diff --git a/addons/account/views/web_planner_data.xml b/addons/account/views/web_planner_data.xml index c2dc450f6a1..ff796c2859b 100644 --- a/addons/account/views/web_planner_data.xml +++ b/addons/account/views/web_planner_data.xml @@ -44,14 +44,24 @@ Your Company

- 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.

+ + + + @@ -62,17 +72,17 @@ t-options='{"widget": "contact", "fields": ["address"], "no_marker": True}'/> - + @@ -80,7 +90,7 @@ @@ -88,7 +98,7 @@ @@ -101,15 +111,6 @@ - - -
Logo + set company logo + + + Change + +
Legal Name
- + Change - + Change
Tax ID (VAT)Tax ID - + Change Main Currency - + Change Terms & Conditions - + Change Review Terms
Logo - set company logo - - - Change - -

diff --git a/addons/website/data/web_planner_data.xml b/addons/website/data/web_planner_data.xml index a76bca8337b..701ac97897f 100644 --- a/addons/website/data/web_planner_data.xml +++ b/addons/website/data/web_planner_data.xml @@ -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.

- 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.

+ 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.

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.

@@ -43,7 +43,7 @@
-
Examp;les
+
Examples
@@ -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.
Here are some pointers to help you get started.

-

Example of Good Homepage

+

Click here to unfold a Good Homepage

-
+
@@ -273,7 +276,7 @@

Find a catchy headline
Make sure anyone who visits your site understands what it’s about without too much reading.
- 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.

The Banner or Big Picture building blocks are good choices for that.

@@ -299,7 +302,7 @@ paragraphs easy to read and avoid walls of text.

- 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.

@@ -406,10 +409,9 @@ Your Footer

- 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.).

-

Examp;le of Good Footer

+

Click here to unfold a Good Footer

@@ -489,14 +491,21 @@ for a proper domain.

-
+
How to get a custom domain name?
-
  • Check its availability or see who currently owns it
    • -
  • Contact a Domain Manager in your country to buy it
    • +
  • Check its availability
    • +
  • Buy it at a provider: + +
    • -
    +
    You own your domain name?
    -
  • Online users: Apply it to your website from your database admin page (see guidelines)
    • +
  • Online users: Apply it to your website from your database admin page
  • Community & Enterprise users: apply a redirection from your Domain Manager platform
    • @@ -565,7 +574,7 @@ Promote

    It’s time to grow your traffic!

    - 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 SEO involves several actions.

    @@ -573,7 +582,7 @@

    Use relevant keywords
    - Adding relevant and popular keywords (e.g. business name, location) tends to improve your ranking in search engines and consequently increases your traffic. Do it: + Adding relevant and popular keywords (e.g. business name, location) tends to improve your ranking in search engines and consequently increases your traffic. Do it:

  • through the content of your pages;
  • in their SEO metadata, including tags, title and description.

    • @@ -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, add keywords in picture's description. + To do that, add keywords in picture's description.

    @@ -634,7 +643,7 @@

    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 SEA.

    @@ -662,91 +671,6 @@
    - - A/B Testing -

    - A/B testing is the process of testing two versions of a page to see which one performs better in reaching your business objectives. -

    -

    Here is a basic guide for your first A/B testing:

    -
    -
    -
    -
    -

    1. Define what to test
    - The main goal is increasing your ROI. Figure out the best page(s) to - test. Here are a few examples of good testing variables: -

    -
  • Call-to-action’s (i.e. button’s) wording, size, color and placement,
    • -
  • Headline or product description,
    • -
  • Form’s length and types of fields,
    • -
  • Product pricing and promotional offers,
    • -
  • Images on landing and product pages,
    • -
  • Amount of text on the page (short vs. long).
    • -
    -
    -
    -
    -
    -
    -

    2. Create the page variation
    -

    -
    -
    -
    -
    -
    -

    3. Configure a Google Analytics account
    - This is necessary in order to record the statistics of your test. -

    -
    -
    -
    -
    -
    -

    4. Create your campaign in Google Analytics
    - Simply follow the wizard by creating a new experiment in the Behavior > - Experiments menu of Google Analytics. - To learn more, take a look at their online help. -

    -
    -
    -
    - - - - - - - - - - - - - - - - - - - -

    Good practices

    Bad practices

    Know how long to run a test before giving up
    - 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%.
    - Don't give up too late neither because poorly performing variations could cost you revenues.    		Don't test versions at different time periods
    If you - test one version one week and the second the next one, your results won't be - accurate, or worse, wrong!
    Do many A/B tests
    - 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.    		Don’t surprise regular visitors
    - 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.
    Test only one variable
    Try only one variable at a time, otherwise you won't be able to clearly interpret the results of your modifications.
    -
    - Next actions: -
  • Install A/B Testing
    • -
  • Read the documentation about A/B Testing
    • -
    - -     Translate

