[FIX] website,account,website_sale: Enhance and clean website and ecommerce planners

Lots of typos, wrong links, outdated content.
This commit is contained in:
Frédéric Gilson
2016-10-03 16:59:38 +02:00
committed by Yannick Tivisse
parent ae1fb33e0e
commit ad8af74477
5 changed files with 396 additions and 206 deletions
+17 -16
View File
@@ -44,14 +44,24 @@
<t t-call="web_planner.page">
<t t-set="page_title">Your Company</t>
<p class="text-muted">
The first step is to set up your company information. This is mostly used for invoicing.
The first step is to set up your company's information. This is mostly used in printed business documents like orders and invoices.
</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')}&amp;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')}&amp;id=#{company_id.id}">
<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&amp;id=#{company_id.id}" target="_blank">
Change
</a>
</td>
@@ -62,17 +72,17 @@
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')}&amp;id=#{company_id.id}">
<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&amp;id=#{company_id.id}" target="_blank">
Change
</a>
</td>
</tr><tr>
<th>Tax ID (VAT)</th>
<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')}&amp;id=#{company_id.id}">
<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&amp;id=#{company_id.id}" target="_blank">
Change
</a>
</td>
@@ -80,7 +90,7 @@
<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')}&amp;id=#{company_id.id}">
<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&amp;id=#{company_id.id}" target="_blank">
Change
</a>
</td>
@@ -88,7 +98,7 @@
<th>Terms &amp; Conditions</th>
<td></td>
<td>
<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&amp;id=#{company_id.id}">
<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('sales_team.action_sale_config', 'form')}&amp;id=#{company_id.id}" target="_blank">
Change
</a>
</td>
@@ -101,15 +111,6 @@
</td><td>
<a id="review_payment_terms" class="fa fa-arrow-right" t-att-href="prepare_backend_url('account.action_payment_term_form')">Review Terms</a>
</td>
</tr><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')}&amp;id=#{company_id.id}">
Change
</a>
</td>
</tr>
</table>
<br/>
+112 -170
View File
@@ -12,7 +12,7 @@
Whether you're a beginner or a pro, we have everything you need to plan, create,
publish and grow your site, blog or online store.</i></p>
<p><i>
This Planner will help you think about your website and provide tips and ideas to inspire you. There are examp;les and explanations to guide you through the process of creating a top-notch, high quality website that meets all your needs.</i></p>
This Planner will help you think about your website and provide tips and ideas to inspire you. There are examples and explanations to guide you through the process of creating a top-notch, high quality website that meets all your needs.</i></p>
<p><i>
The whole process may take a few hours, some discussions with your colleagues and
several cups of coffee to go through. But don't worry, you can return to this tool at any time.</i></p>
@@ -43,7 +43,7 @@
<i class="fa fa-question-circle"></i>
</a>
<div id="o_planner_page2_help" class="collapse">
<h5>Examp;les</h5>
<h5>Examples</h5>
<ul>
<li> Attract new leads</li>
<li> Sell more online</li>
@@ -71,7 +71,7 @@
<i class="fa fa-question-circle"></i>
</a>
<div id="o_planner_page2_help_2" class="collapse">
<h5>Examp;les</h5>
<h5>Examples</h5>
<ul>
<li> Check your references before deciding to work with you</li>
<li> See and buy your products</li>
@@ -195,13 +195,9 @@
</div>
</t>
<t t-call="web_planner.page">
<t t-set="page_title">Install Apps</t>
<p class="text-muted">
Before starting to work on your website, make sure you have all the right applications installed.
It will be much easier for you to organize and create your content if you have all the options activated from the beginning.
