diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst index 648626b90..72990c94a 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst @@ -1,116 +1,123 @@ -============================= -How to print shipping labels? -============================= +===================== +Print shipping labels +===================== -Overview -======== +.. |DO| replace:: :abbr:`DO (Delivery Order)` -Odoo can handle various delivery methods, including third party shippers -linked with the transportation company tracking system. It allows you to -manage the transport company, the real prices and the destination. And -finally, you will be able to print the shipping labels directly from -Odoo. +Integrate Odoo with :doc:`third-party shipping carriers +<../setup_configuration/third_party_shipper>` to automatically generate shipping labels that +includes prices, destination addresses, tracking numbers, and barcodes. Configuration ============= -Install the shipper company connector module --------------------------------------------- - -In the **Inventory** module, click on :menuselection:`Configuration --> Settings`. -Under **Shipping Connectors**, flag the transportation companies you want to -integrate : - -.. image:: labels/labels03.png - :align: center - -Then click on **Apply**. - -Configure the delivery method ------------------------------ - -To configure your delivery methods, go to the **Inventory** module, click on -:menuselection:`Configuration --> Delivery Methods`. - -The delivery methods for the chosen shippers have been automatically -created. - -.. image:: labels/labels01.png - :align: center - -In the **Pricing** tab, the name of the provider means that the delivery -will be handled and computed by the shipper system. - -The configuration of the shipper is split into two columns : - -- The first one is linked to **your account** (develop key, password,...). - For more information, please refer to the provider website. - -- The second column varies according to the **provider**. You can choose - the packaging type, the service type, the weight unit... - -- Uncheck **Test Mode** when you are done with the testings. - -Company configuration ---------------------- - -In order to compute the right price, the provider needs your company -information. Be sure your address and phone number are correctly -encoded. - -.. image:: labels/labels02.png - :align: center - -To check your information, go to the **Settings** application and click on -**General Settings**. Click on the first link **Configure your company data**. - -Product configuration ---------------------- - -The shipper companies need the weight of your product, otherwise the -price computation cannot be done. - -Go the **Sales** module, click on :menuselection:`Sales --> Products`. -Open the products you want to ship and set a weight on it. - -.. image:: labels/labels06.png - :align: center - -.. tip:: - The weight on the product form is expressed in kilograms. - Don't forget to do the conversion if you are used to the imperial - measurement system. - -How to print shipping labels? -============================= - -The delivery order created from the sale order will take the shipping -information from it, but you can change the carrier if you want to. - -If you create a delivery transfer from the inventory module, you can add -the third party shipper in the additional info tab. - -.. image:: labels/labels05.png - :align: center - -Click on **Validate** to receive the tracking number and **the label(s)**. - -The label to stick on your package is available in the history -underneath : - -.. image:: labels/labels04.png - :align: center - -Click on it to open the document and print it : - -.. image:: labels/labels07.png - :align: center - -.. note:: - If you are doing multi-packages shippings, most of the time, - there will be one label per package. Each label will appear in the - delivery history. +To generate labels for a third-party shipping carrier, first :doc:`install the third-party shipping +connector <../setup_configuration/third_party_shipper>`. Then, configure and activate the +:ref:`delivery method `, being sure to set +the :guilabel:`Integration Level` to :guilabel:`Get Rate and Create Shipment` to generate shipping +labels. Finally, provide the company's :ref:`source address +` and :ref:`product weights +`. .. seealso:: - * :doc:`invoicing` - * :doc:`multipack` + :doc:`../setup_configuration/third_party_shipper` + +.. image:: labels/integration-level.png + :align: center + :alt: Set the "Get Rate and Create Shipment" option. + +Print tracking labels +===================== + +Tracking labels are generated after the delivery order (DO) is validated. + +When both the *Sales* and *Inventory* apps are installed, begin on the :menuselection:`Sales app`, +and proceed to the desired quotation to :ref:`add the shipping cost +`, confirm the sales order, and validate the |DO|. + +If only the *Inventory* app is installed, create :abbr:`DOs (Delivery Orders)` directly in the +:menuselection:`Inventory` app , :ref:`add the third-party carrier +` in the :guilabel:`Carrier` field, and validate +the |DO|. + +.. _inventory/shipping_receiving/add-shipping-quote: + +Add shipping on quotation +------------------------- + +To generate a tracking label for an order, begin by creating a quotation in :menuselection:`Sales +app --> Orders --> Quotations`, clicking :guilabel:`New`, and filling out the quotation form. Then, +click the :guilabel:`Add Shipping` button in the bottom-right corner of the quotation. + +.. image:: labels/add-shipping-button.png + :align: center + :alt: Show the "Add Shipping" button on the quotation. + +In the resulting pop-up window, select the intended carrier from the :guilabel:`Shipping Method` +drop-down menu. Clicking :guilabel:`Get Rate` displays the shipping cost for the customer, via the +third-party carrier in the :guilabel:`Cost` field. + +.. important:: + If clicking :guilabel:`Get Rate` results in an error, ensure the :ref:`warehouse's address + ` and :ref:`weight of products in the + order ` are properly configured. + +Click :guilabel:`Add` to add the cost to the quotation, which is listed as the :ref:`configured +delivery product `. Finally, click +:guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` smart button to access the +|DO|. + +.. image:: labels/get-rate.png + :align: center + :alt: Show "Get rate" pop-up window. + +.. tip:: + For users who do not have the *Sales* app installed, the shipping carrier is specified in a + delivery order's :guilabel:`Carrier` field of the :guilabel:`Additional Info` tab. + + .. image:: labels/additional-info-tab.png + :align: center + :alt: Show the "Additional Info" tab of a delivery order. + +.. _inventory/shipping_receiving/validate-print-label: + +Validate delivery order +----------------------- + +On a delivery order form, navigate to the :guilabel:`Additional Info` tab to ensure the third-party +shipping carrier has been added to the :guilabel:`Carrier` field. + +.. important:: + If the *Sales* app is not installed, the third-party carrier is set in the :guilabel:`Carrier` + field. + +After the items in the order have been packed, click :guilabel:`Validate` to get the shipping +carrier's tracking number, and generate the shipping label. + +.. note:: + Create or select an existing delivery order by going to the :menuselection:`Inventory` app, and + selecting the :guilabel:`Delivery Orders` card. + +The :guilabel:`Tracking Reference` number is generated in the :guilabel:`Additional Info` tab of the +delivery order. Click the :guilabel:`Tracking` smart button to access the tracking link from the +shipping carrier's website. + +The tracking label is found in PDF format in the chatter. + +.. image:: labels/shipping-label.png + :align: center + :alt: Show generated shipping label in the chatter. + +.. note:: + For multi-package shipping, one label is generated per package. Each label appears in the + chatter. + +.. figure:: labels/sample-label.png + :align: center + :alt: Sample label generated from Odoo's shipping connector with FedEx. + + Sample label generated from Odoo's shipping connector with FedEx. + +.. seealso:: + - :doc:`invoicing` + - :doc:`multipack` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels/add-shipping-button.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels/add-shipping-button.png new file mode 100644 index 000000000..e15d4a4af Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels/add-shipping-button.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels/additional-info-tab.png 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b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst index 451b1bbb1..2413b4acd 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst @@ -60,6 +60,9 @@ a form to provide details about the shipping provider, including: website from the drop-down menu, or leave it blank to apply the method to all web pages. - :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. + +.. _inventory/shipping_receiving/delivery-product: + - :guilabel:`Delivery Product` (*Required field*): 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