26ef13835d
closes odoo/documentation#12080
X-original-commit: 5fbab9eba4
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: dikd-odoo <dikd@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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125 lines
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========
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Delivery
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========
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Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose
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their preferred option at :doc:`checkout <checkout>`. These methods include :ref:`external providers
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<ecommerce/shipping/external-provider>`, :ref:`custom options <ecommerce/shipping/custom-method>`
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such as flat-rate or free shipping, local carriers via
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:doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`
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or ::ref:`Based on Rules <inventory/shipping/rules>`, and
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:ref:`in-store pickup <ecommerce/shipping/instore-pickup>`.
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.. _ecommerce/shipping/external-provider:
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External provider integration
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=============================
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To handle product delivery, you can connect your database to :doc:`third-party shipping carriers
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
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like :doc:`FedEx <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex>`,
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:doc:`UPS <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials>`,
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or :doc:`DHL <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials>`.
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A shipping connector links to these providers, automating :doc:`tracking labels
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping
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processes.
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To enable a third-party delivery provider, go to :menuselection:`Website --> Configuration -->
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Settings`, scroll to the :guilabel:`Delivery` section, select the desired delivery provider(s),
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and :guilabel:`Save`.
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Go to :menuselection:`Website --> Configuration --> Delivery Methods` and select the delivery method
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in the list to :ref:`configure it <inventory/shipping_receiving/configure-delivery-method>`.
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.. seealso::
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:doc:`Third-party shipping carriers
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
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.. important::
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The field used to define additional fees **must** be filled **in your third-party delivery
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provider account**, even if you do not plan to charge customers any additional fee. If you do not
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want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be
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calculated, and an error message prompts the customer to select an alternative delivery method.
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Margin on delivery rate
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-----------------------
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To add an additional fee to the base shipping rate (e.g., to cover extra costs), log into your
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carrier account and set the desired fee in the related field. The shipping connector retrieves this
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fee and includes it in the final price at checkout. Contact your carrier for further assistance
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with this configuration.
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Alternatively, enter `0` in your third-party shipping provider account, then set the fee in Odoo.
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To do so, access the desired :ref:`shipping method's form
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<inventory/shipping_receiving/configure-delivery-method>` and enter the fee in the :guilabel:`Margin
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on Rate` field to add a percentage to the shipping costs and/or the :guilabel:`Additional margin`
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field to add a fixed amount.
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.. important::
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The field used to define additional fees cannot be left empty in your third-party shipping
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provider account.
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.. _ecommerce/shipping/custom-method:
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Custom delivery method
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======================
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Custom delivery methods must be created, for example:
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- to integrate delivery carriers through :doc:`Sendcloud
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<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;
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- to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for
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a specific provider;
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- to configure :ref:`Fixed Price <inventory/shipping/fixed>` shipping, or shipping :ref:`Based on
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Rules <inventory/shipping/rules>`.
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To create a custom delivery method, go to :menuselection:`Website --> Configuration --> Delivery
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Methods`, click :guilabel:`New`, and fill in the :ref:`fields
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<inventory/shipping_receiving/shipping-methods-details>`.
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In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>` or
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:ref:`Fixed Price <inventory/shipping/fixed>`.
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.. tip::
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Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery
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method, you can:
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- Restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by
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selecting it in the :guilabel:`Website` field;
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- Click the :guilabel:`Test Environment` smart button to switch to the
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:guilabel:`Production Environment`. Then, click :guilabel:`Unpublished` to :guilabel:`Publish`
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the delivery method and make it available to website visitors;
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- Use the :guilabel:`Availability` tab to define :ref:`conditions
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<inventory/shipping_receiving/availability>` for the delivery method based on the order's
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content or destination.
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.. _ecommerce/shipping/instore-pickup:
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Click & Collect
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===============
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To allow customers to reserve products online and pay for/collect them in-store, follow these steps:
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#. Go to :menuselection:`Website --> Configuration --> Settings`.
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#. Scroll to the :guilabel:`Delivery` section, enable :guilabel:`Click & Collect`, and
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:guilabel:`Save`.
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#. Click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to :ref:`configure
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<inventory/shipping_receiving/configure-delivery-method>` the delivery method and ensure the
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:guilabel:`Provider` field is set to :guilabel:`Pick up in store`.
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#. In the :guilabel:`Stores` tab, click :guilabel:`Add a line` and select the warehouse(s) where
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customers can collect their orders.
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#. Once your setup is complete, click the :guilabel:`Unpublish` button to change the status to
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:guilabel:`Publish` and make the delivery method available to customers.
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.. note::
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- When the product is in stock, a location selector is displayed on the :doc:`product
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<../products>` and :doc:`checkout <checkout>` pages. Customers cannot select a pickup location
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if the product is out of stock at that location. The :ref:`Continue selling
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<ecommerce/products/stock-management>` option for out-of-stock products is not supported.
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- If the :ref:`Show Available Qty <ecommerce/products/stock-management>` option is enabled for a
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product, customers can view the stock quantity available for each warehouse in the location
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selector on the product page.
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- Each warehouse must have a **complete address** to ensure its location is accurately displayed
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to customers. Incomplete addresses prevent the warehouse from being shown.
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- The Click & Collect option is not available for services.
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