odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.md

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+---
+title: "DHL integration"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.html"
+---
+
+===============
+# DHL integration
+
+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.
+
+> **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>`.
+
+# Enable DHL shipping connector
+
+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.
+
+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.
+
+# Configure DHL shipping method
+
+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.
+
+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.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.md

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+---
+title: "Dispatch management system"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.html"
+---
+
+==========================
+# 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 :doc:`batches
+  <../picking_methods/batch>` to loading docks, and manage vehicle assignments based on fleet
+  capacity. This ensures the right products are packed into the appropriate trucks for delivery.
+- :doc:`Fleet management <../../../../hr/fleet>`: Track and manage the capacity of in-house
+  delivery vehicles.
+
+# Configuration
+
+To use the dispatch management system, the following setup must be completed:
+
+#. :ref:`Install <general/install>` the **Fleet** application.
+#. Configure vehicle :ref:`capacity (volume and weight)
+   <inventory/shipping_receiving/vehicle-capacity>`.
+#. Enter vehicle :doc:`car model(s) <../../../../hr/fleet/models>`.
+#. Enable :ref:`necessary features <inventory/shipping_receiving/inventory-features>` in the
+   **Inventory** app.
+#. Set up :ref:`vehicles as delivery methods
+   <inventory/shipping_receiving/delivery-method-for-carrier>`.
+#. Create :ref:`dock locations <inventory/shipping_receiving/docks>`.
+
+.. _inventory/shipping_receiving/vehicle-capacity:
+
+## Vehicle capacity
+
+To configure the vehicle capacity, go to :menuselection:`Fleet app --> Configuration -->
+Categories`.
+
+Next, click :guilabel:`New` to add a new category, or click into an existing category to modify it.
+In the :guilabel:`Name` field, enter the type of vehicle (e.g., `Pick-up truck`, `Van`, or `Cargo
+truck`). Then, enter the vehicle capacity in the :guilabel:`Max Weight` (in kilograms) and
+:guilabel:`Max Volume` (in cubic meters) fields.
+
+
+.. image:: dispatch/categories.png
+   :alt: Vehicle categories with defined weight and volume.
+
+> **note**:
+>    The units of measurement for vehicle capacity are assigned at the global level in the
+   **Settings** app, in the :guilabel:`Units of Measure` section.
+
+   .. image:: dispatch/settings.png
+      :alt: Show units of measure settings.
+
+.. seealso::
+   :ref:`Vehicle category <fleet/categories>`
+
+
+## Car model
+
+Configuring a vehicle's 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 :menuselection:`Fleet app --> Configuration --> Models`.
+
+From the :guilabel:`Models` list, select an existing model, or click :guilabel:`New` in the top-left
+corner to create a new model. Then, set the relevant :guilabel:`Category` field to the relevant
+vehicle category.
+
+.. seealso::
+   :doc:`Create car model <../../../../hr/fleet/models>`
+
+
+.. _inventory/shipping_receiving/inventory-features:
+
+## Inventory settings
+
+Next, go to :menuselection:`Inventory app --> Configuration --> Settings`, and enable the required
+features for dispatch management.
+
+In the :guilabel:`Operations` section, tick the :guilabel:`Batch, Wave & Cluster Transfers`
+checkbox to prepare batches of orders for delivery.
+
+In the :guilabel:`Shipping` section, tick the :guilabel:`Delivery Methods` and :guilabel:`Dispatch
+Management System` checkboxes. Doing so allows specific vehicles to be :ref:`set as carriers
+<inventory/shipping_receiving/delivery-method-for-carrier>`.
+
+In the :guilabel:`Warehouse` section, tick the :guilabel:`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 :guilabel:`Save`.
+
+.. _inventory/shipping_receiving/delivery-method-for-carrier:
+
+## Delivery method
+
+Next, assign each delivery vehicle as a *Carrier* by configuring a delivery method.
+
+To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery
+Methods`. Select an existing delivery method, or click :guilabel:`New`.
+
+.. seealso::
+   :doc:`Configure delivery method <../setup_configuration>`
+
+On the :guilabel:`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`).
+
+Since the delivery methods are managed internally, set the :guilabel:`Provider` to either
+:guilabel:`Fixed Price` or :guilabel:`Based on Rules`. For more information about how shipping
+prices are calculated, refer to the :doc:`Delivery method <../setup_configuration>` article.
+
+Next, set a :guilabel:`Delivery Product`, which is the product that shows up as the customer's
+:ref:`delivery charge <inventory/shipping/sales-order>` on the sales order or invoice.
