diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst b/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst index 4458e5305..8553bc699 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst @@ -1,87 +1,122 @@ -================================================= -How to invoice the shipping cost to the customer? -================================================= +======================= +Shipping cost invoicing +======================= -Overview -======== +Invoicing customers for shipping after delivery ensures accurate charges based on real-time shipping +factors like distance, weight, and method. -There are two ways to invoice the shipping costs: +In Odoo, shipping costs can be invoiced in two ways: -1. Agree with the customer over a cost and seal it down in the sale - order +#. Agree with the customer on a fixed cost and :ref:`include it in the sale order. + ` -2. Invoice the real cost of the shipping. +#. :ref:`Invoice shipping costs to the customer post-delivery + `, reflecting the actual expenses incurred by the business. Configuration ============= -To configure the price of your delivery methods, go to the **Inventory** -app, click on :menuselection:`Configuration --> Delivery --> Delivery Methods`. +To set prices to delivery methods, go to :menuselection:`Inventory app --> Configuration --> +Settings`. Under the :guilabel:`Shipping` section, enable the :guilabel:`Delivery Methods` feature. +Then, click :guilabel:`Save`. -You can manually set a price for the shipping: It can be fixed or based -on rules. - -Or you can use the transportation company computation system. Read the -document :doc:`../setup/third_party_shipper` - -How to invoice the shipping costs to the customer? -================================================== - -Invoice the price set on the sale order ---------------------------------------- - -On your sale order, choose the carrier that will be used. Click on -**Delivery Method** to choose the right one. - -.. image:: invoicing/invoicing06.png +.. image:: invoicing/enable-delivery.png :align: center + :alt: Enable the "Delivery Methods" feature in Settings. -The price is computed when you **save** the sale order or when you click on -**Set price**. +Add shipping method +=================== -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. +Next, configure the the price of each delivery method by going to :menuselection:`Inventory app --> +Configuration --> Shipping Methods` and click the :guilabel:`Create` button. Doing so opens a form +to provide details about the shipping provider, including: -When you create the invoice, it will take the price set on the sale -order. +- :guilabel:`Shipping Method` (*required*) the name of the delivery method (e.g. `flat-rate + shipping`, `same day delivery`, etc.). +- :guilabel:`Provider` (*required*): choose the delivery service, like FedEx, if using a + third-party carrier Ensure the integration with the shipping carrier is properly installed and + select the provider from the drop-down menu. -.. image:: invoicing/invoicing01.png + .. seealso:: + :doc:`../setup/third_party_shipper` + +- :guilabel:`Company`: if the shipping method should apply to a specific company, select it from the + drop-down menu. Leave the field blank to apply the method to all companies. + +- :guilabel:`Website`: configure shipping methods for an e-commerce page. Select the applicable + website from the drop-down menu, or leave it blank to apply the method to all web pages. + +- :guilabel:`Delivery Product` (*required*): the product listed on the :ref:`sales order line + ` as the delivery charge. +- :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer + spends above the specified amount. + +.. _inventory/shipping/invoice-so: + +Invoice cost on sales order +=========================== + +To invoice shipping costs on the sales order, before the item is delivered, go to the +:menuselection:`Sales app` and select the desired sales order. + +On the sales order, click the :guilabel:`Add Shipping` button at the bottom-right corner. + +.. image:: invoicing/add-shipping.png :align: center + :alt: Click "Add Shipping" button at the bottom right, near the total. -Invoice the real shipping costs -------------------------------- +In the :guilabel:`Add a shipping method` pop-up window, choose the intended carrier in the +:guilabel:`Shipping Method` field. -On your sale order, choose the carrier that will be used. Click on -**Delivery Method** to choose the right one. +Then, click the :guilabel:`Get Rate` button to the calculate shipping price based on real-time +shipping data Odoo's shipping carrier integration. -.. image:: invoicing/invoicing05.png +The :guilabel:`Cost` is automatically calculated using the weight of the items in the order. +Finally, click the :guilabel:`Add` button to close the window. + +.. image:: invoicing/add-a-shipping-method.png :align: center + :alt: Calculate shipping by selecting a shipping method. -The price is computed when you **save** the sale order. Confirm the sale -order and proceed to deliver the product. +.. _inventory/shipping/sales-order: -The real shipping cost is computed when the delivery order is -validated, you can see the real cost in the chatter of the delivery order. +On the sales order, the delivery product appears in the :guilabel:`Order Lines` tab, with the +:guilabel:`Unit Price` set as the shipping cost calculated in the :guilabel:`Add a shipping method` +pop-up window. -.. image:: invoicing/invoicing02.png +.. image:: invoicing/delivery-product.png :align: center + :alt: Show delivery product on the sales order line. -Go back to the sale order, the real cost is now added to the sale -order. +Finally, after the product is delivered, click the :guilabel:`Create invoice` button, and an invoice +is created that includes the shipping cost that was added earlier. -.. image:: invoicing/invoicing03.png +.. image:: invoicing/create-invoice.png :align: center + :alt: Show "Create Invoice" button. -When you create the invoice, it will take the price computed by the -carrier. +Then, click the :guilabel:`Create and View Invoice` button, and a draft invoice is generated, with +the shipping cost included in the :guilabel:`Invoice Lines` tab. -.. image:: invoicing/invoicing04.png +.. image:: invoicing/invoice-line.png :align: center + :alt: Show delivery product in the invoice line. -.. note:: - If you split the delivery and make several ones, each delivery - order will add a line to the sale order. +.. _inventory/shipping/invoice-shipping: + +Invoice real shipping costs +=========================== + +To modify the invoice to reflect the real cost of shipping, follow the steps :ref:`above +` to create an invoice with a delivery product with a :guilabel:`Unit +Price` of zero. + +Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the real shipping cost. +Finally, invoice the customer the adjusted shipping cost by clicking :guilabel:`Confirm`. + +.. image:: invoicing/invoice-cost.png + :align: center + :alt: Show delivery product on the invoice line. .. seealso:: * :doc:`../setup/third_party_shipper` diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing/add-a-shipping-method.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing/add-a-shipping-method.png new file mode 100644 index 000000000..0fb54ce17 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing/add-a-shipping-method.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing/add-shipping.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing/add-shipping.png new file mode 100644 index 000000000..59feec69f Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing/add-shipping.png differ diff --git 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