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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
@@ -28,8 +28,10 @@ needed.
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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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+
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+ .. _inventory/shipping_receiving/sendcloud-warehouse-config :
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Warehouse configuration
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-----------------------
@@ -82,17 +84,28 @@ integration. After saving, the :guilabel:`Public and Secret Keys` are generated.
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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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+
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+ .. _inventory/shipping_receiving/sendcloud-module :
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+
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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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+
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Sendcloud shipping connector configuration
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------------------------------------------
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@@ -160,10 +173,35 @@ After configuring and saving the form, follow these steps to load the shipping p
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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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+
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+ .. _inventory/shipping_receiving/sendcloud-shipping-info :
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+
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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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+
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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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+
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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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+
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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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+
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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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+
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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
@@ -235,11 +273,10 @@ occupies when in transit. In other words it is the physical size of a package`).
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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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-
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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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