FedEx integration¶
Integrating a FedEx account with Odoo’s Inventory app makes it possible to calculate shipping rates and generate shipping labels within Odoo. This is accomplished by enabling the FedEx shipping connector, then configuring at least one shipping method.
Note
This documentation contains configuration details specific to FedEx integration. See the documentation on third-party shippers for general shipper integration instructions.
Enable shipping connector¶
To enable the shipping connector for FedEx, first activate developer mode. Then open the app and search for
FedEx. Activate the delivery_fedex_certified shipping connector.
Important
Other FedEx modules are out-of-date and should not be installed.
Configure shipping method¶
After the FedEx shipping connector is enabled, ensure that Delivery Methods is enabled. Navigate to , and scroll to the Shipping section. Enable Delivery Methods, then click Save at the top of the Settings page.
After Delivery Methods is enabled, it is necessary to configure at least one shipping method. After doing so, the shipping method can be included in sales orders (SOs), and used to compute shipping costs and print shipping labels.
To see all shipping methods for every shipper with a connector enabled, navigate to .
Select a FedEx shipping method to open its form. Alternatively, click New to open a blank form, and configure a new shipping method.
General information¶
At the very top of a shipping method form are fields used to configure the way the method operates in Odoo. In the Provider field, select FedEx from the drop-down menu, if it is not already selected.
The remaining fields should be completed as outlined in the Delivery method section.
FedEx Configuration tab¶
The options in the FedEx Configuration tab of a FedEx shipping method form are used to connect the method to a FedEx account, and configure the shipping details associated with the method (drop-off type, package type, etc.).
A FedEx business account is required to obtain the information needed to fill out the fields in this tab. To create a new account, navigate to FedEx’s Open Account page, click on Create Account, and follow the instructions.
Register FedEx account in database¶
After registering for a business account through FedEx, register the FedEx account in the database. Click the Register FedEx Account button. The FedEx Account Registration window opens.
Accept the end user license agreement (EULA) by selecting the I acknowledge the reading of the FedEx End User License Agreement and I accept the terms of FedEx EULA to start shipping checkboxes, then click Accept and Continue.
In the FedEx Account Registration - Shipper Information window, enter the FedEx Account Number. Enter the name of the company in the Customer Name field and provide the business address. If products are being shipped from a residential address, select the Residential Address checkbox. Click the Validate Address button.
Next, choose a Validation Option to verify access to the account. This is a form of multi-factor authentication (MFA). Two options are available:
Invoice Validation: Use information from a recent invoice (within the past 90 days) to validate the account information.
Secure Code Validation: Receive a PIN via Email, SMS, or Voice Call.
Click Continue to proceed.
If validating via invoice, in the FedEx Account Registration - Invoice Validation window, enter a recent Invoice Number, Invoice Date, Invoice Amount, and the Currency used on the invoice. Click Validate Invoice.
If validating via PIN, in the FedEx Account Registration - PIN Validation window, select from the list of PIN Options, then click Send Code. Enter the 6 digits secure code, then click Validate Code.
If successful, the FedEx Account Registration - Success window displays, and the account is available for all companies. To change this setting, click Open FedEx Account Form and modify the company settings.
In the FedEx Configuration tab, provide more information about the shipping method:
FedEx Service Type: Select the FedEx service used to ship a package.
Drop-Off Type: Select the method for getting a package into FedEx’s possession.
Package Type: Select the type of package used for the shipping method.
Package Weight Unit: Select the unit of measure used to weigh packages.
Package Length Unit: This field changes based on what is selected in the Package Weight Unit field. If Pounds is selected, the length unit updates to Inches. If Kilograms is selected, the length unit updates to Centimeters.
Label Size: Select the type of shipping label used for packages.
Label Format: Select the file format used by Odoo to generate shipping labels.
Important
The options that should be selected on the FedEx Configuration tab of a shipping method depend on the negotiated shipping services of the associated FedEx account. To confirm the available services for a FedEx account, visit the Account Management page after logging in to the FedEx website or speak with a customer service representative.
Options section¶
The Options section of the FedEx Configuration tab provides a few additional options to further configure the shipping method:
Generate Return Label: Select this checkbox to automatically generate a return label when a delivery is validated.
Email Notifications: Select this checkbox to send updates via email to customers, if an email address is configured for the customer.
Duties paid by: Use the drop-down menu to select whether duty charges should be paid by the Sender or Recipient.
Residential delivery: Specify when to mark a recipient’s address as residential.
Generate invoice: Specify whether an invoice should be generated as a PDF or sent as an electronic trade document. This is typically required when commercial invoices are needed for international shipments.
Declared Value section¶
Specify the Declared Value Percentage for insurance purposes.
