| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) • Website (website) • eCommerce (website_sale) |
| Lines of code | 2982 |
| Technical Name |
wbl_custom_checkout_fields |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) • Website (website) • eCommerce (website_sale) |
| Lines of code | 2982 |
| Technical Name |
wbl_custom_checkout_fields |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 18.0 19.0 |
Checkout Field
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Custom Checkout Field
Custom Checkout Field for Odoo helps businesses collect additional customer information during the checkout process. Create custom checkout fields and display them on Cart, Address, Shipping, and Payment steps. Configure field validations, conditional rules, dependent fields, customer-specific rules, country-based rules, product-based rules, payment method conditions, shipping method conditions, and more. Store all submitted information in Sales Orders, Delivery Slips, Invoices, Customer Portal, and Emails. This module provides a flexible way to customize the checkout experience according to business needs. It helps collect accurate customer information, streamline order processing, and improve the overall shopping experience for online customers.
Custom Checkout Field Benefits
Improved Checkout Experience
Better Customer Data Collection
Reduced Order Errors
Flexible Checkout Customization
Enhanced Order Processing
Increased Business Efficiency
Custom Checkout Field Features
Custom Checkout Fields:
- Add custom fields to Cart, Address, Shipping, and Payment checkout steps.
Shipping & Payment Method Conditions:
- Display custom fields only for selected Delivery Methods or Payment Providers.
Attachment Upload Support:
- Allow customers to upload files with configurable file types and size limits during checkout.
Field Validation:
- Validate customer input using Email, Alphabet, Alphanumeric, Integer, and Decimal validation rules.
Dependent Fields:
- Display additional fields dynamically when a specific value is selected in the configured Parent Field.
Conditional Display Rules:
- Display fields based on Customers, Countries, Products, Categories, Websites, Order Amounts, and Date Ranges.
Odoo Document Integration:
- Display submitted checkout information in Sales Orders, Invoices, Delivery Slips, Customer Portal, and Emails.
Multiple Field Types:
- Create fields using Text, Number, Email, Select, Attachment, Time, Color, Slider Range, Star Rating, and more.
Custom Checkout Field Workflow
- Enable the Custom Checkout Field feature from Website Settings.
- Configure where submitted checkout information should be displayed, such as Sales Orders, Invoices, Delivery Slips, Customer Portal, and Emails.
- Navigate to Website -> Configuration -> Custom Checkout -> Fields and create custom checkout fields.
- Select the required Field Type and configure validations, placeholders, file restrictions, or rating settings as needed.
- Configure Dependent Fields to display additional fields based on selected Parent Field values.
- Create a Checkout Rule and select the appropriate Checkout Step (Cart, Address, Shipping, or Payment).
- Add the required custom fields to the rule and configure the display priority.
- Apply conditional rules based on Customers, Countries, Products, Categories, Websites, Order Amounts, Customer Tags, First Orders, or Date Ranges.
- Configure Shipping Method and Payment Method conditions to display fields only for selected delivery methods or payment providers.
- Publish the rule and allow customers to submit custom information during checkout, which is automatically stored and displayed throughout the Odoo order workflow.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Enable Custom Checkout Configuration
Enable the Custom Checkout Field feature to manage checkout Fields and Rules and configure where submitted checkout information is displayed across Odoo documents and customer communications.
Create Custom Checkout Fields
Create and manage custom checkout fields by defining the Field Name, selecting the required Field Type, and configuring field options such as Placeholder and Required settings.
Configure Text Validation
Apply Text Validation rules such as Email, Alphabet, or Alphanumeric to ensure accurate customer input.
Select Field Type
Choose the appropriate Field Type based on the information you want to collect during the checkout process.
Configure Number Validation
Use Number Validation options such as Integer or Decimal to ensure valid numeric input from customers.
Time Field Configuration
Select the Time Field Type to collect time-related information and choose other field types as needed.
Checkbox Field with Multiple Options
Create a Checkbox field and add multiple options to allow customers to select more than one choice.
Attachment Field Configuration
Configure the Attachment field by selecting supported file types and setting file size restrictions if required.
Slider Range Field
Define the minimum and maximum values for the Slider Range field to collect values within a specified range.
Star Rating Field
Configure the Star Rating field by setting the maximum rating value to collect customer feedback and ratings.
Custom Checkout Fields List View
View and manage all created custom checkout fields from a centralized list view.
Create Cart Checkout Rule
Create a checkout rule for the Cart Information step and assign the required custom fields to display them on the cart page.
Configure Address Checkout Rule
Configure the Address checkout step and set the rule priority to control the display order when multiple rules are available.
Shipping Method Based Fields
Display custom checkout fields only for selected delivery methods by enabling the Based on Shipping Method option.
Payment Method Based Fields
Display custom checkout fields only for selected payment providers by configuring the Payment checkout rule.
Checkout Rules List View
View and manage all configured checkout rules from a single list view.
Custom Fields on Cart Page
Customers can provide product preferences, upload files, and enter additional order information directly from the cart page.
Checkout Field Validation
Real-time validation messages help ensure accurate and complete customer information during checkout.
Custom Fields on Address Page
Customers can enter personal, contact, and delivery-related information on the Address page.
Shipping Method Specific Fields
Custom checkout fields are displayed within the selected delivery method based on the configured shipping rule.
Additional Shipping Information
Custom checkout fields are displayed in a separate Additional Information section when shipping method restrictions are not applied.
Payment Method Based Fields
Custom checkout fields are displayed within the selected payment provider based on the configured payment rule.
General Payment Fields
Custom checkout fields remain visible on the Payment page for all payment methods when payment-based restrictions are disabled.
Sales Order Custom Information
All submitted checkout information is stored in the Custom Information tab of the Sales Order for easy reference and management.
Delivery Slip Integration
Custom checkout information is automatically included in the Delivery Slip PDF when enabled in the configuration settings.
Invoice Integration
Custom checkout information is automatically displayed in the printed Invoice PDF when enabled in the configuration settings.
Customer Portal Information
Customers can view their submitted custom checkout information directly from their account orders in the customer portal.
Custom Information in Emails
Submitted custom checkout information is automatically included in order-related emails when email integration is enabled.
Email Attachments
Uploaded customer files can be accessed and downloaded directly from the Attachments section of the email record.
Dependent Field Configuration
Configure dependent fields to display additional information based on the selected value of a parent field.
Rule Conditions Configuration
Configure rule conditions based on Customers, Countries, Websites, Products, Categories, Order Amounts, Customer Tags, First Orders, and Date Ranges.
Conditional & Dependent Fields on Address Page
Custom and dependent fields are displayed dynamically on the Address page based on the configured rule conditions and selected parent field values.
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