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<?xml version="1.0" encoding="utf-8"?>
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<flectra >
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<template id= "website_planner" name= "website sale planner" inherit_id= "website.website_planner" >
<xpath expr= "//t[@name='design_placeholder']/.." position= "after" >
<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" > Company Details</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 & 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')}&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')}&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')}&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')}&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')}&id=#{company_id.id}" target= "_blank" >
Change
</a>
</td>
</tr> <tr t-if= "is_module_installed('sale')" >
<th > Terms & Conditions</th>
<td > </td>
<td >
<a class= "fa fa-arrow-right" t-attf-href= "#{prepare_backend_url('sale.action_sale_config_settings', '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 > <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" width= "600" > </img>
</div>
</div>
<div class= "row" >
<div class= "col-sm-1 col-md-2 icon" > <span class= "fa fa-check-circle-o" /> </div>
<div class= "col-sm-11 col-md-10" >
<p > <strong > Mandatory content</strong> <br />
<li > <strong > Product/Service name</strong> </li>
<li > <strong > Price</strong> with currency</li>
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<li > <a href= "https://userdoc.flectrahq.com/ecommerce/managing_products/variants.html" target= "_blank" > <strong > Variants</strong> like size or color</a> </li>
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<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>
</p>
</div>
</div>
<div class= "row" >
<div class= "col-sm-1 col-md-2 icon" > <span class= "fa fa-heart" /> </div>
<div class= "col-sm-11 col-md-10" >
<p > <strong > Key features, emotional and commercial content</strong> <br />
Recommended for at least your top products, because it may have a big impact on your sales and conversion rates.
</p>
<p >
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<li > <strong > <a href= "https://userdoc.flectrahq.com/ecommerce/managing_products/multi_images.html" target= "_blank" > Pictures gallery:</a> </strong> all angles, detailed view, package, etc.</li>
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<li > <strong > Value proposition:</strong> what’ </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>
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<li > <strong > <a href= "https://userdoc.flectrahq.com/ecommerce/maximizing_revenue/reviews.html" target= "_blank" > Customers review:</a> </strong> what do the customers think of the product</li>
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<li > <strong > Bonuses:</strong> what you get on top of the offer</li>
</p>
</div>
</div>
<div class= "row" >
<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 />
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Anticipate your customers questions & worries on practical details like shipping rates & policies, return & replacement policies, payment acquirers & security and your <a href= "https://userdoc.flectrahq.com/ecommerce/managing_products/stock.html" target= "_blank" > product's availability (In Stock, Not Available, etc.)</a> .
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</p>
</div>
</div>
<div class= "alert alert-info info_icon" role= "alert" >
<span class= "fa fa-lightbulb-o fa-2x" > </span>
<p > Put the practical details (shipping, payment acquirers, etc.) as links in the footer; That way, they will be accessible
all your product pages.</p>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Catalog</t>
<div class= "row" >
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<span class= "fa" data-icon= "" />
<strong > Create manually</strong> <br />
<span class= "small" > Recommended if < 50 items</span>
</span>
</div>
<div class= "panel-body" >
<a t-att-href= "prepare_backend_url('product.product_template_action', 'form')" target= "_blank" > Create your product items</a>
</div>
</div>
</div>
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<span class= "fa" data-icon= "" />
<strong > Import a file</strong> <br />
<span class= "small" > Recommended if > 50 items</span>
</span>
</div>
<div class= "panel-body" >
<p >
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<a href= "https://userdoc.flectrahq.com/sales/products_prices/products/import.html" target= "_blank" > Use our import templates to get your catalog ready in no time!</a>
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</p>
</div>
</div>
</div>
</div>
<div class= "row" >
<div class= "col-md-12 col-xs-12" >
<div class= "well well-lg" >
<strong > For complex imports</strong> (> 5000 items, product variants, pictures, etc.):
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<li > Online users: we do it for you! <a href= "https://flectrahq.com/flectra-erp-support" target= "_blank" > <i class= "fa fa-envelope-o" /> Ask Our Experts</a> </li>
<li > Community & Enterprise users: <a href= "https://doc.flectrahq.com" target= "_blank" > use Flectra API to import through scripts</a> </li>
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</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>
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<li > <a href= "https://userdoc.flectrahq.com/ecommerce/managing_products/variants.html" target= "_blank" > Product attributes filter</a> </li>
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</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 > 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>
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<li > <a href= "https://userdoc.flectrahq.com/ecommerce/getting_started/catalog.html" target= "_blank" > See how to customize your catalog page</a> </li>
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</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>
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Everything is editable in your Flectra website. Feel free to edit any page title, field or button label. Simply hit *Edit* in upper-right corner to start editing the page.
