FedEx-Integration

Integrating a FedEx account with Odoo’s Inventory app makes it possible to calculate delivery rates, and generate delivery labels within Odoo. This is accomplished by enabling the FedEx shipping connector, then configuring at least one shipping method.

Bemerkung

Diese Dokumentation enthält Konfigurationsdetails, die speziell für die FedEx-Integration gelten. Allgemeine Anweisungen zur Integration von Zustellern finden sich in der Dokumentation zu externen Zustellern.

Versandkonnektor aktivieren

Um den Versandkonnektor für FedEx zu aktivieren, navigieren Sie zu Lager ‣ Konfiguration ‣ Einstellungen, und scrollen Sie nach unten zum Abschnitt Versandkonnektoren. Klicken Sie dann auf das Kontrollkästchen neben FedEx-Konnektoren.

Klicken Sie abschließend auf Speichern, um die Änderungen zu speichern. Danach erscheint unter FedEx-Konnektor FedEx-Versandmethoden.

Configure delivery method

Once the FedEx shipping connector is enabled, it is necessary to configure at least one delivery method. After doing so, the delivery method can be included in sales orders (SOs), and used to compute delivery costs, and print delivery labels.

To enable a delivery method, navigate to Inventory app ‣ Configuration ‣ Settings, and click the FedEx Shipping Methods button below the FedEx Connector checkbox. Doing so opens a page that shows all existing FedEx delivery methods.

Bemerkung

To see all delivery methods for every shipper with a connector enabled, navigate to Inventory app ‣ Configuration ‣ Delivery Methods.

Select a delivery method to open its form. Alternatively, click New to open a blank form, and configure a new delivery method.

Wichtig

Durch die Aktivierung des FedEx-Versandkonnektors werden automatisch zwei Standardversandmethoden erstellt: FedEx US und FedEx International. Jede dieser Methoden ist mit Test-Anmeldedaten vorkonfiguriert, sodass sie zu Testzwecken verwendet werden können.

Before the delivery method can be used to create actual shipments, the test credentials must be replaced with credentials from a valid FedEx account.

Allgemeine Informationen

At the very top of a delivery method form are fields used to configure the way the method operates in Odoo. In the Provider field, select FedEx from the drop-down menu, if it is not already selected.

The rest of the fields in this section are general to all delivery providers. For details on how to fill them out, see the documentation on third-party shippers.

Reiter „Fedex-Konfiguration“

The options in the Fedex Configuration tab of a FedEx delivery method form are used to connect the method to a FedEx account, and configure the delivery details associated with the method (drop-off type, package type, etc.).

A FedEx developer account is required to obtain the information needed to fill out the fields in this tab. To create a new account, navigate to FedEx’s Open Account page, click on Create Account, and follow the instructions.

Create API Project

After creating a developer account, navigate to the My Projects tab, and click CREATE API PROJECT.

On the Tell us about your API needs popup, select Ships with FedEX and needs to integrate FedEx APIs into their system in the I work for a company that: drop-down.

Next, when prompted to Select API(s) for your project, make sure to enable the following APIs:

• Ship, Rate & Other APIs

• Address Validation API

• Rates and Transit Times API

• Ship API

• Trade Documents Upload API

Enter a Project name, then select any countries where packages will be shipped to, or delivered from.

To move the project to production, click the Production key tab. From there, link a Shipping Account. Copy the API Key, Secret Key, and Account number, then paste them into the appropriate fields on the Delivery Methods form.

Certification process

To enable the creation of FedEx shipping labels, the API must be certified. On the sidebar menu in the FedEx developer portal, click API Certification, and follow the required instructions.

Bemerkung

These certification often require reaching out to the FedEx support team via email.

Account Number fields

An account number is the unique number assigned to each FedEx account.

Um eine FedEx-Kontonummer zu finden, melden Sie sich bei einem FedEx-Konto unter https://www.fedex.com an. Klicken Sie auf den Namen des Kontoinhabers in der oberen rechten Ecke des Bildschirms und wählen Sie My Profile (Mein Profil) aus dem Drop-down-Menü aus.

Klicken Sie auf der Profilseite links auf dem Bildschirm auf Account Management (Kontoverwaltung). Die Kontonummer wird auf diesem Bildschirm angezeigt.

Once the password and account number are determined, enter them in the Password and Account Number fields on the Fedex Configuration tab of the delivery method form.

Delivery details

The main section of the Fedex Configuration tab includes a number of additional fields used provide information about the delivery method:

• FedEx-Dienstleistungstyp: Der FedEx-Dienstleistungstyp, der zum Versand eines Pakets verwendet wird.

• FedexFedex-Lieferungstyp: Die Methode zum Empfang eines Pakets, das im Besitz von FedEx ist.

• Fedex Package Type: The type of package used for the delivery method.

• Gewichtseinheit des Pakets: die Maßeinheit für das Gewicht des Pakets.

• Längeneinheit des Pakets: die Maßeinheit für die Abmessungen des Pakets.

• Label Type: The type of delivery label used for packages.

• Label Format: The file format used by Odoo to generate delivery labels.

• Art der Handelsrechnung: Die Abmessungen und der Typ des Papiers, das zum Druck von Rechnungen verwendet wird.

Wichtig

The options that should be selected on the Fedex Configuration tab of a delivery method depend on the negotiated delivery services of the associated FedEx account. To confirm the available services for a FedEx account, visit the Account Management page after logging in to the FedEx website, or speak with a customer service representative.

Abschnitt „Optionen“

The Options section of the Fedex Configuration tab provides a few additional options to further configure the delivery method:

• Samstagszustellung: Aktivieren Sie das Kontrollkästchen, um zuzulassen, dass Pakete, die mit dieser Versandmethode versendet werden, auch samstags zugestellt werden können.

• Rücksendeetikett generieren: Aktivieren Sie die Option, um automatisch ein Rücksendeetikett zu drucken, sobald der Lieferauftrag bestätigt wurde.

• Zollabgaben bezahlt von: Wählen Sie aus dem Drop-down-Menü aus, ob dem Absender oder dem Empfänger Zölle berechnet werden sollen.

Activate delivery method

By default, delivery methods in Odoo are created within a test environment. This means they can only be used for testing purposes, and are unable to generate actual delivery orders.

To activate a delivery method in a production environment, click the Test Environment smart button at the top of the delivery method form. After doing so, the smart buttons changes to read Production Environment.

With the production environment enabled, validating a delivery order using the delivery method generates an actual delivery label with FedEx.

Click the Production Environment smart button to return the delivery method to a test environment.

Warnung

Do not enable the production environment for a delivery method before it is ready to be used for actual delivery orders. Doing so may lead to the creation of unwanted charges with FedEx.