How to Configure Extra Steps During Checkout in Odoo 18 Website | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

How to Configure Extra Steps During Checkout in Odoo 18 Website | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Adding an Extra Step During Checkout in Odoo Website
Odoo’s website builder offers a flexible way to customize the checkout process. You can add an extra step to collect additional information from customers, such as:
* Specific preferences: Like color, size, or flavor choices.
* Delivery instructions: Special handling requirements or delivery time windows.
* Custom fields: Any other data you need to capture for processing orders or providing better customer service.
Here’s how to implement it:
* Enable the Extra Step:
* Go to Website — Settings.
* Scroll down to the Checkout section and enable the “Extra Step During Checkout” option.
* Customize the Form:
* Click the “Configure Form” link.
* Design the form using Odoo’s website builder. Add the necessary fields, such as:
* Text fields: For open-ended input.
* Dropdown fields: For selecting from predefined options.
* Radio buttons: For single-choice selections.
* Checkboxes: For multiple-choice selections.
* File uploads: To allow customers to upload documents.

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3 Comments on How to Configure Extra Steps During Checkout in Odoo 18 Website | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

  1. avatar
    @majg18 says:

    Is there a way to add the "Extra Steps During Checkout" log notes that are automatically added to the order to also be added to all the tasks linked to that order?

  2. avatar
    @shivam-m-g1i says:

    When a user adds additional input in an extra space (e.g., an image or feedback), how will the admin view the details entered by the user? suppose I am the admin of this website. If any user places an order with some specific details, then how will I find?

  3. avatar
    @odoouser-p8m says:

    But my question is: how can I prevent skipping these extra steps? In the first step, there are two options — “Pay with Demo” and “Checkout.” If “Pay with Demo” is selected, the user can complete the payment without going through the additional steps.

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