[ADD] ecommerce/b2b-b2c: create B2B/B2C page

task-3339294

closes #15304

X-original-commit: 5df8dc7
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Larissa Manderfeld (lman) <lman@odoo.com>

Author: lman-odoo

content/applications/websites/ecommerce.rst

@@ -27,6 +27,7 @@ products and increase your average cart sizes.
    ecommerce/checkout
    ecommerce/shipping
    ecommerce/order_handling
+   ecommerce/b2b_b2c
    ecommerce/customer_accounts
    ecommerce/performance
    ecommerce/google_merchant_center

content/applications/websites/ecommerce/b2b_b2c.rst

@@ -0,0 +1,125 @@
+===========
+B2B and B2C
+===========
+
+Odoo eCommerce is designed to fulfill the needs of both B2B and B2C companies. It allows you to
+configure :doc:`prices <products/prices>`, manage :doc:`access <customer_accounts>` for specific
+customers, and :ref:`customize the website <ecommerce/b2b_b2c/multiple-websites>` to support B2B,
+B2C, or both business models.
+
+.. _ecommerce/b2b_b2c/prices:
+
+Prices
+======
+
+While B2C businesses sell directly to the end consumer with a :ref:`tax-included
+<ecommerce-price-management-tax-display>` price, B2B businesses usually :ref:`exclude taxes
+<ecommerce-price-management-tax-display>` and may even prefer to hide prices altogether, showcasing
+only their products instead.
+To configure a B2B-specific ecommerce shop, make sure the :ref:`Tax-Excluded
+<ecommerce/prices/taxes>` option is enabled, and complete the configuration to :ref:`hide the
+pricing <ecommerce/prices/hide-prices>`.
+
+.. tip::
+   To make sure that only customers with an :ref:`account and granted access
+   <ecommerce/customer_accounts/account-creation>` can see the prices, go to
+   :menuselection:`Website --> eCommerce --> Customers`, click the :icon:`fa-caret-down`
+   :guilabel:`(dropdown)` icon from the search bar, and select the :guilabel:`Archived` filter.
+   Then click the :guilabel:`Public user` card, go to the :guilabel:`Sales & Purchase` tab, and
+   add the zero-priced pricelist configured to :ref:`cover all countries
+   <ecommerce/prices/country-groups>`. Keep the :guilabel:`Public User` contact :guilabel:`Archived`
+   at all times. Website visitors now see the products without prices, while only customers with an
+   :ref:`account invitation <ecommerce/customer_accounts/account-creation>` and an assigned
+   :ref:`pricelist <ecommerce/prices/pricelists>` can view the pricing in the customer portal.
+
+.. seealso::
+   - :doc:`/applications/finance/accounting/taxes/B2B_B2C`
+   - :ref:`Discounts <ecommerce/prices/discounts>`
+
+Access request
+==============
+
+When running a B2B business, you usually :ref:`hide the pricing <ecommerce/b2b_b2c/prices>` on the
+web shop and make it available for :ref:`logged-in users <ecommerce/customer_accounts/shop-access>`
+only. To prevent anyone from signing up freely, set the :ref:`Customer Account
+<ecommerce/customer_accounts/account-creation>` setting option to :guilabel:`On invitation`.
+To create a page where customers request access, open the :doc:`website editor
+<../website/web_design>`, :ref:`create a form <website/building_blocks/form>`, customize it, and in
+the :guilabel:`Action` field, select :guilabel:`Create a customer`.
+
+.. tip::
+   You can assign tags created on a contact form under :menuselection:`Website --> Configuration
+   --> Customers` to identify what kind of customers have submitted the form. To do so, select
+   a field in the form while in :guilabel:`Edit` mode, click the :guilabel:`+ Field` button under
+   the :guilabel:`Customize` tab, and set the field's :guilabel:`Type` to :guilabel:`Tags`.
+   Toggle the tags that should be automatically assigned when a customer fills in the form and set
+   the field's :guilabel:`Visibility` to :guilabel:`Hidden`.
+
+When a customer submits the form, a new contact is automatically created in the database. The
+contact is assigned the first pricelist from the list of available pricelists, and, if applicable,
+the specified tags.
+
+Submitted requests can be found under the :menuselection:`Website --> eCommerce --> Customers`.
+Select the customer you want to :ref:`grant portal access
+<ecommerce/customer_accounts/grant-access>` to. Once done, the selected customer is able to
+view the B2B prices and products. Make sure the correct pricelist is assigned to their
+contact form.
+
+.. tip::
+   - It is also possible to hide the entire shop from the public using the :ref:`Ecommerce Access
+     <ecommerce/customer_accounts/shop-access>` setting and only make it available for logged-in
+     customers.
+   - Configure the :ref:`checkout policy <ecommerce/customer_accounts/checkout-access>` to
+     allow/disallow guest checkout for B2C businesses.
+   - Enable the :ref:`Shared Customer Accounts <ecommerce/customer_accounts/multiple-websites>`
+     feature to allow customers to use the same account on :ref:`all
+     <ecommerce/b2b_b2c/multiple-websites>` your websites.
+
+.. seealso::
+   :doc:`customer_accounts`
+
+.. _ecommerce/b2b_b2c/multiple-websites:
+
+Multiple websites
+=================
+
+Settings are website-specific, which means it is possible to configure different behaviors for
+each website. For example, you can set up a B2C website that allows :ref:`guest checkout
+<ecommerce/customer_accounts/checkout-access>` and displays :ref:`tax-included prices
+<ecommerce-price-management-tax-display>`, and a B2B website that requires :ref:`sign-in
+<ecommerce/customer_accounts/checkout-access>` and shows :ref:`tax-excluded prices
+<ecommerce-price-management-tax-display>`. However, each :ref:`pricelist
+<ecommerce/prices/pricelists>` can only be assigned to one website at a time. If you want to use
+the same pricelist on several websites, duplicate the pricelist and assign each copy to its
+corresponding website.
+
+.. tip::
+   If you are running a B2B and B2C business, we *strongly* recommend to create two :doc:`separate
+   websites <../website/configuration/multi_website>` and assign a :ref:`zero-priced pricelist
+   <ecommerce/b2b_b2c/prices>` to the B2B website and a regular pricelist to the B2C website.
+   In case, you prefer using a single website, configure it using :ref:`country groups
+   <ecommerce/prices/country-groups>` and assigning :ref:`pricelists <ecommerce/prices/pricelists>`
+   to customers, and deactivate the :ref:`Selectable <ecommerce/prices/selectable-pricelists>`
+   option.
+
+Additional features
+===================
+
+Invoice
+-------
+
+Depending on the type of business (B2B or B2C), you might want to issue an invoice. An invoice can
+either be generated automatically (for B2B) or on demand of the customer (for B2C). This process
+can be automated if (and when) the online payment is :ref:`confirmed <handling/sales>`.
+To automate invoicing, enable the :ref:`Automatic Invoice <handling/legal>` setting. If this
+feature has not been enabled, the customer only receives an order confirmation.
+
+.. _ecommerce/b2b_b2c/b2b-fields:
+
+B2B fields at checkout
+----------------------
+
+On the :guilabel:`Order summary` page, open the :doc:`website editor <../website/web_design>`, go to
+the :guilabel:`Style` tab, and toggle the :guilabel:`Show B2B Fields` switch to display B2B-specific
+additional fields like :guilabel:`VAT` or :guilabel:`Company Name` during the :ref:`delivery
+<ecommerce/checkout/delivery>` step.

