diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst index e7b660e466..0c474b7c8c 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst @@ -1,10 +1,10 @@ -========================================== -Set up Sendcloud shipping services in Odoo -========================================== +======================= +Sendcloud configuration +======================= -Sendcloud is a shipping service aggregator that facilitates the integration of European -shipping carriers with Odoo. Once integrated, users can select shipping carriers on inventory -operations in their Odoo database. +Sendcloud is a shipping service aggregator that facilitates the integration of European shipping +carriers with Odoo. Once integrated, users can select shipping carriers on inventory operations in +their Odoo database. .. seealso:: `Sendcloud integration documentation ` and :ref:`link +` the Sendcloud shipping connector to the +Sendcloud account. Then, :ref:`configure Odoo fields +`, so Sendcloud can accurately pull shipping +data to generate labels. + +.. _inventory/shipping_receiving/sendcloud-module: + +Install Sendcloud shipping module +--------------------------------- -After the Sendcloud account is set up and configured, it's time to configure the Odoo database. -To get started, go to Odoo's :guilabel:`Apps` module, search for the :guilabel:`Sendcloud -Shipping` integration, and install it. +After the Sendcloud account is set up and configured, it's time to configure the Odoo database. To +get started, go to Odoo's :guilabel:`Apps` module, search for the `Sendcloud Shipping` +integration, and install it. .. image:: sendcloud_shipping/sendcloud-mod.png :align: center :alt: Sendcloud Shipping module in the Odoo Apps module. +.. _inventory/shipping_receiving/link-sendcloud-module: + Sendcloud shipping connector configuration ------------------------------------------ @@ -160,10 +173,35 @@ After configuring and saving the form, follow these steps to load the shipping p Odoo has a built-in layer of protection against unwanted charges when using test environments. Within a test environment, if a shipping method is used to create labels, then those labels are immediately canceled after the creation — this occurs automatically. The test and production - environment settings can be toggled back and forth from the :guilabel:`Smart Buttons`. + environment settings can be toggled back and forth from their respective smart buttons. + +.. _inventory/shipping_receiving/sendcloud-shipping-info: + +Shipping information +-------------------- -Generate a label with Sendcloud -------------------------------- +To use Sendcloud to generate shipping labels, the following information **must** be filled out +accurately and completely in Odoo: + +#. **Customer information**: when creating a quotation, ensure the selected :guilabel:`Customer` has + a valid phone number, email address, and shipping address. + + To verify, select the :guilabel:`Customer` field to open their contact page. Here, add their + shipping address in the :guilabel:`Contact` field, along with their :guilabel:`Mobile` number and + :guilabel:`Email` address. + +#. **Product weight**: ensure all products in an order have a specified :guilabel:`Weight` in the + :guilabel:`Inventory` tab of their product form. Refer to the :ref:`Product weight section + ` of this article for detailed instructions. + +#. **Warehouse address**: ensure the warehouse name and address in Odoo match the :ref:`previously + defined warehouse ` in the Sendcloud + setup. For details on warehouse configuration in Odoo, refer to the :ref:`warehouse configuration + section ` of the third-party shipping + documentation. + +Generate labels with Sendcloud +============================== When creating a quotation in Odoo, add shipping and a :guilabel:`Sendcloud shipping product`. Then, :guilabel:`Validate` the delivery. Shipping label documents are automatically generated in the @@ -235,11 +273,10 @@ occupies when in transit. In other words it is the physical size of a package`). `Sendcloud: How to calculate & automate parcel volumetric weight `_ - Unable to calculate shipping rate --------------------------------- -First, verify that product being shipped has a weight that is supported by the selected shipping +First, verify that the product being shipped has a weight that is supported by the selected shipping method. If this is set, then verify that the destination country (from the customer address) is -supported by the carrier. The country of origin (warehouse address) should also be supported by -the carrier. +supported by the carrier. The country of origin (warehouse address) should also be supported by the +carrier.