Bpost integration

# Bpost integration

Set up the Bpost shipping connector in Odoo to manage Bpost shipments to clients directly within
Odoo. To configure it, complete these steps:
- Create a Bpost account.
Create a Bpost account.
- Get the Account ID and passphrase .
Get the Account ID and passphrase .
- Set up the shipping method in Odoo .
Set up the shipping method in Odoo .
Upon completion, it is possible to calculate the cost of shipping, based on package size and weight,
have the charges applied directly to a Bpost business account, and automatically print Bpost
tracking labels through Odoo.
- Third-party shipping carriers
Third-party shipping carriers
- Delivery methods
- DHL integration
- UPS integration

## Account setup

To begin, go to the Bpost website to create, or log
into, the companyâs Bpost business account. When creating the Bpost account, have the companyâs VAT
number and mobile phone number ready.
Follow the websiteâs steps to complete registration, and sign up for shipping services. Doing so
submits a request to enter a contractual business relationship between the company and Bpost.
Odoo cannot be integrated with non-business Bpost accounts.
After completing the setup, get the Bpost account ID and passphrase, by navigating to the Shipping Manager menu item.
On the Shipping Manager page, go to the Admin tab, then the General Settings tab, to find the Account ID and Passphrase needed to configure Odooâs shipping method.

## Shipping method configuration

With those necessary credentials, configure the Bpost shipping method in Odoo by going to Inventory app â£ Configuration â£ Shipping Methods .
On the Shipping Methods page, click Create .
In the Provider field, select Bpost from the drop-down menu. Doing so
reveals the Bpost Configuration tab at the bottom of the form, where the Bpost
credentials can be entered.
For details on configuring the other fields on the shipping method, such as Delivery
Product , refer to the Configure third-party carrier documentation.
To generate Bpost shipping labels through Odoo, ensure the Integration
Level option is set to Get Rate and Create Shipment .
In the Bpost Configuration tab, complete the following fields:
- Bpost Account Number (required field): enter the companyâs unique account ID from the Bpost website.
Bpost Account Number (required field): enter the companyâs unique account ID from the Bpost website.
- Passphrase (required field): enter the passphrase from the Bpost website.
Passphrase (required field): enter the passphrase from the Bpost website.
- Bpost Delivery Nature : select either Domestic or International shipping services. Choosing Domestic shows the Options section, while International enables the Bpost Shipment Type and Bpost Parcel
Return Instructions fields.
Bpost Delivery Nature : select either Domestic or International shipping services. Choosing Domestic shows the Options section, while International enables the Bpost Shipment Type and Bpost Parcel
Return Instructions fields.
- Bpost Package Type : select the type of shipping service from the drop-down menu. For domestic delivery , the options are: bpack 24h
Pro , bpack 24h business , or bpack Bus . For international delivery , the options are: bpack
World Express Pro , bpack World Business , or bpack Europe Business .
Bpost Package Type : select the type of shipping service from the drop-down menu.
For domestic delivery , the options are: bpack 24h
Pro , bpack 24h business , or bpack Bus .
For international delivery , the options are: bpack
World Express Pro , bpack World Business , or bpack Europe Business .
- Bpost Shipment Type (required field): for international deliveries, declare the type
of goods in the package as SAMPLE , GIFT , GOODS , DOCUMENTS , or OTHER .
Bpost Shipment Type (required field): for international deliveries, declare the type
of goods in the package as SAMPLE , GIFT , GOODS , DOCUMENTS , or OTHER .
- Bpost Parcel Return Address : return address when an international shipment fails to
deliver. Select from the drop-down menu: Destroy , Return to sender by air ,
or Return to sender by road .
Bpost Parcel Return Address : return address when an international shipment fails to
deliver. Select from the drop-down menu: Destroy , Return to sender by air ,
or Return to sender by road .
- Label Type : choose A6 or A4 label sizes from the drop-down
menu.
Label Type : choose A6 or A4 label sizes from the drop-down
menu.
- Label Format : choose PDF or PNG from the drop-down menu.
Label Format : choose PDF or PNG from the drop-down menu.
For domestic deliveries, these features are available in the Options section:
- Enable the Delivery on Saturday feature to include Saturdays as possible delivery
dates. Depending on the Bpost Package Type selected, this option might incur
additional costs to the company.
Enable the Delivery on Saturday feature to include Saturdays as possible delivery
dates. Depending on the Bpost Package Type selected, this option might incur
additional costs to the company.
- Enable the Generate Return Label feature to automatically print a return label upon
validating the delivery order.
Enable the Generate Return Label feature to automatically print a return label upon
validating the delivery order.

Account setup
Shipping method configuration


# How to cancel a shipping request to a shipper?

## Overview

Odoo can handle various delivery methods, including third party
shippers. Odoo will be linked with the transportation company tracking
system.
It will allow you to manage the transport company, the real prices and
the destination.
You can easily cancel the request made to the carrier system.

## How to cancel a shipping request?

- If the delivery order is not Validated , then the request hasnât been
made. You can choose to cancel the delivery or to change the
carrier.
If the delivery order is not Validated , then the request hasnât been
made. You can choose to cancel the delivery or to change the
carrier.
- If you have clicked on Validate , the request has been made and you
should have received the tracking number and the label. You can
still cancel the request.
Simply click on the Cancel button next to the Carrier Tracking Ref :
If you have clicked on Validate , the request has been made and you
should have received the tracking number and the label. You can
still cancel the request.
Simply click on the Cancel button next to the Carrier Tracking Ref :
You will now see that the shipment has been cancelled.
You can now change the carrier if you wish.

## How to send a shipping request after cancelling one?

After cancelling the shipping request, you can change the carrier you
want to use. Confirm it by clicking on the Send to shipper button. You
will get a new tracking number and a new label.
- Shipping cost invoicing
Shipping cost invoicing
- Multi-package shipments
Multi-package shipments


DHL integration

# DHL integration

Set up the DHL shipping connector in Odoo to manage DHL shipments to clients directly within Odoo.
Configuring a DHL shipping method simplifies the process of calculating shipping rates and generating shipping labels .
Third-party shipping carriers

## Configure the DHL shipping method

To enable DHL delivery methods, install the DHL Express Shipping module. DHL delivery methods can be configured and added as a line item to sales orders, which
allows for automatic computation of shipping rates and generation of shipping labels.
To create a DHL shipping method, navigate to Inventory app â£ Configuration â£
Delivery Methods , then click New to open a delivery method form. If a shipping method
has already been created, it can be selected from this screen.

### General information

Begin configuring the shipping method by entering its title in the Shipping Method field.
In the Provider drop-down menu, select the DHL option, and a new DHL Configuration tab appears at the bottom of the form.
All other fields in this section are identical on the shipping method forms for each shipping
carrier. See third-party shippers for standard configuration
instructions.

### DHL Configuration tab

The DHL Configuration tab on the shipping method form is used to connect the userâs DHL
account to Odoo and configure the shipping methodâs details.

#### DHL developer credentials

To integrate DHL with Odoo, developer credentials must be retrieved from DHLâs Developer Portal.
These credentials are used to link the userâs DHL account to Odooâs Inventory app.
The SiteID and Password are different credentials from the ones used to log in to a DHL
account.
If a DHL Express account is available, log in to the DHL Developer portal and request a DHL API account number .
Then, in Odoo, on the shipping method form, enter the DHL API Key in the DHL SiteID field, and the API Secret in the DHL Password field.
If a DHL Express account is not available:
- Begin by opening a DHL Express account .
Begin by opening a DHL Express account .
- Once the developer portal account has been confirmed, log in to the portal using the username and
password. Click the user avatar in the top-right corner of the screen to open the user dashboard.
Once the developer portal account has been confirmed, log in to the portal using the username and
password. Click the user avatar in the top-right corner of the screen to open the user dashboard.
- On the dashboard, open the Apps tab, and create an app. Follow the four steps in the
app creation flow (app name, needed apps, app status, confirmation) to complete the setup.
On the dashboard, open the Apps tab, and create an app. Follow the four steps in the
app creation flow (app name, needed apps, app status, confirmation) to complete the setup.
- After setting up the DHL Express account, go here to get the DHL
API Key and API Secret credentials.
After setting up the DHL Express account, go here to get the DHL
API Key and API Secret credentials.
Then, in Odoo, on the shipping method form, enter the DHL API Key in the DHL SiteID field, and the API Secret in the DHL Password field.

