[ADD] inventory: How to setup a delivery method?

https://docs.google.com/document/d/1FshD0_JnuojhFiq3te_SnUW8J1chV45_nSp1GdSFuYs/edit#heading=h.8e0u1i7a4o47
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Yannick Tivisse 2015-11-03 10:06:59 +01:00
parent 92b3ab9841
commit e4baa9435d
12 changed files with 106 additions and 9 deletions

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@ -11,7 +11,7 @@ delivery system, products are sent from your supplier to your warehouse
to be put in stock, and then shipped to your customers after ordering.
With drop-shipping, no item is stocked. When a customer places an order
in your shop, the item is delivered straight from the supplier to the
customer. Therefore, the product doesnt need to get through your
customer. Therefore, the product doesn't need to get through your
warehouse.
Points to be considered while implementing drop-shipping

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@ -60,7 +60,7 @@ Time** as well. Manufacturing lead time is the time needed to
manufacture the product.
.. tip::
Dont forget to tick the manufacturing box in inventory if you
Don't forget to tick the manufacturing box in inventory if you
want to create manufacturing routes.
At the company level

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@ -18,7 +18,7 @@ customers.
A few configuration steps are necessary in order to accomplish **Pick +
Pack + Ship** in Odoo. These steps create some additional locations, which
by default are called **Output** and **Packing Zone**. So, if your warehouses
by default are called **Output** and **Packing Zone**. So, if your warehouse's
code is ``WH``, this configuration will create a location called ``WH/Output``
and another one called ``WH/Packing Zone``.

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@ -8,14 +8,14 @@ Overview
When an order goes to the shipping department for final delivery, Odoo
is set up by default to utilize a **one-step** operation: once all goods are
available, they are able to be shipped in a single delivery order.
However, your companys business process may have one or more steps that
However, your company's business process may have one or more steps that
happen before shipping. In the **two steps** process, the items in a delivery
order are **picked** in the warehouse and brought to an **output location** for
**shipping**. The goods are then shipped.
In order to accomplish a **Pick + Ship** delivery in Odoo, there are a few
necessary configuration steps. These steps create an additional
location, which by default is called **Output**. So, if your warehouses
location, which by default is called **Output**. So, if your warehouse's
code is ``WH``, this configuration will create a location called
``WH/Output``. Goods will move from ``WH/Stock`` to ``WH/Output`` in the first
step (picking). Then, they move from ``WH/Output`` to ``WH/Customers`` (in the
@ -49,7 +49,7 @@ check the radio button above).
.. note::
If you checked option **Advanced routing of products using rules**
you may need to activate **Manage several locations per warehouse** if it
wasnt activated beforehand.
wasn't activated beforehand.
Configure warehouse for Pick + Ship
------------------------------------

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@ -1,3 +1,100 @@
==============================================
How to cancel a shipping request to a shipper?
==============================================
===============================
How to setup a delivery method?
===============================
Overview
========
Odoo can handle various delivery methods, but it is not activated by
default. Delivery methods can be used for your sale orders, your
deliveries but also on your e-commerce.
Delivery methods allow you to manage the transport company, the price
and the destination. You can even integrate Odoo with external shippers
to compute the real price and the packagings.
Configuration
=============
Install the inventory module
----------------------------
Delivery methods are handled by the **Delivery costs** module. Go to
**Apps** and search for the module. You should remove the **Apps** filter in
order to see it :
.. image:: media/setup05.png
:align: center
.. note::
If you want to integrate delivery methods in your e-commerce,
you'll have to install the **eCommerce Delivery** module.
Configure the delivery method
-----------------------------
To configure your delivery methods, go to the **Inventory** module,
click on :menuselection:`Configuration --> Delivery Methods`.
First set a name and a transporter company.
.. image:: media/setup03.png
:align: center
Then you'll have to set the pricing. It can be fixed or based on rules.
- If the price is fixed, tick **Fixed price**. You'll just have to define
the price. If you want the delivery to be free above a certain
amount, tick the option **Free if Order total is more
than** and set a price.
.. image:: media/setup06.png
:align: center
- If the price varies according to rules, tick **Based on Rules**. Click
on **add an item to a pricing rule**. Choose a condition based on
either the weight, the volume, the price or the quantity.
.. image:: media/setup04.png
:align: center
Finally you can limit the delivery method to a few destinations. The
limit can be applied to some countries, states or even zip codes. This
feature limits the list of countries on your e-commerce.
.. image:: media/setup02.png
:align: center
.. note::
You can integrate Odoo with external shippers in order to compute the
real price and packagings, and handle the printing the shipping labels.
See :doc:`third_party_shipper`
Delivery process
================
Sale order
----------
.. image:: media/setup07.png
:align: center
You can now choose the **Delivery Method** on your sale order. If you want
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.
Delivery
--------
You can add or change the delivery method on the delivery itself.
.. image:: media/setup01.png
:align: center
On the delivery, check the **Carrier Information**. The carrier is the
chosen delivery method.
.. seealso::
* :doc:`third_party_shipper`
* :doc:`../operation/invoicing`

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