[IMP] inventory: invoice shipping

closes odoo/documentation#8376

X-original-commit: 2733aac1fc
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

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

@@ -1,90 +1,125 @@
-=================================================
-How to invoice the shipping cost to the customer?
-=================================================
+=======================
+Shipping cost invoicing
+=======================
 
 .. _inventory/shipping/invoice:
 
-Overview
-========
+Invoicing customers for shipping after delivery ensures accurate charges based on real-time shipping
+factors like distance, weight, and method.
 
-There are two ways to invoice the shipping costs:
+In Odoo, shipping costs can be invoiced in two ways:
 
-1.  Agree with the customer over a cost and seal it down in the sale
-    order
+#. Agree with the customer on a fixed cost and :ref:`include it in the sale order.
+   <inventory/shipping/invoice-so>`
 
-2.  Invoice the real cost of the shipping.
+#. :ref:`Invoice shipping costs to the customer post-delivery
+   <inventory/shipping/invoice-shipping>`, reflecting the actual expenses incurred by the business.
 
 Configuration
 =============
 
-To configure the price of your delivery methods, go to the **Inventory**
-app, click on :menuselection:`Configuration --> Delivery --> Delivery Methods`.
+To set prices to delivery methods, go to :menuselection:`Inventory app --> Configuration -->
+Settings`. Under the :guilabel:`Shipping` section, enable the :guilabel:`Delivery Methods` feature.
+Then, click :guilabel:`Save`.
 
-You can manually set a price for the shipping: It can be fixed or based
-on rules.
-
-Or you can use the transportation company computation system by :doc:`integrating a third-party
-shipper <../setup_configuration/third_party_shipper>`.
-
-How to invoice the shipping costs to the customer?
-==================================================
-
-Invoice the price set on the sale order
----------------------------------------
-
-On your sale order, choose the carrier that will be used. Click on
-**Delivery Method** to choose the right one.
-
-.. image:: invoicing/invoicing06.png
+.. image:: invoicing/enable-delivery.png
    :align: center
+   :alt: Enable the "Delivery Methods" feature in Settings.
 
-The price is computed when you **save** the sale order or when you click on
-**Set price**.
+Add shipping method
+===================
 
-To invoice the price of the delivery charge on the sale order, click on
-**Set price**, it will add a line with the name of the delivery method as
-a product. It may vary from the real price.
+Next, configure the the price of each delivery method by going to :menuselection:`Inventory app -->
+Configuration --> Shipping Methods` and click the :guilabel:`Create` button. Doing so opens a form
+to provide details about the shipping provider, including:
 
-When you create the invoice, it will take the price set on the sale
-order.
+- :guilabel:`Shipping Method` (*required*) the name of the delivery method (e.g. `flat-rate
+  shipping`, `same day delivery`, etc.).
+- :guilabel:`Provider` (*required*): choose the delivery service, like FedEx, if using a
+  third-party carrier Ensure the integration with the shipping carrier is properly installed and
+  select the provider from the drop-down menu.
 
-.. image:: invoicing/invoicing01.png
+  .. seealso::
+     :doc:`../setup_configuration/third_party_shipper`
+
+- :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:`Website`: configure shipping methods for an e-commerce page. Select the applicable
+  website from the drop-down menu, or leave it blank to apply the method to all web pages.
+
+- :guilabel:`Delivery Product` (*required*): the product listed on the :ref:`sales order line
+  <inventory/shipping/invoice-on-so>` 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.
+
+.. _inventory/shipping/invoice-so:
+
+Invoice cost on sales order
+===========================
+
+To invoice shipping costs on the sales order, before the item is delivered, go to the
+:menuselection:`Sales app` and select the desired sales order.
+
+On the sales order, click the :guilabel:`Add Shipping` button at the bottom-right corner.
+
+.. image:: invoicing/add-shipping.png
    :align: center
+   :alt: Click "Add Shipping" button at the bottom right, near the total.
 
-Invoice the real shipping costs
--------------------------------
+In the :guilabel:`Add a shipping method` pop-up window, choose the intended carrier in the
+:guilabel:`Shipping Method` field.
 
-On your sale order, choose the carrier that will be used. Click on
-**Delivery Method** to choose the right one.
+Then, click the :guilabel:`Get Rate` button to the calculate shipping price based on real-time
+shipping data Odoo's shipping carrier integration.
 
-.. image:: invoicing/invoicing05.png
+The :guilabel:`Cost` is automatically calculated using the weight of the items in the order.
+Finally, click the :guilabel:`Add` button to close the window.
+
+.. image:: invoicing/add-a-shipping-method.png
    :align: center
+   :alt: Calculate shipping by selecting a shipping method.
 
-The price is computed when you **save** the sale order. Confirm the sale
-order and proceed to deliver the product.
+.. _inventory/shipping/invoice-on-so:
 
-The real shipping cost is computed when the delivery order is
-validated, you can see the real cost in the chatter of the delivery order.
+On the sales order, the delivery product appears in the :guilabel:`Order Lines` tab, with the
+:guilabel:`Unit Price` set as the shipping cost calculated in the :guilabel:`Add a shipping method`
+pop-up window.
 
-.. image:: invoicing/invoicing02.png
+.. image:: invoicing/delivery-product.png
    :align: center
+   :alt: Show delivery product on the sales order line.
 
-Go back to the sale order, the real cost is now added to the sale
-order.
+Finally, after the product is delivered, click the :guilabel:`Create invoice` button, and an invoice
+is created that includes the shipping cost that was added earlier.
 
-.. image:: invoicing/invoicing03.png
+.. image:: invoicing/create-invoice.png
    :align: center
+   :alt: Show "Create Invoice" button.
 
-When you create the invoice, it will take the price computed by the
-carrier.
+Then, click the :guilabel:`Create and View Invoice` button, and a draft invoice is generated, with
+the shipping cost included in the :guilabel:`Invoice Lines` tab.
 
-.. image:: invoicing/invoicing04.png
+.. image:: invoicing/invoice-line.png
    :align: center
+   :alt: Show delivery product in the invoice line.
 
-.. note::
-    If you split the delivery and make several ones, each delivery
-    order will add a line to the sale order.
+.. _inventory/shipping/invoice-shipping:
+
+Invoice real shipping costs
+===========================
+
+To modify the invoice to reflect the real cost of shipping, follow the steps :ref:`above
+<inventory/shipping/invoice-so>` to create an invoice with a delivery product with a :guilabel:`Unit
+Price` of zero.
+
+Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the real shipping cost.
+Finally, invoice the customer the adjusted shipping cost by clicking :guilabel:`Confirm`.
+
+.. image:: invoicing/invoice-cost.png
+   :align: center
+   :alt: Show delivery product on the invoice line.
 
 .. seealso::
-    * :doc:`../setup_configuration/third_party_shipper`
-    * :doc:`labels`
+   - :doc:`../setup_configuration/third_party_shipper`
+   - :doc:`labels`