#### Shipping details

The rest of the fields in the DHL Configuration tab are used to configure the shipping
method itself:
- Region : The region in which the shipping method is used.
Region : The region in which the shipping method is used.
- DHL Product : the shipping service purchased from DHL (e.g. Express Worldwide).
DHL Product : the shipping service purchased from DHL (e.g. Express Worldwide).
- DHL Product : The shipping service purchased from DHL (e.g., Express Worldwide).
DHL Product : The shipping service purchased from DHL (e.g., Express Worldwide).
- DHL Package Type : The type of DHL package used for delivery (e.g., DHL Box).
DHL Package Type : The type of DHL package used for delivery (e.g., DHL Box).
- Package Weight Unit : the unit of measure used to display package weight.
Package Weight Unit : the unit of measure used to display package weight.
- Package Dimension Unit : the unit of measure used to display package size.
Package Dimension Unit : the unit of measure used to display package size.
- Label Format : the file format used to generate shipping labels.
Label Format : the file format used to generate shipping labels.
- Package Weight Unit : The unit of measure used to display package weight.
Package Weight Unit : The unit of measure used to display package weight.
- Package Dimension Unit : The unit of measure used to display package size.
Package Dimension Unit : The unit of measure used to display package size.
- Label Format : The file format used to generate shipping labels.
Label Format : The file format used to generate shipping labels.
- Label Template : The paper size used to print shipping labels.
Label Template : The paper size used to print shipping labels.
Before selecting service options for a shipping method, make sure those services are actually
available for the DHL account. Available services depend on the contract negotiated with DHL.

#### Options

Additional settings are available in the Options section at the bottom of the DHL Configuration tab:
- Generate Return Label : Enable this option to automatically generate a return label
after validating a delivery order.
Generate Return Label : Enable this option to automatically generate a return label
after validating a delivery order.
- Dutiable Material : Enable this option if the shipping method is liable to customs or
other duties.
Dutiable Material : Enable this option if the shipping method is liable to customs or
other duties.

## Turn on the DHL Connection

Once the DHL connection is set up, use the smart buttons at the top of the form to publish, turn on
production mode, or activate debug logging.
- Unpublished / Published : Determines if this shipping method is available on
the userâs eCommerce website.
Unpublished / Published : Determines if this shipping method is available on
the userâs eCommerce website.
- Test Environment / Production Environment : Determines whether label creation
is for testing and canceled immediately (Test) or generates a real shipping label that is charged
to the DHL account (Production).
Test Environment / Production Environment : Determines whether label creation
is for testing and canceled immediately (Test) or generates a real shipping label that is charged
to the DHL account (Production).
- No Debug / Debug Requests : Determines whether API requests and responses are
logged in Odoo (turn on developer mode and go to Settings
app â£ Technical â£ Logging ).
No Debug / Debug Requests : Determines whether API requests and responses are
logged in Odoo (turn on developer mode and go to Settings
app â£ Technical â£ Logging ).

Configure the DHL shipping method
General information
DHL Configuration tab
Turn on the DHL Connection


Dispatch management system

# Dispatch management system

The dispatch management system feature in Odoo is used to plan and build shipments. Key features
include:
- Load building : Group products for specific carriers, assign those batches to loading docks, and manage vehicle assignments based on fleet
capacity. This ensures the right products are packed into the appropriate trucks for delivery.
Load building : Group products for specific carriers, assign those batches to loading docks, and manage vehicle assignments based on fleet
capacity. This ensures the right products are packed into the appropriate trucks for delivery.
- Fleet management : Track and manage the capacity of in-house
delivery vehicles.
Fleet management : Track and manage the capacity of in-house
delivery vehicles.

## Configuration

To use the dispatch management system, the following setup must be completed:
- Install the Fleet application.
Install the Fleet application.
- Configure vehicle capacity (volume and weight) .
Configure vehicle capacity (volume and weight) .
- Enter vehicle car model(s) .
Enter vehicle car model(s) .
- Enable necessary features in the Inventory app.
Enable necessary features in the Inventory app.
- Set up vehicles as delivery methods .
Set up vehicles as delivery methods .
- Create dock locations .
Create dock locations .

### Vehicle capacity

To configure the vehicle capacity, go to Fleet app â£ Configuration â£
Categories .
Next, click New to add a new category, or click into an existing category to modify it.
In the Name field, enter the type of vehicle (e.g., Pick-up truck , Van , or Cargo truck ). Then, enter the vehicle capacity in the Max Weight (in kilograms) and Max Volume (in cubic meters) fields.
`Pick-uptruck`
`Van`
`Cargotruck`
The units of measurement for vehicle capacity are assigned at the global level in the Settings app, in the Units of Measure section.

### Car model

Configuring a vehicleâs car model is required when adding vehicles in Odoo. Ensure the correct Category is selected for a car model. Doing so automatically applies weight and volume capacities
to all vehicles of that type.
To configure, navigate to Fleet app â£ Configuration â£ Models .
From the Models list, select an existing model, or click New in the top-left
corner to create a new model. Then, set the relevant Category field to the relevant
vehicle category.

### Inventory settings

Next, go to Inventory app â£ Configuration â£ Settings , and enable the required
features for dispatch management.
In the Operations section, tick the Batch, Wave & Cluster Transfers checkbox to prepare batches of orders for delivery.
In the Shipping section, tick the Delivery Methods and Dispatch
Management System checkboxes. Doing so allows specific vehicles to be set as carriers .
In the Warehouse section, tick the Storage Locations checkbox to assign
specific locations in the warehouse as loading zones for delivery trucks.
Then, once all the configurations are complete, be sure to click Save .

### Delivery method

Next, assign each delivery vehicle as a Carrier by configuring a delivery method.
To configure delivery methods, go to Inventory app â£ Configuration â£ Delivery
Methods . Select an existing delivery method, or click New .
Configure delivery method
On the Delivery Method form, enter a name for the delivery method. It is recommended to
use identifying information, such as the vehicle description and license plate number (e.g. Truck 123-ABCD ).
`Truck123-ABCD`
Since the delivery methods are managed internally, set the Provider to either Fixed Price or Based on Rules . For more information about how shipping
prices are calculated, refer to the Delivery method article.
Next, set a Delivery Product , which is the product that shows up as the customerâs delivery charge on the sales order or invoice.
Optionally, in the Availability tab, set the Countries , States ,
or Zip Prefixes to limit the range of local delivery.
Example delivery method, with the Zip Prefixes set to San Franciscoâs zip code.

### Dock locations

Each loading dock must have a dedicated location. To create or configure dock locations, go to Inventory app â£ Configuration â£ Locations .
Click the desired location, which opens the Location form. In the Additional
Information section, tick the Is a Dock Location checkbox.
Location configuration page with Is a Dock Location checkbox ticked.

## Build loads

Once setup is complete, assign orders to a carrier and group them into batches . Then, configure the batch form , as needed.
To group products, go to the Inventory app â£ Operations â£ Deliveries , which
reveals a list of outgoing deliveries.
Since this article is about a specific use case, explore details about each picking method in
their dedicated articles.
- Batch picking
- Wave picking
- Cluster picking

### Carrier assignment

Reveal the Carrier column, if it is not visible by default, by clicking the (settings) icon in the top-right corner, and ticking the Carrier checkbox.
Other useful columns to enable can be Zip code, Shipping Weight , and Shipping Volume .
Select the delivery orders for the batch by ticking the checkboxes on the left. Next, click into the
lineâs Carrier fields. In the resulting drop-down menu, choose the desired vehicleâs delivery method . A Confirmation pop-up window appears, indicating the number of orders being added to the
batch. Click Confirm , and the carrier is updated for all the selected records.
The delivery method Truck 1-MER-001 is set as the Carrier for two delivery orders.
`Truck1-MER-001`

### Create batch

With the carrier set, begin adding orders to a batch or wave transfer by ticking the checkbox.
If a delivery order is already assigned to a batch transfer, assigning a batch transfer here does not update it.
Then, click the Actions button, and click either Add to batch or Add to wave . In the pop-up window, ensure Add to is set to a
new [batch/wave] transfer , then click Confirm .
Delivery orders are selected to be grouped into a wave transfer.

#### Alternative batch creation method

Another place to create batches is by going to the Inventory app, and in the Delivery Orders card, click the (three dots) icon. In
the resulting drop-down menu, click Prepare batch .
The Transport Management drop-down menu contains other tools for fleet management:
- Manage Batches : open list of batches
Manage Batches : open list of batches
- Dock Dispatching : open weekly calendar view of scheduled batch operations
Dock Dispatching : open weekly calendar view of scheduled batch operations
- Batches by Route : Kanban view of batches grouped by fulfillment route
Batches by Route : Kanban view of batches grouped by fulfillment route
- Calendar : open hourly calendar view of scheduled operations
Calendar : open hourly calendar view of scheduled operations
- Statistics : open pivot table of the batch transfers
Statistics : open pivot table of the batch transfers

### Batch form

On the batch transfer form, fill the following fields out accordingly:
- Responsible : employee assigned to the picking. Leave blank if any worker can fulfill
this picking.
Responsible : employee assigned to the picking. Leave blank if any worker can fulfill
this picking.
- Operation Type : from the drop-down menu, select the operation type under which the
picking is categorized.
Operation Type : from the drop-down menu, select the operation type under which the
picking is categorized.
- Scheduled Date : specifies the date by which the Responsible person should
complete the transfer to the output location.
Scheduled Date : specifies the date by which the Responsible person should
complete the transfer to the output location.
- Dock Location : select the loading location.
Dock Location : select the loading location.
- Vehicle : select the vehicle, which will auto-fill Vehicle Category .
Vehicle : select the vehicle, which will auto-fill Vehicle Category .
- Vehicle Category : show if the order exceeds the vehicleâs capacity limits
Vehicle Category : show if the order exceeds the vehicleâs capacity limits
The Volume bar is grayed out because the capacity has been reached.

