[ADD] inventory: packaging
closes odoo/documentation#8026
X-original-commit: a8659727e3
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
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@ -12,3 +12,4 @@ Product tracking
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product_tracking/lots
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product_tracking/expiration_dates
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product_tracking/package
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product_tracking/packaging
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@ -0,0 +1,103 @@
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=========
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Packaging
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=========
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In Odoo *Inventory*, *packaging* refers to disposable containers holding multiple units of a
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specific product. Each specific packaging **must** be defined on the individual product form.
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For example, different packages for cans of soda, such as a 6-pack, a 12-pack, or a case of 36, need
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to be configured on the individual product form. This is because packagings are product specific —
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**not** generic.
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Configuration
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=============
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To use packagings, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then,
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under the :guilabel:`Products` heading, enable the :guilabel:`Product Packagings` feature, and click
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:guilabel:`Save`.
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.. image:: packaging/enable-packagings.png
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:align: center
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:alt: Enable packagings by selecting "Product Packagings".
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Create packaging
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================
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Packagings can be created directly on the product form, or from the :guilabel:`Product Packagings`
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page.
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From product form
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-----------------
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Create packagings on a product form by going to :menuselection:`Inventory app --> Products -->
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Products`, and select the desired product.
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Under the :guilabel:`Inventory` tab, scroll down to the :guilabel:`Packaging` section, and click
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:guilabel:`Add a line`. In the table, fill out the following fields:
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- :guilabel:`Packaging` (required): name of packaging that appears on sales/purchase orders as a
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packaging option for the product.
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- :guilabel:`Contained quantity` (required): amount of product in the packaging.
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- :guilabel:`Unit of Measure` (required): measurement unit for quantifying the product.
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- :guilabel:`Sales`: check this option for packagings intended for use on sales orders.
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- :guilabel:`Purchase`: check this option for packagings intended for use on purchase orders.
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.. note::
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Access additional fields in the :guilabel:`Packaging` table below by clicking the
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:guilabel:`(sliders)` icon to the far-right of the column titles in the :guilabel:`Packaging`
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section, and selecting the desired options from the drop-down menu that appears.
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.. image:: packaging/slide.png
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:align: center
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:alt: Show the additional options menu's icon: sliders.
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- :guilabel:`Barcode`: identifier for tracing packaging in stock moves or pickings, using the
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:ref:`Barcode app <barcode/operations/intro>`. Leave blank if not in use.
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- :guilabel:`Company`: indicates the packaging is only available at the selected company. Leave
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blank to make the packaging available across all companies.
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.. example::
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To create a packaging type for six units of the product, `Grape Soda`, begin by clicking
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:guilabel:`Add a line`. In the line, name the :guilabel:`Packaging` `6-pack`, and set the
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:guilabel:`Contained quantity` to `6`. Repeat this process for additional packagings.
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.. image:: packaging/create-product-packaging.png
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:align: center
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:alt: Create 6-pack case for product.
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From product packagings page
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----------------------------
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To view all packagings that have been created, go to :menuselection:`Inventory app --> Configuration
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--> Product Packagings`. Doing so reveals the :guilabel:`Product Packagings` page with a complete
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list of all packagings that have been created for all products. Create new packagings by clicking
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:guilabel:`New`.
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.. example::
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Two soda products, `Grape Soda` and `Diet Coke`, have three types of packagings configured. On
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the :guilabel:`Product Packagings` page, each product can be sold as a `6-Pack` that contains 6
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products, as a `12-Pack` of 12 products, or as a `Case` of 32 products.
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.. image:: packaging/packagings.png
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:align: center
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:alt: List of different packagings for products.
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Apply packagings
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================
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When creating a sales order in the :menuselection:`Sales` app, specify the packagings that should be
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used for the product. The chosen packaging is displayed on the :abbr:`SO (Sales Order)` under the
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:guilabel:`Packaging` field.
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.. example::
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18 cans of the product, `Grape Soda`, is packed using three 6-pack packagings.
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.. image:: packaging/packagings-sales-order.png
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:align: center
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:alt: Assign packagings on the Sales Order Line.
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.. tip::
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Packaging can be used in conjunction with Odoo :ref:`Barcode <inventory/barcode/software>`. When
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receiving products from suppliers, scanning the packaging barcode automatically adds the number
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of units in the packaging to the internal count of the product.
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