[FW][IMP] inventory: print shipping label

content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst

@@ -1,116 +1,123 @@
-=============================
-How to print shipping labels?
-=============================
+=====================
+Print shipping labels
+=====================
 
-Overview
-========
+.. |DO| replace:: :abbr:`DO (Delivery Order)`
 
-Odoo can handle various delivery methods, including third party shippers
-linked with the transportation company tracking system. It allows you to
-manage the transport company, the real prices and the destination. And
-finally, you will be able to print the shipping labels directly from
-Odoo.
+Integrate Odoo with :doc:`third-party shipping carriers
+<../setup_configuration/third_party_shipper>` to automatically generate shipping labels that
+includes prices, destination addresses, tracking numbers, and barcodes.
 
 Configuration
 =============
 
-Install the shipper company connector module
---------------------------------------------
+To generate labels for a third-party shipping carrier, first :doc:`install the third-party shipping
+connector <../setup_configuration/third_party_shipper>`. Then, configure and activate the
+:ref:`delivery method <inventory/shipping_receiving/configure-delivery-method>`, being sure to set
+the :guilabel:`Integration Level` to :guilabel:`Get Rate and Create Shipment` to generate shipping
+labels. Finally, provide the company's :ref:`source address
+<inventory/shipping_receiving/configure-source-address>` and :ref:`product weights
+<inventory/shipping_receiving/configure-weight>`.
 
-In the **Inventory** module, click on :menuselection:`Configuration --> Settings`.
-Under **Shipping Connectors**, flag the transportation companies you want to
-integrate :
+.. seealso::
+   :doc:`../setup_configuration/third_party_shipper`
 
-.. image:: labels/labels03.png
+.. image:: labels/integration-level.png
    :align: center
+   :alt: Set the "Get Rate and Create Shipment" option.
 
-Then click on **Apply**.
-
-Configure the delivery method
------------------------------
+Print tracking labels
+=====================
 
-To configure your delivery methods, go to the **Inventory** module, click on
-:menuselection:`Configuration --> Delivery Methods`.
+Tracking labels are generated after the delivery order (DO) is validated.
 
-The delivery methods for the chosen shippers have been automatically
-created.
+When both the *Sales* and *Inventory* apps are installed, begin on the :menuselection:`Sales app`,
+and proceed to the desired quotation to :ref:`add the shipping cost
+<inventory/shipping_receiving/add-shipping-quote>`, confirm the sales order, and validate the |DO|.
 
-.. image:: labels/labels01.png
-   :align: center
+If only the *Inventory* app is installed, create :abbr:`DOs (Delivery Orders)` directly in the
+:menuselection:`Inventory` app , :ref:`add the third-party carrier
+<inventory/shipping_receiving/validate-print-label>` in the :guilabel:`Carrier` field, and validate
+the |DO|.
 
-In the **Pricing** tab, the name of the provider means that the delivery
-will be handled and computed by the shipper system.
+.. _inventory/shipping_receiving/add-shipping-quote:
 
-The configuration of the shipper is split into two columns :
+Add shipping on quotation
+-------------------------
 
--   The first one is linked to **your account** (develop key, password,...).
-    For more information, please refer to the provider website.
+To generate a tracking label for an order, begin by creating a quotation in :menuselection:`Sales
+app --> Orders --> Quotations`, clicking :guilabel:`New`, and filling out the quotation form. Then,
+click the :guilabel:`Add Shipping` button in the bottom-right corner of the quotation.
 
--   The second column varies according to the **provider**. You can choose
-    the packaging type, the service type, the weight unit...
+.. image:: labels/add-shipping-button.png
+   :align: center
+   :alt: Show the "Add Shipping" button on the quotation.
 
--  Uncheck **Test Mode** when you are done with the testings.
+In the resulting pop-up window, select the intended carrier from the :guilabel:`Shipping Method`
+drop-down menu. Clicking :guilabel:`Get Rate` displays the shipping cost for the customer, via the
+third-party carrier in the :guilabel:`Cost` field.
 
-Company configuration
----------------------
+.. important::
+   If clicking :guilabel:`Get Rate` results in an error, ensure the :ref:`warehouse's address
+   <inventory/shipping_receiving/configure-source-address>` and :ref:`weight of products in the
+   order <inventory/shipping_receiving/configure-weight>` are properly configured.
 