</p>
<t t-set="page_title">Install Features</t>
<h4>
<strong>Activate now</strong> the apps you need:
<strong>Install</strong> what you need:
</h4>
<section>
<div class="row o_planner_row_apps">
@@ -214,43 +210,50 @@
</a>
</div>
<div class="text-center col-md-4 col-xs-6">
<span class="fa fa-rss fa-4x"></span>
<h3><strong>Blogs</strong></h3>
<p>Attract more leads with a winning content marketing strategy.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_blog')" target="_blank" class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</div>
<div class="text-center col-md-4 col-xs-6">
<span class="fa fa-file-text-o fa-4x"></span>
<h3><strong>Contact Form</strong></h3>
<p>Integrate a contact form that automatically creates leads in your CRM app.</p>
<p>Publish a contact form to fill in your CRM pipeline.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_crm')" target="_blank" class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</div>
<div class="clearfix hidden-xs mb16"></div>
<div class="text-center col-md-4 col-xs-6">
<span class="fa fa-users fa-4x"></span>
<h3><strong>Community Builder</strong></h3>
<p>Build and engage with communities with forums, Q&amp;;A, mailing lists.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_forum')" target="_blank" class="btn odoo_purple">
<span class="fa fa-rss fa-4x"></span>
<h3><strong>Blogs</strong></h3>
<p>Attract more visitors with a content marketing strategy.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_blog')" target="_blank" class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now</a>
</div>
<div class="text-center col-md-4 col-xs-6">
<span class="fa fa-male fa-4x"></span>
<h3><strong>Jobs</strong></h3>
<p>Organize your job board and promote your job announces easily.</p>
<p>Promote your job announces and attract new talents.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_hr_recruitment')" target="_blank" class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</div>
<div class="text-center col-md-4 col-xs-6">
<span class="fa fa-refresh fa-4x"></span>
<h3><strong>Subscriptions</strong></h3>
<p>Sell subscriptions and manage recurring payments.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_contract')" target="_blank" class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</div>
<div class="text-center col-md-4 col-xs-6">
<span class="fa fa-ticket fa-4x"></span>
<h3><strong>Event Tickets</strong></h3>
<p>Organize events and sell tickets online.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_event_sale')" target="_blank" class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</div>
<div class="clearfix hidden-xs mb16"></div>
</div>
</section>
@@ -261,9 +264,9 @@
Your homepage is the most important page of your website. This is where visitors get their first impressions of you. An efficient homepage will prompt them to stay on your site, guide them towards your content, strengthen your company's branding and more.<br/>
Here are some pointers to help you get started.
</p>
<h4>Example of Good Homepage <a data-toggle="collapse" href="#homepage"><i class="fa fa-question-circle"></i></a></h4>
<h4><a data-toggle="collapse" href="#homepage">Click here to unfold a Good Homepage</a></h4>
<div id="homepage" class="collapse">
<div style="height:300px;width:100%; overflow:auto">
<div>
<img src="/website/static/src/img/website_planner_clean.png"></img>
</div>
</div>
@@ -273,7 +276,7 @@
<div class="col-sm-11 col-md-10">
<p><strong>Find a catchy headline</strong><br/>
Make sure anyone who visits your site understands what it’s about without too much reading.<br/>
To do that, the visible section of your homepage (above the fold) needs to be simple and straightforward. For examp;le, use pictures of your work, screenshots of your app, a short and catchy hook.
To do that, the visible section of your homepage (above the fold) needs to be simple and straightforward. For example, use pictures of your work, screenshots of your app, a short and catchy hook.
</p>
<p>The Banner or Big Picture building blocks are good choices for that.</p>
</div>
@@ -299,7 +302,7 @@
paragraphs easy to read and avoid walls of text.
</p>
<p>
For examp;le, use pictures to help break up large areas of text by altering
For example, use pictures to help break up large areas of text by altering
Text-Image and Image-Text blocks. If you prefer icons, use the Features or Feature Grid blocks.
</p>
</div>
@@ -406,10 +409,9 @@
<t t-call="web_planner.page">
<t t-set="page_title">Your Footer</t>
<p class="text-muted">
Your visitors won't see the footer immediately. Use it for links you don't want in your main menu (e.g. social media, terms and conditions, privacy
terms, etc.).
Your visitors won't see the footer immediately. Use it for links you don't want in your main menu (e.g. social media, terms and conditions, privacy terms, etc.).
</p>
<p><h4>Examp;le of Good Footer <a data-toggle="collapse" href="#o_planner_footer"><i class="fa fa-question-circle"></i></a></h4></p>
<p><h4><a data-toggle="collapse" href="#o_planner_footer">Click here to unfold a Good Footer</a></h4></p>
<p id ="o_planner_footer" class="collapse">
<img src="/website/static/src/img/website_planner_footer.png"></img>
</p>
@@ -489,14 +491,21 @@
for a proper domain.
