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[IMP] ecommerce: delivery methods #11619

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@Donapi Donapi commented Dec 20, 2024

taskid-4016678

@robodoo
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robodoo commented Dec 20, 2024

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@Donapi Donapi force-pushed the 18.0-ecommerce-delivery-dopi branch from ff8e396 to 1784663 Compare December 24, 2024 13:12
@Donapi Donapi marked this pull request as ready for review December 24, 2024 13:17
@C3POdoo C3POdoo requested a review from a team December 24, 2024 13:18
@Donapi Donapi force-pushed the 18.0-ecommerce-delivery-dopi branch from 1784663 to 07d9bd3 Compare December 24, 2024 14:03
@Donapi Donapi requested a review from a team December 26, 2024 08:37
@auva-odoo auva-odoo requested review from auva-odoo and removed request for a team December 30, 2024 08:49
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Hi @Donapi I added some comments and suggestions. In addition:

  • I would also change shipping into delivery in the file checkout_payment_shipping.rst
  • For the anchor names: I would keep shipping instead of delivery since the name of the file is still shipping.rst (cf our guidelines

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
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Suggested change
delivery Methods`, click :guilabel:`New` and fill in the :ref:`fields
Delivery Methods`, click :guilabel:`New` and fill in the :ref:`fields

Comment on lines +129 to +140
Delivery method's availability
==============================

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

To do so, 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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@auva-odoo auva-odoo Dec 31, 2024

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I would remove this section and:

  • add the fields in the Inventory documentation where all other fields are documented (I know the rest of the documentation is not up-to-date either but I suggest we just add the fields)
  • add a list item in the tip after line 91 to say that you can restrict the delivery method's availability using the fields in the Availability tab. (+ ref to Inventory doc); see my comment on line 85 about this as well.

Comment on lines +98 to +99
Pick up in store
================
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Should we rename this to align with the option's name and the more commonly used way of referring to it? I know the default delivery method's name is still Pick up in store but maybe we could use something more accurate as a heading (or stick with the existing heading).

Suggested change
Pick up in store
================
Click & Collect
===============

Comment on lines +101 to +103
To allow customers to reserve products online and pay for/collect them in-store, go to
:menuselection:`Website --> Configuration --> Settings`. Scroll to the :guilabel:`Delivery` section,
enable :guilabel:`Click & Collect`, and :guilabel:`Save`.
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Suggested change
To allow customers to reserve products online and pay for/collect them in-store, go to
:menuselection:`Website --> Configuration --> Settings`. Scroll to the :guilabel:`Delivery` section,
enable :guilabel:`Click & Collect`, and :guilabel:`Save`.
To allow customers to reserve products online and pay for/collect them in person at the store, go to
:menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Delivery` section,
enable :guilabel:`Click & Collect`, and :guilabel:`Save`.

I don't think the rest of the sentence needs to be changed (granted this sentence comes from your other, very recent PR and this would affect translations as well).

Comment on lines +105 to +106
Next, click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to
:ref:`set up <inventory/shipping_receiving/configure-delivery-method>` your delivery method.
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Next, click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to
:ref:`set up <inventory/shipping_receiving/configure-delivery-method>` your delivery method.
Then, click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to
:ref:`configure <inventory/shipping_receiving/configure-delivery-method>` the delivery method.
  • The term set up typically refers to creating/establishing/installing something and configure doesn't
  • avoid you/your when it's not really necessary

Comment on lines +107 to +109
Ensure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`. Under the
:guilabel:`Stores` tab, click :guilabel:`Add a line` to add the :guilabel:`Warehouse` and its
:guilabel:`Address` where customers can collect their orders, and the :guilabel:`Opening hours`.
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Suggested change
Ensure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`. Under the
:guilabel:`Stores` tab, click :guilabel:`Add a line` to add the :guilabel:`Warehouse` and its
:guilabel:`Address` where customers can collect their orders, and the :guilabel:`Opening hours`.
Ensure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`. In the
:guilabel:`Stores` tab, click :guilabel:`Add a line` and select the :ref:`warehouse(s) <`where where customers can collect their orders.
  • You have to select the warehouse in the popup that opens
  • Both the address and opening hours are set on the warehouse form, they are not added here (I think they can be edited from here but still I think it's best if we just send users to the relevant doc)

Pick up in store
================

To allow customers to reserve products online and pay for/collect them in-store, go to
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Suggested change
To allow customers to reserve products online and pay for/collect them in-store, go to
To allow customers to reserve products online and pay for/collect them in-store, follow these steps:
#. Go to

Since there are quite a few steps involved, I would use a numbered list here (and remove all sequencers like "then", "once you have xxx", etc.)

.. note::
- Each warehouse must have a **complete address** to ensure its location is accurately displayed to
customers. Incomplete addresses prevents the warehouse from being shown.
- **Services** are not available for the pick up in store option.
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Suggested change
- **Services** are not available for the pick up in store option.
- The Click & Collect option is not available for services.

Comment on lines +111 to +114
Once your set up is complete, click the :guilabel:`Unpublish` button to change the status to
:guilabel:`Publish`, making the delivery method available to customers. When the product is in
stock, a **location selector** is displayed on :doc:`product <../products>` and
:doc:`checkout <checkout>` pages.
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Suggested change
Once your set up is complete, click the :guilabel:`Unpublish` button to change the status to
:guilabel:`Publish`, making the delivery method available to customers. When the product is in
stock, a **location selector** is displayed on :doc:`product <../products>` and
:doc:`checkout <checkout>` pages.
#. Click the :guilabel:`Unpublish` button to change the publish the delivery method and make it available to customers. When the product is in stock, a location selector is displayed on :doc:`product <../products>` and
:doc:`checkout <checkout>` pages.

I would also put the second sentence in a note (the one mentioning the location selector, without the bold)

Comment on lines +126 to +127
- Customers cannot complete the :doc:`checkout <checkout>` if the selected products are out of
stock at the chosen pick-up location.
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@auva-odoo auva-odoo Dec 31, 2024

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On line 120 you say that if the product is out of stock, users can't select a location. I'm a bit confused on how they could even proceed to complete the checkout process without selecting a location in the first place. As is, this list item sounds very similar to the list item on line 120. If they're not the same, we might want to clarify the distinction (and maybe group the two list items together to avoid repetitions).

<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
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@auva-odoo auva-odoo Dec 31, 2024

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I can't comment on those lines but lines 90-91 need to be updated (see my comment on line 140 as well):

- use the :guilabel:`Availability` tab to restrict the delivery method's availability;

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