[IMP] Inventory: rewrite DHL integration
closes odoo/documentation#10890
X-original-commit: e1cc0ce4d2
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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@ -285,4 +285,3 @@ delivery order. To add or change the delivery method on the delivery itself, go
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setup_configuration/label_type
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setup_configuration/multipack
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setup_configuration/print_on_validation
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@ -1,22 +1,133 @@
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=====================================================
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How to get DHL credentials for integration with Odoo?
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=====================================================
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===============
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DHL integration
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===============
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In order to use the Odoo DHL API, you will need:
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DHL is one of the shipping carriers for which a *shipping connector* is available in Odoo's
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**Inventory** app. By enabling the shipping connector in the app's settings, and configuring at
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least one *shipping method*, the process of :doc:`calculating shipping rates
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<../setup_configuration>` and :doc:`generating shipping labels <labels>` is greatly simplified.
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- A DHL.com SiteID
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.. note::
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While a variety of shipping connectors are available for different carriers, this documentation
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details the configuration settings specific to integrating DHL. For instructions on configuring
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the integration settings common to all shippers, see the documentation on :doc:`third-party
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shippers <third_party_shipper>`.
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- A DHL Password
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Enable DHL shipping connector
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=============================
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- A DHL Account Number
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Before creating a DHL shipping method, it is necessary to enable the carrier's shipping connector.
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To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`.
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Scroll down to the :guilabel:`Shipping Connectors` section, and tick the checkbox next to
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:guilabel:`DHL Express Connector`. Finally, click :guilabel:`Save` to apply the changes.
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Getting SiteID and password for countries other than United States (UK and Rest of the world)
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=============================================================================================
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Once the connector has been enabled, a :icon:`oi-arrow-right` :guilabel:`DHL Shipping Methods` link
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appears below. Click the link to open a page showing all shipping methods configured for DHL.
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You should contact DHL account manager and request integration for XML Express API. The presales should provide you live credentials.
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Configure DHL shipping method
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=============================
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Getting SiteID and Password for United States
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==============================================
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After enabling the shipping connector for DHL, shipping methods can be configured for the carrier.
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Once configured, a shipping method can be added as a line item to sales orders (SOs), which allows
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for automatic computation of shipping rates, and generation of shipping labels.
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You need to write to xmlrequests@dhl.com along with your full Account details like account number, region, address, etc. to get API Access.
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To create a new DHL shipping method, navigate to :menuselection:`Inventory app --> Configuration -->
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Settings`. In the :guilabel:`Shipping Connectors` section, select the :guilabel:`DHL Shipping
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Methods` link below the :guilabel:`DHL Express Connector` checkbox.
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.. note::
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It is also possible to see existing shipping methods for every carrier, by navigating to
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:menuselection:`Inventory app --> Configuration --> Shipping Methods`.
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Click :guilabel:`New` to open a blank shipping method form. If a shipping method has already been
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created, it can be selected from this screen.
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.. image:: dhl_credentials/dhl-form.png
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:align: center
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:alt: The form for a DHL shipping method.
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General information
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-------------------
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Begin configuring the shipping method by entering its title in the :guilabel:`Shipping Method`
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field.
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In the :guilabel:`Provider` drop-down menu, select the :guilabel:`DHL` option. After doing so, a new
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:guilabel:`DHL Configuration` tab appears at the bottom of the form.
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All other fields in this section are identical on the shipping method forms for each shipping
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carrier. See the documentation on :doc:`third-party shippers <third_party_shipper>` for instructions
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on how to properly configure them.
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DHL Configuration
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-----------------
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The :guilabel:`DHL Configuration` tab on the shipping method form is used to connect the user's DHL
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account to Odoo, and configure the shipping method's details.
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DHL SiteID, password, and account number
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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A DHL SiteID, password, and account number are used to link a DHL account with third-party services,
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like Odoo's **Inventory** app. The SiteID and password are different credentials than the ones used
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to log in to a DHL account.
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To obtain a DHL SiteID, password, and account number, it is necessary to register on the `DHL API
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Developer Portal <https://developer.dhl.com/user/register>`_, by filling out the following
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information:
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- :guilabel:`First name`
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- :guilabel:`Last name`
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- :guilabel:`Email address`
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- :guilabel:`Username`
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- :guilabel:`Company Name`
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- :guilabel:`Country`
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After filling out all of the fields, tick the :guilabel:`I have read and accept the terms of use and
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the privacy policy` checkbox, and click :guilabel:`Send` to register.
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After registering, a confirmation email is sent to verify the application. Click the link inside the
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email to activate the developer portal account, and set a password.
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This email also includes the account number for the developer portal account. Enter the number in
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the :guilabel:`DHL Account Number` field on the shipping method form.
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Once the developer portal account has been confirmed, log in to the portal using the username and
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password. Click on the user avatar in the top-right corner of the screen to open the user dashboard.
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On the dashboard, click on the :guilabel:`Apps` tab, and select an app. In the
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:guilabel:`Credentials` section, click the :guilabel:`Show key` button below the :guilabel:`API Key`
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and :guilabel:`API Secret` fields.
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Return to the shipping method form in the Odoo database. Enter the *DHL API Key* in the
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:guilabel:`DHL SiteID` field, and the *API Secret* in the :guilabel:`DHL Password` field.
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Shipping details
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~~~~~~~~~~~~~~~~
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The rest of the fields in the :guilabel:`DHL Configuration` tab are used to configure the shipping
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method itself:
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- :guilabel:`Region`: the region in which the shipping method is used.
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- :guilabel:`DHL Product`: the shipping service purchased from DHL (e.g. Express Worldwide).
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- :guilabel:`DHL Package Type`: the type of DHL package used for delivery (e.g. DHL Box).
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- :guilabel:`Package Weight Unit`: the unit of measure used to display package weight.
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- :guilabel:`Package Dimension Unit`: the unit of measure used to display package size.
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- :guilabel:`Label Format`: the file format used to generate shipping labels.
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- :guilabel:`Label Template`: the paper size used to print shipping labels.
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.. important::
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Before selecting service options for a shipping method, make sure those services are actually
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available for the DHL account. Available services depend on the contract negotiated with DHL.
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Options
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~~~~~~~
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Additional settings are available in the :guilabel:`Options` section at the bottom of the
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:guilabel:`DHL Configuration` tab:
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- :guilabel:`Generate Return Label`: Enable this option to automatically generate a return label
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after validating a delivery order.
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- :guilabel:`Dutiable Material`: Enable this option if the shipping method is liable to customs or
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other duties.
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