</p>
<div class="row">
<div class="col-md-6 col-sm-6 col-xs-6">
<div class="col-md-6 col-sm-12 col-xs-12">
<div class="well well-lg">
<strong>How to get a custom domain name?</strong><br/>
<li><a href="https://www.whois.net/" target="_blank">Check its availability</a> or see who currently owns it</li>
<li>Contact a Domain Manager in your country to buy it</li>
<li><a href="https://www.whois.net/" target="_blank">Check its availability</a></li>
<li>Buy it at a provider:
<ul>
<li><a href="https://www.godaddy.com/" target="_blank">GoDaddy</a></li>
<li><a href="https://www.namecheap.com/" target="_blank">Namecheap</a></li>
<li><a href="https://www.ovh.com/" target="_blank">OVH</a></li>
<li>etc.</li>
</ul>
</li>
</div>
</div>
<div class="col-md-6 col-sm-6 col-xs-6">
<div class="col-md-6 col-sm-12 col-xs-12">
<div class="alert alert-info info_icon" role="alert">
<span class="fa fa-lightbulb-o fa-2x"></span>
<strong>Tips for a good domain:</strong>
@@ -510,7 +519,7 @@
</div>
<div class="well well-lg">
<strong>You own your domain name?</strong><br/>
<li>Online users: Apply it to your website from your database admin page (see <a href="https://www.odoo.com/documentation/user/9.0/website/publish/domain_name.html" target="_blank">guidelines</a>)</li>
<li>Online users: <a href="https://www.odoo.com/documentation/user/online/website/publish/domain_name.html" target="_blank">Apply it to your website from your database admin page</a></li>
<li>Community &amp; Enterprise users: apply a redirection from your Domain Manager platform</li>
</div>
</t>
@@ -565,7 +574,7 @@
<t t-set="page_title">Promote</t>
<p>It’s time to grow your traffic!</p>
<p>
One way is by optimizing your indexing on search engines like Google naturally. The earliest you show up in the search, the more visitors you get. This strategy called SEO involves several actions.
One way is by optimizing your indexing on search engines like Google naturally, without paying anything. The earliest you show up in the search, the more visitors you get. This strategy called <strong>SEO</strong> involves several actions.
</p>
<div class="o_planner_paragraphs">
@@ -573,7 +582,7 @@
<div class="col-sm-1 col-md-2 icon"><span class="fa fa-pencil"/></div>
<div class="col-sm-11 col-md-10">
<p><strong>Use relevant keywords</strong><br/>
<a href="https://www.odoo.com/documentation/user/9.0/website/seo.html#meta-tags" target="_blank">Adding relevant and popular keywords</a> (e.g. business name, location) tends to improve your ranking in search engines and consequently increases your traffic. Do it:
<a href="https://www.odoo.com/documentation/user/online/website/optimize/seo.html#meta-tags" target="_blank">Adding relevant and popular keywords</a> (e.g. business name, location) tends to improve your ranking in search engines and consequently increases your traffic. Do it:
<li>through the content of your pages;</li>
<li>in their SEO metadata, including tags, title and description.</li>
</p>
@@ -587,7 +596,7 @@
If you are an artist or a photographer, you can potentially bring in a lot
of visitors by referencing your images so they are displayed in image
search engines, like Google Images.
To do that, <a href="https://www.odoo.com/documentation/user/9.0/website/seo.html#images" target="_blank">add keywords in picture's description.</a>
To do that, <a href="https://www.odoo.com/documentation/user/online/website/optimize/seo.html#images" target="_blank">add keywords in picture's description.</a>
</p>
</div>
</div>
@@ -634,7 +643,7 @@
</div>
<p>
You can also pay for a sponsored indexing and place advertisements on web pages that show results from search
engine queries. This is called SEA.
engine queries. This is called <strong>SEA</strong>.
</p>
<div class="row">
<div class="col-sm-1 col-md-2 icon"><span class="fa fa-bullhorn"/></div>
@@ -662,91 +671,6 @@
</div>
</t>
<t t-call="web_planner.page">
<t t-set="page_title">A/B Testing</t>
<p class="text-muted">
A/B testing is the process of testing two versions of a page to see which one performs better in reaching your business objectives.
