[IMP] inventory: reserve full vs partial packaging

closes odoo/documentation#9646

X-original-commit: 2cebcb0cda
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
This commit is contained in:
Felicious 2024-05-29 02:04:00 +00:00
parent c770eb5618
commit dc0dec9d65
7 changed files with 48 additions and 8 deletions

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@ -3,11 +3,16 @@ 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.
specific product.
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.
For example, different packages for cans of soda, such as a 6-pack, a 12-pack, or a case of 36,
**must** be configured on the individual product form. This is because packagings are product
specific, not generic.
.. 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.
Configuration
=============
@ -20,6 +25,8 @@ under the :guilabel:`Products` heading, enable the :guilabel:`Product Packagings
:align: center
:alt: Enable packagings by selecting "Product Packagings".
.. _inventory/product_management/packaging-setup:
Create packaging
================
@ -82,6 +89,43 @@ list of all packagings that have been created for all products. Create new packa
:align: center
:alt: List of different packagings for products.
Partial reservation
-------------------
After :ref:`completing the packaging setup <inventory/product_management/packaging-setup>`,
packagings can be reserved in full or partial quantities for outgoing shipments. Partial packaging
flexibility expedites order fulfillment by allowing the immediate shipment of available items, while
awaiting the rest.
To configure packaging reservation methods, go to :menuselection:`Inventory app --> Configuration
--> Product Categories`. Then, click :guilabel:`New`, or select the desired product category.
On the product category's form, in the :guilabel:`Logistics` section, :guilabel:`Reserve Packagings`
can be set to :guilabel:`Reserve Only Full Packagings` or :guilabel:`Reserve Partial Packagings`.
.. important::
To see the :guilabel:`Reserve Packaging` field, the :guilabel:`Product Packaging` feature
**must** be enabled. To enable this feature, go to :menuselection:`Inventory app -->
Configuration --> Settings`, scroll to the :guilabel:`Products` section, tick the
:guilabel:`Product Packagings` checkbox, and click :guilabel:`Save`.
.. image:: packaging/reserve-packaging.png
:align: center
:alt: Show Reserve Packagings field on the product categories page.
.. example::
To better evaluate the options based on business needs, consider the following example:
- a product is sold in twelve units per packaging.
- an order demands two packagings.
- there are only twenty-two units in stock.
When :guilabel:`Reserve Only Full Packagings` is selected, only twelve units are reserved for the
order.
Conversely, when :guilabel:`Reserve Partial Packagings` is selected, twenty-two units are
reserved for the order.
Apply packagings
================
@ -96,8 +140,4 @@ used for the product. The chosen packaging is displayed on the :abbr:`SO (Sales
: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.