#### Prepare delivery route

To help the driver prepare, click the Map button at the top of the batch or wave form to
view delivery destinations on a map. Selecting an individual delivery order pinpoints its location.
The Map button is only visible for transfers with the In progress status.
Additionally, use the View in Google Maps button to generate a route from the warehouse
to the delivery points.

Configuration
Vehicle capacity
Car model
Inventory settings
Delivery method
Dock locations
Build loads
Carrier assignment
Create batch
Batch form


EasyPost integration

# EasyPost integration

Set up the EasyPost delivery connector in Odoo to manage EasyPost shipments to clients directly
within Odoo.
EasyPost is a service that allows users to connect with multiple carriers, like UPS, USPS, FedEx,
DHL, and more. Odoo can then connect to EasyPost to purchase labels from those carriers.
To configure it, complete these steps:
- Create an EasyPost account .
Create an EasyPost account .
- Integrate carrier accounts if the carrier is not enabled on the EasyPost account .
Integrate carrier accounts if the carrier is not enabled on the EasyPost account .
- Obtain Test and Production API keys .
Obtain Test and Production API keys .
- Set up the delivery method in Odoo .
Set up the delivery method in Odoo .
Upon completion, it is possible to calculate shipping costs based on package size and weight, have
the charges applied directly to an EasyPost business account, and automatically print EasyPost
tracking labels in Odoo.

## Account setup

To begin, go to the EasyPost website to create or log into the
companyâs EasyPost business account.
Follow the websiteâs steps to complete registration and sign up for shipping services. Some shipping
services (like USPS and DHL Express) are automatically enabled.

### Integrating other carrier accounts

To use a different carrier, it is possible to enable Wallet Carrier Accounts to purchase labels from EasyPost. Alternatively, if a user has their own carrier account, they can enable it on EasyPost .
Then, after these accounts are enabled, Odoo can integrate with the EasyPost account and manage
labels.

### Obtain Test and Production API keys

After completing the setup, create Test and Production API keys. On the EasyPost website, click the Account Settings link, then open the API Keys page.
If these API keys have not yet been created, click Add Additional API Key . Select either Production or Test . The API key is automatically created. Follow the same
process to create both keys.

## Delivery method configuration

With those necessary credentials, configure the EasyPost delivery method in Odoo by going to Inventory app â£ Configuration â£ Delivery Methods .
On the Delivery Methods page, click New .
In the Provider field, select Easypost from the drop-down menu. Doing so
reveals the Easypost Configuration tab at the bottom of the form, where the EasyPost API keys
should be entered.
For details on configuring the other fields on the delivery method, such as Delivery
Product , refer to the Add a new delivery method documentation.
To generate EasyPost shipping labels through Odoo, ensure the Integration Level option is set to Get Rate and Create Shipment .
In the Easypost Configuration tab, complete the following fields:
- Test API Key : the Test API key in the EasyPost Account Settings.
Test API Key : the Test API key in the EasyPost Account Settings.
- Production API Key : the Production API key in the EasyPost Account Settings.
Production API Key : the Production API key in the EasyPost Account Settings.
- Label Format : Choose PNG , PDF , ZPL , or EPL2 from the drop-down menu.
Label Format : Choose PNG , PDF , ZPL , or EPL2 from the drop-down menu.
- Generate Return Label : Select to automatically generate a return label when validating
the delivery.
Generate Return Label : Select to automatically generate a return label when validating
the delivery.
Save the delivery method by clicking the (Save manually) icon.
Click the Load your Easypost carrier accounts link under the API keys.
The Select a carrier pop-up window opens. Select a shipping carrier from the drop-down menu, then
click Select .
After the carrier type has been selected, complete the Default Package Type and Default Service Level fields.

## Turn on the Easypost integration

After the EasyPost connection is set up, use the smart buttons at the top of the form to publish,
turn on production mode, or activate debug logging.
- Unpublished/Published : determines if this delivery method is available on the userâs eCommerce website.
Unpublished/Published : determines if this delivery method is available on the userâs eCommerce website.
- Test Environment/Production Environment : determines whether label creation is for
testing and cancelled immediately (Test) or generating a real shipping label that is charged to
the EasyPost account (Production).
Test Environment/Production Environment : determines whether label creation is for
testing and cancelled immediately (Test) or generating a real shipping label that is charged to
the EasyPost account (Production).
- No Debug/Debug Requests : determines whether API requests and responses are logged in
Odoo (turn on developer mode and go to Settings app â£ Technical â£
Logging ).
No Debug/Debug Requests : determines whether API requests and responses are logged in
Odoo (turn on developer mode and go to Settings app â£ Technical â£
Logging ).

Account setup
Integrating other carrier accounts
Obtain Test and Production API keys
Delivery method configuration
Turn on the Easypost integration


Envia.com integration

# 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.
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.
Automated label generation : Generate shipping labels at order confirmation.
- Real-time rate calculation : Fetch rates based on package details and destination.
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.

### Create an account and activate carriers

Begin by going to Envia.com .
After signing in, in the left sidebar, click Settings â£ Print Options and
Carriers . Next, select the country to set the currency and display available shipping carriers.
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!
After deciding on the desired carrier, click Activate , then click Services to select the carrierâs available shipping options.
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.
Envia will send an SMS or WhatsApp message to confirm the email address and phone number.

### Generate Envia.com credentials

Go to Envia.com , navigate to Developers â£ API Keys , on
the left menu, then click add to generate a new key.
This key is required to authenticate Odooâs connection with Envia.com. Retrieve it at any time by
returning to the API Keys section.

## Setup in Odoo

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

### Envia.com shipping connector configuration

After activating the Envia.com connector, create a delivery method by going to Inventory â£ Configuration â£ Delivery Methods and click New .
Fill out the following form fields:
- Shipping Method : Name of the shipping method, e.g. Envia.com .
Shipping Method : Name of the shipping method, e.g. Envia.com .
`Envia.com`
- Provider : Select Envia from the drop-down menu.
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.
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 Production Access Token .
- In the Envia Configuration tab, enter the Envia Sandbox 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.
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.
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.
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.
`0`
`0`
- 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.
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 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.
If more than one shipping option is needed, create more shipping methods in Odoo and modify any
parameter like the package, carrier, or service.

### Shipping information

To use Envia.com to generate shipping labels, the following information must be filled out
accurately and completely in Odoo:
- Customer information : When creating a quotation, ensure the selected Customer has
a valid phone number, email address, and shipping address. To verify, select the Customer field to open their contact page. Here, add their
shipping address in the Contact field, along with their Mobile number and Email address.
Customer information : When creating a quotation, ensure the selected Customer has
a valid phone number, email address, and shipping address.
To verify, select the Customer field to open their contact page. Here, add their
shipping address in the Contact field, along with their Mobile number and Email address.
- 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.
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.
- 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.
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
countryâs expected fields exceptions:
Countries not listed here should be entered normally.
For some countries, the zip code is not commonly requested. If empty, Odoo will use Enviaâs zip
approximation services to get the zip code.
For Colombia, the zip code is extracted from the city selected in city_id if the localization
is installed, otherwise Odoo will use the zip field.
`city_id`
Colombia and Mexico have a list of cities referred to as city_id in Odoo. If city_id is set,
it is used as the city field. If not set, then Odoo will try to use the city field.
`city_id`
`city_id`
In Mexico, some carriers might require the Colony field, commonly known as
neighborhood. It is not always mandatory, but when using the EDI for Mexico (Advanced
Features) module, the Colony field is required.
In Brazil the address is split to comply with regulation, so street_name is used for the street
name only. street_number1 is used for the street number and street_number2 is used for the
complement. This logic also applies if the Extended Addresses module is installed.
`street_name`
`street_number1`
`street_number2`

## Generate labels with Envia

When creating a quotation in Odoo, add shipping and the Envia.com shipping product .
Then, Validate the delivery. Shipping label documents are automatically generated in the
chatter, which include the following:
- Shipping label(s) depending on the number of packages.
Shipping label(s) depending on the number of packages.
- Return label(s) if the Envia.com connector is configured for returns.
Return label(s) if the Envia.com connector is configured for returns.
When labels are created, Envia.com automatically charges the configured account and the final
amount is logged in the chatter. If multi-currency operations occur, the amount logged is
calculated using Odooâs rate. Actual rates may vary.
Additionally, the tracking number is now available.
Brazilian Authorities might request the invoice related to the shipping (NFe). It is recommended
to physically attach the invoice of the order along with the label.

### International shipping

For international shipments it is required to fill both the HS code and the country of Origin of Goods , both can be found on the productâs Inventory tab.