+
+Optionally, in the :guilabel:`Availability` tab, set the :guilabel:`Countries`, :guilabel:`States`,
+or :guilabel:`Zip Prefixes` to limit the range of local delivery.
+
+.. figure:: dispatch/delivery-method.png
+   :alt: Delivery method form.
+
+   Example delivery method, with the :guilabel:`Zip Prefixes` set to San Francisco's zip code.
+
+.. _inventory/shipping_receiving/docks:
+
+## Dock locations
+
+Each loading dock must have a dedicated location. To create or configure dock locations, go to
+:menuselection:`Inventory app --> Configuration --> Locations`.
+
+Click the desired location, which opens the :guilabel:`Location` form. In the :guilabel:`Additional
+Information` section, tick the :guilabel:`Is a Dock Location` checkbox.
+
+.. figure:: dispatch/dock-location.png
+   :alt: Location configuration.
+
+   Location configuration page with :guilabel:`Is a Dock Location` checkbox ticked.
+
+# Build loads
+
+Once setup is complete, :ref:`assign orders to a carrier
+<inventory/shipping_receiving/assign-carrier>` and :ref:`group them into batches
+<inventory/shipping_receiving/create-batch>`. Then, :ref:`configure the batch form
+<inventory/shipping_receiving/batch-form>`, as needed.
+
+To group products, go to the :menuselection:`Inventory app --> Operations --> Deliveries`, which
+reveals a list of outgoing deliveries.
+
+.. seealso::
+   Since this article is about a specific use case, explore details about each picking method in
+   their dedicated articles.
+
+   - :doc:`../picking_methods/batch`
+   - :doc:`Wave picking <../picking_methods/wave>`
+   - :doc:`../picking_methods/cluster`
+
+
+.. _inventory/shipping_receiving/assign-carrier:
+
+## Carrier assignment
+
+Reveal the *Carrier* column, if it is not visible by default, by clicking the
+:icon:`oi-settings-adjust` :guilabel:`(settings)` icon in the top-right corner, and ticking the
+:guilabel:`Carrier` checkbox.
+
+> **tip**:
+>    Other useful columns to enable can be :guilabel:`Zip` code, :guilabel:`Shipping Weight`, and
+   :guilabel:`Shipping Volume`.
+
+Select the delivery orders for the batch by ticking the checkboxes on the left. Next, click into the
+line's :guilabel:`Carrier` fields. In the resulting drop-down menu, choose the desired vehicle's
+:ref:`delivery method <inventory/shipping_receiving/delivery-method-for-carrier>`. A
+:guilabel:`Confirmation` pop-up window appears, indicating the number of orders being added to the
+batch. Click :guilabel:`Confirm`, and the carrier is updated for all the selected records.
+
+.. figure:: dispatch/set-carrier.png
+   :alt: Set carrier.
+
+   The delivery method `Truck 1-MER-001` is set as the :guilabel:`Carrier` for two delivery orders.
+
+.. _inventory/shipping_receiving/create-batch:
+
+## Create batch
+
+With the carrier set, begin adding orders to a batch or wave transfer by ticking the checkbox.
+
+> **note**:
+>   If a delivery order is already assigned to a batch transfer, assigning a batch transfer here does
+  **not** update it.
+
+Then, click the :icon:`fa-cog` :guilabel:`Actions` button, and click either :guilabel:`Add to batch`
+or :guilabel:`Add to wave`. In the pop-up window, ensure :guilabel:`Add to` is set to :guilabel:`a
+new [batch/wave] transfer`, then click :guilabel:`Confirm`.
+
+.. figure:: dispatch/add-to-wave.png
+   :alt: Example wave.
+
+   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 :menuselection:`Inventory` app, and in the
+:guilabel:`Delivery Orders` card, click the :icon:`fa-ellipsis-v` :guilabel:`(three dots)` icon. In
+the resulting drop-down menu, click :guilabel:`Prepare batch`.
+
+> **note**:
+>    The :guilabel:`Transport Management` drop-down menu contains other tools for fleet management:
+
+   - :guilabel:`Manage Batches`: open list of batches
+   - :guilabel:`Dock Dispatching`: open weekly calendar view of scheduled batch operations
+   - :guilabel:`Batches by Route`: Kanban view of batches grouped by fulfillment route
+   - :guilabel:`Calendar`: open hourly calendar view of scheduled operations
+   - :guilabel:`Statistics`: open pivot table of the batch transfers
+
+.. image:: dispatch/prepare-batch.png
+   :alt: Show prepare batch option from the Transport Management drop-down menu.
