From 84abf415bcbb2d24013796f5bd8c88798a6ee3d6 Mon Sep 17 00:00:00 2001 From: "Donatienne (dopi)" Date: Fri, 20 Dec 2024 10:29:11 +0100 Subject: [PATCH] [IMP] ecommerce: delivery methods taskid-4016678 closes odoo/documentation#11619 Signed-off-by: Audrey Vandromme (auva) --- .../setup_configuration.rst | 15 ++++ .../ecommerce/checkout_payment_shipping.rst | 2 +- .../checkout_payment_shipping/shipping.rst | 76 ++++++++++++------- 3 files changed, 63 insertions(+), 30 deletions(-) diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst index 08dacb368..24764dce1 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst @@ -74,6 +74,21 @@ a form to provide details about the shipping provider, including: - :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer spends above the specified amount. +.. _inventory/shipping_receiving/availability: + +Use the :guilabel:`Availability` tab to define conditions for the delivery method based on the +order’s content or destination: + +- :guilabel:`Countries`: Specify one or more countries where the method is available. +- :guilabel:`Max Weight`: Set a maximum weight; the method is only available for orders below + this limit. +- :guilabel:`Max Volume`: Set a maximum volume; the method is only available for orders below + this limit. +- :guilabel:`Must Have Tags`: The method is available only if at least one product in the order + has one of these tags. +- :guilabel:`Excluded Tags`: The method is unavailable if at least one product in the order has + one of these tags. + For examples on how to configure specific shipping methods, refer to the sections below. .. _inventory/shipping/fixed: diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping.rst b/content/applications/websites/ecommerce/checkout_payment_shipping.rst index dfb6233ed..88a3c1240 100644 --- a/content/applications/websites/ecommerce/checkout_payment_shipping.rst +++ b/content/applications/websites/ecommerce/checkout_payment_shipping.rst @@ -1,7 +1,7 @@ :nosearch: =============================== -Checkout, payment, and shipping +Checkout, payment, and delivery =============================== .. toctree:: diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst b/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst index 69fbb6e3f..1989b9378 100644 --- a/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst +++ b/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst @@ -1,9 +1,9 @@ ======== -Shipping +Delivery ======== -Odoo eCommerce allows you to configure various shipping methods, enabling customers to choose -their preferred option at checkout. These methods include :ref:`external providers +Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose +their preferred option at :doc:`checkout `. These methods include :ref:`external providers `, :ref:`custom options ` such as flat-rate or free shipping, local carriers via :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>` @@ -24,11 +24,11 @@ A shipping connector links to these providers, automating :doc:`tracking labels <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping processes. -To enable a third-party shipping provider, go to :menuselection:`Website --> Configuration --> -Settings`, scroll to the :guilabel:`Shipping` section, select the desired shipping provider(s), +To enable a third-party delivery provider, go to :menuselection:`Website --> Configuration --> +Settings`, scroll to the :guilabel:`Delivery` section, select the desired delivery provider(s), and :guilabel:`Save`. -Go to :menuselection:`Website --> Configuration --> Shipping Methods` and select the shipping method +Go to :menuselection:`Website --> Configuration --> Delivery Methods` and select the delivery method in the list to :ref:`configure it `. .. seealso:: @@ -36,10 +36,10 @@ in the list to :ref:`configure it ` .. important:: - The field used to define additional fees **must** be filled **in your third-party shipping + The field used to define additional fees **must** be filled **in your third-party delivery provider account**, even if you do not plan to charge customers any additional fee. If you do not want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be - calculated, and an error message prompts the customer to select an alternative shipping method. + calculated, and an error message prompts the customer to select an alternative delivery method. Margin on delivery rate ----------------------- @@ -61,47 +61,65 @@ field to add a fixed amount. .. _ecommerce/shipping/custom-method: -Custom shipping method +Custom delivery method ====================== -Custom shipping methods must be created, for example: +Custom delivery methods must be created, for example: -- to integrate shipping carriers through :doc:`Sendcloud +- to integrate delivery carriers through :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`; - to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for a specific provider; - to configure :ref:`Fixed Price ` shipping or shipping :ref:`Based on Rules `. -To create a custom shipping method, go to :menuselection:`Website --> Configuration --> -Shipping Methods`, click :guilabel:`New` and fill in the :ref:`fields +To create a custom delivery method, go to :menuselection:`Website --> Configuration --> Delivery +Methods`, click :guilabel:`New`, and fill in the :ref:`fields `. In the :guilabel:`Provider` field, select :ref:`Based on Rules `, :ref:`Fixed Price `, or :ref:`Pickup in store ` -if the shiping method does not involve any specific provider. +if the shipping method does not involve any specific provider. .. tip:: - Upon :ref:`configuring ` a shipping + Upon :ref:`configuring ` a delivery method, you can: - - restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by - selecting it in :guilabel:`Website` field; - - use the :guilabel:`Destination availability` tab to filter the delivery carriers displayed - based on the customer's area; - - click the :guilabel:`Test Environment` smart button to switch to - the :guilabel:`Production Environment`, then click :guilabel:`Unpublished` to - :guilabel:`Publish` the shipping method and make it available to website visitors. + - Restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by + selecting it in the :guilabel:`Website` field; + - Click the :guilabel:`Test Environment` smart button to switch to the + :guilabel:`Production Environment`. Then, click :guilabel:`Unpublished` to :guilabel:`Publish` + the delivery method and make it available to website visitors; + - Use the :guilabel:`Availability` tab to define :ref:`conditions + ` for the delivery method based on the order’s + content or destination. .. _ecommerce/shipping/instore-pickup: -In-store pickup +Click & Collect =============== -To allow customers to reserve products online and pay for/collect them in person at the store, go to -:menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, -enable :guilabel:`On Site Payments & Picking`, and :guilabel:`Save`. +To allow customers to reserve products online and pay for/collect them in-store, follow these steps: -Then, click :guilabel:`Customize Pickup Sites`, select the shipping method or click :guilabel:`New` -to create a new one and :ref:`configure ` -the fields. Make sure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`. +#. Go to :menuselection:`Website --> Configuration --> Settings`. +#. Scroll to the :guilabel:`Delivery` section, enable :guilabel:`Click & Collect`, and + :guilabel:`Save`. +#. Click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to :ref:`configure + ` the delivery method and ensure the + :guilabel:`Provider` field is set to :guilabel:`Pick up in store`. +#. In the :guilabel:`Stores` tab, click :guilabel:`Add a line` and select the warehouse(s) where + customers can collect their orders. +#. Once your setup is complete, click the :guilabel:`Unpublish` button to change the status to + :guilabel:`Publish` and make the delivery method available to customers. + +.. note:: + - When the product is in stock, a location selector is displayed on the :doc:`product + <../products>` and :doc:`checkout ` pages. Customers cannot select a pickup location + if the product is out of stock at that location. The :ref:`Continue selling + ` option for out-of-stock products is not supported. + - If the :ref:`Show Available Qty ` option is enabled for a + product, customers can view the stock quantity available for each warehouse in the location + selector on the product page. + - Each warehouse must have a **complete address** to ensure its location is accurately displayed + to customers. Incomplete addresses prevent the warehouse from being shown. + - The Click & Collect option is not available for services.