7d12e93937
https://docs.google.com/document/d/1mXdLySqabgtLpE1rKuWaRbkQj5yJ0JxXjJ1vghwLzJE/edit#heading=h.8e0u1i7a4o47
159 lines
5.0 KiB
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159 lines
5.0 KiB
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=======================================
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How to integrate a third party shipper?
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=======================================
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Overview
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========
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Odoo can handle various delivery methods, including third party
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shippers. Odoo can be linked with the transportation company tracking
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system. It will allow you to manage the transport company, the real
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prices and the destination.
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Configuration
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=============
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Install the shipper company connector module
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--------------------------------------------
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In the inventory module, click on :menuselection:`Configuration --> Settings`.
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Under **Shipping Connectors**, flag the transportation companies you want to
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integrate :
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.. image:: media/third_party_shipper06.png
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:align: center
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Then click on **Apply**.
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.. note::
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If you want to integrate delivery methods in your e-commerce,
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you'll have to install the **eCommerce Delivery** module.
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Configure the delivery method
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-----------------------------
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To configure your delivery methods, go to the **Inventory** module, click on
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:menuselection:`Configuration --> Delivery Methods`.
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The delivery methods for the chosen shippers have been automatically
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created. Most of the time, there will be **2** delivery methods for the same
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provider: one for **international** shipping and the other for **domestic**
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shipping.
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You can create other methods with the same provider with other
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configuration, for example the **Packaging Type**.
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You can change the **Name** of the delivery method. This is the name that
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will appear on your ecommerce.
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Flag **Shipping enabled** when you are ready to use it.
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.. image:: media/third_party_shipper02.png
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:align: center
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In the pricing tab, the name of the provider chosen under the **Price computation**
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means that the pricing will be computed by the shipper system.
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The configuration of the shipper is split into two columns:
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- The first one is linked to **your account** (developer key, password,...).
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For more information, please refer to the provider website.
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- The second column varies according to the **provider**. You can choose
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the packaging type, the service type, the weight unit...
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- Uncheck **Test Mode** when you are done with the testings.
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Finally you can limit the delivery method to a few destinations. You can
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limit it to some countries, states or even zip codes. This feature
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limits the list of countries on your e-commerce. It is useful for the
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domestic providers. For example, USPS US only delivers from the United
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States to the United States.
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.. image:: media/third_party_shipper07.png
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:align: center
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Company configuration
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---------------------
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In order to compute the right price, the provider needs your company
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information. Be sure your address and phone number are correctly
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encoded.
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.. image:: media/third_party_shipper03.png
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:align: center
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To check your information, go to the **Settings** application and click on
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**General Settings**. Click on the first link **Configure your company data**.
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Product configuration
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---------------------
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The shipper companies need the weight of your product, otherwise the
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price computation cannot be done.
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Go the menu :menuselection:`Sales --> Sales --> Products`. Open the products you
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want to ship and set a weight on it.
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.. image:: media/third_party_shipper09.png
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:align: center
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.. tip::
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The weight on the product form is expressed in kilograms.
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Don't forget to make the conversion if you are used to the imperial
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measurement system.
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Sale process
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============
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Sale order
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----------
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.. image:: media/third_party_shipper05.png
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:align: center
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You can now choose the carrier on your sale order. Click on **Delivery
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method** to choose the right one.
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The price is computed when you save the sale order or when you click on
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**Set price**.
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If you want to invoice the price of the delivery charge on the sale
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order, click on **Set price**, it will add a line with the name of the
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delivery method as a product. It may vary from the real price.
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Otherwise, the real price (computed when the delivery is validated) will
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automatically be added to the invoice. For more information, please read
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the document :doc:`../operation/invoicing`
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Delivery
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--------
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The delivery created from the sale order will take the shipping
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information from it. You can change the carrier if you want to.
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If you create a delivery transfer from the inventory module, you can add
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the third party shipper in the additional info tab.
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.. image:: media/third_party_shipper01.png
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:align: center
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The weight is computed based on the products weights. The shipping cost
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will be computed once the transfer is validated.
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Click on **Validate** to receive the tracking number. The **Carrier Tracking
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ref** field will automatically be filled. Click on the **Tracking** button
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to check your delivery on the provider website.
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.. image:: media/third_party_shipper08.png
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:align: center
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The label to stick on your package is available in the history
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underneath :
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.. image:: media/third_party_shipper04.png
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:align: center
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.. seealso::
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* :doc:`../operation/invoicing`
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* :doc:`../operation/labels` |