[ADD] inventory: package use and type

closes #7987

X-original-commit: 03a871a
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

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

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 <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.
+#. 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
+  <inventory/warehouses_storage/package-type>`.
+
+  .. 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
+   <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.

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

@@ -97,6 +97,8 @@ Once the transfer records are selected, click :guilabel:`Confirm` to confirm the
       :align: center
       :alt: Select multiple transfers from the *Add:Transfers* window.
 
+.. _inventory/warehouses_storage/add-batch-transfers:
+
 Add batch from transfers list
 -----------------------------