diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst index 3098a0188..eb3fc41a8 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst @@ -4,6 +4,11 @@ Delivery methods ================ +In Odoo, *delivery methods* make it possible to calculate shipping costs directly on sales orders +and e-commerce carts, providing customers and sales teams with accurate shipping fee information. +This transparency helps close sales by showing customers the exact cost for each shipping carrier or +delivery timeframe. + When activated in Odoo, the *Delivery Methods* setting adds the option of calculating the cost of shipping on sales orders and e-commerce shopping carts. @@ -18,11 +23,11 @@ are calculated based on the carrier's pricing information. Configuration ============= -To calculate shipping on sales orders and e-commerce, the *Delivery Costs* module must be installed. -To do so, navigate to the :menuselection:`Apps` application from the main Odoo dashboard. +To calculate shipping on sales orders and e-commerce, the **Delivery Costs** module must be +installed. To do so, navigate to the :menuselection:`Apps` application from the main Odoo dashboard. -Then, remove the :guilabel:`Apps` filter, and type in `Delivery Costs` in the :guilabel:`Search...` -bar. After finding the :guilabel:`Delivery Costs` module, click :guilabel:`Activate` to install it. +Then, remove the :guilabel:`Apps` filter, and type in `Delivery Costs` in the search bar. After +finding the :guilabel:`Delivery Costs` module, click :guilabel:`Install` to install it. .. image:: setup_configuration/install-module.png :alt: Install the Delivery Costs module. @@ -32,27 +37,34 @@ bar. After finding the :guilabel:`Delivery Costs` module, click :guilabel:`Activ Add shipping ============ -Shipping methods can be added to sales orders in the form of delivery products, which appear as +Shipping methods are added to sales orders in the form of delivery products, which appear as individual line items. First, navigate to the desired sales order by going to :menuselection:`Sales app --> Orders --> Orders`. -On the sales order, click the :guilabel:`Add shipping` button, which opens the :guilabel:`Add a -shipping method` pop-up window. Then, choose a :guilabel:`Shipping Method` from the list. +Open the desired sales order, then click the :guilabel:`Add shipping` button. The :guilabel:`Add a +shipping method` pop-up window opens. Then, using the drop-down menu, select an available shipping +method. The :guilabel:`Total Order Weight` is pre-filled based on product weights (that are defined in the -:guilabel:`Inventory` tab for each product form). Edit the field to specify the exact weight, and -then click :guilabel:`Add` to add the shipping method. +:ref:`Inventory ` tab for each product form). Edit the +field to specify the exact weight, and then click :guilabel:`Add` to add the shipping method. -.. note:: +.. important:: The amount defined in :guilabel:`Total Order Weight` overwrites the total product weights defined on the product form. -The shipping cost is added to the *sales order line* as the :guilabel:`Delivery Product` detailed on -the shipping method form. +.. note:: + Some connected shipping methods require obtaining rates from the carrier. In this situation, + click the :icon:`oi-arrow-right` :guilabel:`Get rate` button, and the shipping costs are + automatically updated from the carrier. These rates cannot be modified. + +The shipping cost is added as a line item in the :guilabel:`Order Lines` tab as the +:guilabel:`Delivery Product` detailed on the shipping method form. .. example:: - `Furniture Delivery`, a delivery product with a fixed rate of `$200`, is added to sales order - `S00088`. + A customer purchased a left-sided desk with storage and requested the item be delivered by hand. + This delivery method is defined as `Furniture Delivery (Manual)` and has a cost of `$200`. The + sales order contains two line items: one for the desk, and another for the delivery method. .. image:: setup_configuration/delivery-product.png :alt: Show delivery order on the sales order line. @@ -61,7 +73,9 @@ Delivery order -------------- The shipping method added to the sales order is linked to the shipping carrier details on the -delivery order. To add or change the delivery method on the delivery itself, go to the +delivery order. After confirming the order, a :icon:`fa-truck` :guilabel:`Delivery` smart button +appears at the top of the page. Click the :icon:`fa-truck` :guilabel:`Delivery` smart button to open +the warehouse delivery form. To add or change the delivery method on the delivery itself, open the :guilabel:`Additional Info` tab and modify the :guilabel:`Carrier` field. .. image:: setup_configuration/delivery-order.png diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery-product.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery-product.png index 60ee48bc0..9b46f8f2b 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery-product.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery-product.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/install-module.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/install-module.png index cbae4d592..1e9ea5624 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/install-module.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/install-module.png differ