[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>
This commit is contained in:
Felicious 2024-04-25 12:29:33 -07:00
parent 5d735775b6
commit 12c82cabbe
6 changed files with 47 additions and 9 deletions

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

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