[IMP] inventory: add a delivery

closes odoo/documentation#12033

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: dikd-odoo <dikd@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
This commit is contained in:
jero-odoo 2025-02-11 14:23:01 -05:00
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@ -2,6 +2,16 @@
Add a new delivery method 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 To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery
Methods`. Methods`.
@ -14,34 +24,35 @@ Methods`.
by checking the corresponding checkbox. by checking the corresponding checkbox.
.. image:: new_delivery_method/enable-delivery.png .. 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 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: 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 - :guilabel:`Delivery Method` (*Required field*): the name of the delivery method (e.g. `flat-rate
shipping`, `same day delivery`, etc.). shipping`, `same day delivery`, etc.).
- :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a
:ref:`third-party carrier <inventory/shipping/third_party>`. 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
<inventory/shipping/fixed>`, :ref:`based on rules <inventory/shipping/rules>`, or :ref:`pickup in
store <inventory/shipping/pickup>` options, refer to their respective sections below.
- :guilabel:`Website`: configure shipping methods for an **eCommerce** page. Select the applicable - :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. 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 <inventory/shipping/third_party>`. 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
<inventory/shipping/fixed>` or :ref:`based on rules <inventory/shipping/rules>` options, refer to
their respective sections below.
- :guilabel:`Company`: If the shipping method should apply to a specific company, select it from the - :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. 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 - :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 standard or express shipping, based on varying lead times. For more information, jump to the
to the :ref:`Set routes on shipping method <inventory/shipping_receiving/shipping-route>` section. :ref:`Set routes on shipping method <inventory/shipping_receiving/shipping-route>` section.
.. _inventory/shipping_receiving/delivery-product:
- :guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line - :guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line
<inventory/shipping/sales-order>` as the delivery charge. <inventory/shipping/sales-order>` as the delivery charge.
- :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer - :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer
spends above the specified amount. 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: .. _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 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). 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: .. _inventory/shipping_receiving/shipping-route:
Route on shipping method 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 If the desired route is not selectable, check that the *Shipping Methods* option is enabled in
the route's *Applicable On* section. 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. :alt: Show set routes on shipping method form.
By default, most shipping methods are created with two routes available for standard or express
delivery.

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@ -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 Methods`, click :guilabel:`New`, and fill in the :ref:`fields
<inventory/shipping_receiving/shipping-methods-details>`. <inventory/shipping_receiving/shipping-methods-details>`.
In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>`, In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>` or
:ref:`Fixed Price <inventory/shipping/fixed>`, or :ref:`Pickup in store <inventory/shipping/pickup>` :ref:`Fixed Price <inventory/shipping/fixed>`.
if the shipping method does not involve any specific provider.
.. tip:: .. tip::
Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery