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[IMP] inventory: sendcloud shipping info

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closes odoo/documentation#9436

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-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>
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content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst
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@ -1,10 +1,10 @@
========================================== =======================
Set up Sendcloud shipping services in Odoo Sendcloud configuration
========================================== =======================
Sendcloud is a shipping service aggregator that facilitates the integration of European Sendcloud is a shipping service aggregator that facilitates the integration of European shipping
shipping carriers with Odoo. Once integrated, users can select shipping carriers on inventory carriers with Odoo. Once integrated, users can select shipping carriers on inventory operations in
operations in their Odoo database. their Odoo database.
.. seealso:: .. seealso::
`Sendcloud integration documentation <https://support.sendcloud.com/hc/en-us/articles `Sendcloud integration documentation <https://support.sendcloud.com/hc/en-us/articles
@ -28,8 +28,10 @@ needed.
.. important:: .. important::
Odoo integration of Sendcloud works on free Sendcloud plans *only* if a bank account is linked, Odoo integration of Sendcloud works on free Sendcloud plans *only* if a bank account is linked,
since Sendcloud won't ship for free. To use shipping rules or individual custom carrier contacts, since Sendcloud won't ship for free. To use shipping rules, or individual custom carrier
a paid plan of Sendcloud is required. contacts, a paid plan of Sendcloud is **required**.
.. _inventory/shipping_receiving/sendcloud-warehouse-config:
Warehouse configuration Warehouse configuration
----------------------- -----------------------
@ -82,17 +84,28 @@ integration. After saving, the :guilabel:`Public and Secret Keys` are generated.
Setup in Odoo Setup in Odoo
============= =============
Install the Sendcloud shipping module To ensure seamless Sendcloud integration with Odoo, :ref:`install
------------------------------------- <inventory/shipping_receiving/sendcloud-module>` and :ref:`link
<inventory/shipping_receiving/link-sendcloud-module>` the Sendcloud shipping connector to the
Sendcloud account. Then, :ref:`configure Odoo fields
<inventory/shipping_receiving/sendcloud-shipping-info>`, so Sendcloud can accurately pull shipping
data to generate labels.
After the Sendcloud account is set up and configured, it's time to configure the Odoo database. .. _inventory/shipping_receiving/sendcloud-module:
To get started, go to Odoo's :guilabel:`Apps` module, search for the :guilabel:`Sendcloud
Shipping` integration, and install it. Install Sendcloud shipping module
---------------------------------
After the Sendcloud account is set up and configured, it's time to configure the Odoo database. To
get started, go to Odoo's :guilabel:`Apps` module, search for the `Sendcloud Shipping`
integration, and install it.
.. image:: sendcloud_shipping/sendcloud-mod.png .. image:: sendcloud_shipping/sendcloud-mod.png
:align: center :align: center
:alt: Sendcloud Shipping module in the Odoo Apps module. :alt: Sendcloud Shipping module in the Odoo Apps module.
.. _inventory/shipping_receiving/link-sendcloud-module:
Sendcloud shipping connector configuration Sendcloud shipping connector configuration
------------------------------------------ ------------------------------------------
@ -160,10 +173,35 @@ After configuring and saving the form, follow these steps to load the shipping p
Odoo has a built-in layer of protection against unwanted charges when using test environments. Odoo has a built-in layer of protection against unwanted charges when using test environments.
Within a test environment, if a shipping method is used to create labels, then those labels are Within a test environment, if a shipping method is used to create labels, then those labels are
immediately canceled after the creation — this occurs automatically. The test and production immediately canceled after the creation — this occurs automatically. The test and production
environment settings can be toggled back and forth from the :guilabel:`Smart Buttons`. environment settings can be toggled back and forth from their respective smart buttons.
Generate a label with Sendcloud .. _inventory/shipping_receiving/sendcloud-shipping-info:
-------------------------------
Shipping information
--------------------
To use Sendcloud to generate shipping labels, the following information **must** be filled out
accurately and completely in Odoo:
#. **Customer information**: when creating a quotation, ensure the selected :guilabel:`Customer` has
a valid phone number, email address, and shipping address.
To verify, select the :guilabel:`Customer` field to open their contact page. Here, add their
shipping address in the :guilabel:`Contact` field, along with their :guilabel:`Mobile` number and
:guilabel:`Email` address.
#. **Product weight**: ensure all products in an order have a specified :guilabel:`Weight` in the
:guilabel:`Inventory` tab of their product form. Refer to the :ref:`Product weight section
<inventory/shipping_receiving/configure-weight>` of this article for detailed instructions.
#. **Warehouse address**: ensure the warehouse name and address in Odoo match the :ref:`previously
defined warehouse <inventory/shipping_receiving/sendcloud-warehouse-config>` in the Sendcloud
setup. For details on warehouse configuration in Odoo, refer to the :ref:`warehouse configuration
section <inventory/shipping_receiving/configure-source-address>` of the third-party shipping
documentation.
Generate labels with Sendcloud
==============================
When creating a quotation in Odoo, add shipping and a :guilabel:`Sendcloud shipping product`. Then, When creating a quotation in Odoo, add shipping and a :guilabel:`Sendcloud shipping product`. Then,
:guilabel:`Validate` the delivery. Shipping label documents are automatically generated in the :guilabel:`Validate` the delivery. Shipping label documents are automatically generated in the
@ -235,11 +273,10 @@ occupies when in transit. In other words it is the physical size of a package`).
`Sendcloud: How to calculate & automate parcel volumetric weight <https://support.sendcloud.com/ `Sendcloud: How to calculate & automate parcel volumetric weight <https://support.sendcloud.com/
hc/en-us/articles/360059644051-How-to-calculate-automate-parcel-volumetric-weight>`_ hc/en-us/articles/360059644051-How-to-calculate-automate-parcel-volumetric-weight>`_
Unable to calculate shipping rate Unable to calculate shipping rate
--------------------------------- ---------------------------------
First, verify that product being shipped has a weight that is supported by the selected shipping First, verify that the product being shipped has a weight that is supported by the selected shipping
method. If this is set, then verify that the destination country (from the customer address) is method. If this is set, then verify that the destination country (from the customer address) is
supported by the carrier. The country of origin (warehouse address) should also be supported by supported by the carrier. The country of origin (warehouse address) should also be supported by the
the carrier. carrier.