</p>
<h4>Here is a basic guide for your first A/B testing:</h4>
<div class="o_planner_paragraphs">
<div class="row">
<div class="col-sm-1 col-md-2 icon"><span class="fa fa-bullseye"/></div>
<div class="col-sm-11 col-md-10">
<p><strong>1. Define what to test</strong><br/>
The main goal is increasing your ROI. Figure out the best page(s) to
test. Here are a few examples of good testing variables:
</p>
<li>Call-to-action’s (i.e. button’s) wording, size, color and placement,</li>
<li>Headline or product description,</li>
<li>Form’s length and types of fields,</li>
<li>Product pricing and promotional offers,</li>
<li>Images on landing and product pages,</li>
<li>Amount of text on the page (short vs. long).</li>
<br/>
</div>
</div>
<div class="row">
<div class="col-sm-1 col-md-2 icon"><span class="fa fa-files-o"/></div>
<div class="col-sm-11 col-md-10">
<p><strong>2. Create the page variation</strong><br/>
</p>
</div>
</div>
<div class="row">
<div class="col-sm-1 col-md-2 icon"><span class="fa fa-bar-chart-o"/></div>
<div class="col-sm-11 col-md-10">
<p><strong><a href="https://www.odoo.com/documentation/user/9.0/website/google_analytics.html" target="_blank">3. Configure a Google Analytics account</a></strong><br/>
This is necessary in order to record the statistics of your test.
</p>
</div>
</div>
<div class="row">
<div class="col-sm-1 col-md-2 icon"><span data-icon="&#xe085;"/></div>
<div class="col-sm-11 col-md-10">
<p><strong>4. Create your campaign in Google Analytics</strong><br/>
Simply follow the wizard by creating a new experiment in the <strong>Behavior >
Experiments</strong> menu of <a href="http://www.google.com/analytics/" target="_blank">Google Analytics.</a>
To learn more, take a look at their <a href="https://support.google.com/analytics/answer/1745147?hl=en&amp;;ref_topic=1745207&amp;;rd=1" target="_blank">online help</a>.
</p>
</div>
</div>
</div>
<table class="table">
<thead>
<th><h3><span class="fa fa-thumbs-o-up"/> <strong> Good practices</strong></h3></th>
<th><h3><span class="fa fa-thumbs-o-down"/> <strong> Bad practices</strong></h3></th>
</thead>
<tbody>
<tr>
<td><strong>Know how long to run a test before giving up</strong><br/>
Don't give up too early! Wait for your test results to be significant. Take a look at the statistical
confidence in Google Analytics; It should be at least 95%.<br/>
Don't give up too late neither because poorly performing variations could cost you revenues.</td>
<td><strong>Don't test versions at different time periods</strong><br/>If you
test one version one week and the second the next one, your results won't be
accurate, or worse, wrong!</td>
</tr>
<tr>
<td><strong>Do many A/B tests</strong><br/>
Don't despair if your first A/B test turns out to be a lemon. The key in optimizing conversion rates is to do a ton of A/B in order to put together all the most effective configurations.</td>
<td><strong>Don’t surprise regular visitors</strong><br/>
If you are testing a core part of your website, include only new visitors in
the test. You want to avoid shocking regular visitors, especially because the
variations may not ultimately be implemented.</td>
</tr>
<tr>
<td><strong>Test only one variable</strong><br/>Try only one variable at a time, otherwise you won't be able to clearly interpret the results of your modifications.</td>
</tr>
</tbody>
</table>
<div class="well well-lg">
<strong>Next actions:</strong>
<li><a t-att-href="prepare_backend_url('website.action_website_configuration')" target="blank"> Install A/B Testing</a></li>
<li><a href="https://www.odoo.com/documentation/user/9.0/website.html" target="blank"> Read the documentation about A/B Testing</a></li>
</div>
</t>
<t t-call="web_planner.page">
<t t-set="page_title" name="translate_placeholder">Translate</t>
<p class="text-muted">
@@ -757,12 +681,14 @@
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa fa-cogs"/>
<strong>Machine translation</strong><br/>Free, but quality may vary
<span class="fa fa-pencil"/>
<strong>On your own</strong><br/>
</span>
</div>
<div class="panel-body">
<li>Use a free, automatic machine translation (quality will vary depending on languages)</li>
<li>Free</li>
<li>Time-consuming</li>
<li>Best if you have language skills</li>
</div>
</div>
</div>
@@ -771,12 +697,11 @@
<div class="panel-heading">
<span class="panel-title">
<span class="fa fa-user"/>
<strong>Human translation</strong><br/>Pay for professionnal quality
<strong>External services</strong><br/>
</span>
</div>
<div class="panel-body">
<li>Real professional translators will translate all your contents.</li>
<li><a href="http://gengo.com/pricing-languages/" target="_blank">Gengo</a> invoices from $0.05 to $0.15 per word, depending on the translator's level of expertise.</li>
Pay services like <a href="http://gengo.com/pricing-languages/" target="_blank">Gengo</a> to get your content translated by real professional translators. Quality may vary.
