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[IMP] ecommerce: delivery methods
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taskid-4016678
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Donapi committed Dec 20, 2024
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========
Shipping
Delivery
========

Odoo eCommerce allows you to configure various shipping methods, enabling customers to choose
Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose
their preferred option at checkout. These methods include :ref:`external providers
<ecommerce/shipping/external-provider>`, :ref:`custom options <ecommerce/shipping/custom-method>`
<ecommerce/delivery/external-provider>`, :ref:`custom options <ecommerce/delivery/custom-method>`
such as flat-rate or free shipping, local carriers via
:doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`
or :ref:`Based on Rules <inventory/shipping/rules>`, and :ref:`in-store pickup
<ecommerce/shipping/instore-pickup>`.
<ecommerce/delivery/instore-pickup>`.

.. _ecommerce/shipping/external-provider:
.. _ecommerce/delivery/external-provider:

External provider integration
=============================
Expand All @@ -24,22 +24,22 @@ A shipping connector links to these providers, automating :doc:`tracking labels
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping
processes.

To enable a third-party shipping provider, go to :menuselection:`Website --> Configuration -->
Settings`, scroll to the :guilabel:`Shipping` section, select the desired shipping provider(s),
To enable a third-party delivery provider, go to :menuselection:`Website --> Configuration -->
Settings`, scroll to the :guilabel:`Delivery` section, select the desired delivery provider(s),
and :guilabel:`Save`.

Go to :menuselection:`Website --> Configuration --> Shipping Methods` and select the shipping method
Go to :menuselection:`Website --> Configuration --> Delivery Methods` and select the delivery method
in the list to :ref:`configure it <inventory/shipping_receiving/configure-delivery-method>`.

.. seealso::
:doc:`Third-party shipping carriers
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`

.. important::
The field used to define additional fees **must** be filled **in your third-party shipping
The field used to define additional fees **must** be filled **in your third-party delivery
provider account**, even if you do not plan to charge customers any additional fee. If you do not
want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be
calculated, and an error message prompts the customer to select an alternative shipping method.
calculated, and an error message prompts the customer to select an alternative delivery method.

Margin on delivery rate
-----------------------
Expand All @@ -59,30 +59,30 @@ field to add a fixed amount.
The field used to define additional fees cannot be left empty in your third-party shipping
provider account.

.. _ecommerce/shipping/custom-method:
.. _ecommerce/delivery/custom-method:

Custom shipping method
Custom delivery method
======================

Custom shipping methods must be created, for example:
Custom delivery methods must be created, for example:

- to integrate shipping carriers through :doc:`Sendcloud
- to integrate delivery carriers through :doc:`Sendcloud
<../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;
- to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for
a specific provider;
- to configure :ref:`Fixed Price <inventory/shipping/fixed>` shipping or shipping
:ref:`Based on Rules <inventory/shipping/rules>`.

To create a custom shipping method, go to :menuselection:`Website --> Configuration -->
Shipping Methods`, click :guilabel:`New` and fill in the :ref:`fields
To create a custom delivery method, go to :menuselection:`Website --> Configuration -->
delivery Methods`, click :guilabel:`New` and fill in the :ref:`fields
<inventory/shipping_receiving/shipping-methods-details>`.

In the :guilabel:`Provider` field, select :ref:`Based on Rules <inventory/shipping/rules>`,
:ref:`Fixed Price <inventory/shipping/fixed>`, or :ref:`Pickup in store <inventory/shipping/pickup>`
if the shiping method does not involve any specific provider.

.. tip::
Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a shipping
Upon :ref:`configuring <inventory/shipping_receiving/configure-delivery-method>` a delivery
method, you can:

- restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by
Expand All @@ -91,9 +91,9 @@ if the shiping method does not involve any specific provider.
based on the customer's area;
- click the :guilabel:`Test Environment` smart button to switch to
the :guilabel:`Production Environment`, then click :guilabel:`Unpublished` to
:guilabel:`Publish` the shipping method and make it available to website visitors.
:guilabel:`Publish` the delivery method and make it available to website visitors.

.. _ecommerce/shipping/instore-pickup:
.. _ecommerce/delivery/instore-pickup:

In-store pickup
===============
Expand All @@ -102,6 +102,18 @@ To allow customers to reserve products online and pay for/collect them in person
:menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section,
enable :guilabel:`On Site Payments & Picking`, and :guilabel:`Save`.

Then, click :guilabel:`Customize Pickup Sites`, select the shipping method or click :guilabel:`New`
Then, click :guilabel:`Customize Pickup Sites`, select the delivery method or click :guilabel:`New`
to create a new one and :ref:`configure <inventory/shipping_receiving/configure-delivery-method>`
the fields. Make sure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`.

Delivery method's availability
==============================

You can control a delivery method’s availability based on the order’s content or destination.

Go to :menuselection:`Website --> Configuration --> Delivery Methods` and select the desired method.

From the :guilabel:`Destination` section you can restrict the availability to specific
:guilabel:`Countries`, and from the :guilabel:`Content` section you can set a :guilabel:`Max Weight`
or :guilabel:`Max Volume`, fill in the :guilabel:`Must Have Tags` or :guilabel:`Excluded Tags`
fields.

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