### LTL shipments

LTL shipment labels can be generated through the Envia connector. The insurance for LTL shipments is
based on the insurance percentage specified in the delivery methodâs form.
For Mexico, since a Bill of Landing needs to be created for the shipment, Odoo is required to
send the UNSPSC code of the contents, as well as a unit of measure for transportation which is X8A - Pallet de madera by default.
Additional services are available when selecting pallet as a Envia Package Type on
the delivery method, which allows selecting additional services like lift assistance and
deliveries during weekends.
`pallet`

## Tracking and cancellation

Shipments registered with Envia can be tracked using the Tracking smart button from the
delivery order or using the tracking link from the customer portal .

## FAQ

### Measuring volumetric weight

Many carriers have several measurements for weight. There is the actual weight of the products in
the parcel, and the volumetric weight. Volumetric weight is the volume that a package occupies when
in transit, i.e. the physical size of a package.
Due to volumetric weight, it is possible that the actual weight in the label is higher than the
calculated value.

### Which printing options are available?

On Envia.com in Settings â£ Print options and Carriers printing options for each
of the carriers displayed, make sure to use the appropriate format for the chosen carrier.

### The needed service is not available

For available carriers, make sure that they are enabled through Envia.

### Who will pay customs duties?

Itâs important to make sure that if there are exports to other countries, use Enviaâs carrier
settings to configure whether it is paid by the sender or the receiver.

### What is âEnvia errorâ?

Itâs a message that appears when thereâs an error in Envia. This message mentions what went wrong in
their platform so it can be addressed.


FedEx integration

# FedEx integration

Integrating a FedEx account with Odooâs 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 .
This documentation contains configuration details specific to FedEx integration. See the
documentation on third-party shippers for general shipper
integration instructions.

## Enable shipping connector

To enable the shipping connector for FedEx, navigate to Inventory app â£
Configuration â£ Settings . Scroll down to the Shipping Connectors section, and tick
the checkbox next to FedEx Connector .
Finally, click Save to save the changes. After doing so, a FedEx Shipping Methods button appears below FedEx Connector .

## 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 â£ Configuration â£
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.
To see all delivery methods for every shipper with a connector enabled, navigate to Inventory app â£ Configuration â£ Delivery Methods .
Select a delivery method to open its form. Alternatively, click New to open a blank
form, and configure a new delivery method.
Enabling the FedEx shipping connector automatically creates two default shipping methods: FedEx US and FedEx International . Each of these methods are
pre-configured with test credentials, allowing them to be used for testing purposes.
Before the delivery method can be used to create actual shipments, the test credentials must be
replaced with credentials from a valid FedEx account.

### General information

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 .

### Fedex Configuration tab

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 FedExâs 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.
`ShipswithFedEXandneedstointegrateFedExAPIsintotheirsystem`
Next, when prompted to Select API(s) for your project , make sure to enable the following APIs:
`SelectAPI(s)foryourproject`
- Ship, Rate & Other APIs
Ship, Rate & Other APIs
- Address Validation API
Address Validation API
- Rates and Transit Times API
Rates and Transit Times API
- Ship API
- Trade Documents Upload 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.
`APIKey`
`SecretKey`
`Account`

#### 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.
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.
To find a FedEx account number, log in to a FedEx account at https://www.fedex.com . Click on the
account holderâs name in the top-right corner of the screen, and select My Profile from the drop-down menu.
On the profile page, click Account Management on the left side of the screen. The
account number is displayed on this screen.
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 Service Type : The FedEx service used to ship a package.
Fedex Service Type : The FedEx service used to ship a package.
- Fedex Drop-Off Type : The method for getting a package into FedExâs possession.
Fedex Drop-Off Type : The method for getting a package into FedExâs possession.
- Fedex Package Type : The type of package used for the delivery method.
Fedex Package Type : The type of package used for the delivery method.
- Package Weight Unit : The unit of measure used to weigh packages.
Package Weight Unit : The unit of measure used to weigh packages.
- Package Length Unit : The unit of measure used to determine the dimensions of packages.
Package Length Unit : The unit of measure used to determine the dimensions of packages.
- Label Type : The type of delivery label used for packages.
Label Type : The type of delivery label used for packages.
- Label Format : The file format used by Odoo to generate delivery labels.
Label Format : The file format used by Odoo to generate delivery labels.
- Commercial Invoice Type : The dimensions and type of the paper used to print invoices.
Commercial Invoice Type : The dimensions and type of the paper used to print invoices.
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.

#### Options section

The Options section of the Fedex Configuration tab provides a few additional
options to further configure the delivery method:
- Saturday Delivery : Tick the checkbox to allow packages shipped with the delivery
method to be delivered on Saturdays.
Saturday Delivery : Tick the checkbox to allow packages shipped with the delivery
method to be delivered on Saturdays.
- Generate Return Label : Tick the checkbox to automatically generate a return label upon
validation of a delivery order.
Generate Return Label : Tick the checkbox to automatically generate a return label upon
validation of a delivery order.
- Duties paid by : Use the drop-down menu to select whether duty charges should be paid
by the Sender or Recipient .
Duties paid by : Use the drop-down menu to select whether duty charges should be paid
by the Sender or Recipient .

## 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.
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.

Enable shipping connector
Configure delivery method
General information
Fedex Configuration tab
Activate delivery method


Shipping cost invoicing

# Shipping cost invoicing

Invoicing customers for shipping after delivery ensures accurate charges based on real-time shipping
factors like distance, weight, and method.
In Odoo, shipping costs can be invoiced in two ways:
- Agree with the customer on a fixed cost and include it in the sale order.
Agree with the customer on a fixed cost and include it in the sale order.
- Invoice shipping costs to the customer post-delivery , reflecting the actual expenses incurred by the business.
Invoice shipping costs to the customer post-delivery , reflecting the actual expenses incurred by the business.

## Configuration

To set prices to delivery methods, go to Inventory app â£ Configuration â£
Settings . Under the Shipping section, enable the Delivery Methods feature.
Then, click Save .

## Add shipping method

Next, configure the the price of each delivery method by going to Inventory app â£
Configuration â£ Shipping Methods and click the Create button. Doing so opens a form
to provide details about the shipping provider, including:
- Shipping Method ( required ) the name of the delivery method (e.g. flat-rate shipping , same day delivery , etc.).
Shipping Method ( required ) the name of the delivery method (e.g. flat-rate shipping , same day delivery , etc.).
`flat-rateshipping`
`samedaydelivery`
- Provider ( required ): choose the delivery service, like FedEx, if using a
third-party carrier Ensure the integration with the shipping carrier is properly installed and
select the provider from the drop-down menu. See also Third-party shipping carriers
Provider ( required ): choose the delivery service, like FedEx, if using a
third-party carrier Ensure the integration with the shipping carrier is properly installed and
select the provider from the drop-down menu.
Third-party shipping carriers
- Company : if the shipping method should apply to a specific company, select it from the
drop-down menu. Leave the field blank to apply the method to all companies.
Company : if the shipping method should apply to a specific company, select it from the
drop-down menu. Leave the field blank to apply the method to all companies.
- Website : configure shipping methods for an e-commerce page. Select the applicable
website from the drop-down menu, or leave it blank to apply the method to all web pages.
Website : configure shipping methods for an e-commerce page. Select the applicable
website from the drop-down menu, or leave it blank to apply the method to all web pages.
- Delivery Product ( required ): the product listed on the sales order line as the delivery charge.
Delivery Product ( required ): the product listed on the sales order line as the delivery charge.
- Free if order amount is above : checking this box enables free shipping if the customer
spends above the specified amount.
Free if order amount is above : checking this box enables free shipping if the customer
spends above the specified amount.

## Invoice cost on sales order

To invoice shipping costs on the sales order, before the item is delivered, go to the Sales app and select the desired sales order.
On the sales order, click the Add Shipping button at the bottom-right corner.
In the Add a shipping method pop-up window, choose the intended carrier in the Shipping Method field.
Then, click the Get Rate button to the calculate shipping price based on real-time
shipping data Odooâs shipping carrier integration.
The Cost is automatically calculated using the weight of the items in the order.
Finally, click the Add button to close the window.
On the sales order, the delivery product appears in the Order Lines tab, with the Unit Price set as the shipping cost calculated in the Add a shipping method pop-up window.
Finally, after the product is delivered, click the Create invoice button, and an invoice
is created that includes the shipping cost that was added earlier.
Then, click the Create and View Invoice button, and a draft invoice is generated, with
the shipping cost included in the Invoice Lines tab.

## Invoice real shipping costs

To modify the invoice to reflect the real cost of shipping, follow the steps above to create an invoice with a delivery product with a Unit
Price of zero.
Then, on a draft invoice, modify the Unit Price to reflect the real shipping cost.
Finally, invoice the customer the adjusted shipping cost by clicking Confirm .
- Third-party shipping carriers
Third-party shipping carriers
- Print shipping labels
Print shipping labels

Configuration
Add shipping method
Invoice cost on sales order
Invoice real shipping costs


Change shipping label size

# Change shipping label size

## Overview

In Odoo, there are a variety of different types of shipping labels that can be selected for delivery
orders. Depending on the types of shipping packages used, different label sizes may be more
appropriate, and can be configured to fit the package.