</div>
</div>
</div>
@@ -784,75 +709,92 @@
<div class="well well-lg">
<strong>Next actions:</strong>
<li><a t-att-href="prepare_backend_url('base.action_view_base_language_install')" target="blank"> Install new languages</a></li>
<li><a href="https://www.odoo.com/documentation/user/9.0/website/translate_website.html" target="blank"> Start translating your website on your own</a></li>
<li><a href="https://www.odoo.com/documentation/user/online/website/publish/translate.html" target="blank"> See how to translate on your own</a></li>
<li><a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_gengo')" target="blank"> Install Gengo Translator app</a></li>
</div>
</t>
<t t-call="web_planner.page">
<t t-set="page_title">Communicate</t>
<p class="text-muted">
Your website is an important part of your online business strategy, but it shouldn't be
the only one. There are so many ways to communicate with your customers, visitors and
There are so many ways to communicate with your customers, visitors and
prospects that it's sometimes difficult to know what to put your energy into. Here are
some advice on what to focus on next.
some advices on what to focus on next.
</p>
<div class="row mb16 o_planner_row_apps">
<div class="col-sm-1 col-md-2"><span class="fa fa-user fa-4x"/></div>
<div class="col-sm-11 col-md-10">
<h4><strong>Use contact forms</strong></h4>
<li>Get your opportunities filled up automatically in our integrated CRM application</li>
<li>Qualify your visitors better in order to reach them later with marketing campaigns</li>
<div class="col-md-2"><span class="fa fa-file-text-o fa-4x"/></div>
<div class="col-md-10">
<h4><strong>Use contact forms</strong>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_crm')" target="_blank"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</h4>
<li>Get your opportunities filled up in our integrated CRM application</li>
<li>Qualify your visitors in order to reach them out with marketing campaigns</li>
</div>
</div>
<div class="row mb16">
<div class="col-sm-1 col-md-2"><span class="fa fa-envelope-o fa-4x"/></div>
<div class="col-sm-11 col-md-10">
<h4><strong>Send mass mails</strong></h4>
<li>Reach your customers and prospects on a recurring basis</li>
<div class="col-md-2"><span class="fa fa-envelope-o fa-4x"/></div>
<div class="col-md-10">
<h4><strong>Send mass mails</strong>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'mass_mailing')" target="_blank"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</h4>
Reach your customers and prospects on a recurring basis
</div>
</div>
<div class="row mb16">
<div class="col-sm-1 col-md-2"><span class="fa fa-calendar-o fa-4x"/></div>
<div class="col-sm-11 col-md-10">
<h4><strong>Organize physical events</strong></h4>
<li>Meet your existing customers and maintain your relationship</li>
<li>Discuss with propects for a face-to-face sales pitch</li>
<div class="col-md-2"><span class="fa fa-calendar-o fa-4x"/></div>
<div class="col-md-10">
<h4><strong>Publish events</strong>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_event')" target="_blank"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</h4>
Organize and publish events to meet your prospects and customers
</div>
</div>
<div class="row mb16">
<div class="col-sm-1 col-md-2"><span class="fa fa-users fa-4x"/></div>
<div class="col-sm-11 col-md-10">
<h4><strong>Create an online Q&amp;A</strong></h4>
<li>Allows your community to ask and answer questions about their interests</li>
<li>Provide fast, professional and accurate information to your visitors</li>
<li>Reduce the time and resources spent on support</li>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_forum')" target="_blank"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</div>
</div>
<div class="row mb16">
<div class="col-sm-1 col-md-2"><span class="fa fa-comments-o fa-4x"/></div>
<div class="col-sm-11 col-md-10">
<h4><strong>Discuss live</strong></h4>
<li>Improve your conversion from visitors to customers</li>
<li>Learn what your visitors are thinking, what question they have, what problems they encounter</li>
<div class="col-md-2"><span class="fa fa-comments-o fa-4x"/></div>
<div class="col-md-10">
<h4><strong>Discuss live</strong>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_livechat')" target="_blank"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</h4>
<li>Improve your conversion from visitors to customers</li>
<li>Learn what question your customers have, what problems they encounter</li>
</div>
</div>
<div class="row mb16">
<div class="col-md-2"><span class="fa fa-users fa-4x"/></div>
<div class="col-md-10">
<h4><strong>Launch a forum</strong>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_forum')" target="_blank"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</h4>
<li>Allows your community to ask and answer questions about their interests</li>
<li>Provide fast, professional and accurate information to your visitors</li>
<li>Reduce the time and resources spent on support</li>
</div>
</div>
<div class="row mb16">
<div class="col-md-2"><span class="fa fa-book fa-4x"/></div>
<div class="col-md-10">
<h4><strong>Publish documentation</strong>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_forum_doc')" target="_blank"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install now
</a>
</h4>
<li>Publish multimedias to document your products/services</li>
<li>Manage channels to structure your content</li>
</div>
</div>
<div class="clearfix hidden-xs mb16"></div>
+7
View File
@@ -14,3 +14,10 @@ class WebsitePlanner(models.Model):
planner = super(WebsitePlanner, self)._get_planner_application()
planner.append(['planner_website', 'Website Planner'])
return planner
@api.model
def _prepare_planner_website_data(self):
values = {
'company_id': self.env.user.company_id,
}
return values
Binary file not shown.