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</div>
</div>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Delivery Strategy</t>
<p class= "text-muted" >
Imagine a new customer adds a product to cart and leaves your website because of shipping costs... Defining a good delivery strategy is difficult. You don't want to cut into your margins, but you want to remain price-competitive.</p>
<h4 > Here are <strong > some pros and cons</strong> to help you decide:<br />
</h4>
<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>
</div>
<div class= "panel-body" >
<p > <strong > Pros:</strong> gives you a significant advantage over any competitors that don't offer the same perk.</p>
<p > <strong > Cons:</strong> will require you to either absorb the cost or slightly increase your prices to cover it.</p>
<div class= "alert alert-info info_icon" role= "alert" >
<span class= "fa fa-lightbulb-o fa-2x" > </span>
Offering free delivery with a minimum amount or minimum number of items should drive up your average order value and help to compensate for the delivery costs.
</div>
</div>
</div>
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" > <span class= "fa fa-table" /> <strong > Flat rates</strong> (everybody pays the same)<br />
<span class= "small" > Advised if you target a local audience</span>
</span>
</div>
<div class= "panel-body" >
<p > <strong > Pros:</strong> simple to understand</p>
<p > <strong > Cons:</strong> may be discouraging for your cheapest items</p>
<div class= "alert alert-info info_icon" role= "alert" >
<span class= "fa fa-lightbulb-o fa-2x" > </span>
You can create different rates based on order amount ranges (e.g. $10 up to a $50 order, then $5 beyond).
</div>
</div>
</div>
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" > <span class= "fa fa-shopping-cart" /> <strong > At cost price</strong> (customer pays what you pay)<br />
<span class= "small" > Advised if your packs vary in size/weight and/or if you ship worldwide</span>
</span>
</div>
<div class= "panel-body" >
<p > <strong > Pros:</strong> being transparent about your charges can help you gain the trust of your customers.</p>
<p > <strong > Cons:</strong> customers have to check out to find out the delivery price.</p>
</div>
<div class= "alert alert-info info_icon" role= "alert" >
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<span class= "fa fa-lightbulb-o fa-2x" > </span> <p > If you deal with a major shipper (UPS, FedEx, DHL, etc.), activate the related connector in Flectra to compute accurate costs and print labels.</p>
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</div>
</div>
<div class= "well well-lg" >
<strong > Next actions:</strong>
<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>
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<li > <a href= "https://userdoc.flectrahq.com/inventory/shipping.html" target= "blank" > See how to configure delivery methods and shipping connectors</a> </li>
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</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Payment Acquirers</t>
<p class= "text-muted" >
To collect payments, you can either request your customers to process it manually (wire transfer, etc.) or redirect them to payment acquirers.<br />
Using payment acquirers costs you money, so take some time to compare them.
</p>
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<h4 > You can setup 3 types of <strong > payment acquirers in Flectra:</strong> </h4>
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<div class= "row" >
<div class= "col-md-6 col-xs-12" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" > <span class= "fa fa-cc-paypal" /> <strong > Paypal</strong>
<span class= "small" > Recommended for Starters</span>
</span>
</div>
<div class= "panel-body" >
<p > <strong > Pros:</strong>
<li > Quick and easy to set up</li>
<li > No monthly fees for standard offer</li>
</p>
</div>
</div>
</div>
<div class= "col-md-6 col-xs-12" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" > <span class= "fa fa-credit-card" /> <strong > Authorize.net, Ingenico, etc.</strong> </span>
</div>
<div class= "panel-body" >
<p > It's difficult to recommend one over the others. So, simply pick the one that is more popular in your country!
