[IMP] Inventory: updating second person and images, add clarity

feku-review-add-headings-and-extra-reference

add changes

closes odoo/documentation#3787

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst

@@ -2,6 +2,8 @@
 Process to Transfers
 ====================
 
+.. _barcode/operations/intro:
+
 Simple Transfers
 ================
 

content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst

@@ -2,6 +2,8 @@
 Activate the Barcodes in Odoo
 =============================
 
+.. _inventory/barcode/software:
+
 The barcode scanning features can save you a lot of time usually lost
 switching between the keyboard, the mouse and the scanner. Properly
 attributing barcodes to products, pickings locations, etc. allows you to

content/applications/inventory_and_mrp/inventory/management/products/uom.rst

@@ -2,6 +2,8 @@
 Use Different Units of Measure
 ==============================
 
+.. _inventory/management/products/units_of_measure:
+
 In some cases, handling products in different units of measure is
 necessary. For example, if you buy products in a country where the
 metric system is of application and sell in a country where the imperial

content/applications/inventory_and_mrp/inventory/management/products/usage.rst

@@ -1,72 +1,245 @@
-====================================================================
+==========================================
-When Should you Use Packages, Units of Measure or Special Packaging?
+Units of measure, packages, and packagings
-====================================================================
+==========================================
 
-Units of Measure
+In Odoo, there are a variety of ways to specify the amount of products being bought, stocked, and
+sold. *Units of measure*, *packages*, and *packagings* are all available to streamline inventory
+flows, allowing for a variety of configurations for products as they enter and leave the warehouse.
+
+Units of measure
 ================
 
-Units of measure specify the unit used to handle a product. In Odoo, you
+A *unit of measure (UoM)* refers to any of the different standards used to measure and handle a
-have the possibility to specify the unit of measure in which you manage
+quanitifiable amount of products, such a units, weight, time, or size. Different :abbr:`UoMs (Units
-your stock and the one which is used when purchasing the product to your
+of Measure)` for weight, for example, can be kilos, pounds, ounces, grams, and so on.
-supplier.
 
-.. image:: usage/usage_01.png
+In Odoo, stock management and purchasing from suppliers are streamlined by specifying different
-    :align: center
+:abbr:`UoMs (Units of Measure)` for both buying and selling products.
 
-The *conversion* between the different units of measure is done
+.. image:: usage/uom-on-product-form.png
-automatically. The only condition is that all the units have to be in
+   :align: center
-the *same category* (Unit, Weight, Volume, Length,...)
+   :alt: Specify unit of measure for selling a product vs purchasing.
 
-For example, if I have the following reordering rule for the egg and I
+Once a product has a default :guilabel:`Unit of Measure` and :guilabel:`Purchase Unit of Measure`
-run the scheduler, the quantity added in the automatically generated
+set on the product form, Odoo automatically converts the different units in the product's
-purchase order will be in dozens but what will enter the stock will be
+purchase/sales orders and the corresponding delivery orders/receipts.
-units.
 
-.. image:: usage/usage_02.png
+The only condition is that all of the units have to be in the *same category* (unit, weight, volume,
-    :align: center
+length, etc.).
 
-.. image:: usage/usage_03.png
+.. example::
-    :align: center
+   On the product form for `Rope`, the following fields are set as:
 
-.. image:: usage/usage_04.png
+   - :guilabel:`Unit of Measure` in `ft` (feet), and
-    :align: center
+   - :guilabel:`Purchase Unit of Measure` in `cm` (centimeters).
+
+   Because the vendor sells rope in `cm`, the purchase :guilabel:`UoM` is used to represent the
+   quantity on the :abbr:`PO (Purchase Order)`, which is also in centimeters.
+
+   .. image:: usage/purchase-rope-in-cm.png
+      :align: center
+      :alt: Display purchase order for the product, rope, in centimeters.
+
+After confirming the :abbr:`PO (Purchase Order)`, the quantity of product (found under the now
+visible :guilabel:`Demand` column) is converted from the purchase :abbr:`UoM (Unit of Measure)` to
+the :guilabel:`Unit of Measure`. Then, when the product is received by clicking the
+:guilabel:`Validate` button, the quantity in :guilabel:`Done` is automatically adjusted to match the
+:guilabel:`Demand` column.
+
+.. example::
+   On the *receipt* for `Rope`, the quantities are automatically converted from `500 cm` that was
+   requested on the purchase order, to `16.40 ft` to match the internal/stock :guilabel:`Unit of
+   Measure` value.
+
+   .. image:: usage/receive-rope-in-ft.png
+      :align: center
+      :alt: Rope quantity is converted from cm to ft during warehouse reception.
+
+.. seealso::
+   :ref:`Use Different Units of Measure <inventory/management/products/units_of_measure>`
 
 Packages
 ========
 
-The package is the physical container in which you put one or several
+Packages are a physical container that holds one or several products from a picking, typically used
-products from a picking. For example, when you deliver a product, you
+for outgoing deliveries or internal transfers. Packages can be a reusable or disposable (shipping)
-can decide to separate the quantity into two different packages. It then
+box, and are **not** specific to a product.
-allows you to have a report with the quantity of products for each
-package.
 
