forked from odoo/documentation
-
Notifications
You must be signed in to change notification settings - Fork 0
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
[IMP] Inventory: rewrite DHL integration
closes odoo#10890 X-original-commit: e1cc0ce Signed-off-by: John Holton (hojo) <[email protected]>
- Loading branch information
Showing
3 changed files
with
124 additions
and
14 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
137 changes: 124 additions & 13 deletions
137
...ry_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -1,22 +1,133 @@ | ||
===================================================== | ||
How to get DHL credentials for integration with Odoo? | ||
===================================================== | ||
=============== | ||
DHL integration | ||
=============== | ||
|
||
In order to use the Odoo DHL API, you will need: | ||
DHL is one of the shipping carriers for which a *shipping connector* is available in Odoo's | ||
**Inventory** app. By enabling the shipping connector in the app's settings, and configuring at | ||
least one *shipping method*, the process of :doc:`calculating shipping rates | ||
<../setup_configuration>` and :doc:`generating shipping labels <labels>` is greatly simplified. | ||
|
||
- A DHL.com SiteID | ||
.. note:: | ||
While a variety of shipping connectors are available for different carriers, this documentation | ||
details the configuration settings specific to integrating DHL. For instructions on configuring | ||
the integration settings common to all shippers, see the documentation on :doc:`third-party | ||
shippers <third_party_shipper>`. | ||
|
||
- A DHL Password | ||
Enable DHL shipping connector | ||
============================= | ||
|
||
- A DHL Account Number | ||
Before creating a DHL shipping method, it is necessary to enable the carrier's shipping connector. | ||
To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. | ||
|
||
Scroll down to the :guilabel:`Shipping Connectors` section, and tick the checkbox next to | ||
:guilabel:`DHL Express Connector`. Finally, click :guilabel:`Save` to apply the changes. | ||
|
||
Getting SiteID and password for countries other than United States (UK and Rest of the world) | ||
============================================================================================= | ||
Once the connector has been enabled, a :icon:`oi-arrow-right` :guilabel:`DHL Shipping Methods` link | ||
appears below. Click the link to open a page showing all shipping methods configured for DHL. | ||
|
||
You should contact DHL account manager and request integration for XML Express API. The presales should provide you live credentials. | ||
Configure DHL shipping method | ||
============================= | ||
|
||
Getting SiteID and Password for United States | ||
============================================== | ||
After enabling the shipping connector for DHL, shipping methods can be configured for the carrier. | ||
Once configured, a shipping method can be added as a line item to sales orders (SOs), which allows | ||
for automatic computation of shipping rates, and generation of shipping labels. | ||
|
||
You need to write to [email protected] along with your full Account details like account number, region, address, etc. to get API Access. | ||
To create a new DHL shipping method, navigate to :menuselection:`Inventory app --> Configuration --> | ||
Settings`. In the :guilabel:`Shipping Connectors` section, select the :guilabel:`DHL Shipping | ||
Methods` link below the :guilabel:`DHL Express Connector` checkbox. | ||
|
||
.. note:: | ||
It is also possible to see existing shipping methods for every carrier, by navigating to | ||
:menuselection:`Inventory app --> Configuration --> Shipping Methods`. | ||
|
||
Click :guilabel:`New` to open a blank shipping method form. If a shipping method has already been | ||
created, it can be selected from this screen. | ||
|
||
.. image:: dhl_credentials/dhl-form.png | ||
:align: center | ||
:alt: The form for a DHL shipping method. | ||
|
||
General information | ||
------------------- | ||
|
||
Begin configuring the shipping method by entering its title in the :guilabel:`Shipping Method` | ||
field. | ||
|
||
In the :guilabel:`Provider` drop-down menu, select the :guilabel:`DHL` option. After doing so, a new | ||
:guilabel:`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 the documentation on :doc:`third-party shippers <third_party_shipper>` for instructions | ||
on how to properly configure them. | ||
|
||
DHL Configuration | ||
----------------- | ||
|
||
The :guilabel:`DHL Configuration` tab on the shipping method form is used to connect the user's DHL | ||
account to Odoo, and configure the shipping method's details. | ||
|
||
DHL SiteID, password, and account number | ||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | ||
|
||
A DHL SiteID, password, and account number are used to link a DHL account with third-party services, | ||
like Odoo's **Inventory** app. The SiteID and password are different credentials than the ones used | ||
to log in to a DHL account. | ||
|
||
To obtain a DHL SiteID, password, and account number, it is necessary to register on the `DHL API | ||
Developer Portal <https://developer.dhl.com/user/register>`_, by filling out the following | ||
information: | ||
|
||
- :guilabel:`First name` | ||
- :guilabel:`Last name` | ||
- :guilabel:`Email address` | ||
- :guilabel:`Username` | ||
- :guilabel:`Company Name` | ||
- :guilabel:`Country` | ||
|
||
After filling out all of the fields, tick the :guilabel:`I have read and accept the terms of use and | ||
the privacy policy` checkbox, and click :guilabel:`Send` to register. | ||
|
||
After registering, a confirmation email is sent to verify the application. Click the link inside the | ||
email to activate the developer portal account, and set a password. | ||
|
||
This email also includes the account number for the developer portal account. Enter the number in | ||
the :guilabel:`DHL Account Number` field on the shipping method form. | ||
|
||
Once the developer portal account has been confirmed, log in to the portal using the username and | ||
password. Click on the user avatar in the top-right corner of the screen to open the user dashboard. | ||
|
||
On the dashboard, click on the :guilabel:`Apps` tab, and select an app. In the | ||
:guilabel:`Credentials` section, click the :guilabel:`Show key` button below the :guilabel:`API Key` | ||
and :guilabel:`API Secret` fields. | ||
|
||
Return to the shipping method form in the Odoo database. Enter the *DHL API Key* in the | ||
:guilabel:`DHL SiteID` field, and the *API Secret* in the :guilabel:`DHL Password` field. | ||
|
||
Shipping details | ||
~~~~~~~~~~~~~~~~ | ||
|
||
The rest of the fields in the :guilabel:`DHL Configuration` tab are used to configure the shipping | ||
method itself: | ||
|
||
- :guilabel:`Region`: the region in which the shipping method is used. | ||
- :guilabel:`DHL Product`: the shipping service purchased from DHL (e.g. Express Worldwide). | ||
- :guilabel:`DHL Package Type`: the type of DHL package used for delivery (e.g. DHL Box). | ||
- :guilabel:`Package Weight Unit`: the unit of measure used to display package weight. | ||
- :guilabel:`Package Dimension Unit`: the unit of measure used to display package size. | ||
- :guilabel:`Label Format`: the file format used to generate shipping labels. | ||
- :guilabel:`Label Template`: the paper size used to print shipping labels. | ||
|
||
.. important:: | ||
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 :guilabel:`Options` section at the bottom of the | ||
:guilabel:`DHL Configuration` tab: | ||
|
||
- :guilabel:`Generate Return Label`: Enable this option to automatically generate a return label | ||
after validating a delivery order. | ||
- :guilabel:`Dutiable Material`: Enable this option if the shipping method is liable to customs or | ||
other duties. |
Binary file added
BIN
+31 KB
...p/inventory/shipping_receiving/setup_configuration/dhl_credentials/dhl-form.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.