[IMP] ecommerce: shipping
taskid-4016678 closes odoo/documentation#11455 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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Donatienne (dopi)
Audrey (auva)
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@ -109,6 +109,8 @@ delivery method.
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:guilabel:`Unpublished` smart button. Doing so changes that smart button to read:
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:guilabel:`Published`.
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.. _inventory/shipping_receiving/shipping-methods-details:
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The :guilabel:`Shipping Method` page contains details about the provider, including:
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- :guilabel:`Shipping Method` (*Required field*): the name of the delivery method (e.g. `FedEx US`,
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@ -213,6 +215,8 @@ the :guilabel:`Logistics` section.
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:align: center
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:alt: Display the "Weight" field in the Inventory tab of the product form.
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.. _inventory/shipping_receiving/apply-third-party-carrier:
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Apply third-party shipping carrier
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==================================
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@ -115,4 +115,4 @@ record.
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- :doc:`../pipeline/manage_sales_teams`
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- :doc:`convert`
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- :doc:`../track_leads/lead_scoring`
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- :ref:`Website forms <dynamic_content/form>`
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- :ref:`Website forms <website/dynamic_content/form>`
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@ -116,7 +116,7 @@ website to trigger the creation of tasks in a project.
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- :guilabel:`Action`: select :guilabel:`Create a Task`.
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- :guilabel:`Project`: choose the project that you want the new tasks to be created in.
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#. :ref:`Customize the form <dynamic_content/form>`.
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#. :ref:`Customize the form <website/dynamic_content/form>`.
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When the form is submitted, it automatically creates a project task. The task's content is defined
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by the form's corresponding fields.
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@ -1,70 +1,107 @@
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================
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Shipping methods
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================
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========
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Shipping
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========
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Depending on your shipping strategy, you have the choice to either use your :ref:`own shipping
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methods <ecommerce-own-shipping>`, or use an integration with an :ref:`existing shipping provider
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<ecommerce-shipping-providers>`.
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Odoo eCommerce allows you to configure various shipping methods, enabling customers to choose
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their preferred option at checkout. These methods include :ref:`external providers
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<ecommerce/shipping/external-provider>`, :ref:`custom options <ecommerce/shipping/custom-method>`
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such as flat-rate or free shipping, local carriers via
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:doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`
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or :ref:`Based on Rules <inventory/shipping/rules>`, and :ref:`in-store pickup
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<ecommerce/shipping/instore-pickup>`.
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.. _ecommerce-own-shipping:
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.. _ecommerce/shipping/external-provider:
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External provider integration
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=============================
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To handle product delivery, you can connect your database to :doc:`third-party shipping carriers
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
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like :doc:`FedEx <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex>`,
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:doc:`UPS <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials>`,
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or :doc:`DHL <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials>`.
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A shipping connector links to these providers, automating :doc:`tracking labels
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping
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processes.
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To enable a third-party shipping provider, go to :menuselection:`Website --> Configuration -->
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Settings`, scroll to the :guilabel:`Shipping` section, select the desired shipping provider(s),
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and :guilabel:`Save`.
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Go to :menuselection:`Website --> Configuration --> Shipping Methods` and select the shipping method
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in the list to :ref:`configure it <inventory/shipping_receiving/configure-delivery-method>`.
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.. seealso::
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:doc:`../checkout_payment_shipping/checkout`
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:doc:`Third-party shipping carriers
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
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Own shipping methods
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====================
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.. important::
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The field used to define additional fees **must** be filled **in your third-party shipping
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provider account**, even if you do not plan to charge customers any additional fee. If you do not
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want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be
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calculated, and an error message prompts the customer to select an alternative shipping method.
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You can create your own custom shipping methods and define rules to compute shipping costs. To do
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so, go to :menuselection:`Website --> Configuration --> Shipping Methods`, and either select an
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**existing** shipping method, or :guilabel:`Create` one. When creating a shipping method, you can
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choose between :ref:`Fixed Price <inventory/shipping/fixed>`, :ref:`Based on Rules
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<inventory/shipping/rules>`, and :guilabel:`Pickup in store`.
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Margin on delivery rate
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-----------------------
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Pickup in store
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---------------
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To add an additional fee to the base shipping rate (e.g., to cover extra costs), log into your
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carrier account and set the desired fee in the related field. The shipping connector retrieves this
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fee and includes it in the final price at checkout. Contact your carrier for further assistance
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with this configuration.
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:guilabel:`Pickup in store` must first be **enabled** in the settings (:menuselection:`Website -->
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Configuration --> Settings --> Shipping section)` by checking :guilabel:`On Site Payments &
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Picking`. Once enabled, you can select and :guilabel:`Customize Pickup Sites`. :guilabel:`Picking
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sites` can be made **website-specific**, but are by default available for *all* websites.
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Alternatively, enter `0` in your third-party shipping provider account, then set the fee in Odoo.