</p>
</div>
</div>
</div>
</div>
<div class= "row" >
<div class= "col-md-12" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" > <span class= "fa fa-lock" /> <strong > Wire transfer</strong> (slow and inefficient)</span>
</div>
<div class= "panel-body" >
<div class= "col-md-6 col-xs-12" >
<p > <strong > Pros:</strong>
<li > Free and no setup</li>
<li > Prefered by some customers</li>
</p>
</div>
<div class= "col-md-6 col-xs-12" >
<p > <strong > Cons:</strong>
<li > Can take up to several days to receive the money</li>
<li > Payment must be reconciled manually</li>
</p>
</div>
</div>
</div>
</div>
</div>
<div class= "well well-lg" >
<p >
<strong > Next actions:</strong>
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<li > <a href= "https://userdoc.flectrahq.com/ecommerce/shopper_experience/payment.html" target= "blank" > See how to configure payment acquirers</a> <br /> </li> <br />
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<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>
<li > <strong > Tip for B2B users:</strong> you can create new manually-processed payment acquirers (check, purchase order, etc.) by renaming 'Wire Transfer' or duplicating it.</li>
</div>
</p>
</div>
</t>
</t>
</xpath>
<xpath expr= "//t[@name='translate_placeholder']/.." position= "after" >
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Sell More</t>
<p class= "text-muted" >
There are two strategies to sell more to a customer:
</p>
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Upselling</strong>
</span>
</div>
<div class= "panel-body" >
<p >
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<a href= "https://userdoc.flectrahq.com/ecommerce/maximizing_revenue/upselling.html" target= "blank" > Suggest pricier alternatives</a>
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</p>
</div>
</div>
</div>
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Cross-selling</strong>
</span>
</div>
<div class= "panel-body" >
<p >
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<a href= "https://userdoc.flectrahq.com/ecommerce/maximizing_revenue/cross_selling.html" target= "blank" > Suggest options and accessories</a> <br />
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e.g. for computers:
<li > Options: warranty, software</li>
<li > Accessories: screen, mouse</li>
</p>
</div>
</div>
</div>
<div class= "text-center mb16" >
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<strong > See it in action in Flectra</strong> <br />
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<iframe width= "100%" height= "300" src= "//www.youtube.com/embed/204DbheXfWw" frameborder= "0" allowfullscreen= "True" > </iframe>
</div>
<div class= "well well-lg" >
<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>
</p>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Pricing & Discounts</t>
<p class= "text-muted" >
A few % discount can bring you twice more customers! Here are a few kinds of discounts to boost your sales:
<ul >
<li > Cash amount or percentage discounts</li>
<li > Quantity-based discounts (B2B)</li>
<li > Multi-buy offers (2 products sold together for less than their individual price)</li>
<li > Free delivery (see Delivery Strategy section)</li>
</ul>
</p>
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<h4 > To do so, take the most out of Flectra's <strong > pricing options</strong> :<br /> </h4>
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<div class= "row" >
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Unique Price</strong>
</span>
</div>
<div class= "panel-body" >
<p >
Default mode
</p>
</div>
</div>
</div>
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Several Prices</strong>
</span>
</div>
<div class= "panel-body" >
<li > Customer Segments</li>
<li > Min. qty or period</li>
<li > Currencies</li>
</div>
</div>
</div>
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Rules & Formulas</strong>
</span>
</div>
<div class= "panel-body" >
<p >
Discount % or amounts, margins, roundings, periods, etc.
</p>
</div>
</div>
</div>
</div>
<div class= "well well-lg" >
<strong > Next actions:</strong>
<li > <a t-att-href= "prepare_backend_url('sale.action_sale_config_settings')" 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>
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<li > <a href= "https://userdoc.flectrahq.com/ecommerce/maximizing_revenue/pricing.html" target= "blank" > See how to configure pricing & discounts</a> </li>
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</div>
</t>
</xpath>
</template>
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</flectra>
