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Diffstat (limited to 'addons/website_sale/data/web_planner_data.xml')
| -rw-r--r-- | addons/website_sale/data/web_planner_data.xml | 519 |
1 files changed, 0 insertions, 519 deletions
diff --git a/addons/website_sale/data/web_planner_data.xml b/addons/website_sale/data/web_planner_data.xml deleted file mode 100644 index 29bdcc5638c..00000000000 --- a/addons/website_sale/data/web_planner_data.xml +++ /dev/null @@ -1,519 +0,0 @@ -<?xml version="1.0" encoding="utf-8"?> -<odoo> - <template id="website_planner" name="website sale planner" inherit_id="website.website_planner"> - <xpath expr="//t[@name='design_placeholder']/.." position="after"> - <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Sell</t> - <t t-set="menu_categoryclasses" t-value="'fa-shopping-cart'"/> - <t t-call="web_planner.page"> - <t t-set="page_title">Company Details</t> - <p class="text-muted"> - The first step is to set up your company's information. This is used in several places: Contact us page, website header & footer, printed business documents like orders and invoices, etc. - </p> - <table class="table"> - <tr> - <th>Logo</th> - <td> - <img width="150" height="90" alt="set company logo" t-attf-src="data:image/gif;base64, #{company_id.logo}"/> - </td><td> - <a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target="_blank"> - Change - </a> - </td> - </tr> - <tr> - <th>Legal Name</th> - <td t-att-class="(company_id.name == 'YourCompany') and 'danger'"><div t-esc="company_id.name"/></td> - <td> - <a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target="_blank"> - Change - </a> - </td> - </tr><tr> - <th>Address</th> - <td t-att-class="(not company_id.partner_id.street or not company_id.partner_id.zip) and 'danger'"> - <span t-field="company_id.partner_id" - t-options='{"widget": "contact", "fields": ["address"], "no_marker": True}'/> - </td> - <td> - <a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target="_blank"> - Change - </a> - </td> - </tr><tr> - <th>Tax ID</th> - <td t-att-class="(not company_id.vat) and 'danger'"> - <span t-field="company_id.vat"/> - </td> - <td> - <a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target="_blank"> - Change - </a> - </td> - </tr><tr> - <th>Main Currency</th> - <td><span t-field="company_id.currency_id.display_name"/></td> - <td> - <a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target="_blank"> - Change - </a> - </td> - </tr><tr t-if="is_module_installed('sale')"> - <th>Terms & Conditions</th> - <td></td> - <td> - <a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('sales_team.action_sale_config', 'form')}" target="_blank"> - Change - </a> - </td> - </tr> - </table> - <br/> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Product Pages</t> - <p class="text-muted"> - Start your online shop by creating 3 products pages.<br/> - </p> - <h4><a data-toggle="collapse" data-parent="#accordion" href="#productpage">Click here to unfold a Good Product Page</a></h4> - <div id="productpage" class="col-md-12 panel-collapse collapse"> - <div> - <img src="/website_sale/static/src/img/planner_product_page.png" width="600"></img> - </div> - </div> - <div class="row"> - <div class="col-sm-1 col-md-2 icon"><span class="fa fa-check-circle-o"/></div> - <div class="col-sm-11 col-md-10"> - <p><strong>Mandatory content</strong><br/> - <li><strong>Product/Service name</strong></li> - <li><strong>Price</strong> with currency</li> - <li><a href="https://www.odoo.com/documentation/user/online/ecommerce/managing_products/variants.html" target="_blank"><strong>Variants</strong> like size or color</a></li> - <li><strong>Call-to-action</strong> short and clear: Add to Cart, Ask for quote, etc.</li> - <li><strong>High-quality pictures</strong></li> - <li><strong>Short description</strong></li> - </p> - </div> - </div> - <div class="row"> - <div class="col-sm-1 col-md-2 icon"><span class="fa fa-heart"/></div> - <div class="col-sm-11 col-md-10"> - <p><strong>Key features, emotional and commercial content</strong><br/> - Recommended for at least your top products, because it may have a big impact on your sales and conversion rates. - </p> - <p> - <li><strong><a href="https://www.odoo.com/documentation/user/online/ecommerce/managing_products/multi_images.html" target="_blank">Pictures gallery:</a></strong> all angles, detailed view, package, etc.</li> - <li><strong>Value proposition:</strong> what’s the end-benefit of this product and who is it for?</li> - <li><strong>Features and benefits:</strong> what the product does and why that is good</li> - <li><strong>Technical information:</strong> what do you get and how does it work?