[IMP] inventory: gme's comments on packages
closes odoo/documentation#8002
X-original-commit: 4f15ba1eea
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
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@ -9,32 +9,29 @@ items in bulk.
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Packages are commonly used for the following purposes:
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#. :ref:`Relocating products from stock <inventory/warehouses_storage/package-use>` to packing or
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outbound areas for delivery.
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#. :ref:`Shipping to customers <inventory/warehouses_storage/package-type>`, in which package types
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are configured to align with shipping carriers' size and weight requirements, streamlining the
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packing process, and ensuring compliance with carrier shipping specifications.
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#. :ref:`Grouping products to move them in bulk <inventory/warehouses_storage/pack>`.
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#. :ref:`Shipping to customers <inventory/warehouses_storage/package-type>`: configure package types
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to align with shipping carriers' size and weight requirements, streamlining the packing process,
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and ensuring compliance with carrier shipping specifications.
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#. Storing items in bulk.
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*Package use* is a field on the package form in Odoo that is only visible by enabling the *Batch
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Transfers* feature in the settings of the *Inventory* application.
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Transfers* and *Packages* features (:menuselection:`Inventory app --> Configuration --> Settings`).
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The default package type is *Disposable*, so this feature is **only** required when packages are
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intended to be used for batch transfers and/or other internal warehouse moves.
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By default, the *Package Use* field on a packages form is set to *Disposable Box*. Change this field
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to *Reusable Box* **only** when configuring packages for :ref:`cluster pickings
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<inventory/warehouses_storage/cluster-pack>`.
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*Package type* is an optional feature used to create packages with defined dimensions and weight
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limits. This feature is mainly used to set templates, and ensure packages comply with the shipping
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requirements of third-party carriers.
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*Package type* is an optional feature used for :doc:`calculating shipping cost
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<../../shipping_receiving/setup_configuration/delivery_method>`, based on real shipping weight.
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Create package types to include the weight of the package itself (e.g. boxes, pallets, other
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shipping containers) in shipping cost calculations.
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.. note::
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While packages are commonly used in the :doc:`three-step delivery route
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<../../shipping_receiving/daily_operations/delivery_three_steps>`, they can be used in any
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workflow involving storable products.
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.. seealso::
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:doc:`Ship one order in multiple packages
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<../../shipping_receiving/advanced_operations_shipping/multipack>`
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.. _inventory/warehouses_storage/enable-package:
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Configuration
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@ -48,38 +45,131 @@ the :guilabel:`Operations` heading, activate the :guilabel:`Packages` feature. T
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:align: center
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:alt: Activate the *Packages* setting in Inventory > Configuration > Settings.
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.. _inventory/warehouses_storage/package-use:
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.. _inventory/warehouses_storage/pack:
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Package use
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===========
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Pack items
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==========
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.. note::
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The following section is **only** necessary when packages are intended to be used for cluster
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pickings.
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Products can be added to packages in any transfer by:
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#. Clicking each :ref:`Detailed Operations <inventory/warehouses_storage/detailed-operations>` icon
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on the product line.
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#. Using the :ref:`Put in Pack <inventory/warehouses_storage/put-in-pack>` button to place
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everything in the transfer into a package.
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.. _inventory/warehouses_storage/detailed-operations:
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Detailed operations
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-------------------
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On any warehouse transfer (e.g. receipt, delivery order), add a product to a package by clicking the
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:guilabel:`⦙≣ (bulleted list)` icon in the :guilabel:`Operations` tab.
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.. image:: package/detailed-operations.png
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:align: center
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:alt: Show "Detailed Operations" icon in the product line.
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Doing so opens the :guilabel:`Detailed Operations` pop-up window for the :guilabel:`Product`.
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To put the :guilabel:`Product` in a package, click :guilabel:`Add a line`, and assign the product to
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a :guilabel:`Destination Package`. Select an existing package, or create a new one by typing the
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name of the new package, then select :guilabel:`Create...`.
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.. figure:: package/destination-package.png
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:align: center
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:alt: Assign a package to "Destination Package" field.
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Twelve units of `Acoustic Bloc Screen` are placed in `PACK0000001`.
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Then, specify the quantity of items to go into the package in the :guilabel:`Done` column. Repeat
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the above steps to place the :guilabel:`Product` in different packages. Once finished, click
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:guilabel:`Confirm` to close the window.
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.. seealso::
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:doc:`Cluster picking <../../warehouses_storage/advanced_operations_warehouse/cluster_picking>`
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:doc:`Ship one order in multiple packages
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<../../shipping_receiving/advanced_operations_shipping/multipack>`
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First, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and activate the
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:guilabel:`Batch Transfers` feature, located in the :guilabel:`Operations` section. Doing so makes
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the *Package Use* field appear on a package form.
