[IMP] inventory: UPS config

closes odoo/documentation#9030

X-original-commit: a63462d880
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst

@@ -1,68 +1,202 @@
-=====================================================
-How to get UPS credentials for integration with Odoo?
-=====================================================
+===============
+UPS integration
+===============
 
-In order to use the Odoo UPS API, you will need:
+UPS is a shipping carrier service that integrates with Odoo to coordinate shipping to all regions.
+Once integrated, users can create shipping methods that estimate shipping costs and :doc:`generate
+labels <../advanced_operations_shipping/labels>`.
 
-- A UPS.com user ID and password
+.. seealso::
+   :doc:`third_party_shipper`
 
-- A UPS account number
+To set up the UPS shipping connector in Odoo, complete these steps:
 
-- An Access Key
+#. Create a UPS account to get :ref:`account number
+   <inventory/shipping_receiving/ups-account-number>`
+#. Create UPS developer account to get :ref:`client credentials
+   <inventory/shipping_receiving/ups-client-id>`
+#. Set up shipping method in Odoo
 
-An Access Key is a 16 character alphanumeric code that allows access to
-the UPS Developer Kit API Development and Production servers.
-
-Create a UPS Account
-====================
-
-Note that only customers located in the US can open a UPS account online.
-If you are located outside the US, you will need to contact UPS Customer
-Service in order to to open an account.
-
-You can read additional information about opening a UPS account on the
-their website, on the page, `How to Open a UPS Account Online
-<https://www.ups.com/content/us/en/resources/sri/openaccountonline.html?srch_pos=2&srch_phr=open+ups+account>`_
-
-If you don't already have a UPS account, you can create one along with
-your online profile by following these steps:
-
-1. Access the UPS.com web site at
-`www.ups.com <http://www.ups.com/>`__, and click the **New User** link
-at the top of the page.
-
-2. Click the **Register for MyUPS** button, and follow the prompts to
-complete the registration process.
-
-If you already have a UPS account, you can add it to your online profile as follows:
-
-1. Log in to the `UPS.com website <http://www.ups.com/>`_) using your UPS.com User ID and Password.
-
-2. Click the **My UPS** tab.
-
-3. Click the **Account Summary** link.
-
-4. Click the **Add an Existing UPS Account** link in the **UPS Account Details**
-section of the page.
-
-5. In the **Add New Account** screen, enter the **UPS Account Number**,
-**Account Name**, and **Postal Code** fields. The country defaults to
-United States.q
-
-6. Click the **Next** button to continue.
-
-Get an Access Key
+UPS account setup
 =================
 
-After you have added your UPS account number to your user profile you
-can request an Access Key from UPS using the steps below:
+To get started, go to the `UPS website <https://www.ups.com>`_ and click the :guilabel:`Log In`
+button in the top-right corner to log in or create a UPS account.
 
-#. Go to the `UPS Developer Kit web page <https://www.ups.com/upsdeveloperkit?loc=en_US>`_
-#. Log into UPS.com with your user ID and password
-#. Click on the link **Request an access key**.
-#. Verify your contact information
-#. Click the **Request Access Key** button.
+After logging in, click the profile icon in the top-right corner, and select :guilabel:`Accounts and
+Payment` from the drop-down menu.
 
