diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst index 8bcabc3fb..4975d17a3 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst @@ -11,3 +11,4 @@ Product tracking product_tracking/serial_numbers product_tracking/lots product_tracking/expiration_dates + product_tracking/package diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst new file mode 100644 index 000000000..ab5e1f67b --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst @@ -0,0 +1,201 @@ +======== +Packages +======== + +.. |SO| replace:: :abbr:`SO (Sales Order)` + +A *package* is a physical container holding one or more products. Packages can also be used to store +items in bulk. + +Packages are commonly used for the following purposes: + +#. :ref:`Relocating products from stock ` to packing or + outbound areas for delivery. +#. :ref:`Shipping to customers `, 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. +#. 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. + +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. + +*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. + +.. 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 +============= + +To use packages, first go to :menuselection:`Inventory app --> Configuration --> Settings`. Under +the :guilabel:`Operations` heading, activate the :guilabel:`Packages` feature. Then, click +:guilabel:`Save`. + +.. image:: package/enable-pack.png + :align: center + :alt: Activate the *Packages* setting in Inventory > Configuration > Settings. + +.. _inventory/warehouses_storage/package-use: + +Package use +=========== + +.. note:: + The following section is **only** necessary when packages are intended to be used for cluster + pickings. + +.. seealso:: + :doc:`Cluster picking <../../warehouses_storage/advanced_operations_warehouse/cluster_picking>` + +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. + +.. 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: + +- :guilabel:`Package Reference` (required): name of the package. +- :guilabel:`Package Type`: used for :ref:`configuring shipping boxes to ship to the customer + `. + + .. note:: + :guilabel:`Package Type` is unnecessary for configuring batch transfer packages. + +- :guilabel:`Shipping Weight`: used to input the weight of the package after measuring it on a + scale. +- :guilabel:`Company`: specify a company to make the package available **only** at the selected + company. Leave the field blank if the package is available at all companies. +- :guilabel:`Location`: current location of the package. +- :guilabel:`Pack Date`: the date the package was created. +- :guilabel:`Package Use`: choose :guilabel:`Reusable` for packages used for moving products within + the warehouse; :guilabel:`Disposable` for packages used to ship products to customers. + +.. image:: package/package.png + :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 + ` + +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 +`) 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. diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/assign-package.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/assign-package.png new file mode 100644 index 000000000..e1585b345 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/assign-package.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/create-batch.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/create-batch.png 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*Add:Transfers* window. +.. _inventory/warehouses_storage/add-batch-transfers: + Add batch from transfers list -----------------------------