[ADD] inventory: packaging

closes odoo/documentation#7751

Signed-off-by: Zachary Straub (zst) <zst@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>
This commit is contained in:
Felicious 2024-02-06 15:18:06 -08:00 committed by Zachary Straub (ZST)
parent c00571d724
commit a8659727e3
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@ -12,3 +12,4 @@ Product tracking
product_tracking/lots
product_tracking/expiration_dates
product_tracking/package
product_tracking/packaging

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=========
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 <barcode/operations/intro>`. 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 <inventory/barcode/software>`. When
receiving products from suppliers, scanning the packaging barcode automatically adds the number
of units in the packaging to the internal count of the product.

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