flectra/addons/website_sale/data/web_planner_data.xml

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<?xml version="1.0" encoding="utf-8"?>
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<flectra>
<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 &amp; 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')}&amp;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')}&amp;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')}&amp;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')}&amp;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')}&amp;id=#{company_id.id}" target="_blank">
Change
</a>
</td>
</tr><tr t-if="is_module_installed('sale')">
<th>Terms &amp; 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://www.flectra.com/documentation/user/online/ecommerce/managing_products/variants.html" target="_blank"><strong>Variants</strong> like size or color</a></li>
<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://www.flectra.com/documentation/user/online/ecommerce/managing_products/multi_images.html" target="_blank">Pictures gallery:</a></strong> all angles, detailed view, package, etc.</li>
<li><strong>Value proposition:</strong> whats the end-benefit of this product and who is it for?</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://www.flectra.com/documentation/user/online/ecommerce/maximizing_revenue/reviews.html" target="_blank">Customers review:</a></strong> what do the customers think of the product</li>
<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 &amp; worries on practical details like shipping rates &amp; policies, return &amp; replacement policies, payment acquirers &amp; security and your <a href="https://www.flectra.com/documentation/user/online/ecommerce/managing_products/stock.html" target="_blank">product's availability (In Stock, Not Available, etc.)</a>.
</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="&#xe060;"/>
<strong> Create manually</strong><br/>
<span class="small">Recommended if &lt;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="&#xe040;"/>
<strong>Import a file</strong><br/>
<span class="small">Recommended if &gt;50 items</span>
</span>
</div>
<div class="panel-body">
<p>
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<a href="https://www.flectra.com/documentation/user/online/sales/products_prices/products/import.html" target="_blank">Use our import templates to get your catalog ready in no time!</a>
</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> (&gt;5000 items, product variants, pictures, etc.):
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<li>Online users: we do it for you! <a href="https://www.flectra.com/help" target="_blank"><i class="fa fa-envelope-o"/> Ask Our Experts</a></li>
<li>Community &amp; Enterprise users: <a href="https://www.flectra.com/documentation/online/api_integration.html" target="_blank">use Flectra API to import through scripts</a></li>
</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://www.flectra.com/documentation/user/online/ecommerce/managing_products/variants.html" target="_blank">Product attributes filter</a></li>
</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 &gt; 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://www.flectra.com/documentation/user/online/ecommerce/getting_started/catalog.html" target="_blank">See how to customize your catalog page</a></li>
</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.
</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>
</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://www.flectra.com/documentation/user/online/inventory/shipping.html" target="blank"> See how to configure delivery methods and shipping connectors</a></li>
</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>
<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://www.flectra.com/documentation/user/online/ecommerce/shopper_experience/payment.html" target="blank">See how to configure payment acquirers</a><br/></li><br/>
<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://www.flectra.com/documentation/user/online/ecommerce/maximizing_revenue/upselling.html" target="blank">Suggest pricier alternatives</a>
</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://www.flectra.com/documentation/user/online/ecommerce/maximizing_revenue/cross_selling.html" target="blank">Suggest options and accessories</a><br/>
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/>
<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 &amp; 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>
<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 &amp; 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://www.flectra.com/documentation/user/online/ecommerce/maximizing_revenue/pricing.html" target="blank">See how to configure pricing &amp; discounts</a></li>
</div>
</t>
</xpath>
</template>
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</flectra>