Hibou Odoo Suite: Partner Shipping Accounts: Partner Shipping Accounts - UPS

Purpose

The purpose of this documentation is to outline the use case and processes associated with Hibou's UPS Partner Shipping Accounts module.

Getting Started

To get started, navigate to the Apps app.


Once there, remove the Apps filter and search for "UPS Partner Shipping Accounts". When you're ready, click Install.


Good to Know!

The UPS Partner Shipping Accounts module requires the base Partner Shipping Accounts module. However, if you do not already have this module installed Odoo will install it for you during this module's installation.

Process

Navigate o the Contacts app.


Adding a UPS Shipping Account to a Contact

Things will bring you to a list of all existing contacts. You can create a new contact by clicking Create, or modify an existing contact by selecting the record.



If you've selected an existing record, click Edit.

Under the Sales & Purchases tab, find the Shipping Accounts section and click Add a LineThis brings up the Create Shipping Accounts modal wndow.


Partner: This field will be auto-populated based on the contact record you just came from. 

Description: Add reference information, if needed.

Account Num.: This field is required to be the UPS standard 6 digits.

Carrier: Select UPS from the dropdown menu. 

UPS Account Zip: When UPS is selected as the carrier, this field will display. Enter your 5-digit zip code.

Notes: If you'd like to add any notes about this account, you can do so here.


When you're done, click SAVE & CLOSE, or SAVE & NEW button if there is an additional Shipping Account you'd like to create.

Technical

This module adds UPS to the delivery type selection dropdown on the Partner Shipping Account model. Additionally, it adds a new required field, `ups_zip`, as well as validation of entered UPS account number to ensure it is the correct length.