+
+.. _inventory/shipping_receiving/batch-form:
+
+## Batch form
+
+On the batch transfer form, fill the following fields out accordingly:
+
+- :guilabel:`Responsible`: employee assigned to the picking. Leave blank if *any* worker can fulfill
+  this picking.
+- :guilabel:`Operation Type`: from the drop-down menu, select the operation type under which the
+  picking is categorized.
+- :guilabel:`Scheduled Date`: specifies the date by which the :guilabel:`Responsible` person should
+  complete the transfer to the output location.
+- :guilabel:`Dock Location`: select the loading location.
+- :guilabel:`Vehicle`: select the vehicle, which will auto-fill :guilabel:`Vehicle Category`.
+- :guilabel:`Vehicle Category`: show if the order exceeds the :ref:`vehicle's capacity limits
+  <inventory/shipping_receiving/vehicle-capacity>`
+
+.. example::
+   The :guilabel:`Volume` bar is grayed out because the capacity has been reached.
+
+   .. image:: dispatch/batch-form.png
+      :alt: Show batch form.
+
+### Prepare delivery route
+
+To help the driver prepare, click the :guilabel:`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.
+
+> **note**:
+>    The :guilabel:`Map` button is only visible for transfers with the :guilabel:`In progress` status.
+
+.. image:: dispatch/map.png
+   :alt: Show map in Odoo, with information of the delivery orders.
+
+Additionally, use the :guilabel:`View in Google Maps` button to generate a route from the warehouse
+to the delivery points.
+
+.. image:: dispatch/google-map.png
+   :alt: Show Google Map route.
+

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.md

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+---
+title: "Envia.com integration"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.html"
+---
+
+=====================
+# 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.
+- **Automated label generation**: Generate shipping labels at order confirmation.
+- **Real-time rate calculation**: Fetch rates based on package details and destination.
+
+# Setup in Envia
+
+To integrate [Envia.com ](https://www.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 ](https://www.envia.com).
+
+After signing in, in the left sidebar, click :menuselection:`Settings --> Print Options and
+Carriers`. Next, select the country to set the currency and display available shipping carriers.
+
+> **important**:
+>    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!
+
+   .. image:: envia_shipping/envia-registry-process.png
+      :alt: Registry process in website with Envia.com.
+
+After deciding on the desired carrier, click :guilabel:`Activate`, then click :guilabel:`Services`
+to select the carrier's available shipping options.
+
+> **tip**:
+>    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.
+
+> **note**:
+>    Envia will send an SMS or WhatsApp message to confirm the email address and phone number.
+
+.. image:: envia_shipping/carriers-and-services.png
+   :alt: Select carrier services.
+
+## Generate Envia.com credentials
+
+Go to [Envia.com ](https://www.envia.com), navigate to :menuselection:`Developers --> API Keys`, on
+the left menu, then click :guilabel:`add` to generate a new key.
+
+This key is required to authenticate Odoo's connection with Envia.com. Retrieve it at any time by
+returning to the :guilabel:`API Keys` section.
+
+.. image:: envia_shipping/envia-token.png
+   :alt: API Keys in Envia.com.
+
+# Setup in Odoo
+
+:ref:`Install <general/install>` the :guilabel:`Envia Shipping` (`delivery_envia`) module, and
+proceed to the following sections to configure the integration in Odoo.
+
+## Envia.com shipping connector configuration
+
+After activating the Envia.com connector, create a delivery method by going to
+:menuselection:`Inventory --> Configuration --> Delivery Methods` and click :guilabel:`New`.
+
+Fill out the following form fields:
+
+- :guilabel:`Shipping Method`: Name of the shipping method, e.g. `Envia.com`.
+- :guilabel:`Provider`: Select :guilabel:`Envia` from the drop-down menu.
+- :guilabel:`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 :guilabel:`Envia Configuration` tab, enter the :guilabel:`Envia Production Access Token`.
+- In the :guilabel:`Envia Configuration` tab, enter the :guilabel:`Envia Sandbox Access Token`.
+- :guilabel:`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.
+
+> **tip**:
+>    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 :guilabel:`Envia Default Package`:
+
+- The package is specified in :guilabel:`mm` and :guilabel:`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.
