[IMP] inventory: multi-step label section
closes odoo/documentation#9125
X-original-commit: 12c82cabbe
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
|
|||||||
=====================
|
=====================
|
||||||
|
|
||||||
.. |DO| replace:: :abbr:`DO (Delivery Order)`
|
.. |DO| replace:: :abbr:`DO (Delivery Order)`
|
||||||
|
.. |SO| replace:: :abbr:`SO (Sales Order)`
|
||||||
|
|
||||||
Integrate Odoo with :doc:`third-party shipping carriers
|
Integrate Odoo with :doc:`third-party shipping carriers
|
||||||
<../setup_configuration/third_party_shipper>` to automatically generate shipping labels that
|
<../setup_configuration/third_party_shipper>` to automatically generate shipping labels that
|
||||||
@ -26,14 +27,46 @@ labels. Finally, provide the company's :ref:`source address
|
|||||||
:align: center
|
:align: center
|
||||||
:alt: Set the "Get Rate and Create Shipment" option.
|
: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
|
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`,
|
.. note::
|
||||||
and proceed to the desired quotation to :ref:`add the shipping cost
|
For companies using two or three step delivery, refer to the :ref:`printing labels for multi-step
|
||||||
<inventory/shipping_receiving/add-shipping-quote>`, confirm the sales order, and validate the |DO|.
|
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
|
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
|
||||||
@ -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.
|
:alt: Show the "Add Shipping" button on the quotation.
|
||||||
|
|
||||||
In the resulting pop-up window, select the intended carrier from the :guilabel:`Shipping Method`
|
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
|
drop-down menu. The :guilabel:`Total Order Weight` field is automatically populated, based on the
|
||||||
third-party carrier in the :guilabel:`Cost` field.
|
: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::
|
.. important::
|
||||||
If clicking :guilabel:`Get Rate` results in an error, ensure the :ref:`warehouse's address
|
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.
|
:alt: Show "Get rate" pop-up window.
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
For users who do not have the *Sales* app installed, the shipping carrier is specified in a
|
For users who do not have the *Sales* app installed, specify the :guilabel:`Carrier` by going to
|
||||||
delivery order's :guilabel:`Carrier` field of the :guilabel:`Additional Info` tab.
|
the :menuselection:`Inventory` app, navigating to the |DO|, and going to the
|
||||||
|
:guilabel:`Additional Info` tab.
|
||||||
|
|
||||||
.. image:: labels/additional-info-tab.png
|
.. image:: labels/additional-info-tab.png
|
||||||
:align: center
|
:align: center
|
||||||
|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 23 KiB |
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 7.6 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 24 KiB |