[IMP] ecommerce: delivery methods
taskid-4016678 closes odoo/documentation#11619 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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Donatienne (dopi)
Audrey (auva)
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@ -74,6 +74,21 @@ a form to provide details about the shipping provider, including:
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- :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer
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spends above the specified amount.
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.. _inventory/shipping_receiving/availability:
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Use the :guilabel:`Availability` tab to define conditions for the delivery method based on the
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order’s content or destination:
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- :guilabel:`Countries`: Specify one or more countries where the method is available.
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- :guilabel:`Max Weight`: Set a maximum weight; the method is only available for orders below
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this limit.
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- :guilabel:`Max Volume`: Set a maximum volume; the method is only available for orders below
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this limit.
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- :guilabel:`Must Have Tags`: The method is available only if at least one product in the order
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has one of these tags.
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- :guilabel:`Excluded Tags`: The method is unavailable if at least one product in the order has
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one of these tags.
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For examples on how to configure specific shipping methods, refer to the sections below.
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.. _inventory/shipping/fixed:
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@ -1,7 +1,7 @@
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:nosearch:
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===============================
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Checkout, payment, and shipping
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Checkout, payment, and delivery
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===============================
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.. toctree::
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@ -1,9 +1,9 @@
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========
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Shipping
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Delivery
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========
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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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Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose
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their preferred option at :doc:`checkout <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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@ -24,11 +24,11 @@ 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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To enable a third-party delivery provider, go to :menuselection:`Website --> Configuration -->
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Settings`, scroll to the :guilabel:`Delivery` section, select the desired delivery 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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Go to :menuselection:`Website --> Configuration --> Delivery Methods` and select the delivery 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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@ -36,10 +36,10 @@ in the list to :ref:`configure it <inventory/shipping_receiving/configure-delive
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
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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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The field used to define additional fees **must** be filled **in your third-party delivery
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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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calculated, and an error message prompts the customer to select an alternative delivery method.
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Margin on delivery rate
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-----------------------
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@ -61,47 +61,65 @@ field to add a fixed amount.
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.. _ecommerce/shipping/custom-method:
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Custom shipping method
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Custom delivery method
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======================
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Custom shipping methods must be created, for example:
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Custom delivery methods must be created, for example:
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- to integrate shipping carriers through :doc:`Sendcloud
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- to integrate delivery 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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To create a custom delivery method, go to :menuselection:`Website --> Configuration --> Delivery
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Methods`, click :guilabel:`New`, and fill in the :ref:`fields
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<inventory/shipping_receiving/shipping-methods-details>`.
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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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if the shipping method does not involve any specific provider.
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.. tip::
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Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a shipping
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Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery
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method, you can:
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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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- Restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by
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selecting it in the :guilabel:`Website` field;
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- Click the :guilabel:`Test Environment` smart button to switch to the
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:guilabel:`Production Environment`. Then, click :guilabel:`Unpublished` to :guilabel:`Publish`
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the delivery method and make it available to website visitors;
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- Use the :guilabel:`Availability` tab to define :ref:`conditions
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<inventory/shipping_receiving/availability>` for the delivery method based on the order’s
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content or destination.
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.. _ecommerce/shipping/instore-pickup:
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In-store pickup
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Click & Collect
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===============
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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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To allow customers to reserve products online and pay for/collect them in-store, follow these steps:
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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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#. Go to :menuselection:`Website --> Configuration --> Settings`.
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#. Scroll to the :guilabel:`Delivery` section, enable :guilabel:`Click & Collect`, and
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:guilabel:`Save`.
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#. Click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to :ref:`configure
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<inventory/shipping_receiving/configure-delivery-method>` the delivery method and ensure the
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:guilabel:`Provider` field is set to :guilabel:`Pick up in store`.
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#. In the :guilabel:`Stores` tab, click :guilabel:`Add a line` and select the warehouse(s) where
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customers can collect their orders.
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#. Once your setup is complete, click the :guilabel:`Unpublish` button to change the status to
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:guilabel:`Publish` and make the delivery method available to customers.
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.. note::
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- When the product is in stock, a location selector is displayed on the :doc:`product
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<../products>` and :doc:`checkout <checkout>` pages. Customers cannot select a pickup location
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if the product is out of stock at that location. The :ref:`Continue selling
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<ecommerce/products/stock-management>` option for out-of-stock products is not supported.
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- If the :ref:`Show Available Qty <ecommerce/products/stock-management>` option is enabled for a
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product, customers can view the stock quantity available for each warehouse in the location
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selector on the product page.
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- Each warehouse must have a **complete address** to ensure its location is accurately displayed
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to customers. Incomplete addresses prevent the warehouse from being shown.
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- The Click & Collect option is not available for services.
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