| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
eCommerce (website_sale)
• Website (website) • Invoicing (account) • Discuss (mail) |
| Lines of code | 226 |
| Technical Name |
ol_checkout_instruction_pad |
| License | LGPL-3 |
| Versions | 17.0 18.0 19.0 |
Checkout Instruction Pad - Customer Requests On Website Orders
Let customers add delivery instructions, customization requests, or special comments directly from the Review Order page before checkout.
The note is saved with the website order and shown on the backend sale order for your sales team.
Capture Instructions Before Checkout
Customers often need to share details that do not belong in a product option or delivery method. This module keeps those notes inside the order flow.
Missed Customer Requests
Instructions sent outside checkout can be missed or separated from the sale order.
Better Cart Context
Customers add notes while reviewing products, quantities, delivery, and totals.
Clear Backend Visibility
Sales users can review the customer note from the backend sale order.
Simple Checkout Note Workflow
A lightweight flow for collecting customer instructions directly inside website checkout.
1. Customer Adds Note
The order notes field appears on the Review Order page where quantities are adjusted.
2. Checkout Saves It
The latest customer note is stored on the website sale order during checkout.
3. Sales Team Reviews
The note is visible on the backend sale order for processing and follow-up.
Key Features ofCheckout Instruction Pad
Review Order Field
Add notes where customers review cart lines and quantities.
Checkout Save
Preserve customer instructions as checkout continues.
Sale Order Notes
Show the note clearly on the backend sale order.
Lightweight Flow
Install the module and use the checkout notes flow.
Module Screenshots
Two simple views: the customer note field on the website cart and the saved note on the backend sale order.
Order Notes On The Review Order Page
Customers add special instructions while reviewing cart lines and quantities.
Customer Notes On The Sales Order
The saved note is available for sales users from the backend sale order.
Frequently Asked Questions
Where does the customer enter the note?
On the Review Order/cart page before continuing through checkout.
Where is the note visible in Odoo?
The note is shown on the backend sale order for sales users to review.
Does this module add extra screens?
No. It is designed as a lightweight install-and-use checkout enhancement.
Can customers update the note before checkout?
Yes. The latest saved note from the website order flow is kept on the sale order.
Does it change payment or delivery logic?
No. It only adds and saves the customer instruction field for the sale order.
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