Creating an extra step in your checkout process may be essential for your business, whether to collect additional customer details, verify specific information, or meet compliance requirements.
Odoo provides the flexibility to add a fully customizable extra step to the checkout process, without requiring any technical expertise. You can enable and configure this feature by following the steps:
- Go to
Website > Configuration > Shop - Checkout Process. - Enable the setting
Extra Step During Checkout. - Save the changes and click on
Configure Form (which appears just below the setting) to customize the form.
In the customizable extra step, you can add any additional fields needed for your process. If a field is already part of the Sales Order model, you can reference it directly. Otherwise, all custom fields will be saved as chatter messages in the order.
This functionality could benefit from a few improvements:
- If users navigate back and forth during checkout, their form data is not retained, which may result in duplicate entries. For example, if an image upload is required, users may need to upload the same image multiple times, leading to multiple attachments in the order.
- Finding specific data in the chatter of an order can be challenging, especially when the order has a long chat history. Odoo could enhance this feature by storing custom field data in a “Description” field, similar to how it is done in Tasks.