## Configuration

In the Inventory module, go to Configuration â£ Delivery â£
Shipping Methods. Click on a delivery method to choose it. For the following example, FedEx
International will be used.
In the Configuration tab, under Label Type , choose one of the label types
available. The availability varies depending on the carrier.
When a sales order with the corresponding shipping company is confirmed and a delivery order is
validated, the shipping label will be automatically created as a PDF and appear in the Chatter .

## Create a sales order

In the Sales application, click Create and select an international
customer. Click Add A Product and select an item. Click Add Shipping , select
a shipping method, then click Get Rate , and finally, click Add .
Once the quotation is confirmed by clicking Confirm , a Delivery smart button
will appear.
Once the delivery order is validated by clicking Validate in the delivery order, the
shipping documents appear in the Chatter .

## Example labels

The default Label Type is Paper Letter . An example of a FedEx letter sized
label is:
For comparison, an example of a FedEx bottom-half label is:

Overview
Configuration
Create a sales order
Example labels


Print shipping labels

# Print shipping labels

Integrate Odoo with third-party shipping carriers to automatically generate shipping labels that
includes prices, destination addresses, tracking numbers, and barcodes.
Automatically print shipping carrier labels

## Configuration

To generate labels for a third-party shipping carrier, first install the third-party shipping
connector . Then, configure and activate the delivery method , being sure to set
the Integration Level to Get Rate and Create Shipment to generate shipping
labels. Finally, provide the companyâs source address and product weights .
Third-party shipping carriers

### Labels for multi-step

For companies using two or three step
delivery , labels can be triggered to print after
validating the picking or packing operation. To do that, go to Inventory app â£
Configuration â£ Operations Types , and choose the desired operation.
On the Operation Type configuration page, tick the Print Label checkbox.
Enabling this feature ensures that the third-party shipping label is printed upon validating this
operation.
For two-step delivery , where products
are placed directly in packages during picking, companies can print shipping labels during
picking instead of delivery. Odoo allows users to enable the Print Label feature on
the Pick operation itself to achieve this flexibility.
`Pick`

## Print tracking labels

Tracking labels are printed when specific operations are validated. By default, validating a
delivery order (DO) generates a tracking label in the chatter.
For companies using two or three step delivery, refer to the printing labels for multi-step
delivery section to learn how to print the label
after validating a picking or packing operation.
When both the Sales and Inventory apps are installed, begin in the Sales app,
and proceed to the desired quotation or sales order (SO). There, and add the shipping cost to the order. Then, navigate to the linked DO â
or another operation type when using multi-step delivery â to validate the operation and print the
label.
If only the Inventory app is installed, create DOs directly in the Inventory app, add the third-party carrier in the Carrier field, and validate
the DO .

### Add shipping on quotation

To generate a tracking label for an order, begin by creating a quotation in Sales
app â£ Orders â£ Quotations , clicking New , and filling out the quotation form. Then,
click the Add Shipping button in the bottom-right corner of the quotation.
In the resulting pop-up window, select the intended carrier from the Shipping Method drop-down menu. The Total Order Weight field is automatically populated, based on the weight of products in the order . Modify this
field to overwrite the predicted weight, and use this weight to estimate the cost of shipping.
Next, click Get Rate to display the shipping cost for the customer, via the third-party
carrier in the Cost field.
If clicking Get Rate results in an error, ensure the warehouseâs address and weight of products in the
order are properly configured.
Click Add to add the cost to the quotation, which is listed as the configured
delivery product . Finally, click Confirm on the quotation, and click the Delivery smart button to access the DO .
For users who do not have the Sales app installed, specify the Carrier by going to
the Inventory app, navigating to the DO , and going to the Additional Info tab.

### Validate delivery order

On a delivery order form, navigate to the Additional Info tab to ensure the third-party
shipping carrier has been added to the Carrier field.
If the Sales app is not installed, the third-party carrier is set in the Carrier field.
After the items in the order have been packed, click Validate to get the shipping
carrierâs tracking number, and generate the shipping label.
Create or select an existing delivery order by going to the Inventory app, and
selecting the Delivery Orders card.
The Tracking Reference number is generated in the Additional Info tab of the
delivery order. Click the Tracking smart button to access the tracking link from the
shipping carrierâs website.
The tracking label is found in PDF format in the chatter.
For multi-package shipping, one label is generated per package. Each label appears in the
chatter.
Sample label generated from Odooâs shipping connector with FedEx.
- Shipping cost invoicing
Shipping cost invoicing
- Multi-package shipments
Multi-package shipments

Configuration
Labels for multi-step
Print tracking labels
Add shipping on quotation
Validate delivery order


Multi-package shipments

# Multi-package shipments

In some cases, a delivery order with multiple items may need to be shipped in more than one package.
This may be necessary if the items are too large to ship in a single package, or if certain items
cannot be packaged together. Shipping a single delivery order in multiple packages provides
flexibility for how each item is packaged, without the need to create multiple delivery orders.

## Configuration

To split a delivery order across multiple packages, the Packages setting must be enabled. To do
so, navigate to Inventory app â£ Configuration â£ Settings , then in the Operations section, select the Packages checkbox. Click Save to confirm
the change.

## Ship items in multiple packages

To split items in the same delivery order across multiple packages, begin by navigating to the Inventory app. On the Inventory Overview page, click the # to Deliver button on the Delivery Orders card. Finally, select a delivery order that has multiple items,
multiple quantities of the same item, or both.
On the Operations tab, select the (Open Move) icon on the line of the
product that will be shipped in the first package.
This opens the Open: Stock move pop-up window. In the table of the pop-up window, the Quantity column shows the full quantity of the product included in the delivery order.
If the full quantity of that product will be shipped in the first package, enter the Demand quantity in the Quantity column. If less than the full quantity will
be shipped in the first package, enter a smaller value than the Demand quantity. Then,
specify a Destination Package for the product.
If the product is to be split into multiple packages, click the Add a line link and
split the Quantity between the different Destination Package options that
are created.
Click Save to confirm the packages and close the pop-up.
When packaging multiple products into the same package, repeat the same steps for every product in
the package. Be sure to specify the same Destination Package in the Open: Stock move window.
For the next package, follow the same steps outlined above, marking the Quantity and Destination Package for each item to be included. Continue doing so until the full
quantity of each product in the delivery order has been added to a Destination Package .
Finally, after all packages have been shipped, click Validate to complete the delivery
order.
After one or more packages are created, a Packages smart button
appears above the delivery order. Click the Packages smart button to
open the Packages page for the delivery order, where each package can be selected to view all
its items.

## Create a backorder for items to be shipped later

If some items will be shipped at a later date than others, there is no need to put them in a package
until they are ready to ship. Instead, create a backorder for the items being shipped later.
Begin by shipping the items that will be shipped immediately. If they will be shipped in multiple
packages, follow the steps in Ship items in multiple packages to package them as
required. If they will be shipped in a single package, mark the Quantity and Destination Package for all items in that shipment.
After all quantities being shipped immediately are packaged, return to the delivery order form.
Change the Quantity for the backordered items to 0 or the partial quantity that is
being shipped. Then, click the Validate button, and a Create Backorder? pop-up window
appears. Click the Create Backorder button. Doing so immediately confirms the items
being shipped and creates a new delivery order for the items that will be shipped later.
`0`
The backorder delivery order will be listed in the chatter of the original delivery order in a
message that reads The backorder WH/OUT/XXXXX has been created . Click on WH/OUT/XXXXX in the message to view the backorder delivery order.
The backorder delivery order can also be accessed by navigating to Inventory ,
clicking the Back Orders # link on the Delivery Orders card, and selecting the
delivery order.
When the remaining items are ready to be shipped, navigate to the backorder delivery order. The
items can be shipped in a single package by clicking Validate , or shipped in multiple
packages by following the steps detailed in Ship items in multiple packages .
It is also possible to ship some of the items while creating a new backorder for the rest. To do so,
follow the same steps used to create the first backorder.


Add a new delivery method

# Add a new delivery method

The Delivery Methods setting adds the option of calculating the cost of shipping on sales orders
and e-commerce shopping carts. The shipping cost can then be added to a sales order as a delivery
product, and the shipping details can be added to the delivery order.

