diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst index 666bec613..17dc0f888 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst @@ -2,6 +2,16 @@ Add a new delivery method ========================= +The *Delivery Methods* setting adds the option of calculating the cost of shipping on sales orders +and e-commerce shopping carts. The shipping cost can then be added to a sales order as a delivery +product, and the shipping details can be added to the delivery order. + +.. seealso:: + :doc:`../setup_configuration` + +Configuration +------------- + To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery Methods`. @@ -14,34 +24,35 @@ Methods`. by checking the corresponding checkbox. .. image:: new_delivery_method/enable-delivery.png - :alt: Enable the *Delivery Methods* feature by checking the box in Configuration > Settings. + :alt: The Delivery Methods feature enabled in the settings. + +.. _inventory/shipping_receiving/delivery-product: On the :guilabel:`Delivery Methods` page, add a method by clicking :guilabel:`New`. Doing so opens a form to provide details about the shipping provider, including: - :guilabel:`Delivery Method` (*Required field*): the name of the delivery method (e.g. `flat-rate shipping`, `same day delivery`, etc.). -- :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a - :ref:`third-party carrier `. Ensure the integration with the - shipping carrier is properly installed and select the provider from the drop-down menu. - - For more details on configuring custom shipping methods, such as :ref:`fixed price - `, :ref:`based on rules `, or :ref:`pickup in - store ` options, refer to their respective sections below. - :guilabel:`Website`: configure shipping methods for an **eCommerce** page. Select the applicable website from the drop-down menu, or leave it blank to apply the method to all web pages. +- :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a + :ref:`third-party carrier `. Ensure the integration with the + shipping carrier is properly installed and select the provider from the drop-down menu. For more + details on configuring custom shipping methods, such as :ref:`fixed price + ` or :ref:`based on rules ` options, refer to + their respective sections below. - :guilabel:`Company`: If the shipping method should apply to a specific company, select it from the drop-down menu. Leave the field blank to apply the method to all companies. - :guilabel:`Routes`: select the applicable routes to define different delivery methods, such as - standard or express shipping, based on varying lead times. For more information, jump - to the :ref:`Set routes on shipping method ` section. - -.. _inventory/shipping_receiving/delivery-product: - + standard or express shipping, based on varying lead times. For more information, jump to the + :ref:`Set routes on shipping method ` section. - :guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line ` as the delivery charge. - :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer spends above the specified amount. +- :guilabel:`Tracking Link`: This option adds a link to the portal so the customer can track their + delivery. When a custom carrier is added in a delivery order, the tracking button is enabled, and + the link directs to the tracking portal with that URL. .. _inventory/shipping_receiving/availability: @@ -141,23 +152,6 @@ Shipping cost is the :guilabel:`Delivery cost` specified in the rule that satisf When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9). -.. _inventory/shipping/pickup: - -Pickup in store ---------------- - -To configure in-store pickup, select :guilabel:`Pickup in store` in the :guilabel:`Provider` field -and specify the pickup location in :guilabel:`Warehouse`. - -To invoice the customer for the shipping cost to the pickup location, choose the :guilabel:`Get Rate -and Create Shipment` option in the :guilabel:`Integration Level` field. Then, pick either the -:guilabel:`Estimated cost` or :guilabel:`Real cost` radio options in the :guilabel:`Invoicing -Policy` field to decide whether the added shipping charge on the sales order is the precise cost -from the shipping carrier. - -.. seealso:: - :doc:`Invoice cost of shipping <../setup_configuration/invoicing>` - .. _inventory/shipping_receiving/shipping-route: Route on shipping method @@ -199,8 +193,5 @@ routes from the drop-down menu. If the desired route is not selectable, check that the *Shipping Methods* option is enabled in the route's *Applicable On* section. -.. figure:: new_delivery_method/set-routes.png +.. image:: new_delivery_method/set-routes.png :alt: Show set routes on shipping method form. - - By default, most shipping methods are created with two routes available for standard or express - delivery. diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/delivery-cost-example.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/delivery-cost-example.png index 6f359bffd..49762b9e3 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/delivery-cost-example.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/delivery-cost-example.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/enable-delivery.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/enable-delivery.png index 8432dd90e..b208dec1d 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/enable-delivery.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/enable-delivery.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/new-shipping-method.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/new-shipping-method.png index e3ddd5b41..9521f10fb 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/new-shipping-method.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/new-shipping-method.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/shipping-route.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/shipping-route.png index eb8768367..2b754a01b 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/shipping-route.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method/shipping-route.png differ diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst b/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst index 7c8284c3a..d685fdd1a 100644 --- a/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst +++ b/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst @@ -77,9 +77,8 @@ To create a custom delivery method, go to :menuselection:`Website --> Configurat Methods`, click :guilabel:`New`, and fill in the :ref:`fields `. -In the :guilabel:`Provider` field, select :ref:`Based on Rules `, -:ref:`Fixed Price `, or :ref:`Pickup in store ` -if the shipping method does not involve any specific provider. +In the :guilabel:`Provider` field, select :ref:`Based on Rules ` or +:ref:`Fixed Price `. .. tip:: Upon :ref:`configuring ` a delivery