diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst index e92186f7e9..0250f7c4ac 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst @@ -20,19 +20,19 @@ Configuration ============= To use packagings, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then, -under the :guilabel:`Products` heading, enable the :guilabel:`Product Packagings` feature, and click -:guilabel:`Save`. +under the :guilabel:`Products` heading, enable the :guilabel:`Units of Measure & Packagings` +feature, and click :guilabel:`Save`. .. image:: packaging/enable-packagings.png :align: center - :alt: Enable packagings by selecting "Product Packagings". + :alt: Enable packagings by selecting Units of Measure & Packagings. .. _inventory/product_management/packaging-setup: Create packaging ================ -Packagings can be created directly on the product form, or from the :guilabel:`Product Packagings` +Packagings can be created directly on the product form, or from the :guilabel:`Units & Packagings` page. From product form @@ -41,50 +41,53 @@ From product form Create packagings on a product form by going to :menuselection:`Inventory app --> Products --> Products`, and select the desired product. -Under the :guilabel:`Inventory` tab, scroll down to the :guilabel:`Packaging` section, and click -:guilabel:`Add a line`. In the table, fill out the following fields: +To specify a sales packaging, open the :guilabel:`Sales` tab, then specify :guilabel:`Packagings` in +the :guilabel:`Upsell & Cross-Sell` section. Specify existing packagings or create new ones by +clicking :guilabel:`Create and edit`. When :guilabel:`Create and edit` is clicked, a +:guilabel:`Create Packagings` box opens, where information about the packaging can be specified: -- :guilabel:`Packaging` (required): name of packaging that appears on sales/purchase orders as a +- :guilabel:`Unit Name` (required): name of packaging that appears on sales/purchase orders as a packaging option for the product. -- :guilabel:`Contained quantity` (required): amount of product in the packaging. -- :guilabel:`Unit of Measure` (required): measurement unit for quantifying the product. -- :guilabel:`Sales`: check this option for packagings intended for use on sales orders. -- :guilabel:`Purchase`: check this option for packagings intended for use on purchase orders. +- :guilabel:`Quantity` (required): amount of product in the packaging. +- :guilabel:`Reference Unit` (required): measurement unit for quantifying the product. +- :guilabel:`Package Type`: package type used to set custom dimensions and limits. See + :ref:`package type ` to learn more. +- :guilabel:`Barcodes`: identifier for tracing packaging in stock moves or pickings, using the + :ref:`Barcode app `. Leave blank if not in use. -.. note:: - Access additional fields in the :guilabel:`Packaging` table below by clicking the |adjust| icon - to the far-right of the column titles in the :guilabel:`Packaging` section, and selecting the - desired options from the drop-down menu that appears. +.. image:: packaging/create-sales-packagings.png + :alt: Create a new packaging in the Create Packagings box. -- :guilabel:`Barcode`: identifier for tracing packaging in stock moves or pickings, using the - :ref:`Barcode app `. Leave blank if not in use. -- :guilabel:`Company`: indicates the packaging is only available at the selected company. Leave - blank to make the packaging available across all companies. +To specify a purchase packaging for a vendor, open the :guilabel:`Purchase` tab, then add a vendor. +Update the :guilabel:`Unit` field to specify a purchase packaging for that vendor. Specify existing +packagings here, or create new ones by clicking :guilabel:`Create and edit`. When :guilabel:`Create +and edit` is clicked, the :guilabel:`Create Unit` box opens. The fields in this box are the same as +for the :guilabel:`Create Packagings` box above. .. example:: - To create a packaging type for six units of the product, `Grape Soda`, begin by clicking - :guilabel:`Add a line`. In the line, name the :guilabel:`Packaging` `6-pack`, and set the - :guilabel:`Contained quantity` to `6`. Repeat this process for additional packagings. + To create a purchase packaging type for six units of the product, `Grape Soda`, begin by clicking + :guilabel:`Add a line` in the :guilabel:`Purchase` tab. Specify a :guilabel:`Vendor`. Specify + `6-pack` in the :guilabel:`Unit` field, then click :guilabel:`Create and edit`. In the + :guilabel:`Create Unit` box, specify a quantity and reference unit (in this case, `6` `Units`), + then click :guilabel:`Save`. Repeat this process for additional packagings. - .. image:: packaging/create-product-packaging.png - :align: center - :alt: Create 6-pack case for product. + .. image:: packaging/create-purchase-packagings.png + :alt: Create purchase packagings for product. -From product packagings page +From units & packagings page ---------------------------- To view all packagings that have been created, go to :menuselection:`Inventory app --> Configuration ---> Product Packagings`. Doing so reveals the :guilabel:`Product Packagings` page with a complete +--> Units & Packagings`. Doing so reveals the :guilabel:`Units & Packagings` page with a complete list of all packagings that have been created for all products. Create new packagings by clicking :guilabel:`New`. .. example:: Two soda products, `Grape Soda` and `Diet Coke`, have three types of packagings configured. On - the :guilabel:`Product Packagings` page, each product can be sold as a `6-Pack` that contains 6 + the :guilabel:`Units & Packagings` page, each product can be sold as a `6-Pack` that contains 6 products, as a `12-Pack` of 12 products, or as a `Case` of 32 products. .. image:: packaging/packagings.png - :align: center :alt: List of different packagings for products. Partial reservation @@ -96,7 +99,7 @@ flexibility expedites order fulfillment by allowing the immediate shipment of av awaiting the rest. To configure packaging reservation methods, go to :menuselection:`Inventory app --> Configuration ---> Product Categories`. Then, click :guilabel:`New`, or select the