-The **Access Key** will be provided to you on the web page,
-and an email with the Access Key will be sent to the email address of
-the primary contact.
+.. image:: ups_credentials/accounts-payment.png
+   :align: center
+   :alt: Show how to navigate to the "Accounts and Payment" page from the home screen.
+
+On the :guilabel:`Accounts and Payment Options` page, two accounts must be configured: an Odoo
+shipment account and a payment card.
+
+Shipping account
+----------------
+
+To add an Odoo shipment account, select :guilabel:`Add New Account` from the :guilabel:`Add a
+Payment Method` drop-down menu, and click :guilabel:`Add`.
+
+.. image:: ups_credentials/new-account.png
+   :align: center
+   :alt: Display "Add an account" option from the drop-down menu.
+
+On the next screen, labeled :guilabel:`Open a Shipping Account`, complete the forms to configure the
+shipping account type (e.g. :guilabel:`Business`) and if any regulated items will be shipped. Then
+finish the remaining three steps in the wizard to :guilabel:`Add Addresses`, :guilabel:`Verify
+Identity`, and :guilabel:`Explore Discounts`, with the last option being optional.
+
+When complete, submit the application on the last page of the wizard to finish setting up the
+shipping account.
+
+.. image:: ups_credentials/shipping-account.png
+   :align: center
+   :alt: Display UPS form to fill out company shipping information.
+
+.. _inventory/shipping_receiving/ups-account-number:
+
+Get account number
+------------------
+
+With the shipping account set up, the UPS :guilabel:`Account Number` becomes available. To access
+it, navigate to :menuselection:`Profile --> Accounts and Payment` and refer to the shipping
+account's :guilabel:`Number` field.
+
+.. image:: ups_credentials/account-number.png
+   :align: center
+   :alt: Show Account "Number" field for the shipping account.
+
+Payment card
+------------
+
+Navigate back to the :guilabel:`Accounts and Payments` page and select the :guilabel:`Add Payment
+Card` option from the :guilabel:`Add a Payment Method` drop-down menu. Then, complete the form to
+add the credit card information.
+
+.. image:: ups_credentials/payment-card.png
+   :align: center
+   :alt: Show "Add Payment Card" option from the drop-down.
+
+UPS developer account setup
+===========================
+
+Next, log into the `UPS developer account <http://developer.ups.com/>`_ to generate the developer
+key. To begin, click the profile icon in the top-right corner, and choose the :guilabel:`Apps`
+option from the drop-down menu.
+
+.. image:: ups_credentials/apps.png
+   :align: center
+   :alt: Display the "Apps" drop-down option after clicking the profile picture icon.
+
+Add app
+-------
+
+Then, click the :guilabel:`Add Apps` button to begin filling out the form. In the :guilabel:`I need
+API credentials because \*` field, select :guilabel:`I want to integrate UPS technology into my
+business`.
+
+Under the next label, :guilabel:`Choose an account to associate with these credentials. \*`, select
+:guilabel:`Add existing account` from the drop-down menu in the corresponding field, and then select
+the :ref:`account number <inventory/shipping_receiving/ups-account-number>` linked to the UPS
+account created in the previous step.
+
+.. image:: ups_credentials/developer-account-setup.png
+   :align: center
+   :alt: Show form to fill in the UPS account number.
+
+Click :guilabel:`Next`, and proceed to the :guilabel:`Add App` form, and fill out the fields:
+
+- :guilabel:`App Name`: Type the name to identify the app by.
+- :guilabel:`Callback URL`: Type the URL of the Odoo database, in the format:
+  `https://databaseName.odoo.com`. Do **not** include `www` in the URL.
+
+In the :guilabel:`Add Products` section on the right, search for and click the :guilabel:`+ (plus)`
+icon to add the following products to the app:
+
+- :guilabel:`Authorization (O Auth)`: Used to generate the authorization token to request
+  information from the UPS API.
+- :guilabel:`Address Validation`: Validates addresses at the street level in the United States and
+  Puerto Rico.
+- :guilabel:`Locator`: Enables search for UPS shipping locations based on type and available
+  services.
+- :guilabel:`Paperless Documents`: Enables the upload of document images to link to shipments.
+- :guilabel:`Shipping`: Enables UPS shipping services, such as preparing packages for shipment,
+  managing returns, and canceling scheduled shipments.
+- :guilabel:`Rating`: Compare delivery services and shipping rates.
+
+Finally, click :guilabel:`Save` and accept UPS's terms and conditions.
+
+.. seealso::
+   `UPS API Catalog <https://developer.ups.com/catalog?loc=en_US>`_
+
+.. image:: ups_credentials/add-app-development.png
+   :align: center
+   :alt: Show "Add Apps" form, where the app details are configured.
+
+.. _inventory/shipping_receiving/ups-client-id:
+
+Client ID and Client Secret
+---------------------------
+
+With the new app created, in the :menuselection:`Profile --> My Apps --> App` page, select the app
+from the :guilabel:`Credentials` section to view the UPS credentials.
+
+.. image:: ups_credentials/my-apps.png
+   :align: center
+   :alt: Show newly created app in the "My Apps" section.
+
+In the :guilabel:`Credentials` section, copy the :guilabel:`Client ID` and :guilabel:`Client Secret`
+key.
+
+.. image:: ups_credentials/credentials.png
+   :align: center
+   :alt: Display the "Client ID" and "Client Secret" key.
+
+Setup in Odoo
+=============
+
+With the credentials obtained, configure the UPS shipping method in Odoo by going to
+:menuselection:`Inventory app --> Configuration --> Shipping Methods`.
+
+On the :guilabel:`Shipping Methods` page, click the :guilabel:`New` button.
+
+.. note::
+   For existing UPS shipping methods whose :guilabel:`Provider` is :guilabel:`UPS Legacy`, archive
+   it and create a new shipping method using :guilabel:`UPS`.
+
+In the :guilabel:`Provider` field, select :guilabel:`UPS`. Doing so reveals the :guilabel:`UPS
+Configuration` tab, where various fields must be entered. For details instructions on configuring
+the other fields on the shipping method, refer to the :doc:`Configure third-party carrier
+<third_party_shipper>` documentation.
+
+In the :guilabel:`UPS Configuration` tab, complete the following fields:
+
+- :guilabel:`UPS Account Number`: (*required*) Get the :ref:`account number
+  <inventory/shipping_receiving/ups-account-number>` from the UPS portal.
+- :guilabel:`UPS Client ID`: (*required*) Get the :ref:`Client ID
+  <inventory/shipping_receiving/ups-client-id>` from the UPS developer website.
+- :guilabel:`UPS Client Secret`: (*required*) Get the :ref:`Client Secret
+  <inventory/shipping_receiving/ups-client-id>` key from the UPS developer website.
+- :guilabel:`UPS Service Type`: Select from the drop-down menu the type of shipping service.
+- :guilabel:`UPS Package Type`: (*required*) Select from the drop-down menu the :doc:`package type
+  <../../product_management/product_tracking/package>` that is supported for the shipping service.
+- :guilabel:`Package Weight Unit`: The unit of measure for the package weight.
+- :guilabel:`Package Size Unit`: The unit of measure for the package dimensions.
+- :guilabel:`Label Format`: Choose the label format shipping labels: :guilabel:`PDF`,
+  :guilabel:`ZPL`, :guilabel:`EPL`, or :guilabel:`SPL`.
+
+.. image:: ups_credentials/ups-configuration.png
+   :align: center
+   :alt: Show the "UPS Configuration" tab on the Shipping Methods form.
+
+In the :guilabel:`Options` section, the following features are available:
+
+- :guilabel:`Bill My Account`: Charge the user's UPS account for shipping in the *eCommerce* app.
+- :guilabel:`Collect on Delivery`: Collect payment from customers for shipping after the shipment is
+  delivered.
+- :guilabel:`Generate Return Label`: Print the return label for the order after the delivery order
+  is validated.
+- :guilabel:`Duties paid by`: Select whether duties or other fees are charged to the
+  :guilabel:`Sender` or :guilabel:`Recipient` of the order.