This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.

运输管理

To manage deliveries in OpenERP, install the delivery module. (If you have installed the profile_manufacturing profile this is installed by default during configuration of the database.) This module enables you to manage:

  • 管理物流公司

  • the different possible modes of transport,

  • 发货成本计算及开票

  • the modes of transport and their tariffs.

Once the delivery module has been installed, the first thing to do is to configure the different modes of delivery accepted by your company. To do that use the menu Stock Management ‣ Configuration ‣ Delivery ‣ Delivery Method.

对于每种送货方式,您需要定义以下内容:

  • 送货方式的名称

  • The partner associated with the transport (which can be yourselves),

  • 送货产品(服务型产品)

For example you can create the following modes:

Example Delivery Modes

Delivery Mode

按 所选业务伙伴 产生默认

Associated Product

Express Track

Mail Office

Express Track Delivery

Priority Courier

Mail Office

Courier Express Delivery

EFG Standard

EFG Inc

Delivery EFG

EFG Express

EFG Inc

Delivery EFG Express

Information about the invoicing of transport (such as accounts, applicable taxes) are entered in the product linked to the delivery mode. Ideally the product should be configured as Product Type Service and Procure Method Make to Stock.

You can use the same product for several delivery modes. This simplifies the configuration but you won't be able to separate out your sales figures by delivery mode.

Tariff grids

Unlike ordinary products, delivery prices aren't given by pricelists but by delivery grids, designed specifically for this purpose. For each delivery mode, you enter one or several tariff grids. Each grid is used for a given region/destination.

例如,对于邮费,您通常可以定义三种资费:

  • Courier National,

  • Courier Europe,

  • 其他地区邮费.

To define a new delivery grid, use the menu Stock Management ‣ Configuration ‣ Deliveries ‣ Delivery Pricelist. You then give a name to your delivery grid and define the region for which the tariffs in the grid will be applicable. To do this, use the second tab Destination. There you can set:

  • 国家列表(例如,英国或欧洲)

  • 地区列表

  • A range of post codes (for Paris you might have 75000 – 75900).

You must then set the rules for calculating the price of transport in the first tab Grid definition. A rule must first of all have a name. Then set the condition for which this rule is applicable, for example Weight < 0.5kg.

注解

重量

Weights are expressed in kilograms. You can define a number with a decimal point or comma, so that to set 500g you'd put 0.5 in the weight rule.

Then set the sale price and the cost price. The price can be expressed in different ways:

  • 固定价格,

  • a variable price, as a function of weight, or volume, or weight x volume or price.

For example, mailing within France using 2008 tariffs would be defined as shown in the table.

Example Tariff Rules

Rule Title

条件

价格

Type of Price

S

重量 < 3 kg

6.9

固定价格

M

重量 < 5 kg

7.82

固定价格

L

重量 < 6 kg

8.53

固定价格

XL

重量 < 7 kg

9.87

固定价格

You can also define rules that depend on the total amount on the order. For example to offer fixed price delivery if the order is more than 150 USD, add the following rule:

Additional Tariff Rule

Rule Title

条件

价格

Type of Price

Franked > 150 USD

Price > 150 USD

10

固定价格

Using delivery modes

Once the delivery modes and their tariffs have been defined you can use them in a Sales Order. There are two methods for doing that in OpenERP.

  • Delivery based on order quantities,

  • Delivery based on deliverd quantities.

Delivery based on order quantities

To add the delivery charges on the quotation, use the action Delivery Costs available to the right of the form. A dialog box opens, asking you to select a delivery mode from one of the preconfigured available ones.

/doc_static/5.0/_images/sale_delivery.png

Adding a delivery charge to an order

Once the delivery mode has been selected, OpenERP automatically adds a line on the draft order with the amount calculated by the delivery function. This technique enables you to calculate the delivery charge based on the order and then, separately, how the products will really be delivered to the customer.

If you want to calculate the exact delivery charges depending on the actual deliveries you must use invoicing based on deliveries.

Delivery based on the packed items

To invoice the delivery on the basis of items packed you set the delivery mode in the Delivery method field on the second tab of the order, Other data. Don't add delivery lines to the Sales Order but to the Invoices after they have been generated for the delivered items.

For this to work properly, your order must be set to the state Invoice from the Packing. You can then confirm the order and validate the delivery.

When the manager has generated the invoices corresponding to the deliveries carried out, OpenERP automatically adds a line on each invoice corresponding to the delivery charge, calculated on the basis of the items actually sent.