desired product category. +--> Products --> Categories`. Then, click :guilabel:`New`, or select the desired product category. On the product category's form, in the :guilabel:`Logistics` section, :guilabel:`Reserve Packagings` can be set to :guilabel:`Reserve Only Full Packagings` or :guilabel:`Reserve Partial Packagings`. @@ -129,61 +132,11 @@ Apply packagings When creating a sales order in the :menuselection:`Sales` app, specify the packagings that should be used for the product. The chosen packaging is displayed on the :abbr:`SO (Sales Order)` under the -:guilabel:`Packaging` field. +:guilabel:`Units` field. .. example:: 18 cans of the product, `Grape Soda`, is packed using three 6-pack packagings. .. image:: packaging/packagings-sales-order.png - :align: center :alt: Assign packagings on the Sales Order Line. -.. _inventory/product_management/packaging-route: - -Routes for packaging -==================== - -When receiving packagings, by default, they follow the warehouse's :doc:`configured reception route -<../../shipping_receiving/daily_operations>`. To **optionally** set up a packaging-specific route, -go to :menuselection:`Inventory app --> Configuration --> Routes`. - -.. important:: - The *Product Packagings*, *Storage Locations*, and *Multi-Step Routes* features (found by going - to :menuselection:`Inventory app --> Configuration --> Settings`) **must** be activated, and - saved. - -.. seealso:: - :doc:`../../shipping_receiving/daily_operations/use_routes` - -Create route ------------- - -On the :guilabel:`Routes` page, click :guilabel:`New`, or select a route that is **not** for a -warehouse. Next, in the :guilabel:`Applicable on` section, tick the :guilabel:`Packagings` checkbox. - -.. figure:: packaging/route.png - :align: center - :alt: Create route for a packaging. - - Route with "Packagings" selected, with "Products" and "Warehouses" not selected. - -.. _inventory/product_management/route-on-packaging: - -Apply route on packaging ------------------------- - -Then, to apply the route, go to :menuselection:`Inventory app --> Products --> Products`, and select -the product that uses packaging. - -In the product form, switch to the :guilabel:`Inventory` tab. In the :guilabel:`Packaging` section -that contains :ref:`configured packagings `, click the -|adjust| icon. Tick the :guilabel:`Routes` checkbox to make the column visible in the -:guilabel:`Packaging` table. - -In the :guilabel:`Routes` field, select the packaging-specific route. Repeat these steps for all -packaging intended to use the route. - -.. image:: packaging/apply-route.png - :align: center - :alt: Set route on a packaging. - diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-purchase-packaging.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-purchase-packaging.png new file mode 100644 index 0000000000..8dd35c893e Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-purchase-packaging.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-purchase-packagings.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-purchase-packagings.png new file mode 100644 index 0000000000..00acb21001 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-purchase-packagings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-sales-packagings.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-sales-packagings.png new file mode 100644 index 0000000000..f112903b07 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/create-sales-packagings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/enable-packagings.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/enable-packagings.png index ba62fefc11..3cfa894de7 100644 Binary files a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/enable-packagings.png and b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/enable-packagings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/packagings-sales-order.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/packagings-sales-order.png index 9e7ec1082f..dd2e9de09e 100644 Binary files a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/packagings-sales-order.png and b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/packagings-sales-order.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/packagings.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/packagings.png index d946324815..91fa3be758 100644 Binary files a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/packagings.png and b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/packagings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/product-sales-packaging.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/product-sales-packaging.png new file mode 100644 index 0000000000..980c6f0fab Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/product-sales-packaging.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/reserve-packaging.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/reserve-packaging.png index 7f22ea4fcf..efca0526af 100644 Binary files a/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/reserve-packaging.png and b/content/applications/inventory_and_mrp/inventory/product_management/configure/packaging/reserve-packaging.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst index e44dae4bcb..f1aea29564 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst @@ -11,8 +11,8 @@ movement based on specific conditions. - :doc:`Standard routes in Odoo <../daily_operations>` .. note:: - Routes are applicable on products, product categories, shipping methods, :ref:`packagings - `, and on the sales order line. + Routes are applicable on products, product categories, shipping methods, and on the sales order + line. About routes and terminology ============================ @@ -146,9 +146,6 @@ to only apply on a specific :guilabel:`Company`. This is useful for multi-compan example, a user can have a company and warehouse in Country A and a second company and warehouse in Country B. -.. seealso:: - :ref:`Applicable on packagings ` - .. image:: use_routes/routes-example.png :align: center :alt: View of a route example applicable on product categories and warehouses.