    @@ -757,12 +681,14 @@

    - - Machine translation
    Free, but quality may vary + + On your own
    -
  • Use a free, automatic machine translation (quality will vary depending on languages)
    • +
  • Free
    • +
  • Time-consuming
    • +
  • Best if you have language skills
    • @@ -771,12 +697,11 @@
    - Human translation
    Pay for professionnal quality + External services
    -
  • Real professional translators will translate all your contents.
    • -
  • Gengo invoices from $0.05 to $0.15 per word, depending on the translator's level of expertise.
    • + Pay services like Gengo to get your content translated by real professional translators. Quality may vary.
    @@ -784,75 +709,92 @@
    Next actions:
  • Install new languages
    • -
  • Start translating your website on your own
    • +
  • See how to translate on your own
    • +
  • Install Gengo Translator app
    •  Communicate

    - 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.

    -
    -
    -

    Use contact forms

    -
  • Get your opportunities filled up automatically in our integrated CRM application
    • -
  • Qualify your visitors better in order to reach them later with marketing campaigns
    • +
    +
    +

    Use contact forms Install now +

    +
  • Get your opportunities filled up in our integrated CRM application
    • +
  • Qualify your visitors in order to reach them out with marketing campaigns
    • -
    -
    -

    Send mass mails

    -
  • Reach your customers and prospects on a recurring basis
    • +
    +
    +

    Send mass mails Install now +

    + Reach your customers and prospects on a recurring basis
    -
    -
    -

    Organize physical events

    -
  • Meet your existing customers and maintain your relationship
    • -
  • Discuss with propects for a face-to-face sales pitch
    • +
    +
    +

    Publish events Install now +

    + Organize and publish events to meet your prospects and customers
    -
    -
    -

    Create an online Q&A

    -
  • Allows your community to ask and answer questions about their interests
    • -
  • Provide fast, professional and accurate information to your visitors
    • -
  • Reduce the time and resources spent on support
    • - - Install now - -
    -
    -
    -
    -
    -

    Discuss live

    -
  • Improve your conversion from visitors to customers
    • -
  • Learn what your visitors are thinking, what question they have, what problems they encounter
    • +
    +
    +

    Discuss live Install now +

    +
  • Improve your conversion from visitors to customers
    • +
  • Learn what question your customers have, what problems they encounter
    • +
    +
    +
    +
    +
    +

    Launch a forum + + Install now + +

    +
  • Allows your community to ask and answer questions about their interests
    • +
  • Provide fast, professional and accurate information to your visitors
    • +
  • Reduce the time and resources spent on support
    • +
    +
    +
    +
    +
    +

    Publish documentation + + Install now + +

    +
  • Publish multimedias to document your products/services
    • +
  • Manage channels to structure your content
    • diff --git a/addons/website/models/web_planner.py b/addons/website/models/web_planner.py index 47cbe471039..2397a651f32 100644 --- a/addons/website/models/web_planner.py +++ b/addons/website/models/web_planner.py @@ -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 diff --git a/addons/website/static/src/img/website_planner_clean.png b/addons/website/static/src/img/website_planner_clean.png index b2483ffe636..53a9b266fb8 100644 Binary files a/addons/website/static/src/img/website_planner_clean.png and b/addons/website/static/src/img/website_planner_clean.png differ diff --git a/addons/website_sale/data/web_planner_data.xml b/addons/website_sale/data/web_planner_data.xml index fd6be83f501..c67fd50e0a6 100644 --- a/addons/website_sale/data/web_planner_data.xml +++ b/addons/website_sale/data/web_planner_data.xml @@ -5,15 +5,81 @@ Sell + + Your Company +

    + 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. +

    + + + + + + + + + + + + + + + + + + + + + + + + + + +
    Logo + set company logo + + + Change + +
    Legal Name
    		 + + Change + +
    Address + + + + Change + +
    Tax ID + + + + Change + +
    Main Currency + + Change + +
    Terms & Conditions + + Change + +
    +
    +     + Product Pages

    Start your online shop by creating 3 products pages.

    -

    Example of Good Product Page

    +

    Click here to unfold a Good Product Page

    - +
    @@ -22,7 +88,7 @@

    Mandatory content

  • Product/Service name
  • Price with currency
    • -
  • Variants like size or color
    • +
  • Variants like size or color
  • Call-to-action short and clear: Add to Cart, Ask for quote, etc.
  • High-quality pictures
  • Short description
    • @@ -36,11 +102,11 @@ Recommended for at least your top products, because it may have a big impact on your sales and conversion rates.