content/applications/websites/ecommerce/b2b_b2c/tags-field.png

@@ -144,8 +144,8 @@ checkout options.
 
 .. tip::
    Restrict access to the :ref:`shop <ecommerce/customer_accounts/shop-access>` and :ref:`checkout
-   <ecommerce/customer_accounts/checkout-access>` for specific customers, e.g., in a B2B business
-   setup.
+   <ecommerce/customer_accounts/checkout-access>` for specific customers, e.g., in a :doc:`B2B
+   <b2b_b2c>` business setup.
 
 .. _ecommerce/checkout/review_order:
 
@@ -194,8 +194,7 @@ addresses are identical), and click :guilabel:`Confirm` to proceed to the next s
 
 .. tip::
    - For B2B customers, you can also :ref:`enable <ecommerce/checkout/customize_steps>` optional
-     :guilabel:`VAT` and :guilabel:`Company name` fields by toggling the :guilabel:`Show B2B Fields`
-     option in the website editor.
+     :ref:`B2B fields <ecommerce/b2b_b2c/b2b-fields>` in the website editor.
    - You can add a checkbox for users without an account to sign up for a newsletter. To do so, go
      to :menuselection:`Website --> Configuration --> Settings`, scroll down to the
      :guilabel:`eCommerce` section, enable the :guilabel:`Newsletter` feature, and select a

content/applications/websites/ecommerce/checkout.rst

@@ -6,7 +6,7 @@ Using customer accounts for an ecommerce shop enables you to :ref:`manage custom
 <ecommerce/customer_accounts/account-creation>`, control access to the :ref:`shop
 <ecommerce/customer_accounts/shop-access>`, the :ref:`checkout
 <ecommerce/customer_accounts/checkout-access>`, or the :ref:`customer portal <portal/access>`,
-and support both B2B and B2C operations.
+and support both :doc:`B2B and B2C operations <b2b_b2c>`.
 
 After logging in, customers can access their :doc:`customer portal <../../general/users/portal>`
 by clicking their username in the top-right corner of the screen and selecting :guilabel:`My
@@ -35,6 +35,8 @@ of the following options:
 - :guilabel:`Free sign up`: Every website visitor can create an account and sign in. They will
   get access to the :doc:`portal <../../general/users/portal>` by default.
 
