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[FIX] Inventory: Delivery Costs module installation label
closes odoo/documentation#15579
X-original-commit: a6c4f28605
Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
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@@ -4,6 +4,11 @@
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Delivery methods
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================
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In Odoo, *delivery methods* make it possible to calculate shipping costs directly on sales orders
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and e-commerce carts, providing customers and sales teams with accurate shipping fee information.
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This transparency helps close sales by showing customers the exact cost for each shipping carrier or
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delivery timeframe.
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When activated in Odoo, the *Delivery Methods* setting adds the option of calculating the cost of
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shipping on sales orders and e-commerce shopping carts.
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@@ -18,11 +23,11 @@ are calculated based on the carrier's pricing information.
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Configuration
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=============
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To calculate shipping on sales orders and e-commerce, the *Delivery Costs* module must be installed.
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To do so, navigate to the :menuselection:`Apps` application from the main Odoo dashboard.
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To calculate shipping on sales orders and e-commerce, the **Delivery Costs** module must be
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installed. To do so, navigate to the :menuselection:`Apps` application from the main Odoo dashboard.
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Then, remove the :guilabel:`Apps` filter, and type in `Delivery Costs` in the :guilabel:`Search...`
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bar. After finding the :guilabel:`Delivery Costs` module, click :guilabel:`Activate` to install it.
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Then, remove the :guilabel:`Apps` filter, and type in `Delivery Costs` in the search bar. After
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finding the :guilabel:`Delivery Costs` module, click :guilabel:`Install` to install it.
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.. image:: setup_configuration/install-module.png
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:alt: Install the Delivery Costs module.
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@@ -32,27 +37,34 @@ bar. After finding the :guilabel:`Delivery Costs` module, click :guilabel:`Activ
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Add shipping
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============
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Shipping methods can be added to sales orders in the form of delivery products, which appear as
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Shipping methods are added to sales orders in the form of delivery products, which appear as
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individual line items. First, navigate to the desired sales order by going to :menuselection:`Sales
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app --> Orders --> Orders`.
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On the sales order, click the :guilabel:`Add shipping` button, which opens the :guilabel:`Add a
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shipping method` pop-up window. Then, choose a :guilabel:`Shipping Method` from the list.
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Open the desired sales order, then click the :guilabel:`Add shipping` button. The :guilabel:`Add a
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shipping method` pop-up window opens. Then, using the drop-down menu, select an available shipping
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method.
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The :guilabel:`Total Order Weight` is pre-filled based on product weights (that are defined in the
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:guilabel:`Inventory` tab for each product form). Edit the field to specify the exact weight, and
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then click :guilabel:`Add` to add the shipping method.
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:ref:`Inventory <inventory/product_management/manufacture>` tab for each product form). Edit the
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field to specify the exact weight, and then click :guilabel:`Add` to add the shipping method.
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.. note::
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.. important::
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The amount defined in :guilabel:`Total Order Weight` overwrites the total product weights defined
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on the product form.
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The shipping cost is added to the *sales order line* as the :guilabel:`Delivery Product` detailed on
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the shipping method form.
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.. note::
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Some connected shipping methods require obtaining rates from the carrier. In this situation,
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click the :icon:`oi-arrow-right` :guilabel:`Get rate` button, and the shipping costs are
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automatically updated from the carrier. These rates cannot be modified.
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The shipping cost is added as a line item in the :guilabel:`Order Lines` tab as the
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:guilabel:`Delivery Product` detailed on the shipping method form.
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.. example::
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`Furniture Delivery`, a delivery product with a fixed rate of `$200`, is added to sales order
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`S00088`.
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A customer purchased a left-sided desk with storage and requested the item be delivered by hand.
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This delivery method is defined as `Furniture Delivery (Manual)` and has a cost of `$200`. The
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sales order contains two line items: one for the desk, and another for the delivery method.
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.. image:: setup_configuration/delivery-product.png
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:alt: Show delivery order on the sales order line.
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@@ -61,7 +73,9 @@ Delivery order
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--------------
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The shipping method added to the sales order is linked to the shipping carrier details on the
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delivery order. To add or change the delivery method on the delivery itself, go to the
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delivery order. After confirming the order, a :icon:`fa-truck` :guilabel:`Delivery` smart button
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appears at the top of the page. Click the :icon:`fa-truck` :guilabel:`Delivery` smart button to open
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the warehouse delivery form. To add or change the delivery method on the delivery itself, open the
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:guilabel:`Additional Info` tab and modify the :guilabel:`Carrier` field.
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.. image:: setup_configuration/delivery-order.png
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