[DEL] remove usage; contains packages + packagings
closes odoo/documentation#8210
X-original-commit: 281d3976da
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
@ -14,5 +14,4 @@ Advanced operations
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advanced_operations_warehouse/cross_dock
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advanced_operations_warehouse/stock_warehouses
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advanced_operations_warehouse/putaway
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advanced_operations_warehouse/usage
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advanced_operations_warehouse/cluster_picking
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@ -83,7 +83,7 @@ form.
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Set the :guilabel:`Package Use` field to :guilabel:`Reusable Box`.
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.. seealso::
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:ref:`Packages <inventory/management/packages>`
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:doc:`Packages <../../product_management/product_tracking/package>`
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.. example::
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A package intended for cluster picking is named `CLUSTER-PACK-3` for easy identification. For
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@ -1,195 +0,0 @@
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=======================
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Packages and packagings
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=======================
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In Odoo, there are a variety of ways to specify the amount of products being bought, stocked, and
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sold. *Packages* and *packagings* are all available to streamline inventory flows, allowing for a
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variety of configurations for products as they enter and leave the warehouse.
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.. _inventory/management/packages:
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Packages
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========
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Packages are a physical container that holds one or several products from a picking, typically used
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for outgoing deliveries or internal transfers. Packages can be a reusable or disposable (shipping)
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box, and are **not** specific to a product.
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Reusable boxes temporarily hold products during a picking to be brought to either a packing or
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shipping area. Disposable boxes are the actual shipping containers (e.g. cardboard boxes, envelopes,
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shipping bags, etc). These are used to ship the products out to customers.
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Multiple items in a sales order (SO) can be separated into different packages to accommodate the
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products. For example, an :abbr:`SO (Sales Order)` that has 20 boxes of pencils and 4 boxes of
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erasers can be separated into two separate packages, each containing 10 boxes of pencils and 2 boxes
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of erasers.
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.. note::
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Products do *not* have to be divided equally. Products can be divided into as many packages that
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are needed to accommodate the :abbr:`SO (Sales Order)`.
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In Odoo, the quantity of products in each package needs to be recorded, so there is a full history
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for each product, including which package each item is shipped out in.
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To use this method, ensure the :guilabel:`Packages` option is enabled, by navigating to
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:menuselection:`Inventory app --> Configuration --> Settings --> Operations`. Click the
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:guilabel:`Packages` check box, and then :guilabel:`Save` to activate the feature.
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On a delivery order, assign which package to use by clicking on the :guilabel:`≣ (Detailed
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Operations)` icon to the right of each product in the :guilabel:`Operations` tab.
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.. image:: usage/detailed-operations-icon.png
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:align: center
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:alt: Find detailed operations icon to the right on the product line.
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Clicking the :guilabel:`≣ (Detailed Operations)` icon of a product reveals a pop-up window. In this
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window, the :guilabel:`Product` name, :guilabel:`Demand`, and :guilabel:`Quantity Done` are clearly
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displayed above the customizable product line.
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Here, the warehouse location the product is coming from can be modified, in addition to the
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:guilabel:`Source Package` and :guilabel:`Destination Package`, which represents what package(s) the
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product(s) will be packaged into.
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Click :guilabel:`Add a line` to include each additional package used. Enter the desired amount in
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the :guilabel:`Done` field to specify the amount of products that will go into the
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:guilabel:`Destination Package`.
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Multiple packages in a single delivery
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--------------------------------------
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Although a :abbr:`DO (Delivery Order)` is typically associated with a single package, orders can be
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split by clicking the :guilabel:`≣ (Detailed Operations)` icon next to the products on an :abbr:`SO
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(Sales Order)` line. This opens the :guilabel:`Detailed Operations` window with an editable table to
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specify which products are intended for which package.
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.. example::
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To package 10 boxes of pencils with 2 boxes of erasers from the same :abbr:`SO (Sales Order)`,
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begin by navigating to the :abbr:`DO (Delivery Order)`. Then, select the :guilabel:`≣ (four
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horizontal lines)` icon to the right of the product, `Box of Pencils`. Clicking the icon opens
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the :guilabel:`Detailed Operations` window that is used to detail how products, like the 20 `Box
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of Pencils`, are packaged.
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Type in `10` under the :guilabel:`Done` field to package 10 products into the
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:guilabel:`Destination Package`. To specify the destination package, type the name of an existing
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package (such as `PACK0000006`) under the field, :guilabel:`Destination Package`. If the package
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does not exist, Odoo displays the :guilabel:`Create` button to create a new package. Click
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:guilabel:`Add a line` to assign the remaining products in another package, `PACK0000007`.
