[IMP] inventory: carrier label and export doc

closes odoo/documentation#9650

X-original-commit: fe3281523c
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst

@@ -9,6 +9,9 @@ Integrate Odoo with :doc:`third-party shipping carriers
 <../setup_configuration/third_party_shipper>` to automatically generate shipping labels that
 includes prices, destination addresses, tracking numbers, and barcodes.
 
+.. seealso::
+   :ref:`Automatically print shipping carrier labels <inventory/shipping_receiving/carrier-labels>`
+
 Configuration
 =============
 

content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst

@@ -12,10 +12,10 @@ receipt, picking, delivery orders, quality checks):
 #. :ref:`Return slip <inventory/shipping_receiving/return-slip>`
 #. :ref:`Product labels of items in the order <inventory/shipping_receiving/product-labels>`
 #. :ref:`Lot and serial number labels <inventory/shipping_receiving/lot-sn-labels>`
-#. Carrier labels
-#. Export documents
-#. Package Content
-#. Package label
+#. :ref:`Carrier labels <inventory/shipping_receiving/carrier-labels>`
+#. :ref:`Export documents <inventory/shipping_receiving/export-doc>`
+#. :ref:`Package content <inventory/shipping_receiving/package-content>`
+#. :ref:`Package label <inventory/shipping_receiving/package-label>`
 
 .. _inventory/shipping_receiving/print_setup:
 
@@ -30,6 +30,7 @@ to the related section.
 .. image:: print_on_validation/print-on-validation.png
    :align: center
    :alt: Show the *Print on Validation* option in the "Pick" *Operation Type*.
+
 .. _inventory/shipping_receiving/delivery-slip:
 
 Delivery slip
@@ -52,6 +53,7 @@ order weight.
 .. image:: print_on_validation/delivery-slip.png
    :align: center
    :alt: Example delivery slip.
+
 .. _inventory/shipping_receiving/return-slip:
 
 Return slip
@@ -71,6 +73,7 @@ the return operation.
 .. image:: print_on_validation/return-slip.png
    :align: center
    :alt: Example return slip.
+
 .. _inventory/shipping_receiving/product-labels:
 
 Product labels
@@ -122,6 +125,7 @@ be printed as:
 .. note::
    Product labels can be manually printed from any delivery order, by clicking the :guilabel:`Print
    Labels` button.
+
 .. _inventory/shipping_receiving/lot-sn-labels:
 
 Lot/SN Labels
@@ -156,3 +160,177 @@ be printed as:
 - :guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of items in :abbr:`ZPL
   (Zebra Programming Language)`, containing the product name, lot/serial number, and barcode.
 
