diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst b/content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst index 7b7a5868a..3f532d433 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst @@ -1,84 +1,117 @@ -========================================================= -How to manage multiple packs for the same delivery order? -========================================================= +======================= +Multi-package shipments +======================= -Overview -======== - -By default, Odoo considers that your delivery is composed of one -package. But you can easily ship your deliveries with more than one -package. It is fully integrated with the third-party shippers. +In some cases, a delivery order with multiple items may need to be shipped in more than one package. +This may be necessary if the items are too large to ship in a single package, or if certain items +cannot be packaged together. Shipping a single delivery order in multiple packages provides +flexibility for how each item is packaged, without the need to create multiple delivery orders. Configuration ============= -To configure the use of packages, go to the menu -:menuselection:`Inventory --> Configuration --> Settings`. -Locate the **Packages** section and tick **Record -packages used on packing: pallets, boxes,...** +In order to split a delivery order across multiple packages, the *Packages* setting must be enabled. +To do so, navigate to :menuselection:`Inventory --> Configuration --> Settings`, then enable the +checkbox next to :guilabel:`Packages`. Click :guilabel:`Save` to confirm the change. -.. image:: multipack/multipack03.png +.. image:: multipack/packages-setting.png :align: center + :alt: The Packages setting on the Inventory app settings page. -Click on **Apply** when you are done. +.. _inventory/shipping/multiple-packages: -Sale process -============ +Ship items in multiple packages +=============================== -Sale order ----------- +To split items in the same delivery order across multiple packages, begin by navigating to +:menuselection:`Inventory --> Delivery Orders`, then select a delivery order that has multiple +items, a multiple quantity of the same item, or both. -.. image:: multipack/multipack06.png +On the :guilabel:`Operations` tab, select the :guilabel:`⁞≣ (menu)` icon in the line of the product +that will be shipped in the first package. + +.. image:: multipack/product-menu-icon.png :align: center + :alt: The menu icon for a product in a delivery order. -Click on a **Delivery Method** to choose the right one. +This makes a :guilabel:`Detailed Operations` pop-up window appear. In the table at the bottom of the +pop-up window, the :guilabel:`Reserved` column shows the total quantity of the product included in +the delivery order. -The price is computed when you **save** the sale order or when you click on -**Set price**. +If the full quantity will be shipped in the first package, enter the number from the +:guilabel:`Done` column in the :guilabel:`Reserved` column. If less than the full quantity will be +shipped in the first package, enter a smaller number than the one that appears in the +:guilabel:`Reserved` column. Click :guilabel:`Confirm` to confirm the :guilabel:`Done` quantities +and close the pop-up. -Multi-packages Delivery ------------------------ - -The delivery created from the sale order will take the shipping -information from it. - -.. image:: multipack/multipack07.png +.. image:: multipack/detailed-operations.png :align: center + :alt: The Detailed Operations pop-up for a product in a delivery order. -From here, you can split your delivery into multiple packages. +Repeat the same steps for every item quantity that is included in the first package. Then, click +:guilabel:`Put In Pack` to create a package with all of the selected items. -Choose the quantity you want to put in the first pack in the **Done** -column, then click on the link **Put in Pack**. - -.. image:: multipack/multipack02.png +.. image:: multipack/put-in-pack.png :align: center + :alt: The Put In Pack button on a delivery order. -It will automatically create a pack with the requested quantity. +For the next package, follow the same steps as detailed above, marking the quantity of each item to +be included in the package as :guilabel:`Done` before clicking :guilabel:`Put In Pack` on the +delivery order. Continue doing so until the full quantity of all items are added to a package. -Do the same steps for the other pieces you want to pack in. +Finally, after all of the packages have been shipped, click :guilabel:`Validate` to confirm that the +delivery order has been completed. -.. image:: multipack/multipack04.png +.. tip:: + After one or more packages are created, a :guilabel:`Packages` smart button appears in the + top-right corner of the delivery order. Click the :guilabel:`Packages` smart button to go to the + :guilabel:`Packages` page for the delivery order, where each package can be selected to view all + of the items included in it. + + .. image:: multipack/packages-smart-button.png + :align: center + :alt: The Packages smart button on a delivery order. + +Create a backorder for items to be shipped later +================================================ + +If some items will be shipped at a later date than others, there is no need to put them in a package +until they are ready to be shipped. Instead, create a backorder for the items being shipped later. + +Begin by shipping the items that will be shipped immediately. If they will be shipped in multiple +packages, follow the :ref:`steps above ` to package them as +required. If they will be shipped in a single package, simply mark in the :guilabel:`Done` column +the quantity of each item being shipped, but **do not** click the :guilabel:`Put In Pack` button. + +After all quantities being shipped immediately are marked as :guilabel:`Done`, click the +:guilabel:`Validate` button, and a :guilabel:`Create Backorder?` pop-up window appears. Then, click +the :guilabel:`Create Backorder` button. Doing so confirms the items being shipped immediately and +creates a new delivery order for the items that will be shipped later. + +.. image:: multipack/backorder-pop-up.png :align: center + :alt: The Create Backorder? pop-up window. -Click on **Validate** when you are done. +The backorder delivery order will be listed in the chatter of the original delivery order in a +message that reads :guilabel:`The backorder WH/OUT/XXXXX has been created.`. Click on +:guilabel:`WH/OUT/XXXXX` in the message to view the backorder delivery order. -Multi-packages with a 3rd party-shipper ---------------------------------------- - -Once the delivery order is validated, you will receive the tracking -number. The **carrier Tracking ref** field will automatically be filled. -Click on the **Tracking** button to check your delivery on the provider -website. - -.. image:: multipack/multipack05.png +.. image:: multipack/backorder-chatter.png :align: center + :alt: The backorder delivery order listed in the chatter of the original delivery order. -The **labels** to stick on your packages are available in the history -underneath: +The backorder delivery order can also be accessed by navigating to :menuselection:`Inventory`, +clicking the :guilabel:`# Back Orders` button on the :guilabel:`Delivery Orders` card, and selecting +the delivery order. -.. image:: multipack/multipack01.png +.. image:: multipack/back-orders-button.png :align: center + :alt: The Back Orders button on the Delivery Orders card. -.. seealso:: - * :doc:`invoicing` - * :doc:`labels` +Once the remaining items are ready to be shipped, navigate to the backorder delivery order. The +items can be shipped in a single package by clicking :guilabel:`Validate` and selecting +:guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up window that appears, or shipped in +multiple packages by following the steps detailed in the section above. + +It is also possible to ship out some of the items while creating another backorder for the rest. 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