44Delivery methods
55================
66
7+ In Odoo, *delivery methods * make it possible to calculate shipping costs directly on sales orders
8+ and e-commerce carts, providing customers and sales teams with accurate shipping fee information.
9+ This transparency helps close sales by showing customers the exact cost for each shipping carrier or
10+ delivery timeframe.
11+
712When activated in Odoo, the *Delivery Methods * setting adds the option of calculating the cost of
813shipping on sales orders and e-commerce shopping carts.
914
@@ -18,11 +23,11 @@ are calculated based on the carrier's pricing information.
1823Configuration
1924=============
2025
21- To calculate shipping on sales orders and e-commerce, the *Delivery Costs * module must be installed.
22- To do so, navigate to the :menuselection: `Apps ` application from the main Odoo dashboard.
26+ To calculate shipping on sales orders and e-commerce, the ** Delivery Costs ** module must be
27+ installed. To do so, navigate to the :menuselection: `Apps ` application from the main Odoo dashboard.
2328
24- Then, remove the :guilabel: `Apps ` filter, and type in `Delivery Costs ` in the :guilabel: ` Search... `
25- bar. After finding the :guilabel: `Delivery Costs ` module, click :guilabel: `Activate ` to install it.
29+ Then, remove the :guilabel: `Apps ` filter, and type in `Delivery Costs ` in the search bar. After
30+ finding the :guilabel: `Delivery Costs ` module, click :guilabel: `Install ` to install it.
2631
2732.. image :: setup_configuration/install-module.png
2833 :alt: Install the Delivery Costs module.
@@ -32,27 +37,34 @@ bar. After finding the :guilabel:`Delivery Costs` module, click :guilabel:`Activ
3237Add shipping
3338============
3439
35- Shipping methods can be added to sales orders in the form of delivery products, which appear as
40+ Shipping methods are added to sales orders in the form of delivery products, which appear as
3641individual line items. First, navigate to the desired sales order by going to :menuselection: `Sales
3742app --> Orders --> Orders `.
3843
39- On the sales order, click the :guilabel: `Add shipping ` button, which opens the :guilabel: `Add a
40- shipping method ` pop-up window. Then, choose a :guilabel: `Shipping Method ` from the list.
44+ Open the desired sales order, then click the :guilabel: `Add shipping ` button. The :guilabel: `Add a
45+ shipping method ` pop-up window opens. Then, using the drop-down menu, select an available shipping
46+ method.
4147
4248The :guilabel: `Total Order Weight ` is pre-filled based on product weights (that are defined in the
43- :guilabel : `Inventory ` tab for each product form). Edit the field to specify the exact weight, and
44- then click :guilabel: `Add ` to add the shipping method.
49+ :ref : `Inventory < inventory/product_management/manufacture > ` tab for each product form). Edit the
50+ field to specify the exact weight, and then click :guilabel: `Add ` to add the shipping method.
4551
46- .. note ::
52+ .. important ::
4753 The amount defined in :guilabel: `Total Order Weight ` overwrites the total product weights defined
4854 on the product form.
4955
50- The shipping cost is added to the *sales order line * as the :guilabel: `Delivery Product ` detailed on
51- the shipping method form.
56+ .. note ::
57+ Some connected shipping methods require obtaining rates from the carrier. In this situation,
58+ click the :icon: `oi-arrow-right ` :guilabel: `Get rate ` button, and the shipping costs are
59+ automatically updated from the carrier. These rates cannot be modified.
60+
61+ The shipping cost is added as a line item in the :guilabel: `Order Lines ` tab as the
62+ :guilabel: `Delivery Product ` detailed on the shipping method form.
5263
5364.. example ::
54- `Furniture Delivery `, a delivery product with a fixed rate of `$200 `, is added to sales order
55- `S00088 `.
65+ A customer purchased a left-sided desk with storage and requested the item be delivered by hand.
66+ This delivery method is defined as `Furniture Delivery (Manual) ` and has a cost of `$200 `. The
67+ sales order contains two line items: one for the desk, and another for the delivery method.
5668
5769 .. image :: setup_configuration/delivery-product.png
5870 :alt: Show delivery order on the sales order line.
@@ -61,7 +73,9 @@ Delivery order
6173--------------
6274
6375The shipping method added to the sales order is linked to the shipping carrier details on the
64- delivery order. To add or change the delivery method on the delivery itself, go to the
76+ delivery order. After confirming the order, a :icon: `fa-truck ` :guilabel: `Delivery ` smart button
77+ appears at the top of the page. Click the :icon: `fa-truck ` :guilabel: `Delivery ` smart button to open
78+ the warehouse delivery form. To add or change the delivery method on the delivery itself, open the
6579:guilabel: `Additional Info ` tab and modify the :guilabel: `Carrier ` field.
6680
6781.. image :: setup_configuration/delivery-order.png
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