Before

Width:  |  Height:  |  Size: 578 KiB

After

Width:  |  Height:  |  Size: 580 KiB

+260 -20
View File
@@ -5,15 +5,81 @@
<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">Your Company</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 &amp; 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')}&amp;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')}&amp;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')}&amp;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')}&amp;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')}&amp;id=#{company_id.id}" target="_blank">
Change
</a>
</td>
</tr><tr t-if="is_module_installed('sale')">
<th>Terms &amp; 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>Example of Good Product Page <a data-toggle="collapse" data-parent="#accordion" href="#productpage"><i class="fa fa-question-circle"></i></a></h4>
<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"></img>
<img src="/website_sale/static/src/img/planner_product_page.png" width="600"></img>
</div>
</div>
<div class="row">
@@ -22,7 +88,7 @@
<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/9.0/ecommerce/managing_products/variants.html" target="_blank"><strong>Variants</strong> like size or color</a></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>
@@ -36,11 +102,11 @@
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/9.0/ecommerce/managing_products/multi_images.html" target="_blank">Pictures gallery:</a></strong> all angles, detailed view, package, etc.</li>
<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/9.0/ecommerce/maximizing_revenue/reviews.html" target="_blank">Customers review:</a></strong> what do the customers think of the product</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>
@@ -49,7 +115,7 @@
<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 &amp; worries on practical details like shipping rates &amp; policies, return &amp; replacement policies, payment methods &amp; security and your <a href="https://www.odoo.com/documentation/user/9.0/ecommerce/managing_products/stock.html" target="_blank">product's availability (In Stock, Not Available, etc.)</a>.
Anticipate your customers questions &amp; worries on practical details like shipping rates &amp; policies, return &amp; replacement policies, payment methods &amp; 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>
@@ -89,7 +155,7 @@
</div>
<div class="panel-body">
<p>
<a href="https://www.odoo.com/documentation/user/9.0/sales/products_prices/products/import.html" target="_blank">Use our import templates to get your catalog ready in no time!</a>
<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>
@@ -101,12 +167,188 @@
<strong>For complex imports</strong> (&gt;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 &amp; Enterprise users: <a href="https://www.odoo.com/documentation/9.0/api_integration.html" target="_blank">use Odoo API to import through scripts</a></li>
<li>Community &amp; 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">Taxes</t>
<p class="text-muted">
The last step in setting up your products is configuring the taxes. Taxes are already predefined for most localizations when it comes to regional transactions. However taxes may be specific to customer kinds and localizations. Take some time to check the following parameters:
</p>
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa fa-check-square-o"/>
<strong>Origin-based vs. destination-based</strong><br/>
<span class="small"></span>
</span>
</div>
<div class="panel-body">
<p>Depending on your state or country, you are required to collect sales taxes with either the rate at buyer’s address (destination-based) or the rate effective at your office or warehouse's address (origin-based).</p>
<div class="col-md-6">
<div class="panel panel-default">
<div class="panel-heading">
<span class="panel-title">
<strong>Destination-based</strong><br/>
<span class="small">Most common</span>
</span>
</div>
<div class="panel-body">
<li><a href="https://www.odoo.com/documentation/user/online/accounting/others/taxes/default_taxes.html" target="_blank">Set default taxes</a></li>
<li><a href="https://www.odoo.com/documentation/user/online/accounting/others/taxes/application.html" target="_blank">Create tax mapping for foreign customers</a></li>
</div>
</div>
</div>
<div class="col-md-6">
<div class="panel panel-default">
<div class="panel-heading">
