[IMP] Inventory: Fedex Configuration update

closes odoo/documentation#14095

X-original-commit: 165a6384f5
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Zaz Linkous <ZazLinkous@gmail.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst

@@ -3,7 +3,7 @@ FedEx integration
 =================
 
 Integrating a FedEx account with Odoo's **Inventory** app makes it possible to :doc:`calculate
-shipping rates <../setup_configuration>`, and :doc:`generate shipping labels <labels>` within Odoo.
+delivery rates <../setup_configuration>`, and :doc:`generate delivery labels <labels>` within Odoo.
 This is accomplished by enabling the FedEx *shipping connector*, then configuring at least one
 *shipping method*.
 
@@ -23,90 +23,106 @@ Finally, click :guilabel:`Save` to save the changes. After doing so, a :icon:`oi
 :guilabel:`FedEx Shipping Methods` button appears below :guilabel:`FedEx Connector`.
 
 .. image:: fedex/fsm-button.png
-   :align: center
    :alt: The FedEx Shipping Methods button below the FedEx Connector.
 
-Configure shipping method
+Configure delivery method
 =========================
 
-Once the FedEx shipping connector is enabled, it is necessary to configure at least one shipping
-method. After doing so, the shipping method can be included in sales orders (SOs), and used to
-compute shipping costs, and print shipping labels.
+Once the FedEx shipping connector is enabled, it is necessary to configure at least one delivery
+method. After doing so, the delivery method can be included in sales orders (SOs), and used to
+compute delivery costs, and print delivery labels.
 
-To enable a shipping method, navigate to :menuselection:`Inventory app --> Configuration -->
+To enable a delivery method, navigate to :menuselection:`Inventory app --> Configuration -->
 Settings`, and click the :guilabel:`FedEx Shipping Methods` button below the :guilabel:`FedEx
-Connector` checkbox. Doing so opens a page that shows all existing FedEx shipping methods.
+Connector` checkbox. Doing so opens a page that shows all existing FedEx delivery methods.
 
 .. note::
-   To see all shipping methods for every shipper with a connector enabled, navigate to
-   :menuselection:`Inventory app --> Configuration --> Shipping Methods`.
+   To see all delivery methods for every shipper with a connector enabled, navigate to
+   :menuselection:`Inventory app --> Configuration --> Delivery Methods`.
 
-Select a shipping method to open its form. Alternatively, click :guilabel:`New` to open a blank
-form, and configure a new shipping method.
+Select a delivery method to open its form. Alternatively, click :guilabel:`New` to open a blank
+form, and configure a new delivery method.
 
 .. image:: fedex/fedex-form.png
-   :align: center
-   :alt: The form for a FedEx shipping method.
+   :alt: The form for a FedEx delivery method.
 
 .. important::
    Enabling the FedEx shipping connector automatically creates two default shipping methods:
    :guilabel:`FedEx US` and :guilabel:`FedEx International`. Each of these methods are
    pre-configured with test credentials, allowing them to be used for testing purposes.
 
-   Before the shipping method can be used to create actual shipments, the test credentials must be
+   Before the delivery method can be used to create actual shipments, the test credentials must be
    replaced with credentials from a valid FedEx account.
 
 General information
 -------------------
 
-At the very top of a shipping method form are fields used to configure the way the method operates
+At the very top of a delivery method form are fields used to configure the way the method operates
 in Odoo. In the :guilabel:`Provider` field, select :guilabel:`FedEx` from the drop-down menu, if it
 is not already selected.
 
-The rest of the fields in this section are general to all shipping providers. For details on how to
+The rest of the fields in this section are general to all delivery providers. For details on how to
 fill them out, see the documentation on :doc:`third-party shippers <third_party_shipper>`.
 
 Fedex Configuration tab
 -----------------------
 
-The options in the :guilabel:`Fedex Configuration` tab of a FedEx shipping method form are used to
-connect the method to a FedEx account, and configure the shipping details associated with the method
+The options in the :guilabel:`Fedex Configuration` tab of a FedEx delivery method form are used to
+connect the method to a FedEx account, and configure the delivery details associated with the method
 (drop-off type, package type, etc.).
 