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To do so, access the desired :ref:`shipping method's form
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<inventory/shipping_receiving/configure-delivery-method>` and enter the fee in the :guilabel:`Margin
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on Rate` field to add a percentage to the shipping costs and/or the :guilabel:`Additional margin`
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field to add a fixed amount.
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.. seealso::
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- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`
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- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing`
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- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack`
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- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel`
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.. important::
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The field used to define additional fees cannot be left empty in your third-party shipping
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provider account.
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.. _ecommerce-shipping-providers:
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.. _ecommerce/shipping/custom-method:
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Shipping providers
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==================
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Custom shipping method
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======================
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Another solution is to use one of the integrations with an existing shipping provider. The advantage
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of using an integration is that delivery costs are automatically computed based on each order as
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well as generating shipping labels.
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Custom shipping methods must be created, for example:
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- to integrate shipping carriers through :doc:`Sendcloud
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;
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- to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for
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a specific provider;
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- to configure :ref:`Fixed Price <inventory/shipping/fixed>` shipping or shipping
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:ref:`Based on Rules <inventory/shipping/rules>`.
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To create a custom shipping method, go to :menuselection:`Website --> Configuration -->
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Shipping Methods`, click :guilabel:`New` and fill in the :ref:`fields
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<inventory/shipping_receiving/shipping-methods-details>`.
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.. seealso::
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- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`
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- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`
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- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`
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- :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`
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In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>`,
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:ref:`Fixed Price <inventory/shipping/fixed>`, or :ref:`Pickup in store <inventory/shipping/pickup>`
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if the shiping method does not involve any specific provider.
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Website availability
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====================
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.. tip::
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Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a shipping
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method, you can:
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Shipping methods can be made available on **specific** websites *only*, if desired. To do so, go to
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:menuselection:`Website --> Configuration --> Settings --> Shipping Methods`, and select the desired
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**shipping method**. In the :guilabel:`Website` field, set the website you want the shipping method
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to be restrained to. Leave the field **empty** for the method to be available on *all* websites.
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- restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by
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selecting it in :guilabel:`Website` field;
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- use the :guilabel:`Destination availability` tab to filter the delivery carriers displayed
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based on the customer's area;
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- click the :guilabel:`Test Environment` smart button to switch to
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the :guilabel:`Production Environment`, then click :guilabel:`Unpublished` to
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:guilabel:`Publish` the shipping method and make it available to website visitors.
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Delivery method at checkout
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===========================
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.. _ecommerce/shipping/instore-pickup:
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Customers can choose the shipping method at the end of the checkout process, at the
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:guilabel:`Confirm Order` step.
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In-store pickup
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===============
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.. image:: shipping/shipping-checkout.png
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:align: center
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:alt: Delivery method choice at checkout
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To allow customers to reserve products online and pay for/collect them in person at the store, go to
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:menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section,
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enable :guilabel:`On Site Payments & Picking`, and :guilabel:`Save`.
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Then, click :guilabel:`Customize Pickup Sites`, select the shipping method or click :guilabel:`New`
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to create a new one and :ref:`configure <inventory/shipping_receiving/configure-delivery-method>`
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the fields. Make sure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`.
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@ -2,10 +2,10 @@
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Dynamic content
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===============
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The :guilabel:`Dynamic Content` building blocks, such as :ref:`Form <dynamic_content/form>`,
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:ref:`Products <dynamic_content/products>`, :ref:`Embed Code <dynamic_content/embed_code>`, or
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:doc:`Blog Posts <../../../blog>`, help you create interactive and visually appealing layouts for
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your web pages.
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The :guilabel:`Dynamic Content` :doc:`building blocks <../building_blocks>`, such as
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:ref:`Form <website/dynamic_content/form>`, :ref:`Products <website/dynamic_content/products>`,
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:ref:`Embed Code <website/dynamic_content/embed_code>`, or :doc:`Blog Posts <../../../blog>`, help
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you create interactive and visually appealing layouts for your web :doc:`pages <../../pages>`.
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.. note::
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To add a building block, click :guilabel:`Edit`, select the desired building block under the
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@ -13,7 +13,7 @@ your web pages.
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go to the :guilabel:`Customize` tab, where the available options depend on the type of block
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selected.
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.. _dynamic_content/form:
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.. _website/dynamic_content/form:
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Form
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====
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@ -70,7 +70,7 @@ contains. The fields available depend on the selected action.
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.. tip::
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Property fields added to the database can also be used.
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.. _dynamic_content/products:
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.. _website/dynamic_content/products:
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Products
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========
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@ -88,7 +88,7 @@ the :guilabel:`Recently Sold Products` or :guilabel:`Recently Viewed Products` o
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In addition, it is possible to display products from a single category only by selecting one with
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the :guilabel:`Category` field.
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.. _dynamic_content/embed_code:
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.. _website/dynamic_content/embed_code:
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Embed code
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==========
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