Envia.com integration

Envia.com is a shipping service that connects businesses with multiple carriers in Odoo. Key features include:

  • Multi-carrier & international shipping: Compare rates across carriers and select the best option for domestic or global shipments.

  • Automated label generation: Generate shipping labels at order confirmation.

  • Real-time rate calculation: Fetch rates based on package details and destination.

Setup in Envia

To integrate Envia.com with Odoo, first create an account and activate the necessary shipping carriers. Then, obtain the API credentials, which is used to connect Envia.com to the Odoo database.

创建账户并激活承运商

Begin by going to Envia.com.

After signing in, in the left sidebar, click Settings ‣ Print Options and Carriers. Next, select the country to set the currency and display available shipping carriers.

重要

When signing up, make sure to select the correct language and country in the upper right-hand corner. This affects the currency of the account!

Registry process in website with Envia.com.

After deciding on the desired carrier, click Activate, then click Services to select the carrier’s available shipping options.

小技巧

Billing is always processed in the currency of the country that matches the primary billing address. If the company operates in multiple countries, consider creating separate accounts for each location.

注解

Envia will send an SMS or WhatsApp message to confirm the email address and phone number.

Select carrier services.

Generate Envia.com credentials

Go to Envia.com, navigate to Developers ‣ API Keys, on the left menu, then click add to generate a new key.

This key is required to authenticate Odoo’s connection with Envia.com. Retrieve it at any time by returning to the API Keys section.

API Keys in Envia.com.

设置Odoo

Install the Envia Shipping (delivery_envia) module, and proceed to the following sections to configure the integration in Odoo.

Envia.com shipping connector configuration

After activating the Envia.com connector, create a delivery method by going to Inventory ‣ Configuration ‣ Delivery Methods and click New.

Fill out the following form fields:

  • Shipping Method: Name of the shipping method, e.g. Envia.com.

  • Provider: Select Envia from the drop-down menu.

  • Delivery Product: The product listed on the sales order as the delivery charge. A specific delivery product for Envia.com must be created.

  • In the Envia Configuration tab, enter the Envia Production Access Token.

  • In the Envia Configuration tab, enter the Envia Sandbox Access Token.

  • Insurance percentage: If insurance is needed, place a percentage of the value to insure. If not, leave it as 0. Keep in mind that the insurance price is calculated only after the label has been generated, including for LTL shipments.

小技巧

It is mandatory to fill both the production and sandbox tokens, but it could be left as a random character as it is not validated at this point.

Additional considerations for the Envia Default Package:

  • The package is specified in mm and kg. The weight refers to the container itself, not its contents. Leave the weight as 0 if no weight is reported, and set the max weight to 0 if there is no specified limit.

  • Envia Package Type: Set to Box by default. Ensure the correct type is selected, as it affects the available carriers and options displayed, which vary depending on this selection.

Once previous fields are properly set, navigate to the Envia Configuration tab, and in the Envia.com Service Name field, click the (refresh) icon to sync the carriers. In the pop-up window that appears, select a carrier and a service level from the list.

Envia.com carrier and services popup.

重要

Envia keeps the main currency of the account fixed. In order to provide more precise conversions for the costs of shipping, specify the currency that is set for the account on Envia. If necessary, Odoo offers the option to change the country. By default it uses the country associated with the company.

注解

If more than one shipping option is needed, create more shipping methods in Odoo and modify any parameter like the package, carrier, or service.

送货信息

To use Envia.com to generate shipping labels, the following information must be filled out accurately and completely in Odoo:

  1. Customer information: When creating a quotation, ensure the selected Customer has a valid phone number, email address, and shipping address.

    要验证，请选择 客户 字段，打开联系页面。在 联系人 字段中添加送货地址，以及 移动电话 号码和 电子邮件 地址。

  2. Product weight: Ensure all products in a delivery order have a specified Weight in the Inventory tab of their product form. Refer to the Product weight section of this article for detailed instructions.