-To separate a delivery into different packages you will have to set the
+Reusable boxes temporarily hold products during a picking to be brought to either a packing or
-done quantity to the desired package quantity then click on "PUT IN
+shipping area. Disposable boxes are the actual shipping containers (e.g. cardboard boxes, envelopes,
-PACK", do this for each package.
+shipping bags, etc). These are used to ship the products out to customers.
 
-.. image:: usage/usage_05.png
+Multiple items in a sales order (SO) can be separated into different packages to accommodate the
-    :align: center
+products. For example, an :abbr:`SO (Sales Order)` that has 20 boxes of pencils and 4 boxes of
-
+erasers can be separated into two separate packages, each containing 10 boxes of pencils and 2 boxes
-.. image:: usage/usage_06.png
+of erasers.
-    :align: center
-
-Packaging
-=========
-
-The packaging is the physical container that protects your product. If
-you are selling computers, the packaging contains the computer with the
-notice and the power plug.
-
-In Odoo, packagings are used for indicative purposes on sale orders.
-They can be specified on the product form, in the inventory tab.
-
-.. image:: usage/usage_07.png
-    :align: center
-
-.. image:: usage/usage_08.png
-    :align: center
 
 .. note::
-        Another useful use of the packaging is for product reception. By
+   Products do *not* have to be divided equally. Products can be divided into as many packages that
-        scanning the barcode of the packaging, Odoo adds the number of units
+   are needed to accommodate the :abbr:`SO (Sales Order)`.
-        contained in the packing on the picking.
+
+In Odoo, the quantity of products in each package needs to be recorded, so there is a full history
+for each product, including which package each item is shipped out in.
+
+To use this method, ensure the :guilabel:`Packages` option is enabled, by navigating to
+:menuselection:`Inventory app --> Configuration --> Settings --> Operations`. Click the
+:guilabel:`Packages` check box, and then :guilabel:`Save` to activate the feature.
+
+On a delivery order, assign which package to use by clicking on the :guilabel:`≣ (Detailed
+Operations)` icon to the right of each product in the :guilabel:`Operations` tab.
+
+.. image:: usage/detailed-operations-icon.png
+   :align: center
+   :alt: Find detailed operations icon to the right on the product line.
+
+Clicking the :guilabel:`≣ (Detailed Operations)` icon of a product reveals a pop-up window. In this
+window, the :guilabel:`Product` name, :guilabel:`Demand`, and :guilabel:`Quantity Done` are clearly
+displayed above the customizable product line.
+
+Here, the warehouse location the product is coming from can be modified, in addition to the
+:guilabel:`Source Package` and :guilabel:`Destination Package`, which represents what package(s) the
+product(s) will be packaged into.
+
+Click :guilabel:`Add a line` to include each additional package used. Enter the desired amount in
+the :guilabel:`Done` field to specify the amount of products that will go into the
+:guilabel:`Destination Package`.
+
+Multiple packages in a single delivery
+--------------------------------------
+
+Although a :abbr:`DO (Delivery Order)` is typically associated with a single package, orders can be
+split by clicking the :guilabel:`≣ (Detailed Operations)` icon next to the products on an :abbr:`SO
+(Sales Order)` line. This opens the :guilabel:`Detailed Operations` window with an editable table to
+specify which products are intended for which package.
+
+.. example::
+   To package 10 boxes of pencils with 2 boxes of erasers from the same :abbr:`SO (Sales Order)`,
+   begin by navigating to the :abbr:`DO (Delivery Order)`. Then, select the :guilabel:`≣ (four
+   horizontal lines)` icon to the right of the product, `Box of Pencils`. Clicking the icon opens
+   the :guilabel:`Detailed Operations` window that is used to detail how products, like the 20 `Box
+   of Pencils`, are packaged.
+
+   Type in `10` under the :guilabel:`Done` field to package 10 products into the
+   :guilabel:`Destination Package`. To specify the destination package, type the name of an existing
+   package (such as `PACK0000006`) under the field, :guilabel:`Destination Package`. If the package
+   does not exist, Odoo displays the :guilabel:`Create` button to create a new package. Click
+   :guilabel:`Add a line` to assign the remaining products in another package, `PACK0000007`.
+
+   .. image:: usage/add-destination-package.png
+      :align: center
+      :alt: Detailed operations pop-up where the amount of product going in a pack can be specified.
+
+   Select :guilabel:`Detailed Operations` on the product line for `Box of Erasers` and similarly set
+   2 :guilabel:`Done` products to `PACK0000006` and `PACK0000007` each.
+
+   .. image:: usage/put-in-pack-button.png
+      :align: center
+      :alt: Put in pack button to match the done amount matches the demand.
+
+Once all the products for each line have been entered, click :guilabel:`Confirm` to return to the
+:abbr:`DO (Delivery Order)`.
