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Help

Force customers to give company information while ordering

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
webshopcheckout
2 Replies
1365 Tampilan
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Otto's Company, Ronald Otto

Hi,


Setting up the webshop, and basicaly, a customer can order with only an e-mailaddress and first name. I want to run a B2B shop, so i need company name, address and VAT numbers. Is there any way to force a user into a route that he must submit that information before the can contintue ordering.


Now they have to click on "Want an ivoice" but if they don't, i have no information about the customer.

i use the online version

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Otto's Company, Ronald Otto
Penulis Jawaban Terbai

-- edit--

I found a way.

Enable extra step in the settings in front-end (edit the checkout page)

You can ask for an order reference.

If you edit the order reference page, you can point the form to /shop/address?address_type=billing in stead of /shop/payment/ 

I still could not force a company name, but at least an address and country.


Question remains: How can i force a company name. I will not be doing business with private persons.


Aaand it does not work. You go to that page, can filout everything but the url should be /shop/address?partner_id=[new user id]

I really hate it that such a basic function works crappy in Odoo. I mean, requesting customer info when ordering, i never came accross a webshop that could not do that.

-- /edit--

Thanks for the quick reply,

The "address form settings", is it in the front end? Since there i can't set required fields. I can only enable B2B. Selecting a field in that form does not do anything.

If it is in the back-end, could you point me in the right direction? I am still on the free plan, so i do not have all the modules. A screenshot might help.

I have chat, webshop, website and innvoicing 

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Cybrosys Techno Solutions Pvt.Ltd
Jawaban Terbai

Hi,


To enforce B2B customer information (company name, address, VAT number) in your Odoo online webshop, start by configuring required fields (company name, address, city, country) in the address form settings. Since VAT number can't be directly required, use customer tags and manual review: create a "Needs VAT" tag, automatically assign it to new webshop customers, and manually follow up for VAT numbers, holding orders until verified.

More advanced options include modifying the checkout page with JavaScript (though limited on Odoo Online), using a third-party app from the Odoo App Store, or upgrading to a Custom plan with Odoo.sh for full customizability via a custom module. Prioritize ease of implementation and user experience, clearly communicate data requirements to customers, and ensure compliance with tax laws.


Hope it helps

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