/review_order:
 
 Review order

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
+<ecommerce/customer_accounts/account-creation>`, control access to the :ref:`shop
+<ecommerce/customer_accounts/shop-access>`, the :ref:`checkout
+<ecommerce/customer_accounts/checkout-access>`, or the :ref:`customer portal <portal/access>`,
+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 <ecommerce/checkout/policy>` 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 <ecommerce/prices/hide-prices>` 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
+   <website/building_blocks/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 <portal/access>`
+  using the related buttons in the :guilabel:`Portal Access Management` pop-up.
+- Restrict :ref:`access to the shop <ecommerce/customer_accounts/shop-access>`;
+- Decide whether customers need to create an account to :ref:`complete the checkout
+  <ecommerce/customer_accounts/checkout-access>`.
 
-.. 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 <ecommerce/prices/pricelists>`
+   with :ref:`country groups <ecommerce/prices/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 <ecommerce/checkout/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 <ecommerce/products/wishlists>` 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.

content/applications/websites/ecommerce/customer_accounts/account-documents.png

@@ -58,6 +58,8 @@ in your database, if applicable. 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
 ~~~~~~