</li> - <li><strong><a href="https://www.odoo.com/documentation/user/online/ecommerce/maximizing_revenue/reviews.html" target="_blank">Customers review:</a></strong> what do the customers think of the product</li> - <li><strong>Bonuses:</strong> what you get on top of the offer</li> - </p> - </div> - </div> - <div class="row"> - <div class="col-sm-1 col-md-2 icon"><span class="fa fa-question-circle "/></div> - <div class="col-sm-11 col-md-10"> - <p><strong>Reassurance arguments</strong><br/> - Anticipate your customers questions & worries on practical details like shipping rates & policies, return & replacement policies, payment acquirers & security and your <a href="https://www.odoo.com/documentation/user/online/ecommerce/managing_products/stock.html" target="_blank">product's availability (In Stock, Not Available, etc.)</a>. - </p> - </div> - </div> - - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-2x"></span> - <p>Put the practical details (shipping, payment acquirers, etc.) as links in the footer; That way, they will be accessible - all your product pages.</p> - </div> - - </t> - <t t-call="web_planner.page"> - <t t-set="page_title">Catalog</t> - <div class="row"> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa" data-icon=""/> - <strong> Create manually</strong><br/> - <span class="small">Recommended if <50 items</span> - </span> - </div> - <div class="panel-body"> - <a t-att-href="prepare_backend_url('product.product_template_action', 'form')" target="_blank">Create your product items</a> - </div> - </div> - </div> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa" data-icon=""/> - <strong>Import a file</strong><br/> - <span class="small">Recommended if >50 items</span> - </span> - </div> - <div class="panel-body"> - <p> - <a href="https://www.odoo.com/documentation/user/online/sales/products_prices/products/import.html" target="_blank">Use our import templates to get your catalog ready in no time!</a> - </p> - </div> - </div> - </div> - </div> - <div class="row"> - <div class="col-md-12 col-xs-12"> - <div class="well well-lg"> - <strong>For complex imports</strong> (>5000 items, product variants, pictures, etc.): - - <li>Online users: we do it for you! <a href="https://www.odoo.com/help" target="_blank"><i class="fa fa-envelope-o"/> Ask Our Experts</a></li> - <li>Community & Enterprise users: <a href="https://www.odoo.com/documentation/online/api_integration.html" target="_blank">use Odoo API to import through scripts</a></li> - </div> - </div> - </div> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Shopping Experience</t> - <p class="text-muted"> - Make sure your customers can go through the shopping process in a very short time, otherwise they will leave your website. Here are some actions to tailor the process to your business.</p> - - - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa fa-check-square-o"/> - <strong>Customize you product catalog</strong><br/> - <span class="small"></span> - </span> - </div> - <div class="panel-body"> - <div class="col-md-6"> - <div class="panel panel-default"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>You have a broad catalog?</strong><br/> - </span> - </div> - <div class="panel-body"> - <p> - Ease the product browsing with: - <li>Sort by price</li> - <li>Product categories list</li> - <li><a href="https://www.odoo.com/documentation/user/online/ecommerce/managing_products/variants.html" target="_blank">Product attributes filter</a></li> - </p> - </div> - </div> - </div> - <div class="col-md-6"> - <div class="panel panel-default"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>Average baskets are > 5 items?</strong><br/> - <span class="small"></span> - </span> - </div> - <div class="panel-body"> - Let them buy straight from catalog with: - <li>Add to Cart button</li> - <li>List displaying</li> - <li>Product descriptions</li> - </div> - </div> - </div> - <div class="row"> - <div class="col-md-12 col-xs-12"> - <div class="well well-lg"> - <strong>Next actions:</strong> - <li><a href="/shop" target="_blank">Review your catalog</a></li> - <li><a href="https://www.odoo.com/documentation/user/online/ecommerce/getting_started/catalog.html" target="_blank">See how to customize your catalog page</a></li> - </div> - </div> - </div> - </div> - </div> - - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa fa-check-square-o"/> - <strong>Customize the checkout process</strong><br/> - <span class="small"></span> - </span> - </div> - - <div class="panel-body"> - <p> - Go through the checkout process and make sure every single step is tailored to your activity: - <li><a href="/shop/cart" target="_blank">Edit your payment policies and security to reassure your visitors</a></li> - <li>Add a step to request some extra customer data (picking preferences, etc.)