[IMP] inventory: multi-step label section
closes odoo/documentation#9007 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
@ -3,6 +3,7 @@ Print shipping labels
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=====================
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.. |DO| replace:: :abbr:`DO (Delivery Order)`
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.. |SO| replace:: :abbr:`SO (Sales Order)`
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Integrate Odoo with :doc:`third-party shipping carriers
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<../setup_configuration/third_party_shipper>` to automatically generate shipping labels that
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@ -26,17 +27,49 @@ labels. Finally, provide the company's :ref:`source address
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:align: center
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:alt: Set the "Get Rate and Create Shipment" option.
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.. _inventory/shipping_receiving/picking-config:
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Labels for multi-step
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---------------------
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For companies using :doc:`two <../daily_operations/receipts_delivery_two_steps>` or :doc:`three step
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delivery <../daily_operations/delivery_three_steps>`, labels can be triggered to print after
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validating the picking or packing operation. To do that, go to :menuselection:`Inventory app -->
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Configuration --> Operations Types`, and choose the desired operation.
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On the :guilabel:`Operation Type` configuration page, tick the :guilabel:`Print Label` checkbox.
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Enabling this feature ensures that the third-party shipping label is printed upon validating this
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operation.
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.. example::
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For :doc:`two-step delivery <../daily_operations/receipts_delivery_two_steps>`, where products
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are placed directly in packages during picking, companies can print shipping labels during
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picking instead of delivery. Odoo allows users to enable the :guilabel:`Print Label` feature on
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the `Pick` operation itself to achieve this flexibility.
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.. image:: labels/pick-print-label.png
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:align: center
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:alt: Enable the "Print Label" feature.
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Print tracking labels
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=====================
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Tracking labels are generated after the delivery order (DO) is validated.
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Tracking labels are printed when specific operations are validated. By default, validating a
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delivery order (DO) generates a tracking label in the chatter.
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When both the *Sales* and *Inventory* apps are installed, begin on the :menuselection:`Sales app`,
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and proceed to the desired quotation to :ref:`add the shipping cost
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<inventory/shipping_receiving/add-shipping-quote>`, confirm the sales order, and validate the |DO|.
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.. note::
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For companies using two or three step delivery, refer to the :ref:`printing labels for multi-step
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delivery <inventory/shipping_receiving/picking-config>` section to learn how to print the label
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after validating a picking or packing operation.
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When both the *Sales* and *Inventory* apps are installed, begin in the :menuselection:`Sales` app,
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and proceed to the desired quotation or sales order (SO). There, and :ref:`add the shipping cost
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<inventory/shipping_receiving/add-shipping-quote>` to the order. Then, navigate to the linked |DO| —
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or another operation type when using multi-step delivery — to validate the operation and print the
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label.
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If only the *Inventory* app is installed, create :abbr:`DOs (Delivery Orders)` directly in the
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:menuselection:`Inventory` app , :ref:`add the third-party carrier
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:menuselection:`Inventory` app, :ref:`add the third-party carrier
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<inventory/shipping_receiving/validate-print-label>` in the :guilabel:`Carrier` field, and validate
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the |DO|.
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@ -54,8 +87,12 @@ click the :guilabel:`Add Shipping` button in the bottom-right corner of the quot
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:alt: Show the "Add Shipping" button on the quotation.
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In the resulting pop-up window, select the intended carrier from the :guilabel:`Shipping Method`
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drop-down menu. Clicking :guilabel:`Get Rate` displays the shipping cost for the customer, via the
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third-party carrier in the :guilabel:`Cost` field.
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drop-down menu. The :guilabel:`Total Order Weight` field is automatically populated, based on the
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:ref:`weight of products in the order <inventory/shipping_receiving/configure-weight>`. Modify this
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field to overwrite the predicted weight, and use this weight to estimate the cost of shipping.
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Next, click :guilabel:`Get Rate` to display the shipping cost for the customer, via the third-party
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carrier in the :guilabel:`Cost` field.
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.. important::
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If clicking :guilabel:`Get Rate` results in an error, ensure the :ref:`warehouse's address
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@ -72,8 +109,9 @@ delivery product <inventory/shipping_receiving/delivery-product>`. Finally, clic
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:alt: Show "Get rate" pop-up window.
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.. tip::
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For users who do not have the *Sales* app installed, the shipping carrier is specified in a
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delivery order's :guilabel:`Carrier` field of the :guilabel:`Additional Info` tab.
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For users who do not have the *Sales* app installed, specify the :guilabel:`Carrier` by going to
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the :menuselection:`Inventory` app, navigating to the |DO|, and going to the
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:guilabel:`Additional Info` tab.
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.. image:: labels/additional-info-tab.png
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:align: center
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