INVENTORY - Odoo 17 Enterprise Book

Your ability to estimate delivery costs will be aided by activating the Delivery Methods. Additionally, you can activate the available shipping connectors to use them in your delivery operations as third-party shippers. UPS Connector, FedEx Connector, bpost Connector, Sendcloud Connector, DHL Express Connector, USPS Connector, and Easypost Connector are all available here.

By selecting the Shipping Methods option found under the Configuration menu, you can now set up a new shipping method for your delivery activities. The information on the Delivery Method, Provider, Is Published, Website, and Company will be displayed in the list of already set shipping methods.

You may set up a new shipment method by clicking the New button. In the provided field, you can enter the name of the shipping method. Mention the Website so that your e-commerce website can offer this delivery. You can choose an appropriate shipping service for your delivery from the service field.

Alternatively, you can use the equivalent option to install more providers. You can enter a company name and a delivery product in the corresponding fields after choosing a provider. The shipping fee will be increased by the percentage specified in the Margin on Rate field.

If you want to offer free delivery for purchases with an amount equal to or greater than the amount indicated in the Amount field, turn on the Free if the order amount is above the field. Depending on the Provider you choose, a different tab will be available in this box. Here, we decide to go with a Fixed Price. As a result, a tab called Pricing will appear, allowing you to specify the Fixed Price of this shipping type.

You can choose the locations where this shipping option is available by navigating to the Destination Availability tab. In the relevant fields, you can enter the Countries, States, and Zip Prefixes. You can give any additional notes for the shipping method in the Description field. You can employ a delivery method you've created once you've confirmed a sales order.

You can select the Add Shipping button from the Order Lines after finalizing the sales order.

To choose a shipping method for the items in this sales order, a new wizard will appear. When you choose a shipping method, the shipping cost will be calculated automatically.

An automatic confirmation email and SMS can be sent to the consumer after the delivery orders are completed. From the Settings menu of the Odoo Inventory module, you can turn on the Email Confirmation and SMS Confirmation functionalities. You will receive a new area where you may set the SMS Template, which is the default SMS template.

To verify delivery, you can ask for the customer's signature. To enable the opportunity to sign on delivery confirmation, activate the Signature option under the Shipping tab. You can find a Sign option in the Validated Delivery Order when this feature has been activated. The customer can sign and validate the delivery using this button.

Shipping Connectors

Odoo 17 is capable of managing a number of delivery options, including outside carriers. The tracking system used by the transportation industry can be integrated with Odoo. You'll be able to control the transportation provider, the actual cost, and the final destination.

From the settings, the shipping connectors can be configured for the system. Proceed to the Configuration and select the Settings option. The connectors can be enabled from there by going to the Shipping Connectors section. Next, save the modified setup.

Next, as previously mentioned, select the distribution method from the Configuration menu to set it. The delivery routes for the selected shippers have already been generated automatically. The same service will typically offer two delivery options: one for domestic shipping and one for overseas shipment.

The name of the delivery method can be changed. This is the name that will be used by your online store. When validating delivery orders, the Integration Level field can be assigned to an action. The shipping cost will be increased by the Margin on Rate percentage rate. The fixed sum that is added to the shipping cost is called additional margin. There are two options for the invoicing policy: estimated cost and real cost.

Estimated cost: The estimated cost of shipping will be charged to the client.

Real Cost: Following delivery, the shipping cost will be updated on the SO, and the buyer will receive an invoice for the actual cost of shipping.

A service called shipping insurance may be able to compensate senders whose packages are misplaced, stolen, or harmed during transit. Therefore, the Insurance Percentage field can contain the Insurance Percentage amount.

There are two columns in the shipper configuration: The first one (password, developer key, etc.) is connected to your account. The provider determines how the second column is different. You have options for the kind of packaging, the kind of service, and the weight unit.

Lastly, you can restrict the distribution method to a certain group of locations. It might be restricted to specific states, nations, or even zip codes. The list of nations on your e-commerce website is restricted by this function. For domestic providers, it is helpful. USPS US, for instance, exclusively makes deliveries within the United States.

To determine the appropriate cost, the supplier needs details about your business. Verify the accurate encoding of your phone number and address.

The shipper businesses require the product's weight in order to calculate the shipping cost. Consequently, enter the product's weight under the Inventory tab.

Next, make a new sales order and select the shipment method by clicking on the Add Shipping method link underneath the sale order.

To obtain the shipping cost, select your preferred shipping method and click the "Get rate" button. The chosen shipping method can then be added by clicking the Add button.

Next, verify the sale order. You can select the delivery option from the smart tab. There is an Additional Info page on the delivery. The SHIPPING INFORMATION part is located on this tab. Where the weight, shipping weight, tracking reference, and carrier are visible.

After the delivery is confirmed, the tracking reference will be updated, and a new smart tab called "Tracking" will appear. To view your delivery history on the provider's website, click the Tracking button.

You can find the label to attach to your package in the history below: The treeview, as displayed below, can be used to obtain the shipping label. The user has the option to download it.

The label resembles the image seen below.

Odoo employs third-party shipping methods in this manner.