[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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Felicious 2024-02-21 13:19:48 -08:00
parent 1d0d45d928
commit e23005c5cc
5 changed files with 124 additions and 139 deletions

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

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