diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse.rst index faa879b68..444a67567 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse.rst @@ -15,5 +15,4 @@ Advanced operations advanced_operations_warehouse/stock_warehouses advanced_operations_warehouse/putaway advanced_operations_warehouse/removal - advanced_operations_warehouse/usage advanced_operations_warehouse/cluster_picking diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst index 3fa31cc35..86a30c6b7 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst @@ -83,7 +83,7 @@ form. Set the :guilabel:`Package Use` field to :guilabel:`Reusable Box`. .. seealso:: - :ref:`Packages ` + :doc:`Packages <../../product_management/product_tracking/package>` .. example:: A package intended for cluster picking is named `CLUSTER-PACK-3` for easy identification. For diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst deleted file mode 100644 index 64e8ebd31..000000000 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst +++ /dev/null @@ -1,195 +0,0 @@ -======================= -Packages and packagings -======================= - -In Odoo, there are a variety of ways to specify the amount of products being bought, stocked, and -sold. *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. - -.. _inventory/management/packages: - -Packages -======== - -Packages are a physical container that holds one or several products from a picking, typically used -for outgoing deliveries or internal transfers. Packages can be a reusable or disposable (shipping) -box, and are **not** specific to a product. - -Reusable boxes temporarily hold products during a picking to be brought to either a packing or -shipping area. Disposable boxes are the actual shipping containers (e.g. cardboard boxes, envelopes, -shipping bags, etc). These are used to ship the products out to customers. - -Multiple items in a sales order (SO) can be separated into different packages to accommodate the -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 -of erasers. - -.. note:: - Products do *not* have to be divided equally. Products can be divided into as many packages that - are needed to accommodate the :abbr:`SO (Sales Order)`. - -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 ` 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 `. 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