[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>

content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst

@@ -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
+#. :ref:`Grouping products to move them in bulk <inventory/warehouses_storage/pack>`.
-   outbound areas for delivery.
+#. :ref:`Shipping to customers <inventory/warehouses_storage/package-type>`: configure package types
-#. :ref:`Shipping to customers <inventory/warehouses_storage/package-type>`, in which package types
+   to align with shipping carriers' size and weight requirements, streamlining the packing process,
-   are configured to align with shipping carriers' size and weight requirements, streamlining the
+   and ensuring compliance with carrier shipping specifications.
-   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
+By default, the *Package Use* field on a packages form is set to *Disposable Box*. Change this field
-intended to be used for batch transfers and/or other internal warehouse moves.
+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
+*Package type* is an optional feature used for :doc:`calculating shipping cost
-limits. This feature is mainly used to set templates, and ensure packages comply with the shipping
+<../../shipping_receiving/setup_configuration/delivery_method>`, based on real shipping weight.
-requirements of third-party carriers.
+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::
+Products can be added to packages in any transfer by:
-   The following section is **only** necessary when packages are intended to be used for cluster
+
-   pickings.
+#. 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
+.. _inventory/warehouses_storage/put-in-pack:
-:guilabel:`Batch Transfers` feature, located in the :guilabel:`Operations` section. Doing so makes
+
-the *Package Use* field appear on a package form.
+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,
+Add new packages by going to :menuselection:`Inventory app --> Products --> Packages`. Then, click
-navigate to :menuselection:`Inventory app --> Products --> Packages`.
+:guilabel:`New`, or select an existing package. Doing so opens the package form, which contains the
-
+following fields:
-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:
 
 - :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
+   :doc:`Using cluster packages
-   <inventory/warehouses_storage/add-batch-transfers>`
+   <../../warehouses_storage/advanced_operations_warehouse/cluster_picking>`
-
-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.

content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst

@@ -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
+Set the :guilabel:`Package Use` field to :guilabel:`Reusable Box`.
-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.
 
 .. seealso::
    :ref:`Packages <inventory/management/packages>`