Odoo 16 Community Book

Shipping Methods

This section ensures that product delivery and pricing activities are in order, prioritizing customer satisfaction. You can effectively configure shipping methods on sales orders/ quotations to offer hassle-free delivery of products to customers. To avail of this feature, click on ‘Settings’ from the Configuration menu’s dropdown list.

Activate ‘Delivery Options’ under the Shipping section. Click on ‘Shipping Methods’ underneath this option or select the Shipping Methods menu from the dropdown list of the Configuration tab. You will get the following window.

This window displays the shipping methods configured in the module along with the details like Delivery Method, Provide, Is Published (whether or not the record has been published), Website, Company, and Countries. The Filters and Group By options help you isolate and identify these entries based on specific criteria. You can save the frequently used or important filters in ‘Favorites.’

Click on the Create button to add a new shipping method.

Assign a name for the Shipping Method and select your Website from the dropdown list. The dropdown list of ‘Provider’ has three options – Fixed Price, Based on Rules, and Pickup in Store. If the shipping price is the same throughout the entire shipment process, choose ‘Fixed Price,’ and if it depends on some rules, select ‘Based on Rules.’ The Pickup in Store option requires the customer to collect the product from the store. Add your Company, Delivery Product, and Margin on Rate (Odoo will add this percentage to the shipping price). If you want to make the shipment free of cost over a particular amount, activate ‘Free if order amount is above’ and specify that price in the Amount field.

Under the Pricing tab, set the shipment’s ‘Fixed Price.’ This feature will allow you to set a base price for product shipping. You can define the location of the delivery under the Destination Availability tab.

Here, Odoo filters delivery carriers based on your customer’s delivery address. Fill in the details like Countries, States, and Zip Prefixes.

The Description tab allows you to specify notes to display on eCommerce and online quotations. You can also add notes to include at the bottom of sales orders and their confirmation emails.

Next, we shall move to the analysis of sales in the Odoo 16 sales module.