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

要配置店内取货,请在 提供商 字段中选择 店内取货,并在 仓库 中指定取货位置。

要向客户开具到取货地点的运费发票,请在 整合级别 字段中选择 获取费率并创建货运 选项。然后,在 发票政策 字段中选择 预估费用实际成本 单选选项,以决定销售订单上增加的运费是否是运输公司的精确费用。

参见

运费发票

运输方式路线

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.

然后,转到 库存应用 ‣ 配置 ‣ 运输方式,然后选择所需的运输方式。

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

送货方式可以以送货产品的形式添加到销售订单中,并作为单独的行项目显示。首先,进入 销售应用程序 ‣ 订单 ‣ 订单,导航到所需的销售订单。

在销售订单上,点击 添加送货方式 按钮,弹出 添加送货方式 窗口。然后,从列表中选择 送货方式

订单总重量 根据产品重量(在每个产品表单的 库存 选项卡中定义)预填。编辑该字段以指定准确重量,然后点击 添加 添加送货方式。

注解

订单总重量 中定义的金额会覆盖产品表单中定义的产品总重量。

运费将添加到 销售订单行,作为 送货产品 在送货方式表格中详细列出。

Example

在销售订单 S00088 中添加了 家具配送,这是一种固定费率为 $200 的配送产品。

在销售订单行显示送货订单。

送货订单

添加到销售订单的送货方式,与送货单上的送货承运人详细信息相关联。要添加或更改送货单上的送货方式,请转到 其他信息 标签并修改 承运商 字段。

Shipping carrier information on the delivery form.