[IMP] Inventory: Update Multi-package shipments doc

closes odoo/documentation#5246

X-original-commit: 7df2d749a8
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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
+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
-By default, Odoo considers that your delivery is composed of one
+flexibility for how each item is packaged, without the need to create multiple delivery orders.
-package. But you can easily ship your deliveries with more than one
-package. It is fully integrated with the third-party shippers.
 
 Configuration
 =============
 
-To configure the use of packages, go to the menu
+In order to split a delivery order across multiple packages, the *Packages* setting must be enabled.
-:menuselection:`Inventory --> Configuration --> Settings`.
+To do so, navigate to :menuselection:`Inventory --> Configuration --> Settings`, then enable the
-Locate the **Packages** section and tick **Record
+checkbox next to :guilabel:`Packages`. Click :guilabel:`Save` to confirm the change.
-packages used on packing: pallets, boxes,...**
 
-.. 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
+If the full quantity will be shipped in the first package, enter the number from the
-**Set price**.
+: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
+.. image:: multipack/detailed-operations.png
------------------------
-
-The delivery created from the sale order will take the shipping
-information from it.
-
-.. image:: multipack/multipack07.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**
+.. image:: multipack/put-in-pack.png
-column, then click on the link **Put in Pack**.
-
-.. image:: multipack/multipack02.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 <inventory/shipping/multiple-packages>` 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
+.. image:: multipack/backorder-chatter.png
----------------------------------------
-
-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
    :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
+The backorder delivery order can also be accessed by navigating to :menuselection:`Inventory`,
-underneath:
+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::
+Once the remaining items are ready to be shipped, navigate to the backorder delivery order. The
-    * :doc:`invoicing`
+items can be shipped in a single package by clicking :guilabel:`Validate` and selecting
-    * :doc:`labels`
+: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. To
+do so, simply follow the same steps used to create the first backorder.