</li> - </p> - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-2x"></span> - Everything is editable in your Odoo website. Feel free to edit any page title, field or button label. Simply hit *Edit* in upper-right corner to start editing the page. - </div> - </div> - </div> - - - </t> - - - <t t-call="web_planner.page"> - <t t-set="page_title">Delivery Strategy</t> - <p class="text-muted"> - Imagine a new customer adds a product to cart and leaves your website because of shipping costs... Defining a good delivery strategy is difficult. You don't want to cut into your margins, but you want to remain price-competitive.</p> - <h4>Here are <strong>some pros and cons</strong> to help you decide:<br/> - </h4> - - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"><span class="fa fa-smile-o"/><strong> Free delivery</strong><br/> - </span> - </div> - <div class="panel-body"> - <p><strong>Pros:</strong> gives you a significant advantage over any competitors that don't offer the same perk.</p> - <p><strong>Cons:</strong> will require you to either absorb the cost or slightly increase your prices to cover it.</p> - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-2x"></span> - Offering free delivery with a minimum amount or minimum number of items should drive up your average order value and help to compensate for the delivery costs. - </div> - </div> - </div> - - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"><span class="fa fa-table"/><strong> Flat rates</strong> (everybody pays the same)<br/> - <span class="small">Advised if you target a local audience</span> - </span> - </div> - <div class="panel-body"> - <p><strong>Pros:</strong> simple to understand</p> - <p><strong>Cons:</strong> may be discouraging for your cheapest items</p> - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-2x"></span> - You can create different rates based on order amount ranges (e.g. $10 up to a $50 order, then $5 beyond). - </div> - </div> - </div> - - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"><span class="fa fa-shopping-cart"/><strong> At cost price</strong> (customer pays what you pay)<br/> - <span class="small">Advised if your packs vary in size/weight and/or if you ship worldwide</span> - </span> - </div> - <div class="panel-body"> - <p><strong>Pros:</strong> being transparent about your charges can help you gain the trust of your customers.</p> - <p><strong>Cons:</strong> customers have to check out to find out the delivery price.</p> - </div> - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-2x"></span><p>If you deal with a major shipper (UPS, FedEx, DHL, etc.), activate the related connector in Odoo to compute accurate costs and print labels.</p> - </div> - </div> - - <div class="well well-lg"> - <strong>Next actions:</strong> - <li><a t-att-href="prepare_backend_url('website.action_website_configuration')" target="blank"> Select your shipping management policy</a></li> - <li><a t-att-href="prepare_backend_url('website.action_website_configuration')" target="blank"> Install shipping connectors</a></li> - <li><a t-att-href="prepare_backend_url('delivery.action_delivery_carrier_form')" target="blank"> Configure your delivery methods (pricing, destinations)</a></li> - <li><a href="https://www.odoo.com/documentation/user/online/inventory/shipping.html" target="blank"> See how to configure delivery methods and shipping connectors</a></li> - </div> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Payment Acquirers</t> - <p class="text-muted"> - To collect payments, you can either request your customers to process it manually (wire transfer, etc.) or redirect them to payment acquirers.<br/> - Using payment acquirers costs you money, so take some time to compare them. - </p> - <h4>You can setup 3 types of <strong>payment acquirers in Odoo:</strong></h4> - <div class="row"> - <div class="col-md-6 col-xs-12"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"><span class="fa fa-cc-paypal"/><strong> Paypal</strong> - <span class="small">Recommended for Starters</span> - </span> - </div> - <div class="panel-body"> - <p><strong>Pros:</strong> - <li>Quick and easy to set up</li> - <li>No monthly fees for standard offer</li> - </p> - </div> - </div> - </div> - <div class="col-md-6 col-xs-12"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"><span class="fa fa-credit-card"/><strong> Authorize.net, Ingenico, etc.