Delivery methods

When activated in Odoo, the Delivery Methods setting adds the option of calculating the cost of shipping on sales orders and e-commerce shopping carts.

When integrated with a third-party carrier, shipping prices are calculated based on the carrier’s pricing and packaging information.

配置

To calculate shipping on sales orders and e-commerce, the Delivery Costs module must be installed. To do so, navigate to the Apps application from the main Odoo dashboard.

Then, remove the Apps filter, and type in Delivery Costs in the Search… bar. After finding the Delivery Costs module, click Activate to install it.

Install the Delivery Costs module.

添加送货方式

To configure delivery methods, go to Inventory app ‣ Configuration ‣ Shipping Methods.

注解

If the Shipping Methods option is not available from the Configuration drop-down menu, verify whether the feature is enabled by following these steps:

  1. Go to Inventory app ‣ Configuration ‣ Settings.

  2. Scroll to the Shipping section and enable the Delivery Methods feature by checking the corresponding checkbox.

Enable the *Delivery Methods* feature by checking the box in Configuration > Settings.

On the Shipping Methods page, add a method by clicking New. Doing so opens a form to provide details about the shipping provider, including:

  • Shipping Method (Required field): the name of the delivery method (e.g. flat-rate shipping, same day delivery, etc.).

  • Provider (Required field): choose the delivery service, like Fedex, if using a third-party carrier. Ensure the integration with the shipping carrier is properly installed and select the provider from the drop-down menu.

    For more details on configuring custom shipping methods, such as fixed price, based on rules, or pickup in store options, refer to their respective sections below.

  • 网站:为电子商务页面配置送货方法。从下拉菜单中选择适用的网站,或留空将该方法应用于所有网页。

  • 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.

  • Routes: select the applicable route(s) to define different delivery methods, such as standard or express shipping, based on varying lead times. For more information, jump to the Set routes on shipping method section.

  • Delivery Product (Required field): the product listed on the sales order line as the delivery charge.

  • Free if order amount is above: checking this box enables free shipping if the customer spends above the specified amount.

For examples on how to configure specific shipping methods, refer to the sections below.

固定价格

要为所有订单配置相同的运费价格,请转至 :menuselection:` 库存应用程序 –> 配置 –> 发货方式`。然后,点击 新建,并在发货方式表单中将 提供商 设为 固定价格 选项。选择该选项后,固定价格 字段就可用了,固定费率运费金额就是在此定义的。

要在订单金额超过指定金额时启用免运费,请选中 订单金额超过则免费 复选框并填写金额。

Example

To set up $20 flat-rate shipping that becomes free if the customer spends over $100, fill in the following fields:

  • Shipping Method: Flat-rate shipping

  • Provider: Fixed Price

  • Fixed Price: $20.00

  • Free if order amount is above: $100.00

  • Delivery Product: [SHIP] Flat

Example of filling out a shipping method.

Based on rules

To calculate the price of shipping based on pricing rules, set the Provider field to the Based on Rules option. Optionally, adjust Margin on Rate and Additional margin to include additional shipping costs.

Create pricing rules

Navigate to the Pricing tab and click Add a line. Doing so opens the Create Pricing Rules window, where the Condition related to the product weight, volume, price, or quantity is compared to a defined amount to calculate the Delivery Cost.

Once finished, click either Save & New to add another rule, or Save & Close.

Example

To charge customers $20 in shipping for orders with five or fewer products, set the Condition to Quantity <= 5.00, and the Delivery Cost to $20.

Display window to add a pricing rule. Set a condition and delivery cost.

To restrict shipping to specific destinations on the eCommerce website, in the shipping method form, navigate to the Destination Availability tab and define the Countries, States, and Zip Prefixes. Leave these fields empty if all locations apply.

计算运送成本

Shipping cost is the Delivery cost specified in the rule that satisfies the Condition, plus any extra charges from the Margin on rate and Additional margin.

\[Total = Rule's~Delivery~Cost + (Margin~on~rate \times Rule's~Delivery~Cost) + Additional~margin\]

Example

With the two following rules set up:

  1. 如果订单包含五件或以下产品,运费为 $20。

  2. 如果订单包含五件以上产品,运费为 $50。

Margin on Rate is 10% and Additional margin is $9.00.

Show example of "Based on rules" shipping method with margins configured.

When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9).

到店提货

To configure in-store pickup, select Pickup in store in the Provider field and specify the pickup location in Warehouse.

To invoice the customer for the shipping cost to the pickup location, choose the Get Rate and Create Shipment option in the Integration Level field. Then, pick either the Estimated cost or Real cost radio options in the Invoicing Policy field to decide whether the added shipping charge on the sales order is the precise cost from the shipping carrier.

Route on shipping method

Optionally, set different warehouse delivery processes for a shipping method by configuring different routes for it.

Example

Configuring multiple routes per shipping method is helpful for adjusting warehouse delivery processes based on:

  • speed (e.g., use one-step delivery for express shipping, or two-step for standard shipping).

  • international shipping (e.g. use three-step delivery to prepare documents for customs)

  • in-store pickup or home delivery: ship from the central warehouse, or pick from the store’s stock, depending on customer selection.

To set up routes, go to Inventory app ‣ Configuration ‣ Routes. Click New, or select the desired route.

On the route form, in the Applicable On section, tick the Shipping Methods checkbox.

Routes form with the Shipping Methods checkbox selected.

Routes form with the Shipping Methods checkbox ticked.

Then, go to Inventory app ‣ Configuration ‣ Shipping Methods, and select the desired shipping method.

On the shipping method form, in the Routes field, select the available fulfillment routes from the drop-down menu.

注解

If the desired route is not selectable, check that the Shipping Methods option is enabled in the route’s Applicable On section.

Show set routes on shipping method form.

By default, most shipping methods are created with two routes available for standard or express delivery.

添加物流

Shipping methods can be added to sales orders in the form of delivery products, which appear as individual line items. First, navigate to the desired sales order by going to Sales app ‣ Orders ‣ Orders.

On the sales order, click the Add shipping button, which opens the Add a shipping method pop-up window. Then, choose a Shipping Method from the list.

The Total Order Weight is pre-filled based on product weights (that are defined in the Inventory tab for each product form). Edit the field to specify the exact weight, and then click Add to add the shipping method.

注解

The amount defined in Total Order Weight overwrites the total product weights defined on the product form.

The shipping cost is added to the sales order line as the Delivery Product detailed on the shipping method form.

Example

Furniture Delivery, a delivery product with a fixed rate of $200, is added to sales order S00088.

Show delivery order on the sales order line.

Delivery order

The shipping method added to the sales order is linked to the shipping carrier details on the delivery order. To add or change the delivery method on the delivery itself, go to the Additional Info tab and modify the Carrier field.

Shipping carrier information on the delivery form.