How to Configure Extra Steps During Checkout in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

How to Configure Extra Steps During Checkout in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

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Odoo websites allow you to add an extra step during the checkout process to collect additional information from customers. This can be useful for gathering details that aren’t necessarily covered by standard shipping and billing addresses.

Here’s how to enable the extra step:

Access the checkout page: Login to your Odoo website backend and navigate to the page representing a checkout step (e.g., shopping cart).

Enable Extra Step Option: While on the checkout page, go to the “Edit” menu and select “Customize”. Within the customization options, look for “Extra Step Option” and enable it.

Configure the Extra Info Form: Enabling the extra step will display a “Configure Form” button. Clicking this button allows you to customize the additional information you want to collect. You can add various form fields, like:

Text boxes
Drop-down menus
Checkboxes
The information collected in this extra step will be linked to the customer’s quotation or sales order, allowing you to access it from the back-end in the Odoo Sales app.

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