[IMP] ecommerce: payments

task-4294617

Author: auva-odoo

content/applications/finance/payment_providers.rst

@@ -413,6 +413,8 @@ adding or removing a payment provider's supported currencies or countries is pos
      remains available, even though it is possible the payment will be refused at a later stage
      should the country or currency not be supported.
 
+.. _payment_providers/maximum_amount:
+
 Maximum amount
 --------------
 

content/applications/websites/ecommerce.rst

@@ -25,7 +25,6 @@ products and increase your average cart sizes.
 
    ecommerce/products
    ecommerce/checkout
-   ecommerce/payments
    ecommerce/shipping
    ecommerce/order_handling
    ecommerce/customer_accounts

content/applications/websites/ecommerce/checkout.rst

@@ -5,7 +5,8 @@ Ordering and checkout
 Odoo eCommerce provides several options to organize the ordering and checkout process. It offers
 different :ref:`order button <ecommerce/checkout/order-buttons>` options and sequential
 :ref:`checkout steps <ecommerce/checkout/steps>`, some of which support additional features. The
-related buttons and checkout pages can be customized using the website editor.
+related buttons and checkout pages can be customized using the :doc:`website editor
+<../website/web_design>`.
 
 .. _ecommerce/checkout/order-buttons:
 
@@ -14,10 +15,9 @@ Order buttons
 
 To customize the ordering process in Odoo eCommerce, you can:
 
-- change the :ref:`Add to Cart <ecommerce/checkout/add-to-cart>` button's behavior,
-- replace it with a :ref:`customized <ecommerce/checkout/prevent-sale>` button,
-- add a :ref:`Buy now <ecommerce/checkout/buy-now>` button, and
-- add an :ref:`Order again <ecommerce/checkout/re-order>` button to the customer portal.
+- change the :ref:`Add to Cart <ecommerce/checkout/add-to-cart>` button's behavior;
+- replace it with a :ref:`customized <ecommerce/checkout/prevent-sale>` button;
+- add a :ref:`Buy now <ecommerce/checkout/buy-now>` button.
 
 .. _ecommerce/checkout/add-to-cart:
 
@@ -29,17 +29,12 @@ Default add to cart behavior
 
 When clicking the :guilabel:`Add to cart` button, different actions can be triggered. To configure
 them, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the
-:guilabel:`Shop - Checkout Process` section, and select one of the following options:
+:guilabel:`eCommerce` section, and select one of the following options for the
+:guilabel:`Add to cart` feature:
 
-- :guilabel:`Stay on Product Page`: The customer remains on the product's page.
+- :guilabel:`Stay on Product Page`: The customer can choose if they want to :guilabel:`Add
+  to cart` and continue shopping or :guilabel:`Go to the Checkout`.
 - :guilabel:`Go to cart`: The customer is immediately redirected to the cart.
-- :guilabel:`Let the user decide (dialog)`: The customer can choose if they want to go to the cart
-  (:guilabel:`Proceed to Checkout`) or if they prefer to stay on the product page
-  (:guilabel:`Continue Shopping`).
-
-.. note::
-   This dialog box always appears regardless of the configuration to suggest :doc:`optional products
-   <products/cross_upselling>`, if any.
 
 .. _ecommerce/checkout/prevent-sale:
 
@@ -53,9 +48,9 @@ redirects users to the default contact form.
    Removing the ability to add products to the cart is often used by businesses that want to display
    an online catalog but cannot share prices publicly (e.g., to offer custom or variable pricing).
 
-To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop -
-Products` section, tick :guilabel:`Prevent Sale of Zero Priced Product`. A new :guilabel:`Button
-url` field appears to enter a redirect URL.
+To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the
+:guilabel:`eCommerce` section, enable :guilabel:`Prevent Sale of Zero Priced Product`, and enter
+the redirect URL in the :guilabel:`Button URL` field.
 
 Then, for all products that should display the :guilabel:`Contact Us` button, set their price to
 `0` using the product form or a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>`.
@@ -84,74 +79,76 @@ section, and configure the following:
 
 .. note::
    - If the product has variants, either choose one or leave the option on :guilabel:`Visitor's
-     Choice`, which prompts the customer to select a variant and then to :guilabel:`Proceed to
-     Checkout` or :guilabel:`Continue Shopping`.
+     Choice`, which prompts the customer to select a variant and then :guilabel:`Add to Cart` and
+     continue shopping or :guilabel:`Go to Checkout`.
    - The default :guilabel:`Add to Cart` button does not offer those options, but its label can be
      changed.
 
 .. tip::
-   While in :guilabel:`Edit` mode, it is also possible to show or hide the :icon:`fa-shopping-cart`
+   In the website editor, it is also possible to show or hide the :icon:`fa-shopping-cart`
    (:guilabel:`cart`) icon in the page's header. Click the header and then the
    :icon:`fa-shopping-cart` (:guilabel:`cart`) button next to the :guilabel:`Show Empty` option
-   under the :guilabel:`Customize` tab.
+   under the :guilabel:`Style` tab.
 