## Configuration

To configure delivery methods, go to Inventory app â£ Configuration â£ Delivery
Methods .
If the Delivery Methods option is not available from the Configuration drop-down menu, verify whether the feature is enabled by following these steps:
- Go to Inventory app â£ Configuration â£ Settings .
Go to Inventory app â£ Configuration â£ Settings .
- Scroll to the Shipping section and enable the Delivery Methods feature
by checking the corresponding checkbox.
Scroll to the Shipping section and enable the Delivery Methods feature
by checking the corresponding checkbox.
On the Delivery Methods page, add a method by clicking New . Doing so opens
a form to provide details about the shipping provider, including:
- Delivery Method ( Required field ): the name of the delivery method (e.g. flat-rate shipping , same day delivery , etc.).
Delivery Method ( Required field ): the name of the delivery method (e.g. flat-rate shipping , same day delivery , etc.).
`flat-rateshipping`
`samedaydelivery`
- Website : configure shipping methods for an eCommerce page. Select the applicable
website from the drop-down menu, or leave it blank to apply the method to all web pages. This
field only appears when the eCommerce app is enabled.
Website : configure shipping methods for an eCommerce page. Select the applicable
website from the drop-down menu, or leave it blank to apply the method to all web pages. This
field only appears when the eCommerce app is enabled.
- Provider ( Required field ): choose the delivery service, like FedEx, if using a third-party carrier . Ensure the integration with the
shipping carrier is properly installed and select the provider from the drop-down menu. For more
details on configuring custom shipping methods, such as fixed price or based on rules options, refer to
their respective sections below.
Provider ( Required field ): choose the delivery service, like FedEx, if using a third-party carrier . Ensure the integration with the
shipping carrier is properly installed and select the provider from the drop-down menu. For more
details on configuring custom shipping methods, such as fixed price or based on rules options, refer to
their respective sections below.
- Company : If the shipping method should apply to a specific company, select it from the
drop-down menu. Leave the field blank to apply the method to all companies. This field only
appears in multi-company databases.
Company : If the shipping method should apply to a specific company, select it from the
drop-down menu. Leave the field blank to apply the method to all companies. This field only
appears in multi-company databases.
- Routes : select the applicable routes to define different delivery methods, such as
standard or express shipping, based on varying lead times. This field only appears when you have
enabled multi-step routes in your inventory configuration settings. For more information, refer to
the Set routes on shipping method section.
Routes : select the applicable routes to define different delivery methods, such as
standard or express shipping, based on varying lead times. This field only appears when you have
enabled multi-step routes in your inventory configuration settings. For more information, refer to
the Set routes on shipping method section.
- Delivery Product ( Required field ): the product listed on the sales order line as the delivery charge.
Delivery Product ( Required field ): the product listed on the sales order line as the delivery charge.
- Free if order amount is above : checking this box enables free shipping if the customer
spends above the specified amount.
Free if order amount is above : checking this box enables free shipping if the customer
spends above the specified amount.
- Tracking Link : This option adds a link to the portal so the customer can track their
delivery. When a custom carrier is added in a delivery order, the tracking button is enabled, and
the link directs to the tracking portal with that URL.
Tracking Link : This option adds a link to the portal so the customer can track their
delivery. When a custom carrier is added in a delivery order, the tracking button is enabled, and
the link directs to the tracking portal with that URL.
To set up $200 flate-rate shipping, fill in the following fields:
`$200`
- Delivery Method : Furniture Delivery (Manual)
Delivery Method : Furniture Delivery (Manual)
`FurnitureDelivery(Manual)`
- Provider : Fixed Price
Provider : Fixed Price
- Fixed Price : 200
`200`
- Delivery Product : Furniture Delivery (manual)
Delivery Product : Furniture Delivery (manual)
Use the Availability tab to define conditions for the delivery method based on the
orderâs content or destination:
- Countries : Specify one or more countries where the method is available.
Countries : Specify one or more countries where the method is available.
- Max Weight : Set a maximum weight; the method is only available for orders below this
limit.
Max Weight : Set a maximum weight; the method is only available for orders below this
limit.
- Max Volume : Set a maximum volume; the method is only available for orders below this
limit.
Max Volume : Set a maximum volume; the method is only available for orders below this
limit.
- Must Have Tags : The method is available only if at least one product in the order has
one of these tags.
Must Have Tags : The method is available only if at least one product in the order has
one of these tags.
- Excluded Tags : The method is unavailable if at least one product in the order has one
of these tags.
Excluded Tags : The method is unavailable if at least one product in the order has one
of these tags.
For examples on how to configure specific shipping methods, refer to the sections below.

## Fixed price

To configure a shipping price that is the same for all orders, go to Inventory app
â£ Configuration â£ Delivery Methods . Then, click New , and on the shipping method
form, set the Provider to the Fixed Price option. Selecting this option
makes the Fixed Price field become available, which is where the fixed rate shipping
amount is defined.
To enable free shipping if the amount of the order exceeds a specified amount, check the box Free if order amount is above and fill in the amount.
To set up $20 flat-rate shipping that becomes free if the customer spends over $100 , fill in
the following fields:
`$20`
`$100`
- Delivery Method : Flat-rate shipping
Delivery Method : Flat-rate shipping
`Flat-rateshipping`
- Provider : Fixed Price
Provider : Fixed Price
- Fixed Price : $20.00
`$20.00`
- Free if order amount is above : $100.00
Free if order amount is above : $100.00
`$100.00`
- Delivery Product : [SHIP] Flat
Delivery Product : [SHIP] Flat
`[SHIP]Flat`

## Based on rules

To calculate the price of shipping based on pricing rules, set the Provider field to the Based on Rules option. Optionally, adjust Margin on Rate and Additional margin to include additional shipping costs.

### Create pricing rules

Navigate to the Pricing tab and click Add a line . Doing so opens the Create Pricing Rules window, where the Condition related to the product
weight, volume, price, or quantity is compared to a defined amount to calculate the Delivery Cost .
Once finished, click either Save & New to add another rule, or Save & Close .
To charge customers $20 in shipping for orders with five or fewer products, set the Condition to Quantity <= 5.00 , and the Delivery Cost to $20 .
`Quantity<=5.00`
`$20`
To restrict shipping to specific destinations on the eCommerce website, in the shipping method
form, navigate to the Destination Availability tab and define the Countries , States , and Zip Prefixes . Leave these fields empty if all locations apply.

### Calculate delivery cost

Shipping cost is the Delivery cost specified in the rule that satisfies the Condition , plus any extra charges from the Margin on rate and Additional margin .
With the two following rules set up:
- If the order contains five or fewer products, shipping is $20
If the order contains five or fewer products, shipping is $20
- If the order contains more than five products, shipping is $50.
If the order contains more than five products, shipping is $50.
Margin on Rate is 10% and Additional margin is $9.00 .
`10%`
`$9.00`
When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second
rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9).

## Route on shipping method

Optionally, set different warehouse delivery processes for a shipping method by configuring
different routes for it.
Configuring multiple routes per shipping method is helpful for adjusting warehouse delivery
processes based on:
- speed (e.g., use one-step delivery for
express shipping, or two-step for
standard shipping).
speed (e.g., use one-step delivery for
express shipping, or two-step for
standard shipping).
- international shipping (e.g. use three-step delivery to prepare documents for customs)
international shipping (e.g. use three-step delivery to prepare documents for customs)
- in-store pickup or home delivery: ship from the central warehouse, or pick from the storeâs
stock, depending on customer selection.
in-store pickup or home delivery: ship from the central warehouse, or pick from the storeâs
stock, depending on customer selection.
To set up routes, go to Inventory app â£ Configuration â£ Routes . Click New , or select the desired route.
On the route form, in the Applicable On section, tick the Shipping Methods checkbox.
Routes form with the Shipping Method checkbox ticked.
Then, go to Inventory app â£ Configuration â£ Delivery Methods , and select the
desired shipping method.
On the shipping method form, in the Routes field, select the available fulfillment
routes from the drop-down menu.
If the desired route is not selectable, check that the Shipping Methods option is enabled in
the routeâs Applicable On section.

Configuration
Fixed price
Based on rules
Create pricing rules
Calculate delivery cost
Route on shipping method


Printable delivery PDFs

# Printable delivery PDFs

Automatically print delivery-related PDFs documents and labels in Odoo, containing package recipient
details, contents, or handling instructions.
The following PDFs can be configured to print upon validating an Inventory operation (e.g.
receipt, picking, delivery orders, quality checks):
- Delivery slip
- Return slip
- Product labels of items in the order
Product labels of items in the order
- Lot and serial number labels
Lot and serial number labels
- Carrier labels
- Export documents
- Package content
- Package label
To automatically print these forms, navigate to Inventory app â£ Configuration â£
Operations Types , and select the desired operation type.
In the Hardware tab, tick each of the desired options available in the Print
on Validation section to download the PDF of those selected documents automatically after
validating the Operation Type . For details on what each of the checkbox options do, jump
to the related section.

## Delivery slip

A delivery slip contains recipient and package details, usually placed inside (or attached to) the
package.
- Tracking label
After enabling the Delivery Slip setting in the Hardware tab configuration options, clicking Validate on the desired
operation type downloads a PDF of the delivery slip.
The delivery slip shows products, quantities, the delivery order reference number, and the total
order weight.

## Return slip

Print a return slip to include in a delivery for customer return packages. It identifies the
return, links to the sales order, and includes item details and customer information. It can also
include specific return instructions for the customer.
After enabling the Return Slip setting in the Hardware tab configuration options, clicking Validate on the desired
operation type downloads a PDF of the return slip.
The return slip displays the companyâs return address, along with barcodes for both the order and
the return operation.