-In order to compute the right price, the provider needs your company
-information. Be sure your address and phone number are correctly
-encoded.
+Click :guilabel:`Add` to add the cost to the quotation, which is listed as the :ref:`configured
+delivery product <inventory/shipping_receiving/delivery-product>`. Finally, click
+:guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` smart button to access the
+|DO|.
 
-.. image:: labels/labels02.png
+.. image:: labels/get-rate.png
    :align: center
+   :alt: Show "Get rate" pop-up window.
 
-To check your information, go to the **Settings** application and click on
-**General Settings**. Click on the first link **Configure your company data**.
+.. tip::
+   For users who do not have the *Sales* app installed, the shipping carrier is specified in a
+   delivery order's :guilabel:`Carrier` field of the :guilabel:`Additional Info` tab.
 
-Product configuration
----------------------
+   .. image:: labels/additional-info-tab.png
+      :align: center
+      :alt: Show the "Additional Info" tab of a delivery order.
 
-The shipper companies need the weight of your product, otherwise the
-price computation cannot be done.
+.. _inventory/shipping_receiving/validate-print-label:
 
-Go the **Sales** module, click on :menuselection:`Sales --> Products`.
-Open the products you want to ship and set a weight on it.
+Validate delivery order
+-----------------------
 
-.. image:: labels/labels06.png
-   :align: center
+On a delivery order form, navigate to the :guilabel:`Additional Info` tab to ensure the third-party
+shipping carrier has been added to the :guilabel:`Carrier` field.
 
-.. tip::
-    The weight on the product form is expressed in kilograms.
-    Don't forget to do the conversion if you are used to the imperial
-    measurement system.
+.. important::
+   If the *Sales* app is not installed, the third-party carrier is set in the :guilabel:`Carrier`
+   field.
 
-How to print shipping labels?
-=============================
+After the items in the order have been packed, click :guilabel:`Validate` to get the shipping
+carrier's tracking number, and generate the shipping label.
 
-The delivery order created from the sale order will take the shipping
-information from it, but you can change the carrier if you want to.
-
-If you create a delivery transfer from the inventory module, you can add
-the third party shipper in the additional info tab.
-
-.. image:: labels/labels05.png
-   :align: center
+.. note::
+   Create or select an existing delivery order by going to the :menuselection:`Inventory` app, and
+   selecting the :guilabel:`Delivery Orders` card.
 
-Click on **Validate** to receive the tracking number and **the label(s)**.
+The :guilabel:`Tracking Reference` number is generated in the :guilabel:`Additional Info` tab of the
+delivery order. Click the :guilabel:`Tracking` smart button to access the tracking link from the
+shipping carrier's website.
 
-The label to stick on your package is available in the history
-underneath :
+The tracking label is found in PDF format in the chatter.
 
-.. image:: labels/labels04.png
+.. image:: labels/shipping-label.png
    :align: center
+   :alt: Show generated shipping label in the chatter.
 
-Click on it to open the document and print it :
+.. note::
+   For multi-package shipping, one label is generated per package. Each label appears in the
+   chatter.
 
-.. image:: labels/labels07.png
+.. figure:: labels/sample-label.png
    :align: center
+   :alt: Sample label generated from Odoo's shipping connector with FedEx.
 
-.. note::
-    If you are doing multi-packages shippings, most of the time,
-    there will be one label per package. Each label will appear in the
-    delivery history.
+   Sample label generated from Odoo's shipping connector with FedEx.
 
 .. seealso::
-    * :doc:`invoicing`
-    * :doc:`multipack`
+   - :doc:`invoicing`
+   - :doc:`multipack`

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

@@ -60,6 +60,9 @@ a form to provide details about the shipping provider, including:
   website from the drop-down menu, or leave it blank to apply the method to all web pages.
 - :guilabel:`Company`: if the shipping method should apply to a specific company, select it from the
   drop-down menu. Leave the field blank to apply the method to all companies.
+
+.. _inventory/shipping_receiving/delivery-product:
+
 - :guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line
   <inventory/shipping/sales-order>` as the delivery charge.
 - :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer