Configuration

To generate labels for a shipping carrier, first install the carrier 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 company’s source address and product weights.

screenshot: setup-configuration-labels-integration-level
menu
Inventory ‣ Configuration ‣ Shipping Methods
shows
A delivery method form with "Integration Level" set to "Get Rate and Create Shipment".
highlight
The "Integration Level" field (red frame).
module
delivery
notes
English UI, light theme, 1440px width.

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 ‣ Configuration ‣ Operations Types, and choose the desired operation.

On the Operation Type configuration page, tick the Print Label checkbox. Enabling this feature ensures that the carrier’s shipping label is printed upon validating this operation.

Example

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.

screenshot: setup-configuration-labels-pick-print-label
menu
Inventory ‣ Configuration ‣ Operations Types
shows
An operation type form with the "Print Label" checkbox ticked in the Hardware tab.
highlight
The "Print Label" checkbox (red frame).
module
stock
notes
English UI, light theme, 1440px width.

Add shipping on quotation

To generate a tracking label for an order, begin by creating a quotation in Sales app ‣ Orders ‣ Quotations, clicking New, and filling out the quotation form. Then, click the Add Shipping button in the bottom-right corner of the quotation.

screenshot: setup-configuration-labels-add-shipping-button
menu
Sales ‣ Orders ‣ Quotations
shows
A quotation with the "Add Shipping" button in the bottom-right corner of the Order Lines tab.
highlight
The "Add Shipping" button (red frame).
module
delivery
notes
English UI, light theme, 1440px width.

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, as returned by the carrier, in the Cost field.

Important

If clicking Get Rate results in an error, ensure the warehouse’s 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.

screenshot: setup-configuration-labels-get-rate
menu
Sales ‣ Orders ‣ Quotations
shows
The "Add a shipping method" pop-up window with the Shipping Method, Total Order Weight and Cost fields, and the "Get Rate" button.
highlight
The "Get Rate" button (red frame).
module
delivery
notes
English UI, light theme, 1440px width.

Tip

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.

screenshot: setup-configuration-labels-additional-info-tab
menu
Inventory ‣ Delivery Orders
shows
The "Additional Info" tab of a delivery order with the "Carrier" field set manually.
highlight
The "Carrier" field (red frame).
module
delivery
notes
English UI, light theme, 1440px width.

Validate delivery order

On a delivery order form, navigate to the Additional Info tab to ensure the shipping carrier has been added to the Carrier field.

Important

If the Sales app is not installed, the carrier is set directly in the Carrier field.

After the items in the order have been packed, click Validate to get the shipping carrier’s tracking number, and generate the shipping label.

Note

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 carrier’s website.

The tracking label is found in PDF format in the chatter.

screenshot: setup-configuration-labels-shipping-label
menu
Inventory ‣ Delivery Orders
shows
The chatter of a validated delivery order with the generated shipping label attached as a PDF.
highlight
The label attachment in the chatter (red frame).
module
delivery
notes
English UI, light theme, 1440px width.

Note

For multi-package shipping, one label is generated per package. Each label appears in the chatter.

screenshot: setup-configuration-labels-sample-label
menu
(document)
shows
A printed shipping label as generated by a carrier connector: recipient address, sender address, barcode and tracking number.
module
delivery
notes
Use a throw-away address and tracking number.

Sample label generated from a carrier connector.