In Odoo 18, you can customize the checkout process and manage customer accounts to enhance the shopping experience on your eCommerce website. Here’s how to configure these features:
Configuring Sign In/Up at Checkout:
Odoo allows you to define whether customers can check out as guests or if they must sign in or create an account during the checkout process. To set this up:
Access Website Settings:
Navigate to the Website module.
Go to Configuration — Settings.
Configure Checkout Process:
In the Shop – Checkout Process section, locate the Sign in/up at checkout option.
Choose one of the following policies:
Optional: Allows guests to check out and optionally register later to track their orders.
Disabled (buy as guest): Customers can only check out as guests.
Mandatory (no guest checkout): Customers must sign in or create an account to check out.
Selecting the appropriate option tailors the checkout experience to your business needs.
Odoo
Managing Customer Portal Access:
The Customer Portal enables customers to view their orders, invoices, and other documents. To manage portal access:
Grant Portal Access:
Go to the Contacts application.
Select or create a contact.
Click Action — Grant portal access.
Enter the contact’s email and ensure the In Portal option is checked.
Click Apply to send an invitation email.
Customer Account Management:
Customers can log in to their accounts on your website.
By clicking on their username in the top-right corner and selecting My Account, they can access their documents.
Customers can update their information, change passwords, and manage payment methods from their account dashboard.
Providing portal access enhances customer satisfaction by offering transparency and easy access to their transaction history
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