-A FedEx business account is required to obtain the information needed to fill out the fields in this
-tab. To create a new account, navigate to FedEx's `Open Account
+A FedEx developer account is required to obtain the information needed to fill out the fields in
+this tab. To create a new account, navigate to FedEx's `Open Account
 <https://www.fedex.com/en-us/open-account.html>`_ page, click on :guilabel:`Create Account`, and
 follow the instructions.
 
-Developer Key and Meter Number fields
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+Create API Project
+~~~~~~~~~~~~~~~~~~
 
-A *developer key* is used to integrate a FedEx account with an external service, like the Odoo
-**Inventory** app. A *meter number* is a unique ID number used by FedEx to identify negotiated
-shipping rates for each account.
+After creating a `developer account <https://developer.fedex.com/api/en-us/home.html>`_, navigate to
+the :guilabel:`My Projects` tab, and click :guilabel:`CREATE API PROJECT`.
 
-To get a developer key and meter number, begin by navigating to FedEx's `Developer Resource Center
-<https://www.fedex.com/en-us/developer/web-services.html>`_. Then, click on the :guilabel:`FedEx Web
-Services` drop-down menu.
+On the :guilabel:`Tell us about your API needs` popup, select `Ships with FedEX and needs to
+integrate FedEx APIs into their system` in the :guilabel:`I work for a company that:` drop-down.
 
-Click :guilabel:`Get Test Key` to start the process of getting a developer key and meter number
-which can be used to configure a shipping method for testing purposes.
+.. image:: fedex/fed-ex-api-needs.png
+   :alt: Pop-up on FedEx website to select API needs.
 
-Click :guilabel:`Get Production Key` to start the process of getting a developer key and meter
-number, which can be used to configure a shipping method that generates real shipments with FedEx.
+Next, when prompted to `Select API(s) for your project`, make sure to enable the following APIs:
 
-After clicking either option, follow the instructions until the :guilabel:`Confirmation` screen is
-reached. This screen displays the developer key and meter number.
+ - :guilabel:`Ship, Rate & Other APIs`
+ - :guilabel:`Address Validation API`
+ - :guilabel:`Rates and Transit Times API`
+ - :guilabel:`Ship API`
+ - :guilabel:`Trade Documents Upload API`
 
-Once the developer key and meter number are determined, enter them in the :guilabel:`Developer Key`
-and :guilabel:`Meter Number` fields on the :guilabel:`Fedex Configuration` tab of the shipping
-method form.
+.. image:: fedex/select-apis.png
+   :alt: Page on FedEx website where users select the APIs needed for project.
 
-Password and Account Number fields
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+Enter a :guilabel:`Project name`, then select any countries where packages will be shipped to, or
+delivered from.
 
-A *password* is used, along with a username, to log into a FedEx account. An *account number* is the
-unique number assigned to each FedEx account.
+.. image:: fedex/country-selector.png
+   :alt: Page on FedEx website where users select the countries they ship to and from.
+
+To move the project to production, click the :guilabel:`Production key` tab. From there, link a
+:guilabel:`Shipping Account`. Copy the `API Key`, `Secret Key`, and `Account` number, then paste
+them into the appropriate fields on the :guilabel:`Delivery Methods` form.
+
+Certification process
+~~~~~~~~~~~~~~~~~~~~~
+
+To enable the creation of FedEx shipping labels, the API must be certified. On the sidebar menu in
+the FedEx `developer portal <https://developer.fedex.com/api/en-us/home.html>`_, click
+:guilabel:`API Certification`, and follow the required instructions.
+
+.. note::
+   These certification often require reaching out to the FedEx support team via email.
+
+Account Number fields
+~~~~~~~~~~~~~~~~~~~~~
+
+An *account number* is the unique number assigned to each FedEx account.
 
 To find a FedEx account number, log in to a FedEx account at https://www.fedex.com. Click on the
 account holder's name in the top-right corner of the screen, and select :menuselection:`My Profile`
@@ -116,27 +132,27 @@ On the profile page, click :guilabel:`Account Management` on the left side of th
 account number is displayed on this screen.
 
