User Manual Odoo Marketplace Multi Step Vendor Signup

Note: The User Guide describes the workflow of Odoo Marketplace Multi Step Vendor Signup only. To know how the base module: Odoo Multivendor Marketplace works; kindly refer to the User Guide Of Odoo Multivendor Marketplace.

INTRODUCTION

Redesign Registration Form for Vendor Signup in Odoo!

In the marketplace, keeping the information of your vendors is necessary. Registration form is the foremost step to keep you in contact with the registered vendors.

Before approving a vendor as a seller on your Marketplace, you must collect all the essential information about them in order to establish credibility.

Keeping this in mind, Webkul comes up with the module ‘Odoo Marketplace Multi Step Vendor Signup’. With the help of the Odoo Marketplace Vendor Signup module, you can create the registration form as per your requirements and the information you want.

‘Odoo Marketplace Multi Step Vendor Signup’ module allows you to redesign the registration form as your need. It keeps your registration form clean and more presentable. Rather than putting all of the fields on the same page, the multi-step option allows you to divide data into different steps.

In the Multi-Step Vendor registration form, the fields can be set as either necessary or optional. In the Odoo backend, each field is created as an attribute. You can also set a sequence for each step as well as for each field in the Odoo Backend.

FEATURES

1. The module allows you to redesign the vendor signup form on Odoo Marketplace.
2. You can also divide up the original signup form into a multi-step registration form.
3. The form can be divided into multiple steps containing their own fields for vendors to fill in the information.
4. Each step is managed as a Registration group that can have multiple fields in it.
5. Each step has a heading which neatly categorize the form on the Odoo marketplace.
6. You can also set the sequence of each step from the Odoo backend.
7. You can also add new fields at each step to the form from the backend.
8. Each field is created as an attribute in the Odoo backend.
9. The fields can be set as mandatory or optional in the Vendor Multi-Step registration form.
10. You can also add placeholder text to each field to assist the vendor during form filling.

INSTALLATION

1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘marketplace_vendor_signup’.
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo Apps and then, click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on the ‘Update Modules List’.
6. In the search bar, remove all the filters and then, search ‘marketplace_vendor_signup’.
7. As a result, you will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

Register as a Seller

1. The form contains different steps that the Seller needs to fill one-by one sequentially. Firstly, the seller needs to add the personal information required in the form and then click on the ‘Next’ button to move to the next step.

2. Now, add the information required in the second step for signup and then again click on the ‘Next’ button to move to the next step for signup.

3. Add the ‘contact’ information and then click on the ‘Signup’ button.

4. Pop-up appears on the screen which shows that your is submitted successfully.

Admin View

5. Admin can create attributes for the registration form from the backend. For this, go to the Registration Attributes tab under the Vendor Signup menu.

6. Create the attribute by clicking on the Create button.
7. Select the Signup Attribute, Add the Attribute Label, Sequence, tick the checkbox Is Required, if you want this as the the required field, select the Registration Group for the created attribute and then click on the save button.

8. Now, go to the Registration Groups tab under the Vendor Signup menu and then click on the Create button to create a new Registration Group.
9. Add the Name of the Registration Group, Sequence for the Group, Add Attributes in the Group which you requires simply by clicking on the Add a line tab.
10. Admin can Deactivate/Activate the registration group on website by simply clicking on Activate/Deactivate button.

USER GUIDES FOR OTHER MODULES

Odoo Marketplace Daily Deals

Odoo Marketplace Hyperlocal System

NEED HELP?

If you have any issues/queries regarding the module please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

Did you find the guide helpful? Please feel free to share your feedback in the comments below.

For any doubt contact us at support@webkul.com.

Thanks for paying attention!!