[ADD] Inventory: FedEx integration
closes odoo/documentation#10331 Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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@ -12,6 +12,7 @@ Setup and configuration
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setup_configuration/labels
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setup_configuration/bpost
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setup_configuration/dhl_credentials
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setup_configuration/fedex
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setup_configuration/sendcloud_shipping
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setup_configuration/starshipit_shipping
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setup_configuration/ups_credentials
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=================
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FedEx integration
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=================
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Integrating a FedEx account with Odoo's **Inventory** app makes it possible to :doc:`calculate
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shipping rates <delivery_method>`, and :doc:`generate shipping labels <labels>` within Odoo. This is
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accomplished by enabling the FedEx *shipping connector*, then configuring at least one *shipping
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method*.
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.. note::
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This documentation contains configuration details specific to FedEx integration. See the
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documentation on :doc:`third-party shippers <third_party_shipper>` for general shipper
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integration instructions.
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Enable shipping connector
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=========================
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To enable the shipping connector for FedEx, navigate to :menuselection:`Inventory app -->
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Configuration --> Settings`. Scroll down to the :guilabel:`Shipping Connectors` section, and tick
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the checkbox next to :guilabel:`FedEx Connector`.
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Finally, click :guilabel:`Save` to save the changes. After doing so, a :icon:`oi-arrow-right`
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:guilabel:`FedEx Shipping Methods` button appears below :guilabel:`FedEx Connector`.
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.. image:: fedex/fsm-button.png
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:align: center
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:alt: The FedEx Shipping Methods button below the FedEx Connector.
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Configure shipping method
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=========================
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Once the FedEx shipping connector is enabled, it is necessary to configure at least one shipping
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method. After doing so, the shipping method can be included in sales orders (SOs), and used to
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compute shipping costs, and print shipping labels.
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To enable a shipping method, navigate to :menuselection:`Inventory app --> Configuration -->
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Settings`, and click the :guilabel:`FedEx Shipping Methods` button below the :guilabel:`FedEx
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Connector` checkbox. Doing so opens a page that shows all existing FedEx shipping methods.
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.. note::
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To see all shipping methods for every shipper with a connector enabled, navigate to
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:menuselection:`Inventory app --> Configuration --> Shipping Methods`.
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Select a shipping method to open its form. Alternatively, click :guilabel:`New` to open a blank
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form, and configure a new shipping method.
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.. image:: fedex/fedex-form.png
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:align: center
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:alt: The form for a FedEx shipping method.
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.. important::
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Enabling the FedEx shipping connector automatically creates two default shipping methods:
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:guilabel:`FedEx US` and :guilabel:`FedEx International`. Each of these methods are
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pre-configured with test credentials, allowing them to be used for testing purposes.
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Before the shipping method can be used to create actual shipments, the test credentials must be
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replaced with credentials from a valid FedEx account.
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General information
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-------------------
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At the very top of a shipping method form are fields used to configure the way the method operates
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in Odoo. In the :guilabel:`Provider` field, select :guilabel:`FedEx` from the drop-down menu, if it
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is not already selected.
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The rest of the fields in this section are general to all shipping providers. For details on how to
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fill them out, see the documentation on :doc:`third-party shippers <third_party_shipper>`.
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Fedex Configuration tab
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-----------------------
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The options in the :guilabel:`Fedex Configuration` tab of a FedEx shipping method form are used to
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connect the method to a FedEx account, and configure the shipping details associated with the method
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(drop-off type, package type, etc.).
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A FedEx business account is required to obtain the information needed to fill out the fields in this
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tab. To create a new account, navigate to FedEx's `Open Account
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<https://www.fedex.com/en-us/open-account.html>`_ page, click on :guilabel:`Create Account`, and
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follow the instructions.
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Developer Key and Meter Number fields
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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A *developer key* is used to integrate a FedEx account with an external service, like the Odoo
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**Inventory** app. A *meter number* is a unique ID number used by FedEx to identify negotiated
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shipping rates for each account.