 Once the password and account number are determined, enter them in the :guilabel:`Password` and
-:guilabel:`Account Number` fields on the :guilabel:`Fedex Configuration` tab of the shipping method
+:guilabel:`Account Number` fields on the :guilabel:`Fedex Configuration` tab of the delivery method
 form.
 
-Shipping details
+Delivery details
 ~~~~~~~~~~~~~~~~
 
 The main section of the :guilabel:`Fedex Configuration` tab includes a number of additional fields
-used provide information about the shipping method:
+used provide information about the delivery method:
 
 - :guilabel:`Fedex Service Type`: The FedEx service used to ship a package.
 - :guilabel:`Fedex Drop-Off Type`: The method for getting a package into FedEx's possession.
-- :guilabel:`Fedex Package Type`: The type of package used for the shipping method.
+- :guilabel:`Fedex Package Type`: The type of package used for the delivery method.
 - :guilabel:`Package Weight Unit`: The unit of measure used to weigh packages.
 - :guilabel:`Package Length Unit`: The unit of measure used to determine the dimensions of packages.
-- :guilabel:`Label Type`: The type of shipping label used for packages.
-- :guilabel:`Label Format`: The file format used by Odoo to generate shipping labels.
+- :guilabel:`Label Type`: The type of delivery label used for packages.
+- :guilabel:`Label Format`: The file format used by Odoo to generate delivery labels.
 - :guilabel:`Commercial Invoice Type`: The dimensions and type of the paper used to print invoices.
 
 .. important::
-   The options that should be selected on the :guilabel:`Fedex Configuration` tab of a shipping
-   method depend on the negotiated shipping services of the associated FedEx account. To confirm the
+   The options that should be selected on the :guilabel:`Fedex Configuration` tab of a delivery
+   method depend on the negotiated delivery services of the associated FedEx account. To confirm the
    available services for a FedEx account, visit the *Account Management* page after logging in to
    the FedEx website, or speak with a customer service representative.
 
@@ -144,7 +160,7 @@ Options section
 ~~~~~~~~~~~~~~~
 
 The :guilabel:`Options` section of the :guilabel:`Fedex Configuration` tab provides a few additional
-options to further configure the shipping method:
+options to further configure the delivery method:
 
 - :guilabel:`Saturday Delivery`: Tick the checkbox to allow packages shipped with the delivery
   method to be delivered on Saturdays.
@@ -153,22 +169,22 @@ options to further configure the shipping method:
 - :guilabel:`Duties paid by`: Use the drop-down menu to select whether duty charges should be paid
   by the :guilabel:`Sender` or :guilabel:`Recipient`.
 
-Activate shipping method
+Activate delivery method
 ========================
 
-By default, shipping methods in Odoo are created within a *test environment*. This means they can
-only be used for testing purposes, and are unable to generate actual shipping orders.
+By default, delivery methods in Odoo are created within a *test environment*. This means they can
+only be used for testing purposes, and are unable to generate actual delivery orders.
 
-To activate a shipping method in a *production environment*, click the :icon:`fa-stop`
-:guilabel:`Test Environment` smart button at the top of the shipping method form. After doing so,
+To activate a delivery method in a *production environment*, click the :icon:`fa-stop`
+:guilabel:`Test Environment` smart button at the top of the delivery method form. After doing so,
 the smart buttons changes to read :icon:`fa-play` :guilabel:`Production Environment`.
 
-With the production environment enabled, validating a delivery order using the shipping method
-generates an actual shipping label with FedEx.
+With the production environment enabled, validating a delivery order using the delivery method
+generates an actual delivery label with FedEx.
 
-Click the :icon:`fa-play` :guilabel:`Production Environment` smart button to return the shipping
+Click the :icon:`fa-play` :guilabel:`Production Environment` smart button to return the delivery
 method to a test environment.
 
 .. warning::
-   **Do not** enable the production environment for a shipping method before it is ready to be used
-   for actual shipping orders. Doing so may lead to the creation of unwanted charges with FedEx.
+   **Do not** enable the production environment for a delivery method before it is ready to be used
+   for actual delivery orders. Doing so may lead to the creation of unwanted charges with FedEx.