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.. _inventory/warehouses_storage/put-in-pack:
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Put in pack
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-----------
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Alternatively, click the :guilabel:`Put in Pack` button on **any** warehouse transfer to create a
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new package, and place all the items in the transfer in that newly-created package.
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.. important::
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The :guilabel:`Put in Pack` button appears on receipts, delivery orders, and other transfer forms
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with the *Packages* feature enabled in :menuselection:`Inventory app --> Configuration -->
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Settings`.
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.. figure:: package/put-in-pack.png
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:align: center
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:alt: Image of the "Put in Pack" button being clicked.
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In batch transfer `BATCH/00003`, the :guilabel:`Put in Pack` button was clicked to create a new
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package, `PACK0000002`, and assign all items to it in the :guilabel:`Destination Package` field.
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.. _inventory/warehouses_storage/package-type:
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Package type
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============
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Create package types by navigating to :menuselection:`Inventory app --> Configuration --> Package
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Types`, in order to set custom dimensions and weight limits. This feature is mainly used to
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calculate package weights for shipping costs.
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.. seealso::
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- :doc:`Shipping carriers <../../shipping_receiving/setup_configuration/third_party_shipper>`
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- :doc:`../../shipping_receiving/setup_configuration/delivery_method`
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On the :guilabel:`Package Types` list, clicking :guilabel:`New` opens a blank package type form. The
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fields of the form are as follows:
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- :guilabel:`Package Type` (required): define the package type's name.
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- :guilabel:`Size`: define the dimensions of the package in millimeters (mm). The fields, from left
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to right, define the :guilabel:`Length`, :guilabel:`Width`, and :guilabel:`Height`.
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- :guilabel:`Weight`: weight of an empty package (e.g. an empty box, pallet).
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.. note::
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Odoo calculates the package's weight by adding the weight of the empty package plus the weight of
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the item(s), which can be found in the :guilabel:`Weight` field, in the :guilabel:`Inventory`
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tab, of each product form.
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- :guilabel:`Max Weight`: maximum shipping weight allowed in the package.
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- :guilabel:`Barcode`: define a barcode to identify the package type from a scan.
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- :guilabel:`Company`: specify a company to make the package type available **only** at the selected
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company. Leave the field blank if it is available at all companies.
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- :guilabel:`Carrier`: specify the intended shipping carrier for this package type.
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- :guilabel:`Carrier Code`: define a code that is linked to the package type.
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.. image:: package/package-type.png
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:align: center
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:alt: Package type for FedEx's 25 kilogram box.
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.. _inventory/warehouses_storage/cluster-pack:
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Cluster packages
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================
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To use *cluster packages*, first navigate to :menuselection:`Inventory app --> Configuration -->
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Settings`, and activate the :guilabel:`Batch Transfers` feature, located in the
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:guilabel:`Operations` section. Doing so makes the *Package Use* field become visible on a package
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form.
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.. image:: package/enable-batch.png
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:align: center
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:alt: Activate the *Batch Transfers* feature in Inventory > Configuration > Settings.
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Then, go to the package form to configure the package intended for batch picking. To do that,
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navigate to :menuselection:`Inventory app --> Products --> Packages`.
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On this page, add new packages by clicking :guilabel:`New`, or select an existing package. Doing so
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opens the package form, which contains the following fields:
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Add new packages by going to :menuselection:`Inventory app --> Products --> Packages`. Then, click
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:guilabel:`New`, or select an existing package. Doing so opens the package form, which contains the
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following fields:
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- :guilabel:`Package Reference` (required): name of the package.
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- :guilabel:`Package Type`: used for :ref:`configuring shipping boxes to ship to the customer
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<inventory/warehouses_storage/package-type>`.
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.. note::
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:guilabel:`Package Type` is unnecessary for configuring batch transfer packages.
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:guilabel:`Package Type` is unnecessary for configuring packages for cluster pickings.
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- :guilabel:`Shipping Weight`: used to input the weight of the package after measuring it on a
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scale.
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@ -94,108 +184,6 @@ opens the package form, which contains the following fields:
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:align: center
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:alt: Display package form to create a cluster pack.
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Add to batch
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------------
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.. important::
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The following example uses packages in a :doc:`three-step delivery
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<../../shipping_receiving/daily_operations/delivery_three_steps>` workflow.
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This workflow requires the :guilabel:`Packages`, :guilabel:`Storage Locations`, and
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:guilabel:`Multi-Step Routes` features to be enabled in :menuselection:`Inventory app -->
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Configuration --> Settings`.
