[IMP] Barcode: Process receipts and deliveries

closes odoo/documentation#16453

X-original-commit: d7e4cc41ec
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>

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

@@ -4,199 +4,203 @@ Process receipts and deliveries with barcodes
 
 .. _barcode/operations/intro:
 
-The *Barcode* app can be used to process receipts, deliveries, and other types of operations in real
-time using a barcode scanner or the Odoo mobile app.
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+
+The **Barcode** app can be used to process receipts, deliveries, and other types of operations in
+real time using a barcode scanner or the Odoo mobile app.
 
 This makes it possible to process operations on the warehouse floor when they happen, instead of
-having to wait to validate transfers from a computer. Processing operations this way can help to
-properly attribute barcodes to the appropriate products, pickings, locations, and more.
+having to wait to validate transfers from a computer. This real-time processing ensures barcodes are
+accurately assigned to the correct products, packaging, transfers, locations, and more, reducing
+errors and keeping inventory data in sync.
 
 Enable Barcode app
 ==================
 
-To use the *Barcode* app to process transfers, it must be installed by enabling the feature from the
-settings of the *Inventory* app.
+To use the **Barcode** app to process transfers, it must be installed by enabling the feature from
+the settings of the **Inventory** app.
 
-To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down
-to the :guilabel:`Barcode` section, and click the checkbox next to the :guilabel:`Barcode Scanner`
+To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll
+down to the *Barcode* section, and select the checkbox next to the :guilabel:`Barcode Scanner`
 feature.
 
-Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes.
+After the checkbox is selected, click :guilabel:`Save` at the top of the page to save changes.
 
-Once the page has refreshed, new options will be displayed under the :guilabel:`Barcode Scanner`
-feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu), where either
-:guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected.
+After the page has refreshed, a new option is displayed under the :guilabel:`Barcode Scanner`
+feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu). Select either:
+
+- :guilabel:`Default Nomenclature`: The barcode actions using UPC and EAN, detailed in the default
+  nomenclature list, are available for use. By default, Odoo automatically handles UPC/EAN
+  conversion.
+- :guilabel:`Default GS1 Nomenclature`: Scan barcodes of sealed boxes and identify essential product
+  information, such as Global Trade Item Numbers (GTINs), lot number, quantity information, and
+  more.
 
 There is also a :guilabel:`Configure Product Barcodes` internal link arrow, and a set of
-:guilabel:`Print` buttons for printing barcode commands and a barcode demo sheet.
+:guilabel:`Print` buttons for printing barcode commands and operation types, as well as a barcode
+demo sheet.
 
 .. image:: receipts_deliveries/receipts-deliveries-barcode-setting.png
-   :align: center
    :alt: Enabled Barcode feature in Inventory app settings.
 
-For more on setting up and configuring the :guilabel:`Barcode` app, refer to the :doc:`Set up your
-barcode scanner <../setup/hardware>` and :doc:`Activate the Barcodes in Odoo <../setup/software>`
-documentation pages.
+.. seealso::
+   - :doc:`barcode_nomenclature`
+   - :doc:`gs1_nomenclature`
+   - :doc:`../setup/hardware`
+   - :doc:`../setup/software`
 
 .. _barcode/operations/scan-received-products:
 
 Scan barcodes for receipts
 ==========================
 
-To process warehouse receipts for incoming products, there first needs to be a purchase order (PO)
-created, and a receipt operation to process.
+Purchase orders (POs) are used to process warehouse receipts for incoming products and product
+packagings. First, create a request for quotation, then confirm it to create a |PO|.
 
-To create a :abbr:`PO (purchase order)`, navigate to the :menuselection:`Purchase app --> Create` to
-create a new request for quotation (RFQ).
+.. seealso::
+   :doc:`../../purchase/manage_deals/rfq`
 
-From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down menu next to the
-:guilabel:`Vendor` field to add a vendor. Then, on the :guilabel:`Product` line under the
-:guilabel:`Products` tab, click :guilabel:`Add a product`, and select the desired product(s) to add
-to the quotation.
+To process and scan barcodes for warehouse receipts, navigate to the **Barcode** app.
 
-Once ready, click :guilabel:`Save` at the top of the form, then click :guilabel:`Confirm Order` to
-confirm the :abbr:`RFQ (request for quotation)` to a :abbr:`PO (purchase order)`.
-
-.. image:: receipts_deliveries/receipts-deliveries-purchase-order.png
-   :align: center
-   :alt: Completed purchase order for barcode product.
-
-To process and scan barcodes for warehouse receipts, navigate to the :menuselection:`Barcode app`.
-
-Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different
-options is presented. To process receipts, click on the :guilabel:`Operations` button at the bottom
-of the screen. This navigates to an :menuselection:`Operations` overview page.
+Once inside the **Barcode** app, a :guilabel:`Barcode Scanner` screen displaying different options
+is presented.
 
