[FW][IMP] barcode: split docs + hone in on language

content/applications/inventory_and_mrp/barcode/operations.rst

@@ -13,3 +13,4 @@ Daily operations
    operations/transfers_scratch
    operations/barcode_nomenclature
    operations/gs1_nomenclature
+   operations/gs1_usage

content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst

@@ -0,0 +1,236 @@
+=================
+GS1 barcode usage
+=================
+
+.. _barcode/operations/gs1_usage:
+
+.. |AI| replace:: :abbr:`A.I. (Application Identifier)`
+.. |GTIN| replace:: :abbr:`GTIN (Global Trade Item Number)`
+
+GS1 barcodes provide a standardized format that barcode scanners can interpret. They encode
+information in a :ref:`specific structure recognized globally <barcode/operations/gs1>`, allowing
+scanners to understand and process supply chain data consistently.
+
+Odoo *Barcode* interprets and prints GS1 barcodes, automating product identification and tracking
+in warehouse operations such as receiving, picking, and shipping.
+
+The following sections contain examples of how Odoo uses GS1 barcodes provided by the business to
+identify common warehouse items and automate certain warehouse workflows.
+
+.. important::
+   Odoo **does not** create GS1 barcodes. Businesses must purchase a unique Global Trade Item Number
+   (GTIN) from GS1. Then, they can combine their existing GS1 barcodes with product and supply chain
+   information (also provided by GS1) to create barcodes in Odoo.
+
+.. seealso::
+   - `Purchase GTINs <https://www.gs1.org/standards/get-barcodes>`_
+   - :ref:`GS1 nomenclature <barcode/operations/gs1>`
+
+.. _barcode/operations/gs1-lots:
+
+Configure barcodes for product, quantity, and lots
+==================================================
+
+To build a GS1 barcode that contains information about a product, its quantities, and the lot
+number, the following barcode patterns and Application Identifiers (A.I.) are used:
+
++------------+--------------------------+------+----------------------------------+------------------------------------------+
+|    Name    |        Rule Name         | A.I. |       Barcode Pattern            |              Field in Odoo               |
++============+==========================+======+==================================+==========================================+
+| Product    | Global Trade Item Number | 01   | (01)(\\d{14})                    | :guilabel:`Barcode` field on product form|
+|            | (GTIN)                   |      |                                  |                                          |
++------------+--------------------------+------+----------------------------------+------------------------------------------+
+| Quantity   | Variable count of items  | 30   | (30)(\\d{0,8})                   | :guilabel:`Units` field on transfer form |
++------------+--------------------------+------+----------------------------------+------------------------------------------+
+| Lot Number | Batch or lot number      | 10   | (10)([!"%-/0-9:-?A-Z_a-z]{0,20}) | :guilabel:`Lot` on Detailed Operations   |
+|            |                          |      |                                  | pop-up                                   |
++------------+--------------------------+------+----------------------------------+------------------------------------------+
+
+.. _barcode/operations/lot-setup:
+
+Configuration
+-------------
+
+First, :ref:`enable product tracking using lots <inventory/management/track_products_by_lots>` by
+navigating to :menuselection:`Inventory app --> Configuration --> Settings`, and checking the box
+for :guilabel:`Lots & Serial Numbers` under the :guilabel:`Traceability` heading.
+
+Then, set up the product barcode by navigating to the intended product form in
+:menuselection:`Inventory app --> Products --> Products` and selecting the product. On the product
+form, click :guilabel:`Edit`. Then, in the :guilabel:`General Information` tab, fill in the
+:guilabel:`Barcode` field with the unique 14-digit `Global Trade Item Number (GTIN)
+<https://www.gs1.org/standards/get-barcodes>`_, which is a universally recognized identifying number
+that is provided by GS1.
+
+.. important::
+   On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, as it is only used to
+   encode multiple barcodes into a single barcode that contains detailed information about the
+   package contents.
+
+.. example::
+
+   To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit |GTIN|
+   `20611628936004` in the :guilabel:`Barcode` field on the product form.
+
+   .. image:: gs1_usage/barcode-field.png
+      :align: center
+      :alt: Enter 14-digit GTIN into the Barcode field on product form.
+
+.. tip::
+   To view a list of *all* products and their corresponding barcodes in the Odoo database, navigate
+   to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Barcode`
+   heading, click on the :guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode
+   Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` column, then click
+   :guilabel:`Save`.
+
+   .. image:: gs1_usage/product-barcodes-page.png
+      :align: center
+      :alt: View the Product Barcodes page from inventory settings.
+
+.. _barcode/operations/lot-setup-on-product:
+
+After activating tracking by lots and serial numbers from the settings page, specify that this
+feature is to be applied on each product by navigating to the :guilabel:`Inventory` tab on the
+product form. Under :guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button.
+
+.. image:: gs1_usage/track-by-lots.png
+   :align: center
+   :alt: Enable product tracking by lots in the "Inventory" tab of the product form.
+
+Scan barcode on receipt
+-----------------------
+
+To ensure accurate lot interpretation in Odoo on product barcodes scanned during a receipt
+operation, navigate to the :menuselection:`Barcode` app to manage the :ref:`receipt picking process