<span class="panel-title">
<strong>Origin-based</strong><br/>
<span class="small">in some US states, etc.</span>
</span>
</div>
<div class="panel-body">
<p>
<li><a href="https://www.odoo.com/documentation/user/online/accounting/others/taxes/default_taxes.html" target="_blank">Set default taxes</a></li>
</p>
</div>
</div>
</div>
<div class="col-md-12">
<div class="panel panel-default">
<div class="panel-heading">
<span class="panel-title">
<strong>You are in the US?</strong><br/>
</span>
</div>
<div class="panel-body">
<p>
<li><a href="https://taxcloud.net/#Find-a-Rate" target="_blank">See which tax rate applies in your city</a></li>
<li><a t-att-href="prepare_backend_url('account.action_account_config')" target="blank">Set this rate as
default tax</a> or <a href="https://www.odoo.com/documentation/user/online/accounting/others/taxes/default_taxes.html" target="_blank">See how to do it</a></li>
<li>In destination-based states: <a href="https://www.odoo.com/documentation/user/online/accounting/others/taxes/taxcloud.html" target="_blank">Use TaxCloud to compute tax rates automatically</a></li>
</p>
</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>Included vs. excluded in product prices</strong><br/>
<span class="small"></span>
</span>
</div>
<div class="panel-body">
<p>
In North America, prices are shown tax-excluded whatever your business is (default mode in Odoo). In most other countries, only B2B prices are tax-exluded; B2C prices being tax-included.
</p>
<div class="row">
<div class="col-md-12 col-xs-12">
<div class="well well-lg">
<a href="https://www.odoo.com/documentation/user/online/accounting/others/taxes/tax_included.html" target="_blank">See how to set tax-included prices</a>
</div>
</div>
</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 &gt; 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">
@@ -117,7 +359,6 @@
<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 class="small">Advised if both cart content and shipping costs are homogeneous</span>
</span>
</div>
<div class="panel-body">
@@ -166,7 +407,7 @@
<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/9.0/inventory/shipping.html" target="blank"> Read the documentation about delivery methods and shipping connectors</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>
@@ -230,9 +471,9 @@
</div>
<div class="well well-lg">
<p>
<strong>Next actions:</strong>
<li><a t-att-href="prepare_backend_url('payment.action_payment_acquirer')" target="blank">Activate and set up the payment methods you want to use</a><br/></li>
<li><a href="https://www.odoo.com/documentation/user/9.0/ecommerce/shopper_experience/payment.html" target="blank">Read the documentation about payment acquirers</a><br/></li><br/>
<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 methods</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>
@@ -248,7 +489,7 @@
<t t-call="web_planner.page">
<t t-set="page_title">Sell More</t>
<p class="text-muted">
There are two notorious strategies to sell more to a customer:
There are two strategies to sell more to a customer:
</p>
<div class="col-md-6">
@@ -260,7 +501,7 @@
</div>
<div class="panel-body">
<p>
Suggest pricier alternatives
<a href="https://www.odoo.com/documentation/user/online/ecommerce/maximizing_revenue/upselling.html" target="blank">Suggest pricier alternatives</a>
</p>
</div>
</div>
@@ -274,7 +515,7 @@
</div>
<div class="panel-body">
<p>
Suggest options and accessories<br/>
<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>
@@ -292,8 +533,7 @@
<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>
<li><a href="https://www.odoo.com/documentation/user/9.0/ecommerce/maximizing_revenue.html" target="blank">Read the documentation about upselling and 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>
@@ -309,7 +549,7 @@
<li>Free delivery (see Delivery Strategy section)</li>
</ul>
</p>
<h4>To do so, take the most out of Odoo' <strong>pricing options</strong>:<br/></h4>
<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">
@@ -361,7 +601,7 @@
<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/9.0/ecommerce/maximizing_revenue/pricing.html" target="blank"> Read the documentation about pricing &amp; discounts</a></li>
<li><a href="https://www.odoo.com/documentation/user/online/ecommerce/maximizing_revenue/pricing.html" target="blank">See how to configure pricing &amp; discounts</a></li>
</div>
</t>
</xpath>