  3. Warehouse address: By default all packages are sent from the specified address in the warehouse, make sure to set the address for correct label generation.

Address filling guide

Each country has rules regarding how an address is filled. This is a comprehensive guide of each country’s expected fields exceptions:

国家/地区

街道

街道2

城市

State_id

阿根廷

Street and number

Locality

城市

Province

巴西

异常

Neighborhood

城市

状态

智利

Street and number

城市

Commune

地区

哥伦比亚

Street and number

Not needed

Municipality

部门

危地马拉

Street and number

Neighborhood

城市

状态

墨西哥

Street and number

Neighborhood

城市

状态

乌拉圭

Street and number

补充信息

Locality

状态

未列于此的国家/地区应正常填写。

注解

对于部分国家/地区，邮政编码通常无需填写。若留空，Odoo 将调用 Envia 的邮编近似查询服务自动获取。

对于哥伦比亚，若本地化模块已安装，系统会从 city_id 所选城市中提取邮编；否则将直接使用邮编字段的值。

注解

哥伦比亚和墨西哥在 Odoo 中设有 city_id 城市列表。若已设置 city_id，该字段将作为城市字段使用；若未设置，则系统会尝试调用常规城市字段。

注解

在墨西哥，部分承运商可能要求填写 街区 字段（通常称为社区）。该字段并非强制项，但若启用**墨西哥电子数据交换（高级功能）**模块时，则必须填写 街区 字段。

注解

巴西的地址字段按法规要求拆分：street_name 仅填写街道名称，street_number1 填写门牌号，street_number2 填写补充信息。若安装 扩展地址 模块，同样适用此逻辑。

使用 Envia 生成标签

在 Odoo 中创建报价单时，添加发货和 Envia.com 发货产品。然后，:guilabel:`验证`发货。发货标签文件会在聊天工具中自动生成，其中包括以下内容：

  1. 送货标签，取决于包裹数量。

  2. :guilabel:`退货标签`（如果 Envia.com 连接器配置了退货标签）。

重要

生成物流标签时，Envia.com 将自动从配置账户扣费，最终金额会记录在消息动态中。若涉及多币种交易，记录金额将按 Odoo 汇率折算（实际汇率可能存在波动）。

此外，现在还提供了追踪号码。

注解

巴西海关可能要求提供货运关联发票（NFe），建议将订单发票与物流标签一并物理附随。

国际货运

国际货运必须填写 HS 编码 和 货物原产地，这两个字段均可在产品的 库存标签 页找到。

零担货运（LTL）

可通过 Envia 连接器生成零担货运标签，其保险费用基于货运方式表单中指定的*保险百分比*计算。

重要

在墨西哥，由于需为货件创建*提单*，Odoo 必须发送货物的 UNSPSC 编码及运输单位（默认单位为**X8A - 木质托盘**）。

注解

在货运方式中选择 Envia 包裹类型 为托盘时，可启用附加服务（如升降机协助和周末配送等）。

追踪与取消

通过 Envia 注册的货件可通过以下方式追踪：在交货单上点击 追踪 智能按钮，或使用 客户门户 中的追踪链接。

客户门户追踪。

FAQ

测量体积重量

多数承运商采用多种重量计量标准：包括包裹内产品的实际重量，以及体积重量（即根据包裹运输时占据的空间体积计算得出的重量，也就是包裹物理尺寸换算的重量值）。

注解

由于体积重量计算规则，标签显示的重量可能高于系统计算的实际重量值。

有哪些打印选项可用？

在 Envia.com 平台的 :menuselection:`设置 –> 打印选项及承运商打印选项`中，请为每个显示的承运商选择对应的打印格式。

所需服务不可用

对于可用承运商，请确保已在 Envia 平台启用相应服务。

关税由谁支付？

如需向其他国家出口货物，务必通过 Envia 的承运商设置来配置关税支付方（发货方或收货方）。

什么是“Envia错误”？

该提示信息会在 Envia 平台出现错误时显示，其中会明确说明平台出现的具体问题以便进行排查处理。