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On the warehouse configuration page (:menuselection:`Inventory app --> Configuration -->
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Warehouses`), the :guilabel:`Outgoing Shipments` option **must** be set to :guilabel:`Pack goods,
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send goods in output and then deliver (3 steps)`.
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After confirming a sales order, selecting the :guilabel:`Delivery` smart button displays the three
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tasks to complete the delivery.
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.. image:: package/three-step.png
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:align: center
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:alt: Clicking "Delivery" smart button displays the pick, pack, ship steps.
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To create a batch transfer, navigate to :menuselection:`Inventory app --> Operations --> Internal`
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and select the checkboxes next to the pick operations that are to be added to the batch.
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After the pick operations are selected, navigate to the :guilabel:`Actions ⚙️ (gear)` icon button,
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and select :guilabel:`Add to batch` from the list of drop-down menu options.
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.. image:: package/create-batch.png
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:align: center
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:alt: Add pickings to batch.
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Doing so opens an :guilabel:`Add to batch` pop-up window. Click :guilabel:`Confirm` to finish
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creating the batch.
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.. seealso::
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:ref:`More info about the fields in the 'Add to batch' window
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<inventory/warehouses_storage/add-batch-transfers>`
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Pack items
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----------
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After creating the batch, open the batch transfer (:menuselection:`Inventory app --> Operations -->
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Batch Transfers`), and select a reusable package (created in the :ref:`previous step
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<inventory/warehouses_storage/package-use>`) in the :guilabel:`Destination Package` field to place
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items in the package.
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.. example::
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The reusable package, `CLUSTER-PACK-1`, is assigned to the :guilabel:`Destination Package` field
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of all items in the batch transfer, `BATCH/00003`.
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.. image:: package/assign-package.png
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:align: center
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:alt: Assign pickings to a package through the "Destination Package" field.
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Alternatively, click the :guilabel:`Put in Pack` button to create a new package, and place all the
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items in the batch in that newly-created package.
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.. note::
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Ensure the new package's :guilabel:`Package Use` field is set to :guilabel:`Reusable` by clicking
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the package's :guilabel:`➡️ (right arrow)` icon to open the package form.
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.. image:: package/pack-internal-link.png
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:align: center
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:alt: Show internal link
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.. example::
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Clicking :guilabel:`Put in Pack` creates a new package, `PACK0000002`, and assigns all items to
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it in the :guilabel:`Destination Package` field.
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.. image:: package/put-in-pack.png
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:align: center
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:alt: Image of the "Put in Pack" button being clicked.
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.. _inventory/warehouses_storage/package-type:
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Package type
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============
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Create package types at :menuselection:`Inventory app --> Configuration --> Package Types` to set
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custom dimensions and weight limits. This feature is mainly used to set templates, and ensure
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packages comply with the shipping requirements of third-party carriers.
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.. seealso::
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:doc:`Shipping carriers <../../shipping_receiving/setup_configuration/third_party_shipper>`
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On the :guilabel:`Package Types` list, clicking :guilabel:`New` opens a blank package type form. The
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fields of the form are as follows:
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- :guilabel:`Package Type` (required): define the package type's name.
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- :guilabel:`Size`: define the dimensions of the package in millimeters (mm). The fields, from left
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to right, define the :guilabel:`Length`, :guilabel:`Width`, and :guilabel:`Height`.
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- :guilabel:`Weight`: record the theoretical weight of the package type. This value is a placeholder
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for when the weight of the contained products is not available.
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- :guilabel:`Max Weight`: maximum shipping weight allowed in the package.
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- :guilabel:`Barcode`: define a barcode to identify the package type from a scan.
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- :guilabel:`Company`: specify a company to make the package type available **only** at the selected
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company. Leave the field blank if it is available at all companies.
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- :guilabel:`Carrier`: specify the intended shipping carrier for this package type.
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- :guilabel:`Carrier Code`: define a code that is linked to the package type.
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.. image:: package/package-type.png
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:align: center
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:alt: Package type for FedEx's 25 kilogram box.
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:doc:`Using cluster packages
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<../../warehouses_storage/advanced_operations_warehouse/cluster_picking>`
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@ -80,10 +80,7 @@ On the new package form, the :guilabel:`Package Reference` is pre-filled with th
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`PACK` number in the system. :guilabel:`Pack Date` is automatically set to the creation date of the
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form.
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For the :guilabel:`Package Use` field, the :guilabel:`Disposable Box` option should be selected if
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the package is used for a shipping. Alternatively, the :guilabel:`Reusable Box` option should be
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selected if the package is simply used as a method of grouping products from the same |SO| together
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before they are moved to the intended shipping box at the output location.
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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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