 .. _ecommerce/checkout/buy-now:
 
 Buy now
 -------
 
-To let customers choose to go to the :ref:`review order <ecommerce/checkout/review_order>` step
-directly, you can add an additional :guilabel:`Buy now` button. To do so, go to
-:menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout
-Process` section, tick the :guilabel:`Buy Now` feature.
-
-.. tip::
-   Alternatively, enable the feature by going to any product's page while in :guilabel:`Edit` mode
-   and, in the :guilabel:`Customize` tab, clicking the :icon:`fa-bolt` :guilabel:`Buy Now` button
-   next to the :guilabel:`Cart` options.
+To let customers choose to go to the :ref:`Order summary <ecommerce/checkout/review_order>` step
+directly, you can add an additional :guilabel:`Buy now` button. To do so, go to any product's page,
+open the website editor, go to the :guilabel:`Style` tab, and click the :icon:`fa-bolt`
+:guilabel:`Buy Now` button next to the :guilabel:`Purchase Options`.
 
 .. image:: checkout/cart-buy-now.png
    :alt: Buy now button
 
-.. _ecommerce/checkout/re-order:
+.. _ecommerce/checkout/reorder:
 
-Re-order from portal
---------------------
+Reorder products from a previous order
+--------------------------------------
 
-You can let customers re-order items from previous sales orders from their customer portal using the
-:guilabel:`Order Again` button. To add it, go to :menuselection:`Website --> Configuration -->
-Settings`. Under the :guilabel:`Shop - Checkout Process` section, tick the :guilabel:`Re-order From
-Portal` feature.
+Customers can reorder items from a previous sales order:
 
-.. image:: checkout/order-again-button.png
-   :alt: Re-order button
+- from their customer portal, using the :guilabel:`Order Again` button. All products from the
+  selected order are automatically added to the cart, and customers can then :guilabel:`Remove` any
+  items they don't want to reorder.
+
+  .. image:: checkout/order-again-button.png
+     :alt: Reorder button
+
+- from the cart, by clicking :guilabel:`Quick reorder` at the :ref:`Order summary step
+  <ecommerce/checkout/review_order>`. Customers can then adjust quantities as needed and click the
+  :icon:`fa-cart-plus` :guilabel:`(cart)` button next to the product(s) they want to reorder.
+
+  .. image:: checkout/cart-quick-reorder.png
+     :alt: Quick reorder 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:
+:menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`eCommerce`
+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.
+- :guilabel:`Disabled`: Customers can checkout as guests without creating an account.
+- :guilabel:`Mandatory`: Customers must sign in or create an account at the :ref:`Order summary
+  <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 --> Configuration --> Settings`, and in the :guilabel:`eCommerce`
+   section, enable the :ref:`Mandatory <ecommerce/checkout/policy>` option.
+#. In the :guilabel:`General` section of the settings, set the :guilabel:`Customer Account` option
+   to :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>`.
@@ -180,30 +177,31 @@ Checkout steps
 
 During the checkout process, customers are taken through the following steps:
 
-- :ref:`Review order <ecommerce/checkout/review_order>`
-- :ref:`Delivery <ecommerce/checkout/delivery>`
+- :ref:`Order summary <ecommerce/checkout/review_order>`
+- :ref:`Address and delivery <ecommerce/checkout/delivery>`
 - :ref:`Extra info (if enabled) <ecommerce/checkout/extra_step>`
 - :ref:`Payment <ecommerce/checkout/payment>`
 - :ref:`Order confirmation <ecommerce/checkout/order_confirmation>`
 
 .. _ecommerce/checkout/customize_steps:
 
 Each step can be customized using the website editor by adding :doc:`building blocks
-<../website/web_design/building_blocks>` or opening the :guilabel:`Customize` tab to enable various
+<../website/web_design/building_blocks>` or opening the :guilabel:`Style` tab to enable various
 checkout options.
 
 .. note::
    Content added through building blocks is **specific** to each step.
 
 .. _ecommerce/checkout/review_order:
 
-Review order
-------------
+Order summary
+-------------
 
-The :guilabel:`Review Order` step allows customers to see the items they added to their cart, adjust
-quantities, or :guilabel:`Remove` products. Information related to the product prices and taxes
-applied are also displayed. Customers can then click the :guilabel:`Checkout` button to continue to
-the :ref:`Delivery <ecommerce/checkout/delivery>` step.
+The :guilabel:`Order summary` step allows customers to see the items they added to their cart,
+adjust quantities, :guilabel:`Remove` products, and :ref:`reorder products from a previous order
+<ecommerce/checkout/reorder>`. Information related to the product prices and
+taxes applied are also displayed. Customers can then click the :guilabel:`Checkout` button to
+continue to the :ref:`Address and delivery <ecommerce/checkout/delivery>` step.
 
