diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst index 4975d17a3..52e265db8 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst @@ -12,3 +12,4 @@ Product tracking product_tracking/lots product_tracking/expiration_dates product_tracking/package + product_tracking/packaging diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst new file mode 100644 index 000000000..8ab4e1945 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst @@ -0,0 +1,103 @@ +========= +Packaging +========= + +In Odoo *Inventory*, *packaging* refers to disposable containers holding multiple units of a +specific product. Each specific packaging **must** be defined on the individual product form. + +For example, different packages for cans of soda, such as a 6-pack, a 12-pack, or a case of 36, need +to be configured on the individual product form. This is because packagings are product specific — +**not** generic. + +Configuration +============= + +To use packagings, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then, +under the :guilabel:`Products` heading, enable the :guilabel:`Product Packagings` feature, and click +:guilabel:`Save`. + +.. image:: packaging/enable-packagings.png + :align: center + :alt: Enable packagings by selecting "Product Packagings". + +Create packaging +================ + +Packagings can be created directly on the product form, or from the :guilabel:`Product Packagings` +page. + +From product form +----------------- + +Create packagings on a product form by going to :menuselection:`Inventory app --> Products --> +Products`, and select the desired product. + +Under the :guilabel:`Inventory` tab, scroll down to the :guilabel:`Packaging` section, and click +:guilabel:`Add a line`. In the table, fill out the following fields: + +- :guilabel:`Packaging` (required): name of packaging that appears on sales/purchase orders as a + packaging option for the product. +- :guilabel:`Contained quantity` (required): amount of product in the packaging. +- :guilabel:`Unit of Measure` (required): measurement unit for quantifying the product. +- :guilabel:`Sales`: check this option for packagings intended for use on sales orders. +- :guilabel:`Purchase`: check this option for packagings intended for use on purchase orders. + +.. note:: + Access additional fields in the :guilabel:`Packaging` table below by clicking the + :guilabel:`(sliders)` icon to the far-right of the column titles in the :guilabel:`Packaging` + section, and selecting the desired options from the drop-down menu that appears. + + .. image:: packaging/slide.png + :align: center + :alt: Show the additional options menu's icon: sliders. + +- :guilabel:`Barcode`: identifier for tracing packaging in stock moves or pickings, using the + :ref:`Barcode app `. 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:: + To create a packaging type for six units of the product, `Grape Soda`, begin by clicking + :guilabel:`Add a line`. In the line, name the :guilabel:`Packaging` `6-pack`, and set the + :guilabel:`Contained quantity` to `6`. Repeat this process for additional packagings. + + .. image:: packaging/create-product-packaging.png + :align: center + :alt: Create 6-pack case for product. + +From product packagings page +---------------------------- + +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:`New`. + +.. example:: + Two soda products, `Grape Soda` and `Diet Coke`, have three types of packagings configured. On + the :guilabel:`Product Packagings` page, each product can be sold as a `6-Pack` that contains 6 + products, as a `12-Pack` of 12 products, or as a `Case` of 32 products. + + .. image:: packaging/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. The chosen packaging is displayed on the :abbr:`SO (Sales Order)` under the +:guilabel:`Packaging` field. + +.. example:: + 18 cans of the product, `Grape Soda`, is packed using three 6-pack packagings. + + .. image:: packaging/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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