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.. image:: usage/add-destination-package.png
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:align: center
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:alt: Detailed operations pop-up where the amount of product going in a pack can be specified.
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Select :guilabel:`Detailed Operations` on the product line for `Box of Erasers` and similarly set
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2 :guilabel:`Done` products to `PACK0000006` and `PACK0000007` each.
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.. image:: usage/put-in-pack-button.png
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:align: center
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:alt: Put in pack button to match the done amount matches the demand.
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Once all the products for each line have been entered, click :guilabel:`Confirm` to return to the
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:abbr:`DO (Delivery Order)`.
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The :guilabel:`Done` quantity on the :abbr:`DO (Delivery Order)` updates as products are selected
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for each package. When the :guilabel:`Done` amount matches the :guilabel:`Demand` amount, click the
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:guilabel:`Validate` button to complete the delivery order.
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.. tip::
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The :guilabel:`Put In Pack` button is intended to quickly package all products in the :abbr:`DO
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(Delivery Order)` into one new package. The option to rename the package, or modify its contents,
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is available in the :guilabel:`Detailed Operations` pop-up.
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Clicking on the :guilabel:`Packages` smart button in the upper-right corner of the delivery order
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reveals a separate page, showing all the packages used in that :abbr:`DO (Delivery Order)`.
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Packagings
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==========
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*Packaging* is product specific, and refers to a disposable container that holds several units of a
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specific product. Unlike packages, packagings cannot be reusable, and each specific packaging must
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be defined on the individual product form.
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For example, different packages for cans of soda can be configured as a 6-pack, a 12-pack, or a case
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of 36. Each flavor of soda would need a `6`, `12`, and `36` can packaging configured on the
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individual product since packagings are product specific, not generic.
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Set up packagings
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-----------------
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To use packagings, ensure the :guilabel:`Product Packagings` feature is enabled. To do that,
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navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then, under the
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:guilabel:`Products` heading, check the box next to :guilabel:`Product Packagings`, and click
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:guilabel:`Save`.
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In Odoo, product packagings are used on sales/purchase orders and inventory transfers.
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Next, to create packagings, navigate to :menuselection:`Inventory app --> Products --> Products` and
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click on the desired product, then click :guilabel:`Edit` on the product page.
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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`. Then, a pop-up window appears, in which the following information for each
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packaging should be entered:
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- :guilabel:`Packaging`: name of packaging that appears on sales/purchase orders as a packaging
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option for the product
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- :guilabel:`Contained quantity`: amount of product in the packaging
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- :guilabel:`Barcode`: identifier used with the :ref:`Barcode app <barcode/operations/intro>` to
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trace the packaging of a product during stock moves or pickings. 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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Create a packaging type for 6 cans of the product, `Grape Soda`, by naming the
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:guilabel:`Packaging` to `6-pack` and setting the :guilabel:`Contained quantity` to `6` in the
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pop-up window that appears after clicking on :guilabel:`Add a line`.
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.. image:: usage/create-product-packages.png
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:align: center
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:alt: Create 6-pack case for product.
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When all the necessary information has been entered, either click :guilabel:`Save & Close` to save
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the packaging and return to the product detail form, or :guilabel:`Save & New` to save the packaging
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and create another one in a fresh pop-up window.
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.. example::
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View all product packagings in the :guilabel:`Inventory` tab of the product form.
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.. image:: usage/display-product-packaging.png
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:align: center
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:alt: Show packaging and contained quantities, specified on the product page form in the
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Inventory tab.
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View all packagings
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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:`Create`.
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.. example::
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Two soda products, `Grape Soda` and `Diet Coke`, have three types of packaging configured. On the
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:guilabel:`Product Packagings` page, each product can sold as a `6-Pack` that contains 6
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products, `12-Pack` of 12 products, or a `Case` of 32 products.
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.. image:: usage/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(s). The chosen packaging is displayed on the :abbr:`SO (Sales Order)` under the
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:guilabel:`Package` 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:: usage/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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@ -169,7 +169,7 @@ the :guilabel:`Packages` feature.
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:alt: Enable the packages feature.
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.. seealso::
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- :ref:`Packages <inventory/management/packages>`
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- :doc:`Packages <../product_management/product_tracking/package>`
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- :doc:`2-step delivery <../shipping_receiving/daily_operations/receipts_delivery_two_steps>`
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- :doc:`3-step delivery <../shipping_receiving/daily_operations/delivery_three_steps>`
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