 Open the website editor to :ref:`enable <ecommerce/checkout/customize_steps>` checkout options such
 as:
@@ -226,8 +224,8 @@ as:
 
 .. _ecommerce/checkout/delivery:
 
-Delivery
---------
+Address and delivery
+--------------------
 
 Once they have reviewed their order:
 
@@ -244,8 +242,8 @@ addresses are identical), and click :guilabel:`Confirm` to proceed to the next s
      :guilabel:`VAT` and :guilabel:`Company name` fields by toggling the :guilabel:`Show B2B Fields`
      option in the website editor.
    - You can add a checkbox for users without an account to sign up for a newsletter. To do so, go
-     to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop -
-     Checkout Process` section, enable the :guilabel:`Newsletter` feature and select a
+     to :menuselection:`Website --> Configuration --> Settings`, scroll down to the
+     :guilabel:`eCommerce` section, enable the :guilabel:`Newsletter` feature, and select a
      :guilabel:`Newsletter List`.
 
 .. _ecommerce/checkout/extra_step:
@@ -259,29 +257,47 @@ information through an online form, which is then included in the :ref:`sales or
 Step` option in the website editor. The form can be :ref:`customized <website/building_blocks/form>`
 as needed.
 
-.. tip::
-   Alternatively, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the
-   :guilabel:`Shop - Checkout Process` section, enable :guilabel:`Extra Step During Checkout`, and
-   click :guilabel:`Save`. Click :icon:`fa-arrow-right` :guilabel:`Configure Form` to customize it.
-
 .. _ecommerce/checkout/payment:
 
 Payment
 -------
 
-At the :guilabel:`Payment` step, customers :guilabel:`Choose a payment method`, enter their payment
-details, and click :guilabel:`Pay now`.
+At the :guilabel:`Payment` step, customers can :guilabel:`Choose a payment method`, enter their
+payment details, and click :guilabel:`Pay now`.
 
-You can require customers to agree to your :doc:`terms and conditions
-<../../finance/accounting/customer_invoices/terms_conditions>` before payment. To :ref:`enable
-<ecommerce/checkout/customize_steps>` this option, go to the website editor and toggle the
-:guilabel:`Accept Terms & Conditions` feature.
+To make payment methods available to customers, configure and enable one or more :doc:`payment
+provider(s) </applications/finance/payment_providers>`. To do so, go to :menuselection:`Website -->
+Configuration --> Payment Providers`, :guilabel:`Activate` the relevant payment provider(s), and
+:ref:`configure <payment_providers/add_new>` them.
 
 .. tip::
-   Enable the :ref:`developer mode <developer-mode>` and click the :icon:`fa-bug` (:guilabel:`bug`)
-   icon to display an :ref:`availability <payment_providers/availability>` report for payment
-   providers and payment methods, which helps diagnose potential availability issues on the payment
-   form.
+   The options displayed at checkout depend on the active payment providers, as well as the
+   :ref:`customer’s country and currency <payment_providers/currencies_countries>`, and, optionally,
+   the :ref:`maximum amount <payment_providers/maximum_amount>` set for the provider.
+
+   To display an :ref:`availability <payment_providers/availability>` report for payment
+   providers and payment methods and help diagnose potential availability issues on the payment
+   form, enable the :ref:`developer mode <developer-mode>` and click the :icon:`fa-bug`
+   (:guilabel:`bug`) icon.
+
+Terms and conditions
+~~~~~~~~~~~~~~~~~~~~
+
+To require customers to agree to the :doc:`terms and conditions
+<../../finance/accounting/customer_invoices/terms_conditions>` before payment, open the website
+editor and toggle the :guilabel:`Accept Terms` switch in the :guilabel:`Style` tab.
+
+eWallets and gift cards
+~~~~~~~~~~~~~~~~~~~~~~~
+
+Customers can pay with an eWallet or gift card during checkout. To enable these options, go to
+:menuselection:`Website --> Configuration --> Settings` and enable :menuselection:`Discounts,
+Loyalty & Gift Card` in the :guilabel:`eCommerce` section. Then, go to :menuselection:`Website -->
+eCommerce --> Gift cards & eWallet` and :doc:`create a gift card and/or eWallet program
+</applications/sales/sales/products_prices/ewallets_giftcards>`.
+
+.. image:: checkout/payments-ewallets-giftcards.png
+   :alt: Enter gift card code to process checkout
 
 .. _ecommerce/checkout/order_confirmation:
 

content/applications/websites/ecommerce/checkout/cart-quick-reorder.png

@@ -0,0 +1,3 @@
+# applications/websites
+
+applications/websites/ecommerce/payments.rst applications/websites/ecommerce/checkout.rst