+.. _inventory/shipping_receiving/carrier-labels:
+
+Carrier labels
+==============
+
+To automatically print a *carrier label* with the recipient address, tracking number, and carrier
+details for specific third-party shipping carriers, complete the following setup:
+
+#. Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type settings
+   <inventory/shipping_receiving/print_setup>`.
+#. :doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's *IoT* app.
+#. :ref:`Assign the carrier label to the printer <inventory/shipping_receiving/assign-printer>`.
+#. Configure the shipping method's :ref:`label type <inventory/shipping_receiving/label-type>`.
+
+.. _inventory/shipping_receiving/assign-printer:
+
+Assign printer
+--------------
+
+Refer to the :doc:`Connect a printer <../../../../general/iot/devices/printer>` documentation for
+details on connecting a printer to Odoo's *IoT* app. Upon completion, assign the carrier label to
+the printer, by navigating to :menuselection:`IoT app --> Devices`, and selecting the desired
+printer.
+
+.. image:: print_on_validation/select-printer.png
+   :align: center
+   :alt: Show a list of IoT devices.
+
+In the printer configuration form, go to the :guilabel:`Printer Reports` tab to configure the types
+of documents the printer automatically prints. Click :guilabel:`Add a line` to open the
+:guilabel:`Add: Reports` pop-up window. In the :guilabel:`Search...` bar, type `Shipping`, and
+select :guilabel:`Shipping Labels`.
+
+.. note::
+   The :guilabel:`Shipping Documents` report is for :ref:`export documents
+   <inventory/shipping_receiving/export-doc>`.
+
+.. image:: print_on_validation/printer-report.png
+   :align: center
+   :alt: Show carrier label report added to the *Printer Reports*.
+
+After adding the :guilabel:`Shipping Labels` report in the :guilabel:`Printer Reports` tab, ensure
+the :guilabel:`Report Type` matches the IoT-connected printer's type.
+
+- For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`.
+- For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`.
+
+.. _inventory/shipping_receiving/label-type:
+
+Shipping carrier label type
+---------------------------
+
+Next, complete the setup for the :doc:`third-party shipping connector
+<../setup_configuration/third_party_shipper>`. After that, go to :menuselection:`Inventory app -->
+Configuration --> Shipping Methods`, and select the desired shipping method.
+
+On the shipping method configuration form, in the :guilabel:`[carrier name] Configuration` tab,
+ensure the :guilabel:`Label Format` matches the :ref:`report type assigned earlier
+<inventory/shipping_receiving/assign-printer>`:
+
+- For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`.
+- For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`.
+
+.. image:: print_on_validation/label-type.png
+   :align: center
+   :alt: Show the *Label Type* field on FedEx's shipping method configuration page.
+
+Example carrier label
+---------------------
+
+After validating the operation, the carrier label is generated in the chatter, and printed using the
+IoT-connected printer.
+
+.. spoiler:: Example carrier label
+
+     .. figure:: print_on_validation/fedex-carrier-label.png
+        :align: center
+        :alt: Show an example carrier label for FedEx.
+
+        Carrier label for FedEx, containing the recipient address, tracking number, barcode, and
+        other shipping information.
+
+.. seealso::
+   :doc:`Print carrier labels <labels>`
+
+.. _inventory/shipping_receiving/export-doc:
+
+Export document
+===============
+
+An *export document*, required by customs to ship packages from one country to another, can be
+automatically printed in Odoo by following these steps:
+
+#. Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type settings
+   <inventory/shipping_receiving/print_setup>`.
+#. :doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's *IoT* app.
+#. Assign the export document to the printer.
+
+Assign printer
+--------------
+
+Similar to the :ref:`printer assignment instructions for carrier labels
+<inventory/shipping_receiving/assign-printer>`, after connecting a compatible printer to the Odoo
+*IoT* app, go to :menuselection:`IoT app --> Devices`, and select the desired printer.
+
+In the printer configuration form, go to the :guilabel:`Printer Reports` tab, and click
+:guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-up window that appears, add the
+:guilabel:`Shipping Documents` report to assign the export document to the printer.
+
+.. spoiler:: Example export document
+
+   .. figure:: print_on_validation/export-doc.png
+      :align: center
+      :alt: Export document for a shipment from the USA to Belgium.
+
+      Export document for a shipment from the USA to Belgium.
+
+.. _inventory/shipping_receiving/package-content:
+
+Package content
+===============
+
+A *package content* PDF includes the package's barcode, packed date, along with a list of contained
+products and quantities.
+
+To print this form automatically, go to :menuselection:`Inventory app --> Configuration -->
+Operation Types`, and select the desired operation type. Then, go to the :guilabel:`Hardware` tab,
+and tick the :guilabel:`Package Contents` checkbox.
+
+.. important::
+   If the option is not available, enable the :doc:`Packages
+   <../../product_management/product_tracking/package>` feature, by going to
+   :menuselection:`Inventory app --> Configuration --> Settings`, ticking the :guilabel:`Packages`
+   checkbox, and clicking :guilabel:`Save`.
+
+After enabling the feature in the :guilabel:`Hardware` tab, validating the operation prints a PDF of
+the package contents.
+
+.. spoiler:: Example package content PDF
+
+   .. figure:: print_on_validation/package-content.png
+      :align: center
+      :alt: Package contents form showing the package contents, barcode, and pack date.
+
+      Package contents showing the package contents, barcode, and pack date.
+
+.. _inventory/shipping_receiving/package-label:
+
+Package label
+=============
+
+A *package label* that shows the package's barcode and pack date can be configured to print upon
+clicking the *Put in Pack* button.
+
+.. important::
+   The :guilabel:`Put in Pack` button is available **only** when the :doc:`Packages
+   <../../product_management/product_tracking/package>` feature is enabled in
+   :menuselection:`Inventory app --> Configuration --> Settings`.
+
+   After it is enabled, the :guilabel:`Put in Pack` button is available on all inventory operations
+   (e.g. receipt, pickings, internal transfers, delivery orders, etc.).
+
+To automatically print the package label when the :guilabel:`Put in Pack` button is clicked, go to
+:menuselection:`Inventory app --> Configuration --> Operation Types`. Select the desired operation
+type, and tick the :guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels can be
+printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as defined in the :guilabel:`Print label
+as` field.
+
+.. spoiler:: Example of package barcode
+
+   .. image:: print_on_validation/package-barcode.png
+      :align: center
+      :alt: PDF of package barcode and package date.
+