    -

  • Pictures gallery: all angles, detailed view, package, etc.
    • +
  • Pictures gallery: all angles, detailed view, package, etc.
  • Value proposition: what’s the end-benefit of this product and who is it for?
  • Features and benefits: what the product does and why that is good
  • Technical information: what do you get and how does it work?
    • -
  • Customers review: what do the customers think of the product
    • +
  • Customers review: what do the customers think of the product
  • Bonuses: what you get on top of the offer

    • @@ -49,7 +115,7 @@

    Reassurance arguments
    - Anticipate your customers questions & worries on practical details like shipping rates & policies, return & replacement policies, payment methods & security and your product's availability (In Stock, Not Available, etc.). + Anticipate your customers questions & worries on practical details like shipping rates & policies, return & replacement policies, payment methods & security and your product's availability (In Stock, Not Available, etc.).

    @@ -89,7 +155,7 @@

    - Use our import templates to get your catalog ready in no time! + Use our import templates to get your catalog ready in no time!

    @@ -101,12 +167,188 @@ For complex imports (>5000 items, product variants, pictures, etc.):
  • Online users: we do it for you! Ask Our Experts
    • -
  • Community & Enterprise users: use Odoo API to import through scripts
    • +
  • Community & Enterprise users: use Odoo API to import through scripts
    •  + + Taxes +

    + + + 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: +

    + +
    +
    + + + Origin-based vs. destination-based
    + +     +
    +
    +

    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).

    +
    +
    +
    + + Destination-based
    + Most common +     +
    +
    +
  • Set default taxes
    • +
  • Create tax mapping for foreign customers
    • +
    +
    +
    +
    +
    +
    + + Origin-based
    + in some US states, etc. +     +
    +
    +

    +

  • Set default taxes
    • +

    +
    +
    +
    + +
    +
    +
    + + You are in the US?
    +     +
    +
    +

    +

  • See which tax rate applies in your city
    • +
  • Set this rate as + default tax or See how to do it
    • +
  • In destination-based states: Use TaxCloud to compute tax rates automatically
    • +

    +
    +
    +
    +
    +
    +
    +
    + + + Included vs. excluded in product prices
    + +     +
    +
    +

    + 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. +

    +
    +
    +
    + See how to set tax-included prices +
    +
    +
    +
    +
    +     + + + Shopping Experience +

    + 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.

    + + +
    +
    + + + Customize you product catalog
    + +     +
    +
    +
    +
    +
    + + You have a broad catalog?
    +     +
    +
    +

    + Ease the product browsing with: +

  • Sort by price
    • +
  • Product categories list
    • +
  • Product attributes filter
    • +

    +
    +
    +
    +
    +
    +
    + + Average baskets are > 5 items?
    + +     +
    +
    + Let them buy straight from catalog with: +
  • Add to Cart button
    • +
  • List displaying
    • +
  • Product descriptions
    • +
    +
    +
    +
    +
    +
    + Next actions: +
  • Review your catalog
    • +
  • See how to customize your catalog page
    • +
    +
    +
    +
    +
    + +
    +
    + + + Customize the checkout process
    + +     +
    + +
    +

    + Go through the checkout process and make sure every single step is tailored to your activity: +

  • Edit your payment policies and security to reassure your visitors
    • +
  • Add a step to request some extra customer data (picking preferences, etc.)
    • +

    + +
    +
    + + +     + + Delivery Strategy

    @@ -117,7 +359,6 @@

    Free delivery
    - Advised if both cart content and shipping costs are homogeneous
    @@ -166,7 +407,7 @@
  • Select your shipping management policy
  • Install shipping connectors
  • Configure your delivery methods (pricing, destinations)
    • -
  • Read the documentation about delivery methods and shipping connectors
    • +
  • See how to configure delivery methods and shipping connectors
    • @@ -230,9 +471,9 @@

    - Next actions: -

  • Activate and set up the payment methods you want to use
    • -
  • Read the documentation about payment acquirers

    • + Next actions: + +
  • See how to configure payment methods

    • @@ -274,7 +515,7 @@

    - Suggest options and accessories
    + Suggest options and accessories
    e.g. for computers:

  • Options: warranty, software
  • Accessories: screen, mouse
    • @@ -292,8 +533,7 @@

    Next actions:

  • Install Optional Products (cross-selling)
    • -
  • Set alternatives, accessories and options in product detail form (in Sales tab)
    • -
  • Read the documentation about upselling and cross-selling
    • +
  • Set alternatives, accessories and options in product detail form (in Sales tab)

    •  @@ -309,7 +549,7 @@
  • Free delivery (see Delivery Strategy section)

    • -

    To do so, take the most out of Odoo' pricing options:

    +

    To do so, take the most out of Odoo's pricing options:

    @@ -361,7 +601,7 @@
  • Select your pricing preference and allow discounts
  • Configure your pricelists
  • Apply multi-currencies
    • -
  • Read the documentation about pricing & discounts
    • +
  • See how to configure pricing & discounts