## Product labels

Print product labels to affix to items in an order, providing essential information, such as
product name, barcode, and price.
After navigating to the intended operation type ( Inventory app â£ Configuration â£
Operations Types ), in the Hardware tab, tick the Product Labels option.
Doing so makes the Print label as: drop-down menu visible, where each product label can
be printed as:
- 2 x 7 with price : PDF displays product name, barcode, and price, fitting two rows and
seven columns of product labels per page. Example 2 x 7
2 x 7 with price : PDF displays product name, barcode, and price, fitting two rows and
seven columns of product labels per page.
- 4 x 7 with price : displays product name, barcode, and price, fitting four rows and
seven columns of product labels per page. Example 4 x 7
4 x 7 with price : displays product name, barcode, and price, fitting four rows and
seven columns of product labels per page.
- 4 x 12 : displays product name and barcode. Fits four rows and twelve columns of
product labels per page. Example 4 x 12
4 x 12 : displays product name and barcode. Fits four rows and twelve columns of
product labels per page.
- 4 x 12 with price : displays product name, barcode, and price. Fits four rows and
twelve columns of product labels per page.
4 x 12 with price : displays product name, barcode, and price. Fits four rows and
twelve columns of product labels per page.
- ZPL Labels : prints labels in the Zebra Programming Language (ZPL) containing the
product name and barcode. Readable for Zebra printers to automatically print labels.
ZPL Labels : prints labels in the Zebra Programming Language (ZPL) containing the
product name and barcode. Readable for Zebra printers to automatically print labels.
- ZPL Labels with price : prints labels in the ZPL containing the product name, barcode, and price.
ZPL Labels with price : prints labels in the ZPL containing the product name, barcode, and price.
Product labels can be manually printed from any delivery order, by clicking the Print
Labels button.

## Lot/SN Labels

Print lot/SN labels to affix to items in an order, providing essential information, such as
product name, lot or serial number, and the barcode.
To automatically print this PDF, navigate to the intended operation typeâs options page
( Inventory app â£ Configuration â£ Operations Types ). Then, in the Hardware tab, tick the Lot/SN Labels option.
Doing so makes the Print label as: drop-down menu visible, where each product label can
be printed as:
- 4 x 12 - One per lot/SN : PDF with labels for unique lot/serial numbers in the order,
including product name, lot/serial number, and barcode. Fits four rows and twelve columns per
page. Example 4 x 12 - One per lot/SN Labels for an order with only one unique set of lot/serial numbers.
4 x 12 - One per lot/SN : PDF with labels for unique lot/serial numbers in the order,
including product name, lot/serial number, and barcode. Fits four rows and twelve columns per
page.
Labels for an order with only one unique set of lot/serial numbers.
- 4 x 12 - One per unit : PDF with labels matching the quantity of items, displaying the
product name, lot/serial number, and barcode. Fits four rows and twelve columns per page.
4 x 12 - One per unit : PDF with labels matching the quantity of items, displaying the
product name, lot/serial number, and barcode. Fits four rows and twelve columns per page.
- ZPL Labels - One per lot/SN : prints labels in ZPL , containing the product name, lot/serial number, and barcode.
ZPL Labels - One per lot/SN : prints labels in ZPL , containing the product name, lot/serial number, and barcode.
- ZPL Labels - One per unit : prints labels with the quantity of items in ZPL , containing the product name, lot/serial number, and barcode.
ZPL Labels - One per unit : prints labels with the quantity of items in ZPL , containing the product name, lot/serial number, and barcode.

## Carrier labels

To automatically print a carrier label with the recipient address, tracking number, and carrier
details for specific third-party shipping carriers, complete the following setup:
- Tick the Carrier Labels checkbox in the operation type settings .
Tick the Carrier Labels checkbox in the operation type settings .
- Connect a printer to Odooâs IoT app.
Connect a printer to Odooâs IoT app.
- Assign the carrier label to the printer .
Assign the carrier label to the printer .
- Configure the shipping methodâs label type .
Configure the shipping methodâs label type .

### Assign printer

Refer to the Connect a printer documentation for
details on connecting a printer to Odooâs IoT app. Upon completion, assign the carrier label to
the printer, by navigating to IoT app â£ Devices , and selecting the desired
printer.
In the printer configuration form, go to the Printer Reports tab to configure the types
of documents the printer automatically prints. Click Add a line to open the Add: Reports pop-up window. In the Searchâ¦ bar, type Shipping , and
select Shipping Labels .
`Shipping`
The Shipping Documents report is for export documents .
After adding the Shipping Labels report in the Printer Reports tab, ensure
the Report Type matches the IoT-connected printerâs type.
- For laser printers, set the Report Type to PDF .
For laser printers, set the Report Type to PDF .
- For Zebra printers, set the Report Type to Text .
For Zebra printers, set the Report Type to Text .

### Shipping carrier label type

Next, complete the setup for the third-party shipping connector . After that, go to Inventory app â£
Configuration â£ Shipping Methods , and select the desired shipping method.
On the shipping method configuration form, in the [carrier name] Configuration tab,
ensure the Label Format matches the report type assigned earlier :
- For laser printers, set the Label Format to PDF .
For laser printers, set the Label Format to PDF .
- For Zebra printers, set the Label Format to ZPL2 .
For Zebra printers, set the Label Format to ZPL2 .

### Example carrier label

After validating the operation, the carrier label is generated in the chatter, and printed using the
IoT-connected printer.
Carrier label for FedEx, containing the recipient address, tracking number, barcode, and
other shipping information.

## Export document

An export document , required by customs to ship packages from one country to another, can be
automatically printed in Odoo by following these steps:
- Tick the Export Documents checkbox in the operation type settings .
Tick the Export Documents checkbox in the operation type settings .
- Connect a printer to Odooâs IoT app.
Connect a printer to Odooâs IoT app.
- Assign the export document to the printer.
Assign the export document to the printer.

### Assign printer

Similar to the printer assignment instructions for carrier labels , after connecting a compatible printer to the Odoo IoT app, go to IoT app â£ Devices , and select the desired printer.
In the printer configuration form, go to the Printer Reports tab, and click Add a line . In the Add: Reports pop-up window that appears, add the Shipping Documents report to assign the export document to the printer.
Export document for a shipment from the USA to Belgium.

## Package content

A package content PDF includes the packageâs barcode, packed date, along with a list of contained
products and quantities.
To print this form automatically, go to Inventory app â£ Configuration â£
Operation Types , and select the desired operation type. Then, go to the Hardware tab,
and tick the Package Contents checkbox.
If the option is not available, enable the Packages feature, by going to Inventory app
â£ Configuration â£ Settings , ticking the Packages checkbox, and clicking Save .
After enabling the feature in the Hardware tab, validating the operation prints a PDF of
the package contents.
Package contents showing the package contents, barcode, and pack date.

## Package label

A package label that shows the packageâs barcode and pack date can be configured to print upon
clicking the Put in Pack button.
The Put in Pack button is available only when the Packages feature is enabled in Inventory app â£ Configuration â£ Settings .
After it is enabled, the Put in Pack button is available on all inventory operations
(e.g. receipt, pickings, internal transfers, delivery orders, etc.).
To automatically print the package label when the Put in Pack button is clicked, go to Inventory app â£ Configuration â£ Operation Types . Select the desired operation
type, and tick the Package Label checkbox in the Hardware tab. Labels can be
printed in PDF or ZPL file formats, as defined in the Print label
as field.

Delivery slip
Return slip
Product labels
Lot/SN Labels
Carrier labels
Assign printer
Shipping carrier label type
Example carrier label
Export document
Assign printer
Package content
Package label


Sendcloud integration

# Sendcloud integration

Sendcloud is a shipping service aggregator that facilitates the integration of European shipping
carriers with Odoo. Once integrated, users can select shipping carriers on inventory operations in
their Odoo database.

## Setup in Sendcloud

### Create an account and activate carriers

To get started, create or log in to a Sendcloud account .
On the Sendcloud platform, follow the Sendcloud integration documentation to
configure the account and generate the connector credentials.
For new account creation, Sendcloud will ask for a VAT number or EORI number. After
completing the account setup, activate (or deactivate) the shipping carriers that will be used in
the Odoo database.
Odoo integration of Sendcloud works on free Sendcloud plans only if a bank account is linked,
since Sendcloud wonât ship for free. To use shipping rules, or individual custom carrier
contacts, a paid plan of Sendcloud is required .

### Warehouse configuration

Once logged into the Sendcloud account, navigate to Settings â£ Shipping â£
Addresses , and fill in the field for Warehouse address .
To allow Sendcloud to process returns as well, a Return Address is required. Under the Miscellaneous section , there is a field called Address Name (optional) . The
Odoo warehouse name should be entered here, and the characters should be exactly the same.
`Warehouse#1`
`Default`
`Warehouse#1`
`WH`
`Mycompany(SanFrancisco)`
`MyCompany(SanFrancisco)`
Notice how the inputs for the Warehouse field, for both the Odoo configuration and
the Sendcloud configuration, are the exact same.

