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[IMP] inventory: sendcloud shipping info
closes #9485 X-original-commit: 6305211 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst

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==========================================
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Set up Sendcloud shipping services in Odoo
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==========================================
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=======================
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Sendcloud configuration
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=======================
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Sendcloud is a shipping service aggregator that facilitates the integration of European
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shipping carriers with Odoo. Once integrated, users can select shipping carriers on inventory
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operations in their Odoo database.
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Sendcloud is a shipping service aggregator that facilitates the integration of European shipping
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carriers with Odoo. Once integrated, users can select shipping carriers on inventory operations in
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their Odoo database.
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.. seealso::
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`Sendcloud integration documentation <https://support.sendcloud.com/hc/en-us/articles
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.. important::
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Odoo integration of Sendcloud works on free Sendcloud plans *only* if a bank account is linked,
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since Sendcloud won't ship for free. To use shipping rules or individual custom carrier contacts,
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a paid plan of Sendcloud is required.
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since Sendcloud won't ship for free. To use shipping rules, or individual custom carrier
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contacts, a paid plan of Sendcloud is **required**.
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.. _inventory/shipping_receiving/sendcloud-warehouse-config:
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Warehouse configuration
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-----------------------
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Setup in Odoo
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=============
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Install the Sendcloud shipping module
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-------------------------------------
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To ensure seamless Sendcloud integration with Odoo, :ref:`install
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<inventory/shipping_receiving/sendcloud-module>` and :ref:`link
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<inventory/shipping_receiving/link-sendcloud-module>` the Sendcloud shipping connector to the
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Sendcloud account. Then, :ref:`configure Odoo fields
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<inventory/shipping_receiving/sendcloud-shipping-info>`, so Sendcloud can accurately pull shipping
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data to generate labels.
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.. _inventory/shipping_receiving/sendcloud-module:
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Install Sendcloud shipping module
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---------------------------------
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After the Sendcloud account is set up and configured, it's time to configure the Odoo database.
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To get started, go to Odoo's :guilabel:`Apps` module, search for the :guilabel:`Sendcloud
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Shipping` integration, and install it.
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After the Sendcloud account is set up and configured, it's time to configure the Odoo database. To
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get started, go to Odoo's :guilabel:`Apps` module, search for the `Sendcloud Shipping`
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integration, and install it.
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.. image:: sendcloud_shipping/sendcloud-mod.png
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:align: center
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:alt: Sendcloud Shipping module in the Odoo Apps module.
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.. _inventory/shipping_receiving/link-sendcloud-module:
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Sendcloud shipping connector configuration
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------------------------------------------
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Odoo has a built-in layer of protection against unwanted charges when using test environments.
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Within a test environment, if a shipping method is used to create labels, then those labels are
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immediately canceled after the creation — this occurs automatically. The test and production
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environment settings can be toggled back and forth from the :guilabel:`Smart Buttons`.
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environment settings can be toggled back and forth from their respective smart buttons.
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.. _inventory/shipping_receiving/sendcloud-shipping-info:
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Shipping information
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--------------------
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Generate a label with Sendcloud
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-------------------------------
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To use Sendcloud to generate shipping labels, the following information **must** be filled out
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accurately and completely in Odoo:
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#. **Customer information**: when creating a quotation, ensure the selected :guilabel:`Customer` has
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a valid phone number, email address, and shipping address.
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To verify, select the :guilabel:`Customer` field to open their contact page. Here, add their
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shipping address in the :guilabel:`Contact` field, along with their :guilabel:`Mobile` number and
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:guilabel:`Email` address.
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#. **Product weight**: ensure all products in an order have a specified :guilabel:`Weight` in the
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:guilabel:`Inventory` tab of their product form. Refer to the :ref:`Product weight section
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<inventory/shipping_receiving/configure-weight>` of this article for detailed instructions.
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#. **Warehouse address**: ensure the warehouse name and address in Odoo match the :ref:`previously
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defined warehouse <inventory/shipping_receiving/sendcloud-warehouse-config>` in the Sendcloud
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setup. For details on warehouse configuration in Odoo, refer to the :ref:`warehouse configuration
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section <inventory/shipping_receiving/configure-source-address>` of the third-party shipping
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documentation.
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Generate labels with Sendcloud
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==============================
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When creating a quotation in Odoo, add shipping and a :guilabel:`Sendcloud shipping product`. Then,
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:guilabel:`Validate` the delivery. Shipping label documents are automatically generated in the
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`Sendcloud: How to calculate & automate parcel volumetric weight <https://support.sendcloud.com/
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hc/en-us/articles/360059644051-How-to-calculate-automate-parcel-volumetric-weight>`_
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Unable to calculate shipping rate
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---------------------------------
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First, verify that product being shipped has a weight that is supported by the selected shipping
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First, verify that the product being shipped has a weight that is supported by the selected shipping
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method. If this is set, then verify that the destination country (from the customer address) is
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supported by the carrier. The country of origin (warehouse address) should also be supported by
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the carrier.
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supported by the carrier. The country of origin (warehouse address) should also be supported by the
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carrier.

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