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To get a developer key and meter number, begin by navigating to FedEx's `Developer Resource Center
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<https://www.fedex.com/en-us/developer/web-services.html>`_. Then, click on the :guilabel:`FedEx Web
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Services` drop-down menu.
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Click :guilabel:`Get Test Key` to start the process of getting a developer key and meter number
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which can be used to configure a shipping method for testing purposes.
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Click :guilabel:`Get Production Key` to start the process of getting a developer key and meter
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number, which can be used to configure a shipping method that generates real shipments with FedEx.
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After clicking either option, follow the instructions until the :guilabel:`Confirmation` screen is
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reached. This screen displays the developer key and meter number.
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Once the developer key and meter number are determined, enter them in the :guilabel:`Developer Key`
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and :guilabel:`Meter Number` fields on the :guilabel:`Fedex Configuration` tab of the shipping
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method form.
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Password and Account Number fields
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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A *password* is used, along with a username, to log into a FedEx account. An *account number* is the
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unique number assigned to each FedEx account.
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To find a FedEx account number, log in to a FedEx account at https://www.fedex.com. Click on the
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account holder's name in the top-right corner of the screen, and select :menuselection:`My Profile`
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from the drop-down menu.
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On the profile page, click :guilabel:`Account Management` on the left side of the screen. The
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account number is displayed on this screen.
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Once the password and account number are determined, enter them in the :guilabel:`Password` and
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:guilabel:`Account Number` fields on the :guilabel:`Fedex Configuration` tab of the shipping method
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form.
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Shipping details
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~~~~~~~~~~~~~~~~
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The main section of the :guilabel:`Fedex Configuration` tab includes a number of additional fields
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used provide information about the shipping method:
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- :guilabel:`Fedex Service Type`: The FedEx service used to ship a package.
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- :guilabel:`Fedex Drop-Off Type`: The method for getting a package into FedEx's possession.
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- :guilabel:`Fedex Package Type`: The type of package used for the shipping method.
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- :guilabel:`Package Weight Unit`: The unit of measure used to weigh packages.
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- :guilabel:`Package Length Unit`: The unit of measure used to determine the dimensions of packages.
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- :guilabel:`Label Type`: The type of shipping label used for packages.
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- :guilabel:`Label Format`: The file format used by Odoo to generate shipping labels.
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- :guilabel:`Commercial Invoice Type`: The dimensions and type of the paper used to print invoices.
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.. important::
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The options that should be selected on the :guilabel:`Fedex Configuration` tab of a shipping
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method depend on the negotiated shipping services of the associated FedEx account. To confirm the
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available services for a FedEx account, visit the *Account Management* page after logging in to
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the FedEx website, or speak with a customer service representative.
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Options section
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~~~~~~~~~~~~~~~
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The :guilabel:`Options` section of the :guilabel:`Fedex Configuration` tab provides a few additional
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options to further configure the shipping method:
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- :guilabel:`Saturday Delivery`: Tick the checkbox to allow packages shipped with the delivery
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method to be delivered on Saturdays.
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- :guilabel:`Generate Return Label`: Tick the checkbox to automatically generate a return label upon
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validation of a delivery order.
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- :guilabel:`Duties paid by`: Use the drop-down menu to select whether duty charges should be paid
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by the :guilabel:`Sender` or :guilabel:`Recipient`.
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Activate shipping method
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========================
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By default, shipping methods in Odoo are created within a *test environment*. This means they can
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only be used for testing purposes, and are unable to generate actual shipping orders.
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To activate a shipping method in a *production environment*, click the :icon:`fa-stop`
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:guilabel:`Test Environment` smart button at the top of the shipping method form. After doing so,
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the smart buttons changes to read :icon:`fa-play` :guilabel:`Production Environment`.
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With the production environment enabled, validating a delivery order using the shipping method
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generates an actual shipping label with FedEx.
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Click the :icon:`fa-play` :guilabel:`Production Environment` smart button to return the shipping
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method to a test environment.
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.. warning::
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**Do not** enable the production environment for a shipping method before it is ready to be used
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for actual shipping orders. Doing so may lead to the creation of unwanted charges with FedEx.
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