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jero-odoo
011725edba [IMP] inventory: add a delivery
Co-authored-by: dikd-odoo <dikd@odoo.com>

Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2025-02-14 10:11:03 -05:00
6 changed files with 27 additions and 37 deletions

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@ -2,6 +2,16 @@
Add a new delivery method
=========================
The *Delivery Methods* setting adds the option of calculating the cost of shipping on sales orders
and e-commerce shopping carts. The shipping cost can then be added to a sales order as a delivery
product, and the shipping details can be added to the delivery order.
.. seealso::
:doc:`../setup_configuration`
Configuration
-------------
To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery
Methods`.
@ -14,34 +24,35 @@ Methods`.
by checking the corresponding checkbox.
.. image:: new_delivery_method/enable-delivery.png
:alt: Enable the *Delivery Methods* feature by checking the box in Configuration > Settings.
:alt: The Delivery Methods feature enabled in the settings.
.. _inventory/shipping_receiving/delivery-product:
On the :guilabel:`Delivery Methods` page, add a method by clicking :guilabel:`New`. Doing so opens
a form to provide details about the shipping provider, including:
- :guilabel:`Delivery Method` (*Required field*): the name of the delivery method (e.g. `flat-rate
shipping`, `same day delivery`, etc.).
- :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a
:ref:`third-party carrier <inventory/shipping/third_party>`. Ensure the integration with the
shipping carrier is properly installed and select the provider from the drop-down menu.
For more details on configuring custom shipping methods, such as :ref:`fixed price
<inventory/shipping/fixed>`, :ref:`based on rules <inventory/shipping/rules>`, or :ref:`pickup in
store <inventory/shipping/pickup>` options, refer to their respective sections below.
- :guilabel:`Website`: configure shipping methods for an **eCommerce** page. Select the applicable
website from the drop-down menu, or leave it blank to apply the method to all web pages.
- :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a
:ref:`third-party carrier <inventory/shipping/third_party>`. Ensure the integration with the
shipping carrier is properly installed and select the provider from the drop-down menu. For more
details on configuring custom shipping methods, such as :ref:`fixed price
<inventory/shipping/fixed>` or :ref:`based on rules <inventory/shipping/rules>` options, refer to
their respective sections below.
- :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:`Routes`: select the applicable routes to define different delivery methods, such as
standard or express shipping, based on varying lead times. For more information, jump
to the :ref:`Set routes on shipping method <inventory/shipping_receiving/shipping-route>` section.
.. _inventory/shipping_receiving/delivery-product:
standard or express shipping, based on varying lead times. For more information, jump to the
:ref:`Set routes on shipping method <inventory/shipping_receiving/shipping-route>` section.
- :guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line
<inventory/shipping/sales-order>` 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.
- :guilabel:`Tracking Link`: This option adds a link to the portal so the customer can track their
delivery. When a custom carrier is added in a delivery order, the tracking button is enabled, and
the link directs to the tracking portal with that URL.
.. _inventory/shipping_receiving/availability:
@ -141,23 +152,6 @@ Shipping cost is the :guilabel:`Delivery cost` specified in the rule that satisf
When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second
rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9).
.. _inventory/shipping/pickup:
Pickup in store
---------------
To configure in-store pickup, select :guilabel:`Pickup in store` in the :guilabel:`Provider` field
and specify the pickup location in :guilabel:`Warehouse`.
To invoice the customer for the shipping cost to the pickup location, choose the :guilabel:`Get Rate
and Create Shipment` option in the :guilabel:`Integration Level` field. Then, pick either the
:guilabel:`Estimated cost` or :guilabel:`Real cost` radio options in the :guilabel:`Invoicing
Policy` field to decide whether the added shipping charge on the sales order is the precise cost
from the shipping carrier.
.. seealso::
:doc:`Invoice cost of shipping <../setup_configuration/invoicing>`
.. _inventory/shipping_receiving/shipping-route:
Route on shipping method
@ -199,8 +193,5 @@ routes from the drop-down menu.
If the desired route is not selectable, check that the *Shipping Methods* option is enabled in
the route's *Applicable On* section.
.. figure:: new_delivery_method/set-routes.png
.. image:: new_delivery_method/set-routes.png
:alt: Show set routes on shipping method form.
By default, most shipping methods are created with two routes available for standard or express
delivery.

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@ -77,9 +77,8 @@ To create a custom delivery method, go to :menuselection:`Website --> Configurat
Methods`, click :guilabel:`New`, and fill in the :ref:`fields
<inventory/shipping_receiving/shipping-methods-details>`.
In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>`,
:ref:`Fixed Price <inventory/shipping/fixed>`, or :ref:`Pickup in store <inventory/shipping/pickup>`
if the shipping method does not involve any specific provider.
In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>` or
:ref:`Fixed Price <inventory/shipping/fixed>`.
.. tip::
Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery