[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>
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Add a new delivery method
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Add a new delivery method
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=========================
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=========================
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The *Delivery Methods* setting adds the option of calculating the cost of shipping on sales orders
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and e-commerce shopping carts. The shipping cost can then be added to a sales order as a delivery
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product, and the shipping details can be added to the delivery order.
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.. seealso::
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:doc:`../setup_configuration`
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Configuration
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-------------
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To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery
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To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery
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Methods`.
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Methods`.
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@ -14,34 +24,35 @@ Methods`.
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by checking the corresponding checkbox.
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by checking the corresponding checkbox.
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.. image:: new_delivery_method/enable-delivery.png
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.. image:: new_delivery_method/enable-delivery.png
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:alt: Enable the *Delivery Methods* feature by checking the box in Configuration > Settings.
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:alt: The Delivery Methods feature enabled in the settings.
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.. _inventory/shipping_receiving/delivery-product:
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On the :guilabel:`Delivery Methods` page, add a method by clicking :guilabel:`New`. Doing so opens
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On the :guilabel:`Delivery Methods` page, add a method by clicking :guilabel:`New`. Doing so opens
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a form to provide details about the shipping provider, including:
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a form to provide details about the shipping provider, including:
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- :guilabel:`Delivery Method` (*Required field*): the name of the delivery method (e.g. `flat-rate
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- :guilabel:`Delivery Method` (*Required field*): the name of the delivery method (e.g. `flat-rate
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shipping`, `same day delivery`, etc.).
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shipping`, `same day delivery`, etc.).
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- :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a
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:ref:`third-party carrier <inventory/shipping/third_party>`. Ensure the integration with the
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shipping carrier is properly installed and select the provider from the drop-down menu.
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For more details on configuring custom shipping methods, such as :ref:`fixed price
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<inventory/shipping/fixed>`, :ref:`based on rules <inventory/shipping/rules>`, or :ref:`pickup in
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store <inventory/shipping/pickup>` options, refer to their respective sections below.
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- :guilabel:`Website`: configure shipping methods for an **eCommerce** page. Select the applicable
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- :guilabel:`Website`: configure shipping methods for an **eCommerce** page. Select the applicable
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website from the drop-down menu, or leave it blank to apply the method to all web pages.
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website from the drop-down menu, or leave it blank to apply the method to all web pages.
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- :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a
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:ref:`third-party carrier <inventory/shipping/third_party>`. Ensure the integration with the
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shipping carrier is properly installed and select the provider from the drop-down menu. For more
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details on configuring custom shipping methods, such as :ref:`fixed price
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<inventory/shipping/fixed>` or :ref:`based on rules <inventory/shipping/rules>` options, refer to
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their respective sections below.
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- :guilabel:`Company`: If the shipping method should apply to a specific company, select it from the
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- :guilabel:`Company`: If the shipping method should apply to a specific company, select it from the
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drop-down menu. Leave the field blank to apply the method to all companies.
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drop-down menu. Leave the field blank to apply the method to all companies.
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- :guilabel:`Routes`: select the applicable routes to define different delivery methods, such as
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- :guilabel:`Routes`: select the applicable routes to define different delivery methods, such as
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standard or express shipping, based on varying lead times. For more information, jump
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standard or express shipping, based on varying lead times. For more information, jump to the
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to the :ref:`Set routes on shipping method <inventory/shipping_receiving/shipping-route>` section.
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:ref:`Set routes on shipping method <inventory/shipping_receiving/shipping-route>` section.
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.. _inventory/shipping_receiving/delivery-product:
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- :guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line
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- :guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line
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<inventory/shipping/sales-order>` as the delivery charge.
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<inventory/shipping/sales-order>` as the delivery charge.
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- :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer
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- :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer
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spends above the specified amount.
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spends above the specified amount.
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- :guilabel:`Tracking Link`: This option adds a link to the portal so the customer can track their
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delivery. When a custom carrier is added in a delivery order, the tracking button is enabled, and
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the link directs to the tracking portal with that URL.
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.. _inventory/shipping_receiving/availability:
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.. _inventory/shipping_receiving/availability:
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@ -141,23 +152,6 @@ Shipping cost is the :guilabel:`Delivery cost` specified in the rule that satisf
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When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second
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When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second
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rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9).
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rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9).
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.. _inventory/shipping/pickup:
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Pickup in store
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---------------
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To configure in-store pickup, select :guilabel:`Pickup in store` in the :guilabel:`Provider` field
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and specify the pickup location in :guilabel:`Warehouse`.
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To invoice the customer for the shipping cost to the pickup location, choose the :guilabel:`Get Rate
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and Create Shipment` option in the :guilabel:`Integration Level` field. Then, pick either the
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:guilabel:`Estimated cost` or :guilabel:`Real cost` radio options in the :guilabel:`Invoicing
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Policy` field to decide whether the added shipping charge on the sales order is the precise cost
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from the shipping carrier.
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.. seealso::
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:doc:`Invoice cost of shipping <../setup_configuration/invoicing>`
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.. _inventory/shipping_receiving/shipping-route:
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.. _inventory/shipping_receiving/shipping-route:
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Route on shipping method
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Route on shipping method
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@ -199,8 +193,5 @@ routes from the drop-down menu.
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If the desired route is not selectable, check that the *Shipping Methods* option is enabled in
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If the desired route is not selectable, check that the *Shipping Methods* option is enabled in
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the route's *Applicable On* section.
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the route's *Applicable On* section.
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.. figure:: new_delivery_method/set-routes.png
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.. image:: new_delivery_method/set-routes.png
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:alt: Show set routes on shipping method form.
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:alt: Show set routes on shipping method form.
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By default, most shipping methods are created with two routes available for standard or express
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delivery.
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Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 4.1 KiB |
Before Width: | Height: | Size: 9.0 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 22 KiB |
@ -77,9 +77,8 @@ To create a custom delivery method, go to :menuselection:`Website --> Configurat
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Methods`, click :guilabel:`New`, and fill in the :ref:`fields
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Methods`, click :guilabel:`New`, and fill in the :ref:`fields
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<inventory/shipping_receiving/shipping-methods-details>`.
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<inventory/shipping_receiving/shipping-methods-details>`.
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In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>`,
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In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>` or
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:ref:`Fixed Price <inventory/shipping/fixed>`, or :ref:`Pickup in store <inventory/shipping/pickup>`
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:ref:`Fixed Price <inventory/shipping/fixed>`.
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if the shipping method does not involve any specific provider.
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.. tip::
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.. tip::
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Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery
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Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery
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