documentation/content/applications/websites/ecommerce/checkout_payment_shipping/checkout.md

Checkout

Once customers have added their desired products to the cart, they can access it by clicking the {icon}fa-shopping-cart button in the header to start the checkout process. In Odoo eCommerce, this process consists of sequential {ref}steps <ecommerce/checkout/steps>, some of which support additional features. The related checkout pages can be {ref}customized <ecommerce/checkout/customize_steps> using the website editor.

(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:

• {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.

B2B access management

To restrict checkout to selected B2B customers, follow these steps:

1. 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.
2. Scroll down to the {guilabel}Privacy section, go to {guilabel}Customer Account, and select {guilabel}On invitation.
3. 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>.
4. Click the {icon}fa-cog {guilabel}Actions button, then {guilabel}Grant portal access.
5. Review the selected customers in the {guilabel}Portal Access Management pop-up and click {guilabel}Grant Access.

Once done, the relevant customers receive an email confirming their account creation, including instructions on setting a password and activating their account.

:::{note}

• You can revoke access or re-invite a customer using the related buttons in the {guilabel}Portal Access Management pop-up.
• Users can only have one {doc}portal access <../../../general/users/portal> per email.
• Settings are website-specific, so you could set up a B2C website that allows guest checkout and B2B website with mandatory sign-in. :::

:::{seealso}

• {doc}Customer accounts <../ecommerce_management/customer_accounts>
• {doc}Portal access <../../../general/users/portal> :::

(ecommerce-checkout-steps)=

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}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: Click {guilabel}Edit to add {doc}building blocks <../../website/web_design/building_blocks> from the {guilabel}Blocks tab or open to the {guilabel}Customize tab to enable various checkout options.

:::{note} Content added through building blocks is specific to each step. :::

(ecommerce-checkout-review-order)=

Review order

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.

Open the website editor to {ref}enable <ecommerce/checkout/customize_steps> checkout options such as:

• {guilabel}Suggested Accessories: to showcase {ref}accessory products <ecommerce/cross_upselling/accessory>;
• {guilabel}Promo Code: to allow customers to redeem {ref}gift cards <ewallet_gift/gift-cards> or apply {doc}discount codes <../../../sales/sales/products_prices/loyalty_discount>;
• {guilabel}Add to Wishlist: To allow signed-in users to remove a product from their cart and add it to their wishlist, go to {menuselection}Website --> Configuration --> Settings, scroll to the {guilabel}Shop - Products section, and enable {guilabel}Wishlists. The {guilabel}Add to Wishlist option is then enabled by default in the website editor.

:::{note}

• If a {doc}fiscal position </applications/finance/fiscal_localizations> is detected automatically, the product tax is determined based on the customer's IP address.
• If the installed {doc}payment provider </applications/finance/payment_providers> supports {ref}express checkout <payment_providers/express_checkout>, a dedicated button is displayed, allowing customers to go straight from the cart to the confirmation page without filling out the contact form. :::

(ecommerce-checkout-delivery)=

Delivery

Once they have reviewed their order:

• Unsigned-in customers are prompted to {guilabel}Sign in or enter their {guilabel}Email address, along with their delivery address and phone details;
• Signed-in customers can select the appropriate {guilabel}Delivery address.

They can then {doc}choose a delivery method <shipping>, select or enter their {guilabel}Billing Address (or toggle the {guilabel}Same as delivery address switch if the billing and delivery addresses are identical), and click {guilabel}Confirm to proceed to the next step.

:::{tip} For B2B customers, you can also {ref}enable <ecommerce/checkout/customize_steps> optional {guilabel}VAT and {guilabel}Company name fields by toggling the {guilabel}Show B2B Fields option in the website editor. :::

(ecommerce-checkout-extra-step)=

Extra info

You can add an {guilabel}Extra Info step in the checkout process to collect additional customer information through an online form, which is then included in the {ref}sales order <handling/sales>. To do so {ref}enable <ecommerce/checkout/customize_steps> the {guilabel}Extra Step option in the website editor. The form can be {ref}customized <website/dynamic_content/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 the form. :::

(ecommerce-checkout-payment)=

Payment

At the {guilabel}Payment step, customers {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 </applications/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.

:::{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. :::

(ecommerce-checkout-order-confirmation)=

Order confirmation

The final step of the checkout process is the {guilabel}Order confirmation, which provides a summary of the customer's purchase details.

:::{seealso} {doc}Order handling <../../ecommerce/ecommerce_management/order_handling> :::