7346b921e1
taskid-4016678
closes odoo/documentation#11717
X-original-commit: 84abf415bc
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
126 lines
6.6 KiB
ReStructuredText
126 lines
6.6 KiB
ReStructuredText
========
|
||
Delivery
|
||
========
|
||
|
||
Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose
|
||
their preferred option at :doc:`checkout <checkout>`. These methods include :ref:`external providers
|
||
<ecommerce/shipping/external-provider>`, :ref:`custom options <ecommerce/shipping/custom-method>`
|
||
such as flat-rate or free shipping, local carriers via
|
||
:doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`
|
||
or :ref:`Based on Rules <inventory/shipping/rules>`, and :ref:`in-store pickup
|
||
<ecommerce/shipping/instore-pickup>`.
|
||
|
||
.. _ecommerce/shipping/external-provider:
|
||
|
||
External provider integration
|
||
=============================
|
||
|
||
To handle product delivery, you can connect your database to :doc:`third-party shipping carriers
|
||
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
|
||
like :doc:`FedEx <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex>`,
|
||
:doc:`UPS <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials>`,
|
||
or :doc:`DHL <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials>`.
|
||
A shipping connector links to these providers, automating :doc:`tracking labels
|
||
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping
|
||
processes.
|
||
|
||
To enable a third-party delivery provider, go to :menuselection:`Website --> Configuration -->
|
||
Settings`, scroll to the :guilabel:`Delivery` section, select the desired delivery provider(s),
|
||
and :guilabel:`Save`.
|
||
|
||
Go to :menuselection:`Website --> Configuration --> Delivery Methods` and select the delivery method
|
||
in the list to :ref:`configure it <inventory/shipping_receiving/configure-delivery-method>`.
|
||
|
||
.. seealso::
|
||
:doc:`Third-party shipping carriers
|
||
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
|
||
|
||
.. important::
|
||
The field used to define additional fees **must** be filled **in your third-party delivery
|
||
provider account**, even if you do not plan to charge customers any additional fee. If you do not
|
||
want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be
|
||
calculated, and an error message prompts the customer to select an alternative delivery method.
|
||
|
||
Margin on delivery rate
|
||
-----------------------
|
||
|
||
To add an additional fee to the base shipping rate (e.g., to cover extra costs), log into your
|
||
carrier account and set the desired fee in the related field. The shipping connector retrieves this
|
||
fee and includes it in the final price at checkout. Contact your carrier for further assistance
|
||
with this configuration.
|
||
|
||
Alternatively, enter `0` in your third-party shipping provider account, then set the fee in Odoo.
|
||
To do so, access the desired :ref:`shipping method's form
|
||
<inventory/shipping_receiving/configure-delivery-method>` and enter the fee in the :guilabel:`Margin
|
||
on Rate` field to add a percentage to the shipping costs and/or the :guilabel:`Additional margin`
|
||
field to add a fixed amount.
|
||
|
||
.. important::
|
||
The field used to define additional fees cannot be left empty in your third-party shipping
|
||
provider account.
|
||
|
||
.. _ecommerce/shipping/custom-method:
|
||
|
||
Custom delivery method
|
||
======================
|
||
|
||
Custom delivery methods must be created, for example:
|
||
|
||
- to integrate delivery carriers through :doc:`Sendcloud
|
||
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;
|
||
- to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for
|
||
a specific provider;
|
||
- to configure :ref:`Fixed Price <inventory/shipping/fixed>` shipping or shipping
|
||
:ref:`Based on Rules <inventory/shipping/rules>`.
|
||
|
||
To create a custom delivery method, go to :menuselection:`Website --> Configuration --> Delivery
|
||
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.
|
||
|
||
.. tip::
|
||
Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery
|
||
method, you can:
|
||
|
||
- Restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by
|
||
selecting it in the :guilabel:`Website` field;
|
||
- Click the :guilabel:`Test Environment` smart button to switch to the
|
||
:guilabel:`Production Environment`. Then, click :guilabel:`Unpublished` to :guilabel:`Publish`
|
||
the delivery method and make it available to website visitors;
|
||
- Use the :guilabel:`Availability` tab to define :ref:`conditions
|
||
<inventory/shipping_receiving/availability>` for the delivery method based on the order’s
|
||
content or destination.
|
||
|
||
.. _ecommerce/shipping/instore-pickup:
|
||
|
||
Click & Collect
|
||
===============
|
||
|
||
To allow customers to reserve products online and pay for/collect them in-store, follow these steps:
|
||
|
||
#. Go to :menuselection:`Website --> Configuration --> Settings`.
|
||
#. Scroll to the :guilabel:`Delivery` section, enable :guilabel:`Click & Collect`, and
|
||
:guilabel:`Save`.
|
||
#. Click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to :ref:`configure
|
||
<inventory/shipping_receiving/configure-delivery-method>` the delivery method and ensure the
|
||
:guilabel:`Provider` field is set to :guilabel:`Pick up in store`.
|
||
#. In the :guilabel:`Stores` tab, click :guilabel:`Add a line` and select the warehouse(s) where
|
||
customers can collect their orders.
|
||
#. Once your setup is complete, click the :guilabel:`Unpublish` button to change the status to
|
||
:guilabel:`Publish` and make the delivery method available to customers.
|
||
|
||
.. note::
|
||
- When the product is in stock, a location selector is displayed on the :doc:`product
|
||
<../products>` and :doc:`checkout <checkout>` pages. Customers cannot select a pickup location
|
||
if the product is out of stock at that location. The :ref:`Continue selling
|
||
<ecommerce/products/stock-management>` option for out-of-stock products is not supported.
|
||
- If the :ref:`Show Available Qty <ecommerce/products/stock-management>` option is enabled for a
|
||
product, customers can view the stock quantity available for each warehouse in the location
|
||
selector on the product page.
|
||
- Each warehouse must have a **complete address** to ensure its location is accurately displayed
|
||
to customers. Incomplete addresses prevent the warehouse from being shown.
|
||
- The Click & Collect option is not available for services.
|