Hibou Odoo Suite: Inventory Modules: Golden State Overnight (GSO) Shipping

Purpose

The purpose of this document is to review the functionality of the GSO Shipping connector in the Hibou Odoo Suite. 

Getting Started

To ship your items through GSO you will need to install the GSO module.

Navigate to the Apps application. 


Once there remove the Apps filter from the search bar and search for "GSO". When ready, hit the Install button. 


Processes

To get started, navigate to the Inventory application. 

Once there, go to Configuration > Delivery Methods. 
Here you will see all of your existing delivery methods that will be used to calculate shipping rates on your deliveries. 
Click the Create button. You can now create a new Delivery Method for the GSO service type you want to use. 
Fill in the information for the delivery method: 
Name: This will be the name of the Delivery Method you will select from the dropdown menu on Sale Orders. 
Provider: Under this section, you will see all of the shipping providers that you have installed connectors or modules for and we can see that GSO.com is present. 
Once we select gso.com as our provider, we can choose whether we want to Get Rate or Get Rate and Create Shipment. 
Get Rate: Choose this option if you only want to fetch rates to add shipping charges onto sale orders.
Get rate and Create Shipment: Choose this option if you also want to print shipping labels in addition to getting a shipping rate.  


You will also need to create a delivery product associated with this delivery method.
Hit the Delivery Product dropdown menu and select the Create and Edit... button. The following modal will appear and you will be prompted to fill in the below details: 
Product Name: Input a name for this delivery product. The name of the product will appear on the sale order line and will be visible to customers. 
Category: Input a relevant product category. 
Under the Invoicing tab, you can set the appropriate accounts for Taxcloud, as well as your Receivables and Payables accounts. 

Once the correct fields are configured, hit Save. The modal will close the and delivery method you just configured will be selected. 
Next, go to the gso.com Configuration tab. This is where we will enter our credentials for GSO.com and connect our shipping account. 
Fill in your gso.com username, password, and account number. This will tie Odoo activities with this delivery method to your desired gso.com account. 
Service Type: Input the service you would like to use from GSO on this delivery method. If you would like to use multiple Service Types from GSO, then create a separate delivery method for each of the Service Types you want to use. 
Default Package Type: Input the default packaging that you want to use with this delivery method. 
Image Type: Input the type of label that you want to use with this delivery method. 


Once all of this is configured, click Save. 

Selecting GSO on Sale Orders

To get started, navigate to the Sales application. 


Once there, click Create. 

Once you have added a customer and your desired products to the sale order, select the GSO delivery Method that you created. To fetch a rate from GSO, hit the  Check Price button. 

To add the retrieved shipping rate to the sale order as a line item, hit the   Set Price button. 

You will see the delivery product associated with the delivery method appear on the sale order along with the delivery cost that you fetched from GSO. 

When ready, hit Confirm Sale. 

Printing a Shipping Label and Generating a Tracking Number 

Once your quotation has been confirmed. You will now see a Delivery smart button on the top right of your SO. Navigate to your Delivery Order by selecting it. 

Once there, navigate to the Additional Info tab. In the Carrier field, the GSO service type connected to your delivery method should be inputted automatically. 


Once your delivery is ready to ship, Validate the delivery order. You will see the tracking reference (your tracking number) will appear and in chatter, you will see the label available for download.