+<barcode/operations/scan-received-products>`.
+
+From the :guilabel:`Barcode Scanning` dashboard, click the :guilabel:`Operations` button, then the
+:guilabel:`Receipts` button to view the list of vendor receipts to process. Receipts generated from
+:abbr:`POs (Purchase Orders)` are listed, but new receipt operations can also be created directly
+through the :menuselection:`Barcode` app using the :guilabel:`Create` button.
+
+On the list of receipts, click on the warehouse operation (`WH/IN`) and scan product barcodes and
+lot numbers with a barcode scanner. The scanned product then appears on the list. Use the
+:guilabel:`✏️ (pencil)` button to open a window and manually enter quantities for specific lot
+numbers.
+
+.. example::
+   After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to the associated receipt
+   in the *Barcode* app.
+
+   Scan the barcode containing the |GTIN|, quantity, and lot number. For testing with a barcode
+   scanner, below is an example barcode for the fifty Fuji apples in Lot 2.
+
+   .. list-table::
+      :widths: 50 50
+      :header-rows: 1
+      :stub-columns: 1
+
+      * - 50 Fuji apples in Lot0002
+        -
+      * - 2D Matrix
+        - .. image:: gs1_usage/fuji-apples-barcode.png
+             :alt: 2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number.
+      * - |AI| (product)
+        - 01
+      * - GS1 Barcode (product)
+        - 20611628936004
+      * - |AI| (quantity)
+        - 30
+      * - GS1 Barcode (quantity)
+        - 00000050
+      * - |AI| (lot)
+        - 10
+      * - GS1 Barcode (lot #)
+        - LOT0002
+      * - Full GS1 barcode
+        - 01206116289360043 000000050 10LOT0002
+
+   :ref:`If the configuration is correct <barcode/operations/troubleshooting>`, `50/50`
+   :guilabel:`Units` processed will be displayed and the :guilabel:`Validate` button turns green.
+   Click the :guilabel:`Validate` button to complete the reception.
+
+   .. image:: gs1_usage/receive-50-apples.png
+      :align: center
+      :alt: Scan the barcode for a product on the reception picking page in the *Barcode* app.
+
+.. _barcode/operations/quantity-ex:
+
+Configure barcode for product and non-unit quantity
+===================================================
+
+To build a GS1 barcode that contains products measured in a non-unit quantity, like kilograms, for
+example, the following barcode patterns are used:
+
++-------------+--------------------------+----------+--------------------+----------------------------+
+|    Name     |        Rule Name         |   A.I.   |  Barcode Pattern   |       Field in Odoo        |
++=============+==========================+==========+====================+============================+
+| Product     | Global Trade Item Number | 01       | (01)(\\d{14})      | :guilabel:`Barcode` field  |
+|             | (GTIN)                   |          |                    | on product form            |
++-------------+--------------------------+----------+--------------------+----------------------------+
+| Quantity in | Variable count of items  | 310[0-5] | (310[0-5])(\\d{6}) | :guilabel:`Units` field on |
+| kilograms   |                          |          |                    | transfer form              |
++-------------+--------------------------+----------+--------------------+----------------------------+
+
+Scan barcode on receipt
+-----------------------
+
+To confirm that quantities are correctly interpreted in Odoo, place an order in the *Purchase* app
+using the appropriate unit of measure (:guilabel:`UoM`) for the quantity of products to be
+purchased.
+
+.. seealso::
+   :ref:`Simplify vendor unit conversions with UoMs <inventory/management/uom-example>`
+
+After the order is placed, navigate to the :menuselection:`Barcode` app to :ref:`receive the vendor
+shipment <barcode/operations/scan-received-products>`.
+
+.. example::
+   On the receipt in the *Barcode* app, receive an order for `52.1 kg` of peaches by scanning the
+   barcode containing the |GTIN| and quantity of peaches in kilograms.
+
+   .. list-table::
+      :widths: 50 50
+      :header-rows: 1
+      :stub-columns: 1
+
+      * - 52.1 kg of Peaches
+        -
+      * - 2D Matrix
+        - .. image:: gs1_usage/peaches-barcode.png
+             :alt: 2D matrix of GS1 barcode of 52.1 kg of peaches.
+      * - |AI| (product)
+        - 01
+      * - GS1 Barcode (product)
+        - 00614141000012
+      * - |AI| (kg, 1 decimal point)
+        - 3101
+      * - GS1 Barcode (quantity)
+        - 000521
+      * - Full GS1 barcode
+        - 0100614141000012 3101000521
+
+   :ref:`If the configuration is correct <barcode/operations/troubleshooting>`, `52.1 / 52.1`
+   :guilabel:`kg` will be displayed and the :guilabel:`Validate` button turns green. Finally, press
+   :guilabel:`Validate` to complete the validation.
+
+   .. image:: gs1_usage/scan-barcode-peaches.png
+      :align: center
+      :alt: Scan barcode screen for a reception operation in the Barcode app.
+
+Verify product moves
+====================
+
+For additional verification, the quantities of received products are also recorded on the
+:guilabel:`Product Moves` report, accessible by navigating to :menuselection:`Inventory app -->
+Reporting --> Product Moves`.
+
+The items on the :guilabel:`Product Moves` report are grouped by product by default. To confirm the
+received quantities, click on a product line to open its collapsible drop-down menu, which displays
+a list of *stock move lines* for the product. The latest stock move matches the warehouse reception
+reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode scan, demonstrating that
+the records processed in the *Barcode* app were properly stored in *Inventory*.
+
+.. image:: gs1_usage/stock-moves-peach.png
+   :align: center
+   :alt: Reception stock move record for 52.1 kg of peaches.