</strong></span> - </div> - <div class="panel-body"> - <p>It's difficult to recommend one over the others. So, simply pick the one that is more popular in your country! - </p> - </div> - </div> - </div> - </div> - <div class="row"> - <div class="col-md-12"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"><span class="fa fa-lock"/><strong>Wire transfer</strong> (slow and inefficient)</span> - </div> - <div class="panel-body"> - <div class="col-md-6 col-xs-12"> - <p><strong>Pros:</strong> - <li>Free and no setup</li> - <li>Prefered by some customers</li> - </p> - </div> - <div class="col-md-6 col-xs-12"> - <p><strong>Cons:</strong> - <li>Can take up to several days to receive the money</li> - <li>Payment must be reconciled manually</li> - </p> - </div> - </div> - </div> - </div> - </div> - <div class="well well-lg"> - <p> - <strong>Next actions:</strong> - - <li><a href="https://www.odoo.com/documentation/user/online/ecommerce/shopper_experience/payment.html" target="blank">See how to configure payment acquirers</a><br/></li><br/> - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-2x"></span> - <li>Some acquirers like Authorize.net and Ingenico can be used as payment gateways with your own payment processor.</li> - <li><strong>Tip for B2B users:</strong> you can create new manually-processed payment acquirers (check, purchase order, etc.) by renaming 'Wire Transfer' or duplicating it.</li> - </div> - </p> - </div> - </t> - </t> - </xpath> - - <xpath expr="//t[@name='translate_placeholder']/.." position="after"> - <t t-call="web_planner.page"> - <t t-set="page_title">Sell More</t> - <p class="text-muted"> - There are two strategies to sell more to a customer: - </p> - - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>Upselling</strong> - </span> - </div> - <div class="panel-body"> - <p> - <a href="https://www.odoo.com/documentation/user/online/ecommerce/maximizing_revenue/upselling.html" target="blank">Suggest pricier alternatives</a> - </p> - </div> - </div> - </div> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong> Cross-selling</strong> - </span> - </div> - <div class="panel-body"> - <p> - <a href="https://www.odoo.com/documentation/user/online/ecommerce/maximizing_revenue/cross_selling.html" target="blank">Suggest options and accessories</a><br/> - e.g. for computers: - <li>Options: warranty, software</li> - <li>Accessories: screen, mouse</li> - </p> - </div> - </div> - </div> - - <div class="text-center mb16"> - <strong>See it in action in Odoo</strong><br/> - <iframe width="100%" height="300" src="//www.youtube.com/embed/204DbheXfWw" frameborder="0" allowfullscreen="True"></iframe> - </div> - - <div class="well well-lg"> - <p> - <strong>Next actions:</strong> - <li><a t-att-href="prepare_backend_url('website.action_website_configuration')" target="blank">Install Optional Products (cross-selling)</a><br/></li> - <li><a t-att-href="prepare_backend_url('product.product_template_action', 'form')" target="blank">Set alternatives, accessories and options in product detail form (in Sales tab)</a><br/></li> - </p> - </div> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Pricing & Discounts</t> - <p class="text-muted"> - A few % discount can bring you twice more customers! Here are a few kinds of discounts to boost your sales: - <ul> - <li>Cash amount or percentage discounts</li> - <li>Quantity-based discounts (B2B)</li> - <li>Multi-buy offers (2 products sold together for less than their individual price)</li> - <li>Free delivery (see Delivery Strategy section)</li> - </ul> - </p> - <h4>To do so, take the most out of Odoo's <strong>pricing options</strong>:<br/></h4> - - <div class="row"> - <div class="col-md-4"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>Unique Price</strong> - </span> - </div> - <div class="panel-body"> - <p> - Default mode - </p> - </div> - </div> - </div> - <div class="col-md-4"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>Several Prices</strong> - </span> - </div> - <div class="panel-body"> - <li>Customer Segments</li> - <li>Min. qty or period</li> - <li>Currencies</li> - </div> - </div> - </div> - <div class="col-md-4"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong> Rules & Formulas</strong> - </span> - </div> - <div class="panel-body"> - <p> - Discount % or amounts, margins, roundings, periods, etc. - </p> - </div> - </div> - </div> - </div> - - <div class="well well-lg"> - <strong>Next actions:</strong> - <li><a t-att-href="prepare_backend_url('sales_team.action_sale_config')" target="blank"> Select your pricing preference and allow discounts</a></li> - <li><a t-att-href="prepare_backend_url('product.product_pricelist_action2')" target="blank"> Configure your pricelists</a></li> - <li><a t-att-href="prepare_backend_url('account.action_account_config')" target="blank"> Apply multi-currencies</a></li> - <li><a href="https://www.odoo.com/documentation/user/online/ecommerce/maximizing_revenue/pricing.html" target="blank">See how to configure pricing & discounts</a></li> - </div> - </t> - </xpath> - </template> -</odoo> |