+- :guilabel:`Envia Package Type`: Set to :guilabel:`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 :guilabel:`Envia Configuration` tab, and in
+the :guilabel:`Envia.com Service Name` field, click the :icon:`fa-refresh` :guilabel:`(refresh)`
+icon to sync the carriers. In the pop-up window that appears, select a carrier and a service level
+from the list.
+
+.. image:: envia_shipping/envia-popup.png
+   :alt: Envia.com carrier and services popup.
+
+> **important**:
+>    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.
+
+> **note**:
+>    If more than one shipping option is needed, create more shipping methods in Odoo and modify any
+   parameter like the package, carrier, or service.
+
+.. _inventory/shipping_receiving/envia-shipping-info:
+
+## 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 :guilabel:`Customer` has
+   a valid phone number, email address, and shipping address.
+
+   To verify, select the :guilabel:`Customer` field to open their contact page. Here, add their
+   shipping address in the :guilabel:`Contact` field, along with their :guilabel:`Mobile` number and
+   :guilabel:`Email` address.
+#. **Product weight**: Ensure all products in a delivery order have a specified :guilabel:`Weight`
+   in the :guilabel:`Inventory` tab of their product form. Refer to the :ref:`Product weight section
+   <inventory/shipping_receiving/configure-weight>` 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.
+
+## Address filling guide
+
+Each country has rules regarding how an address is filled. This is a comprehensive guide of each
+country's expected fields exceptions:
+
+.. list-table::
+   :header-rows: 1
+   :stub-columns: 1
+
+   * - Country
+     - Street
+     - Street 2
+     - City
+     - State_id
+   * - Argentina
+     - Street and number
+     - Locality
+     - City
+     - Province
+   * - Brazil
+     - Exception
+     - Neighborhood
+     - City
+     - State
+   * - Chile
+     - Street and number
+     - City
+     - Commune
+     - Region
+   * - Colombia
+     - Street and number
+     - Not needed
+     - Municipality
+     - Department
+   * - Guatemala
+     - Street and number
+     - Neighborhood
+     - City
+     - State
+   * - Mexico
+     - Street and number
+     - Neighborhood
+     - City
+     - State
+   * - Uruguay
+     - Street and number
+     - Complementary info
+     - Locality
+     - State
+
+Countries not listed here should be entered normally.
+
+> **note**:
+>    For some countries, the zip code is not commonly requested. If empty, Odoo will use Envia's 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.
+
+> **note**:
+>    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.
+
+> **note**:
+>    In Mexico, some carriers might require the :guilabel:`Colony` field, commonly known as
+   neighborhood. It is not always mandatory, but when using the **EDI for Mexico (Advanced
+   Features)** module, the :guilabel:`Colony` field is required.
+
+> **note**:
+>    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 :guilabel:`Extended Addresses` module is installed.
+
+# Generate labels with Envia
+
+When creating a quotation in Odoo, add shipping and the :guilabel:`Envia.com shipping product`.
+Then, :guilabel:`Validate` the delivery. Shipping label documents are automatically generated in the
+chatter, which include the following:
+
+#. :guilabel:`Shipping label(s)` depending on the number of packages.
+#. :guilabel:`Return label(s)` if the Envia.com connector is configured for returns.
+
+> **important**:
+>    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 Odoo's rate. Actual rates may vary.
+
+Additionally, the tracking number is now available.
+
+> **note**:
+>    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 :guilabel:`HS code` and the country of
+:guilabel:`Origin of Goods`, both can be found on the product's :guilabel:`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 method's form.
+
+> **important**:
+>    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.
+
+> **note**:
+>    Additional services are available when selecting `pallet` as a :guilabel:`Envia Package Type` on
+   the delivery method, which allows selecting additional services like lift assistance and
+   deliveries during weekends.
+
+.. _inventory/shipping_receiving/setup_configuration/cancel:
+
+# Tracking and cancellation
+
+Shipments registered with Envia can be tracked using the :guilabel:`Tracking` smart button from the
+delivery order or using the tracking link from the :doc:`customer portal
+<../../../../general/users/portal>`.
+
+.. image:: envia_shipping/envia-customer-portal-tracking.png
+   :alt: Customer portal tracking.
+
+# 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.
+
+> **note**:
+>    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 :menuselection:`Settings --> 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?
+
+It's important to make sure that if there are exports to other countries, use Envia's carrier
+settings to configure whether it is paid by the sender or the receiver.
+
+## What is "Envia error"?
+
+It's a message that appears when there's an error in Envia. This message mentions what went wrong in
+their platform so it can be addressed.