### Generate Sendcloud credentials

In the Sendcloud account, navigate to Settings â£ Integrations in the menu on the
right. Next, search for Odoo Native . Then, click on Connect .
After clicking on Connect , the page redirects to the Sendcloud API settings
page, where the Public and Secret Keys are produced. The next step is to name the Integration . The naming convention is as follows: Odoo CompanyName , with the userâs
company name replacing CompanyName (e.g. Odoo StealthyWood ).
`OdooCompanyName`
`CompanyName`
`OdooStealthyWood`
Then, check the box next to Service Points and select the shipping services for this
integration. After saving, the Public and Secret Keys are generated.

## Setup in Odoo

To ensure seamless Sendcloud integration with Odoo, install and link the Sendcloud shipping connector to the
Sendcloud account. Then, configure Odoo fields , so Sendcloud can accurately pull shipping
data to generate labels.
Enable pickup points on websites

### Install Sendcloud shipping module

After the Sendcloud account is set up and configured, itâs time to configure the Odoo database. To
get started, go to Odooâs Apps module, search for the Sendcloud Shipping integration,
and install it.
`SendcloudShipping`

### Sendcloud shipping connector configuration

Once installed, activate the Sendcloud Shipping module in Inventory â£
Configuration â£ Settings . The Sendcloud Connector setting is found under the Shipping Connectors section.
After activating the Sendcloud Connector , click on the Sendcloud Shipping
Methods link below the listed connector. Once on the Shipping Methods page, click New .
Shipping Methods can also be accessed by going to Inventory â£
Configuration â£ Delivery â£ Shipping Methods .
Fill out the following fields in the New Shipping Method form:
- Shipping Method : type Sendcloud DPD .
Shipping Method : type Sendcloud DPD .
`SendcloudDPD`
- Provider : select Sendcloud from the drop-down menu.
Provider : select Sendcloud from the drop-down menu.
- Delivery Product : set the product that was configured for this shipping method or
create a new product.
Delivery Product : set the product that was configured for this shipping method or
create a new product.
- In the SendCloud Configuration tab, enter the Sendcloud Public Key .
In the SendCloud Configuration tab, enter the Sendcloud Public Key .
- In the SendCloud Configuration tab, enter the Sendcloud Secret Key .
In the SendCloud Configuration tab, enter the Sendcloud Secret Key .

#### Pickup points

Sendcloudâs service point delivery lets customers
choose a pickup location (such as a nearby shop or locker) instead of entering a private delivery
address.
To enable the feature, go to the shipping method form, and in the SendCloud
Configuration tab, under the Options section, enable Use Sendcloud
Locations feature.
Pickup point selection is only available through the Website app (the online checkout view).
It is not currently possible to select a pickup point manually through the Sales app (the
internal database view).
For example, if the customer selects a shipping method like Sendcloud Mondial Relay , they must
choose a pickup point during the checkout process on the website. If no pickup point is selected,
the delivery order cannot be validated in Odoo.

#### Load shipping products

After configuring and saving the form, follow these steps to load the shipping products:
- In the SendCloud Configuration tab of the New Shipping Method form, click
on the Load your SendCloud shipping products link.
In the SendCloud Configuration tab of the New Shipping Method form, click
on the Load your SendCloud shipping products link.
- Select the shipping products the company would like to use for deliveries and returns.
Select the shipping products the company would like to use for deliveries and returns.
- Click Select .
Sample Sendcloud shipping products configured in Odoo:
`DPDHome0-31.5kg`
`DPD`
`0.00`
`31.50`
Countries : Austria Belgium Bosnia Herzegovina Bulgaria Croatia Czech Republic Denmark Estonia Finland France Germany Greece Hungary Iceland Ireland Italy Latvia Liechtenstein Lithuania Luxembourg Monaco Netherlands Norway Poland Portugal Romania Serbia Slovakia Slovenia Spain Sweden Switzerland
`Austria`
`Belgium`
`Bosnia`
`Herzegovina`
`Bulgaria`
`Croatia`
`Czech`
`Republic`
`Denmark`
`Estonia`
`Finland`
`France`
`Germany`
`Greece`
`Hungary`
`Iceland`
`Ireland`
`Italy`
`Latvia`
`Liechtenstein`
`Lithuania`
`Luxembourg`
`Monaco`
`Netherlands`
`Norway`
`Poland`
`Portugal`
`Romania`
`Serbia`
`Slovakia`
`Slovenia`
`Spain`
`Sweden`
`Switzerland`
`DPDReturn0-20kg`
`DPD`
`0.00`
`20.00`
`Belgium`
`Netherlands`
Sendcloud does not provide test keys when a company tests the sending of a package in Odoo. This
means if a package is created, the configured Sendcloud account will be charged, unless the
associated package is cancelled within 24 hours of creation.
Odoo has a built-in layer of protection against unwanted charges when using test environments.
Within a test environment, if a shipping method is used to create labels, then those labels are
immediately cancelled after the creation â this occurs automatically. The test and production
environment settings can be toggled back and forth from their respective smart buttons.

### Shipping information

To use Sendcloud to generate shipping labels, the following information must be filled out
accurately and completely in Odoo:
- Customer information : when creating a quotation, ensure the selected Customer has
a valid phone number, email address, and shipping address. To verify, select the Customer field to open their contact page. Here, add their
shipping address in the Contact field, along with their Mobile number and Email address.
Customer information : when creating a quotation, ensure the selected Customer has
a valid phone number, email address, and shipping address.
To verify, select the Customer field to open their contact page. Here, add their
shipping address in the Contact field, along with their Mobile number and Email address.
- Product weight : ensure all products in an 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.
Product weight : ensure all products in an 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.
- Warehouse address : ensure the warehouse name and address in Odoo match the previously
defined warehouse in the Sendcloud
setup. For details on warehouse configuration in Odoo, refer to the warehouse configuration
section of the third-party shipping
documentation.
Warehouse address : ensure the warehouse name and address in Odoo match the previously
defined warehouse in the Sendcloud
setup. For details on warehouse configuration in Odoo, refer to the warehouse configuration
section of the third-party shipping
documentation.

## Generate labels with Sendcloud

When creating a quotation in Odoo, add shipping and a Sendcloud shipping product . Then, Validate the delivery. Shipping label documents are automatically generated in the
chatter, which include the following:
- Shipping label(s) depending on the number of packages.
Shipping label(s) depending on the number of packages.
- Return label(s) if the Sendcloud connector is configured for returns.
Return label(s) if the Sendcloud connector is configured for returns.
- Customs document(s) should the destination country require them.
Customs document(s) should the destination country require them.
Additionally, the tracking number is now available.
When return labels are created, Sendcloud automatically charges the configured Sendcloud account.

### Shipping rules

Optionally, create shipping rules to automatically generate shipping labels tailored to different
product needs. For example, a shipping rule can be created for customers shipping expensive jewelry
items to purchase insurance.
Shipping rules do not affect shipping rate calculations , and are only used to improve the process of generating shipping labels .
To use shipping rules, navigate to Inventory app â£ Configuration â£ Delivery:
Shipping Methods , and select the intended Sendcloud shipping method.
`Sendcloud`
Under the Sendcloud Configuration tab, in the OPTIONS section, choose the
kind of shipments the shipping rules apply to, via the Use Sendcloud shipping rules field.
From here, choose either: Shipping to customers, Returns from customers, or Both .
Then, in the Sendcloud website, navigate to Settings â£ Shipping rules . Create a
new shipping rule by clicking Create New .
In the Actions section, set a Condition to determine when the rule applies.
Then, configure what to do when packages meet the condition.
Create shipping rules on Sendcloud

## FAQ

### Shipment is too heavy

If the shipment is too heavy for the Sendcloud service that is configured, then the weight is split
to simulate multiple packages. Products will need to be put in different Packages to Validate the transfer and generate labels.
Rules can also be set up in Sendcloud to use other shipping methods when the weight is
too heavy. However, note that these rules will not apply to the shipping price calculation on the
calculation on the sales order.

### Personal carrier contract

Use custom prices from a direct carrier contract, via CSV upload, by first logging into Sendcloud,
navigating to Settings â£ Carriers â£ My contracts , and then selecting the
intended contract.
Under the Contract prices section, click Download CSV and fill out the
contract prices in the price column of the CSV file template.
Ensure the CSV file includes the correct prices to avoid any inaccuracies.
Upload the completed CSV file to Sendcloud, then click Save these prices .
Sendcloud: How to upload contract prices with carriers

### Measuring volumetric weight

Many carriers have several measures for weight. There is the actual weight of the products in the
parcel, and there is the volumetric weight ( Volumetric weight is the volume that a package
occupies when in transit. In other words it is the physical size of a package ).
Check to see if selected carrier(s) already have defined formulas to compute the volumetric
weight.
Sendcloud: How to calculate & automate parcel volumetric weight

### Unable to calculate shipping rate

First, verify that the product being shipped has a weight that is supported by the selected shipping
method. If this is set, then verify that the destination country (from the customer address) is
supported by the carrier. The country of origin (warehouse address) should also be supported by the
carrier.