+.. _ecommerce/customer_accounts/grant-access:
+
 To send an email invitation to a customer:
 
 - Go to :menuselection:`Website --> eCommerce --> Customers`.
@@ -56,9 +58,9 @@ instructions on setting a password and activating their account.
 .. note::
    - When selecting the :guilabel:`Free sign up`, a clickable :guilabel:`Don't have an account?`
      link appears under the login form on the website.
-   - The :guilabel:`On invitation` option is especially useful for B2B businesses that prefer
-     to keep :ref:`prices hidden <ecommerce/prices/hide-prices>` on the website and grant access
-     only to invited customers.
+   - The :guilabel:`On invitation` option is especially useful for :ref:`B2B
+     <ecommerce/b2b_b2c/prices>` businesses that prefer to keep :ref:`prices hidden
+     <ecommerce/prices/hide-prices>` on the website and grant access only to invited customers.
 
 .. tip::
    It is possible to configure a website form with a :guilabel:`Create a Customer` :ref:`action
@@ -119,6 +121,8 @@ available:
    - To use the :ref:`wishlist <ecommerce/products/wishlists>` feature, customers must
      create an account to save their favorite items for later.
 
+.. _ecommerce/customer_accounts/multiple-websites:
+
 Multi-website account
 =====================
 
@@ -128,5 +132,5 @@ websites, allowing each customer to use a single account. To do so, go to :menus
 Customer Accounts` option.
 
 .. note::
-   When operating both B2B and B2C online shops, it's recommended to use separate websites for each
-   business model.
+   When operating both :ref:`B2B and B2C online shops <ecommerce/b2b_b2c/multiple-websites>`, it is
+   recommended to use separate websites for each business model.

content/applications/websites/ecommerce/customer_accounts.rst

@@ -104,9 +104,9 @@ Invoice and legal requirements
 ==============================
 
 The final step of an ecommerce order is to generate the invoice and send it to the customer.
-Depending on the type of business (B2B or B2C), an invoice can either be generated automatically
-(B2B) or on demand of the customer (B2C). This process can be automated if (and when) the online
-payment is :ref:`confirmed <handling/sales>`.
+Depending on your needs, an invoice can either be generated automatically or on demand of the
+customer. This process can be automated if (and when) the online payment is :ref:`confirmed
+<handling/sales>`.
 
 To automate invoicing, go to :menuselection:`Website --> Configuration --> Settings` and in the
 :guilabel:`Invoicing` section, enable :guilabel:`Automatic Invoice`.

content/applications/websites/ecommerce/order_handling.rst

@@ -22,8 +22,8 @@ product form or use :doc:`fiscal positions
 .. _ecommerce-price-management-tax-display:
 
 Choosing the displayed price tax usually depends on a country's regulations or the type of customers
-(B2B vs. B2C). To select the type of price displayed, go to :menuselection:`Website -->
-Configuration --> Settings`, select the website, scroll down to the
+(:doc:`B2B vs. B2C <../b2b_b2c>`). To select the type of price displayed, go to
+:menuselection:`Website --> Configuration --> Settings`, select the website, scroll down to the
 :guilabel:`eCommerce` section, and under :guilabel:`Display Product Prices` select between:
 
 - :guilabel:`Tax Excluded`: the price displayed on the website is tax-excluded, and the tax is
@@ -35,9 +35,12 @@ Configuration --> Settings`, select the website, scroll down to the
    website in the database.
 
 .. tip::
-   Switch the :ref:`Tax indication <ecommerce/products/product-presentation>` toggle on in the
-   website editor to explicitly indicate if the price is `Tax excluded` or `Tax included` on the
-   product page.
+   - Switch the :ref:`Tax indication <ecommerce/products/product-presentation>` toggle on in the
+     website editor to explicitly indicate if the price is `Tax excluded` or `Tax included` on the
+     product page.
+   - Enable specific :ref:`B2B fields <ecommerce/b2b_b2c/b2b-fields>` in the :ref:`delivery step
+     <ecommerce/checkout/delivery>` during the checkout using the :doc:`website editor
+     </applications/websites/website/web_design>`.
 
 .. _ecommerce/prices/price-per-unit:
 
@@ -306,8 +309,8 @@ Price` configuration.
 Hide prices
 ===========
 
-Some businesses, such as B2B shops or companies that sell luxury or custom items, often prefer to
-showcase their products online without displaying their prices.
+Some businesses, such as :ref:`B2B shops <ecommerce/b2b_b2c/prices>` or companies that sell luxury
+or custom items, often prefer to showcase their products online without displaying their prices.
 
 To hide product prices on the ecommerce, go to :menuselection:`Website --> Configuration -->
 Settings`, enable :guilabel:`Prevent Sale of Zero Priced Product` in the :guilabel:`eCommerce`