+
+The :guilabel:`Done` quantity on the :abbr:`DO (Delivery Order)` updates as products are selected
+for each package. When the :guilabel:`Done` amount matches the :guilabel:`Demand` amount, click the
+:guilabel:`Validate` button to complete the delivery order.
+
+.. tip::
+   The :guilabel:`Put In Pack` button is intended to quickly package all products in the :abbr:`DO
+   (Delivery Order)` into one new package. The option to rename the package, or modify its contents,
+   is available in the :guilabel:`Detailed Operations` pop-up.
+
+Clicking on the :guilabel:`Packages` smart button in the upper-right corner of the delivery order reveals a
+separate page, showing all the packages used in that :abbr:`DO (Delivery Order)`.
+
+Packagings
+==========
+
+*Packaging* is product specific, and refers to a disposable container that holds several units of a
+specific product. Unlike packages, packagings cannot be reusable, and each specific packaging must
+be defined on the individual product form.
+
+For example, different packages for cans of soda can be configured as a 6-pack, a 12-pack, or a case
+of 36. Each flavor of soda would need a `6`, `12`, and `36` can packaging configured on the
+individual product since packagings are product specific, not generic.
+
+Set up packagings
+-----------------
+
+To use packagings, ensure the :guilabel:`Product Packagings` feature is enabled. To do that,
+navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then, under the
+:guilabel:`Products` heading, check the box next to :guilabel:`Product Packagings`, and click
+:guilabel:`Save`.
+
+In Odoo, product packagings are used on sales/purchase orders and inventory transfers.
+
+Next, to create packagings, navigate to :menuselection:`Inventory app --> Products --> Products` and
+click on the desired product, then click :guilabel:`Edit` on the product page.
+
+Under the :guilabel:`Inventory` tab, scroll down to the :guilabel:`Packaging` section, and click
+:guilabel:`Add a line`. Then, a pop-up window appears, in which the following information for each
+packaging should be entered:
+
+- :guilabel:`Packaging`: name of packaging that appears on sales/purchase orders as a packaging
+  option for the product
+- :guilabel:`Contained quantity`: amount of product in the packaging
+- :guilabel:`Barcode`: identifier used with the :ref:`Barcode app <barcode/operations/intro>` to
+  trace the packaging of a product during stock moves or pickings. Leave blank if not in use
+- :guilabel:`Company`: indicates the packaging is only available at the selected company. Leave
+  blank to make the packaging available across all companies.
+
+.. example::
+   Create a packaging type for 6 cans of the product, `Grape Soda`, by naming the
+   :guilabel:`Packaging` to `6-pack` and setting the :guilabel:`Contained quantity` to `6` in the
+   pop-up window that appears after clicking on :guilabel:`Add a line`.
+
+   .. image:: usage/create-product-packages.png
+      :align: center
+      :alt: Create 6-pack case for product.
+
+When all the necessary information has been entered, either click :guilabel:`Save & Close` to save
+the packaging and return to the product detail form, or :guilabel:`Save & New` to save the packaging
+and create another one in a fresh pop-up window.
+
+.. example::
+   View all product packagings in the :guilabel:`Inventory` tab of the product form.
+
+   .. image:: usage/display-product-packaging.png
+      :align: center
+      :alt: Show packaging and contained quantities, specified on the product page form in the
+            Inventory tab.
+
+View all packagings
+-------------------
+
+To view all packagings that have been created, go to :menuselection:`Inventory app --> Configuration
+--> Product Packagings`. Doing so reveals the :guilabel:`Product Packagings` page with a complete
+list of all packagings that have been created for all products. Create new packagings by clicking
+:guilabel:`Create`.
+
+.. example::
+   Two soda products, `Grape Soda` and `Diet Coke`, have three types of packaging configured. On the
+   :guilabel:`Product Packagings` page, each product can sold as a `6-Pack` that contains 6
+   products, `12-Pack` of 12 products, or a `Case` of 32 products.
+
+   .. image:: usage/packagings.png
+      :align: center
+      :alt: List of different packagings for products.
+
+Apply packagings
+----------------
+
+When creating a sales order in the :menuselection:`Sales` app, specify the packagings that should be
+used for the product(s). The chosen packaging is displayed on the :abbr:`SO (Sales Order)` under the
+:guilabel:`Package` field.
+
+.. example::
+   18 cans of the product, `Grape Soda`, is packed using three 6-pack packagings.
+
+   .. image:: usage/packagings-sales-order.png
+      :align: center
+      :alt: Assign packagings on the Sales Order Line.
+
+.. tip::
+   Packaging can be used in conjunction with Odoo :ref:`Barcode <inventory/barcode/software>`. When
+   receiving products from suppliers, scanning the packaging barcode automatically adds the number
+   of units in the packaging to the internal count of the product.