diff --git a/inventory/lots_serial_numbers/differences.rst b/inventory/lots_serial_numbers/differences.rst index c6b24d274..4785c5ad4 100644 --- a/inventory/lots_serial_numbers/differences.rst +++ b/inventory/lots_serial_numbers/differences.rst @@ -27,7 +27,7 @@ clothes or food. **Serial numbers** are interesting for items that could require after-sales service, such as smartphones, laptops, fridges, and any electronic -devices. You could use the manufacturer’s serial number or your own, +devices. You could use the manufacturer's serial number or your own, depending on the way you manage these products When not to use diff --git a/inventory/shipping/setup/media/third_party_shipper01.png b/inventory/shipping/setup/media/third_party_shipper01.png new file mode 100644 index 000000000..0c71e96de Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper01.png differ diff --git a/inventory/shipping/setup/media/third_party_shipper02.png b/inventory/shipping/setup/media/third_party_shipper02.png new file mode 100644 index 000000000..cb0d97e02 Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper02.png differ diff --git a/inventory/shipping/setup/media/third_party_shipper03.png b/inventory/shipping/setup/media/third_party_shipper03.png new file mode 100644 index 000000000..d8b165725 Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper03.png differ diff --git a/inventory/shipping/setup/media/third_party_shipper04.png b/inventory/shipping/setup/media/third_party_shipper04.png new file mode 100644 index 000000000..6e2a3f861 Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper04.png differ diff --git a/inventory/shipping/setup/media/third_party_shipper05.png b/inventory/shipping/setup/media/third_party_shipper05.png new file mode 100644 index 000000000..bb50ba41a Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper05.png differ diff --git a/inventory/shipping/setup/media/third_party_shipper06.png b/inventory/shipping/setup/media/third_party_shipper06.png new file mode 100644 index 000000000..c5f9c86ec Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper06.png differ diff --git a/inventory/shipping/setup/media/third_party_shipper07.png b/inventory/shipping/setup/media/third_party_shipper07.png new file mode 100644 index 000000000..33158b399 Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper07.png differ diff --git a/inventory/shipping/setup/media/third_party_shipper08.png b/inventory/shipping/setup/media/third_party_shipper08.png new file mode 100644 index 000000000..19890ea2d Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper08.png differ diff --git a/inventory/shipping/setup/media/third_party_shipper09.png b/inventory/shipping/setup/media/third_party_shipper09.png new file mode 100644 index 000000000..17f6ddc02 Binary files /dev/null and b/inventory/shipping/setup/media/third_party_shipper09.png differ diff --git a/inventory/shipping/setup/third_party_shipper.rst b/inventory/shipping/setup/third_party_shipper.rst index fbe5ac93c..0e689c876 100644 --- a/inventory/shipping/setup/third_party_shipper.rst +++ b/inventory/shipping/setup/third_party_shipper.rst @@ -1,3 +1,159 @@ ======================================= How to integrate a third party shipper? -======================================= \ No newline at end of file +======================================= + +Overview +======== + +Odoo can handle various delivery methods, including third party +shippers. Odoo can be linked with the transportation company tracking +system. It will allow you to manage the transport company, the real +prices and the destination. + +Configuration +============= + +Install the shipper company connector module +-------------------------------------------- + +In the inventory module, click on :menuselection:`Configuration --> Settings`. +Under **Shipping Connectors**, flag the transportation companies you want to +integrate : + +.. image:: media/third_party_shipper06.png + :align: center + +Then click on **Apply**. + +.. note:: + If you want to integrate delivery methods in your e-commerce, + you'll have to install the **eCommerce Delivery** module. + +Configure the delivery method +----------------------------- + +To configure your delivery methods, go to the **Inventory** module, click on +:menuselection:`Configuration --> Delivery Methods`. + +The delivery methods for the chosen shippers have been automatically +created. Most of the time, there will be **2** delivery methods for the same +provider: one for **international** shipping and the other for **domestic** +shipping. + +You can create other methods with the same provider with other +configuration, for example the **Packaging Type**. + +You can change the **Name** of the delivery method. This is the name that +will appear on your ecommerce. + +Flag **Shipping enabled** when you are ready to use it. + +.. image:: media/third_party_shipper02.png + :align: center + +In the pricing tab, the name of the provider chosen under the **Price computation** +means that the pricing will be computed by the shipper system. + +The configuration of the shipper is split into two columns: + +- The first one is linked to **your account** (developer key, password,...). + For more information, please refer to the provider website. + +- The second column varies according to the **provider**. You can choose + the packaging type, the service type, the weight unit... + +- Uncheck **Test Mode** when you are done with the testings. + +Finally you can limit the delivery method to a few destinations. You can +limit it to some countries, states or even zip codes. This feature +limits the list of countries on your e-commerce. It is useful for the +domestic providers. For example, USPS US only delivers from the United +States to the United States. + +.. image:: media/third_party_shipper07.png + :align: center + +Company configuration +--------------------- + +In order to compute the right price, the provider needs your company +information. Be sure your address and phone number are correctly +encoded. + +.. image:: media/third_party_shipper03.png + :align: center + +To check your information, go to the **Settings** application and click on +**General Settings**. Click on the first link **Configure your company data**. + +Product configuration +--------------------- + +The shipper companies need the weight of your product, otherwise the +price computation cannot be done. + +Go the menu :menuselection:`Sales --> Sales --> Products`. Open the products you +want to ship and set a weight on it. + +.. image:: media/third_party_shipper09.png + :align: center + +.. tip:: + The weight on the product form is expressed in kilograms. + Don't forget to make the conversion if you are used to the imperial + measurement system. + +Sale process +============ + +Sale order +---------- + +.. image:: media/third_party_shipper05.png + :align: center + +You can now choose the carrier on your sale order. Click on **Delivery +method** to choose the right one. + +The price is computed when you save the sale order or when you click on +**Set price**. + +If you want 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. + +Otherwise, the real price (computed when the delivery is validated) will +automatically be added to the invoice. For more information, please read +the document :doc:`../operation/invoicing` + +Delivery +-------- + +The delivery created from the sale order will take the shipping +information from it. You can change the carrier if you want to. + +If you create a delivery transfer from the inventory module, you can add +the third party shipper in the additional info tab. + +.. image:: media/third_party_shipper01.png + :align: center + +The weight is computed based on the products weights. The shipping cost +will be computed once the transfer is validated. + +Click on **Validate** to receive the tracking number. The **Carrier Tracking +ref** field will automatically be filled. Click on the **Tracking** button +to check your delivery on the provider website. + +.. image:: media/third_party_shipper08.png + :align: center + +The label to stick on your package is available in the history +underneath : + +.. image:: media/third_party_shipper04.png + :align: center + +.. seealso:: + * :doc:`../operation/invoicing` + * :doc:`../operation/labels` \ No newline at end of file