diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst index 303e0ed2f..494e43af7 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst @@ -109,6 +109,8 @@ delivery method. :guilabel:`Unpublished` smart button. Doing so changes that smart button to read: :guilabel:`Published`. +.. _inventory/shipping_receiving/shipping-methods-details: + The :guilabel:`Shipping Method` page contains details about the provider, including: - :guilabel:`Shipping Method` (*Required field*): the name of the delivery method (e.g. `FedEx US`, @@ -213,6 +215,8 @@ the :guilabel:`Logistics` section. :align: center :alt: Display the "Weight" field in the Inventory tab of the product form. +.. _inventory/shipping_receiving/apply-third-party-carrier: + Apply third-party shipping carrier ================================== diff --git a/content/applications/sales/crm/acquire_leads/opportunities_form.rst b/content/applications/sales/crm/acquire_leads/opportunities_form.rst index ab300d33d..d9b65a48a 100644 --- a/content/applications/sales/crm/acquire_leads/opportunities_form.rst +++ b/content/applications/sales/crm/acquire_leads/opportunities_form.rst @@ -115,4 +115,4 @@ record. - :doc:`../pipeline/manage_sales_teams` - :doc:`convert` - :doc:`../track_leads/lead_scoring` - - :ref:`Website forms ` + - :ref:`Website forms ` diff --git a/content/applications/services/project/tasks/task_creation.rst b/content/applications/services/project/tasks/task_creation.rst index 917029ac4..6ff6e0174 100644 --- a/content/applications/services/project/tasks/task_creation.rst +++ b/content/applications/services/project/tasks/task_creation.rst @@ -116,7 +116,7 @@ website to trigger the creation of tasks in a project. - :guilabel:`Action`: select :guilabel:`Create a Task`. - :guilabel:`Project`: choose the project that you want the new tasks to be created in. -#. :ref:`Customize the form `. +#. :ref:`Customize the form `. When the form is submitted, it automatically creates a project task. The task's content is defined by the form's corresponding fields. diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst b/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst index 4ad329bca..69fbb6e3f 100644 --- a/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst +++ b/content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst @@ -1,70 +1,107 @@ -================ -Shipping methods -================ +======== +Shipping +======== -Depending on your shipping strategy, you have the choice to either use your :ref:`own shipping -methods `, or use an integration with an :ref:`existing shipping provider -`. +Odoo eCommerce allows you to configure various shipping methods, enabling customers to choose +their preferred option at 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>` +or :ref:`Based on Rules `, and :ref:`in-store pickup +`. -.. _ecommerce-own-shipping: +.. _ecommerce/shipping/external-provider: + +External provider integration +============================= + +To handle product delivery, you can connect your database to :doc:`third-party shipping carriers +<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>` +like :doc:`FedEx <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex>`, +:doc:`UPS <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials>`, +or :doc:`DHL <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials>`. +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), +and :guilabel:`Save`. + +Go to :menuselection:`Website --> Configuration --> Shipping Methods` and select the shipping method +in the list to :ref:`configure it `. .. seealso:: - :doc:`../checkout_payment_shipping/checkout` + :doc:`Third-party shipping carriers + <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>` -Own shipping methods -==================== +.. important:: + The field used to define additional fees **must** be filled **in your third-party shipping + 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. -You can create your own custom shipping methods and define rules to compute shipping costs. To do -so, go to :menuselection:`Website --> Configuration --> Shipping Methods`, and either select an -**existing** shipping method, or :guilabel:`Create` one. When creating a shipping method, you can -choose between :ref:`Fixed Price `, :ref:`Based on Rules -`, and :guilabel:`Pickup in store`. +Margin on delivery rate +----------------------- -Pickup in store ---------------- +To add an additional fee to the base shipping rate (e.g., to cover extra costs), log into your +carrier account and set the desired fee in the related field. The shipping connector retrieves this +fee and includes it in the final price at checkout. Contact your carrier for further assistance +with this configuration. -:guilabel:`Pickup in store` must first be **enabled** in the settings (:menuselection:`Website --> -Configuration --> Settings --> Shipping section)` by checking :guilabel:`On Site Payments & -Picking`. Once enabled, you can select and :guilabel:`Customize Pickup Sites`. :guilabel:`Picking -sites` can be made **website-specific**, but are by default available for *all* websites. +Alternatively, enter `0` in your third-party shipping provider account, then set the fee in Odoo. +To do so, access the desired :ref:`shipping method's form +` and enter the fee in the :guilabel:`Margin +on Rate` field to add a percentage to the shipping costs and/or the :guilabel:`Additional margin` +field to add a fixed amount. -.. seealso:: - - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration` - - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing` - - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack` - - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel` +.. important:: + The field used to define additional fees cannot be left empty in your third-party shipping + provider account. -.. _ecommerce-shipping-providers: +.. _ecommerce/shipping/custom-method: -Shipping providers -================== +Custom shipping method +====================== -Another solution is to use one of the integrations with an existing shipping provider. The advantage -of using an integration is that delivery costs are automatically computed based on each order as -well as generating shipping labels. +Custom shipping methods must be created, for example: +- to integrate shipping 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 +`. -.. seealso:: - - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper` - - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials` - - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials` - - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels` +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. -Website availability -==================== +.. tip:: + Upon :ref:`configuring ` a shipping + method, you can: -Shipping methods can be made available on **specific** websites *only*, if desired. To do so, go to -:menuselection:`Website --> Configuration --> Settings --> Shipping Methods`, and select the desired -**shipping method**. In the :guilabel:`Website` field, set the website you want the shipping method -to be restrained to. Leave the field **empty** for the method to be available on *all* websites. + - 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. -Delivery method at checkout -=========================== +.. _ecommerce/shipping/instore-pickup: -Customers can choose the shipping method at the end of the checkout process, at the -:guilabel:`Confirm Order` step. +In-store pickup +=============== -.. image:: shipping/shipping-checkout.png - :align: center - :alt: Delivery method choice at checkout +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`. + +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`. diff --git a/content/applications/websites/website/web_design/building_blocks/dynamic_content.rst b/content/applications/websites/website/web_design/building_blocks/dynamic_content.rst index 711e74567..bfd391a36 100644 --- a/content/applications/websites/website/web_design/building_blocks/dynamic_content.rst +++ b/content/applications/websites/website/web_design/building_blocks/dynamic_content.rst @@ -2,10 +2,10 @@ Dynamic content =============== -The :guilabel:`Dynamic Content` building blocks, such as :ref:`Form `, -:ref:`Products `, :ref:`Embed Code `, or -:doc:`Blog Posts <../../../blog>`, help you create interactive and visually appealing layouts for -your web pages. +The :guilabel:`Dynamic Content` :doc:`building blocks <../building_blocks>`, such as +:ref:`Form `, :ref:`Products `, +:ref:`Embed Code `, or :doc:`Blog Posts <../../../blog>`, help +you create interactive and visually appealing layouts for your web :doc:`pages <../../pages>`. .. note:: To add a building block, click :guilabel:`Edit`, select the desired building block under the @@ -13,7 +13,7 @@ your web pages. go to the :guilabel:`Customize` tab, where the available options depend on the type of block selected. -.. _dynamic_content/form: +.. _website/dynamic_content/form: Form ==== @@ -70,7 +70,7 @@ contains. The fields available depend on the selected action. .. tip:: Property fields added to the database can also be used. -.. _dynamic_content/products: +.. _website/dynamic_content/products: Products ======== @@ -88,7 +88,7 @@ the :guilabel:`Recently Sold Products` or :guilabel:`Recently Viewed Products` o In addition, it is possible to display products from a single category only by selecting one with the :guilabel:`Category` field. -.. _dynamic_content/embed_code: +.. _website/dynamic_content/embed_code: Embed code ==========