Configuratie

To generate labels for a third-party shipping carrier, first install the third-party shipping connector. Then, configure and activate the delivery method, being sure to set the Integration Level to Get Rate and Create Shipment to generate shipping labels. Finally, provide the company’s source address and product weights.

Set the "Get Rate and Create Shipment" option.

Add shipping on quotation

To generate a tracking label for an order, begin by creating a quotation in Sales app ‣ Orders ‣ Quotations, clicking New, and filling out the quotation form. Then, click the Add Shipping button in the bottom-right corner of the quotation.

Show the "Add Shipping" button on the quotation.

In the resulting pop-up window, select the intended carrier from the Shipping Method drop-down menu. Clicking Get Rate displays the shipping cost for the customer, via the third-party carrier in the Cost field.

Belangrijk

If clicking Get Rate results in an error, ensure the warehouse’s address and weight of products in the order are properly configured.

Click Add to add the cost to the quotation, which is listed as the configured delivery product. Finally, click Confirm on the quotation, and click the Delivery smart button to access the DO.

Show "Get rate" pop-up window.

Tip

For users who do not have the Sales app installed, the shipping carrier is specified in a delivery order’s Carrier field of the Additional Info tab.

Show the "Additional Info" tab of a delivery order.

Validate delivery order

On a delivery order form, navigate to the Additional Info tab to ensure the third-party shipping carrier has been added to the Carrier field.

Belangrijk

If the Sales app is not installed, the third-party carrier is set in the Carrier field.

After the items in the order have been packed, click Validate to get the shipping carrier’s tracking number, and generate the shipping label.

Notitie

Create or select an existing delivery order by going to the Inventory app, and selecting the Delivery Orders card.

The Tracking Reference number is generated in the Additional Info tab of the delivery order. Click the Tracking smart button to access the tracking link from the shipping carrier’s website.

The tracking label is found in PDF format in the chatter.

Show generated shipping label in the chatter.

Notitie

For multi-package shipping, one label is generated per package. Each label appears in the chatter.

Sample label generated from Odoo's shipping connector with FedEx.

Sample label generated from Odoo’s shipping connector with FedEx.