 .. image:: receipts_deliveries/receipts-deliveries-barcode-scanner.png
-   :align: center
    :alt: Barcode app start screen with scanner.
 
-From this page, locate the :guilabel:`Receipts` card, and click the :guilabel:`# To Process` button
-to view all outstanding receipts. Then, select the desired receipt operation to process. This
-navigates to the barcode transfer screen.
+To process receipts, click the :guilabel:`Operations` button at the bottom of the screen. The
+:guilabel:`Operations` overview page opens.
+
+From this page, tap the :guilabel:`Receipts` card to view all outstanding receipts. Then, select the
+desired receipt operation to process. This navigates to the barcode transfer screen.
 
 .. note::
-   If *only* using a barcode scanner or the Odoo mobile app, the barcodes for each transfer of a
-   corresponding operation type can be scanned to be processed easily. Once scanned, the products
-   that are part of an existing transfer can be scanned, and new products can be added to the
-   transfer, as well. Once all products have been scanned, validate the transfer to proceed with the
-   stock moves.
+   If *only* using a barcode scanner or the Odoo mobile app, scan each barcode transfer for the
+   corresponding operation type to process them. Once scanned, the products that are part of an
+   existing transfer can be scanned, and new products can be added to the transfer, as well. Once
+   all products have been scanned, validate the transfer to proceed with the stock moves.
 
 From this screen, an overview of all receipts to process within that transfer (**WH/IN/000XX**) is
 shown. At the bottom of the screen, there are options to :guilabel:`Add Product` or
-:guilabel:`Validate`, depending on if products need to be added to the operation, or if the whole
-operation should be validated at once.
+:guilabel:`Validate`, depending on whether products need to be added to the operation, or if the
+whole operation should be validated at once. If the *Packages* setting is enabled in the Inventory
+settings, the :guilabel:`Put in Pack` button is also available.
 
 .. image:: receipts_deliveries/receipts-deliveries-scanner-overview.png
-   :align: center
    :alt: Overview of receipts in transfer to scan.
 
-To process and scan each product individually, choose a specific product line. The :guilabel:`+#`
-button (in this case, :guilabel:`+10`) can be clicked to indicate receipt of that product, or the
-:guilabel:`pencil` icon can be clicked to open a new screen to edit that product line.
+To process and scan each product individually, scan a product or product packaging, or choose a
+specific product line. Click the :guilabel:`+#` button (for example, `+10`) to indicate receipt of
+that product.
 
-From this screen, the product that's being received is listed. Under the product name, the
-:guilabel:`Quantity` line can be edited. Either change the `0` in the line to the desired quantity,
-or click the :guilabel:`/# Units` button (in this case, :guilabel:`/10 Units`) to automatically fill
-the quantity ordered from the :abbr:`PO (purchase order)`.
+Editing a product line
+----------------------
 
-.. example::
-   In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode Product` is expected to be
-   received. `[BARCODE_PROD]` is the :guilabel:`Internal Reference` set on the product form. Scan
-   the barcode of the `Barcode Product` to receive one unit. Afterwards, click the
-   :guilabel:`pencil` icon to manually enter the received quantities.
+To manually adjust received quantities for a product, click the :icon:`fa-pencil`
+:guilabel:`(pencil)` icon to open a new screen to edit that product line.
 
-   .. image:: receipts_deliveries/receipts-deliveries-product-line-editor.png
-      :align: center
-      :alt: Product line editor for individual transfer in Barcode app.
+On this screen, the product that's being received is listed. Under the product name, edit the
+:guilabel:`Quantity` line. Change the `0.00` in the line to the desired quantity, or click the
+:guilabel:`+#` button (for example, `+12`) to automatically fill the quantity ordered from the |PO|.
 
-Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract
-quantity of the product, and the :guilabel:`number keys` can be used to add quantity, as well.
+Additionally, click the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract quantity of the
+product. Click the product packaging button (for example, `6-pack`) to add a product packaging.
+Click the number keys to add quantity.
 
-Below the :guilabel:`number keys` is the :guilabel:`location` line, which reads `WH/Stock` by
-default, unless another *location* is listed on the product itself. Click this line to reveal a
-drop-down menu of additional locations to choose from.
+Below the quantity buttons is the :guilabel:`Location` line, which reads `WH/Stock` by default,
+unless another *location* is listed on the product itself. Click this line to reveal a drop-down
+menu of additional locations to choose from.
 
 Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
 
-Then, from the overview page with all receipts to process within that transfer (**WH/IN/000XX**),
-click the :guilabel:`+#` button on the product line for the products being received, and click
-:guilabel:`Validate`. The receipt has now been processed, and the :guilabel:`Barcode app` can be
-closed out.
+.. example::
+   In the reception operation `WH/IN/00013`, `12 Units` of the `Soda Can` product is expected to be
+   received. `[SODA-SINGLE-CAN]` is the barcode set on the product form. Warehouse employees can
+   scan the barcode of the `Soda Can` product to receive one unit, or because they can be purchased
+   in 6-pack packaging, they can scan the packaging barcode. Alternatively, they can click the
+   :icon:`fa-pencil` :guilabel:`(pencil)` icon to manually enter the received quantities.
+
+   .. image:: receipts_deliveries/receipts-deliveries-product-line-editor.png
+      :alt: Product line editor for individual transfer in Barcode app.
+
+Validating the transfer
+-----------------------
+
+If not all products were scanned or manually entered from the pencil icon, click the :guilabel:`+#`
+button on the product line for the products being received, or scan the product or product packaging
+barcode.
+
+Finally, click :guilabel:`Validate`. The receipt is processed, and the **Barcode** app can be
+closed.
 
 .. image:: receipts_deliveries/receipts-deliveries-validate-transfer.png
-   :align: center
    :alt: Overview of receipts in transfer to validate.
 
 Scan barcodes for delivery orders
 =================================
 
-To process warehouse deliveries for outgoing products, there first needs to be a sales order (SO)
-created, and a delivery operation to process.
+To process warehouse deliveries for outgoing products, a sales order (SO) must be created to create
+a delivery operation to process. First, create a quotation, then confirm it to create the |SO|.
 
-To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales app --> Create` to
-create a new quotation.
+.. seealso::
+   :doc:`../../../sales/sales/sales_quotations/create_quotations`
 
-From the blank quotation form, click the drop-down menu next to the :guilabel:`Customer` field to
-add a customer. Then, on the :guilabel:`Product` line under the :guilabel:`Order Lines` tab, click
-:guilabel:`Add a product`, and select the desired product(s) to add to the quotation.
+To process and scan barcodes for warehouse deliveries, navigate to the :menuselection:`Barcode` app.
 
-Once ready, click :guilabel:`Save` at the top of the form, and click :guilabel:`Confirm Order` to
-confirm the quotation to a :abbr:`SO (sales order)`.
+In the **Barcode** app, a :guilabel:`Barcode Scanner` screen displaying different options opens. To
+process deliveries, click the :guilabel:`Operations` button at the bottom of the screen. This opens
+an :guilabel:`Operations` overview page.
 
-.. image:: receipts_deliveries/receipts-deliveries-sales-order.png
-   :align: center
-   :alt: Completed sales order for barcode product.
-
-To process and scan barcodes for warehouse deliveries, navigate to the :menuselection:`Barcode app`.
-
-Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different
-options is presented. To process deliveries, click on the :guilabel:`Operations` button at the
-bottom of the screen. This navigates to an :guilabel:`Operations` overview page.
-
-From this page, locate the :guilabel:`Delivery Orders` card, and click the :guilabel:`# To Process`
-button to view all outstanding deliveries. Then, select the desired delivery order to process. This
-navigates to the barcode transfer screen.
+On this page, click the :guilabel:`Delivery Orders` card to view all outstanding deliveries.
 
 .. image:: receipts_deliveries/receipts-deliveries-operations-page.png
-   :align: center
    :alt: Operations overview page in Barcode app dashboard.
 
-From this screen, an overview of all deliveries to process within that transfer (**WH/OUT/000XX**)
-is shown. At the bottom of the screen, there are options to :guilabel:`Add Product` or
-:guilabel:`Validate`, depending on if products need to be added to the operation, or if the whole
-operation should be validated at once.
+Select the desired delivery order to process. This navigates to the barcode transfer screen.
 
-To process and scan each product individually, choose a specific product line. The :guilabel:`+1`
-button can be clicked to indicate delivery of that product, or the :guilabel:`pencil icon` can be
-clicked to open a new screen to edit that product line.
+On this screen, first scan the source location of the products to deliver. Then, review the overview
+of all products and packagings to process within that transfer (**WH/OUT/000XX**). At the bottom of
+the screen, there are buttons to :guilabel:`Add Product` or :guilabel:`Validate`, depending on
+whether products need to be added to the operation, or if the whole operation should be validated at
+once.
 
-From this screen, the product that's being delivered is listed. Under the product name, the
-:guilabel:`Quantity` line can be edited. Either change the `0` in the line to the desired quantity,
-or click the :guilabel:`/# Units` button (in this case, :guilabel:`/10 Units`) to automatically fill
-the quantity ordered from the :abbr:`SO (sales order)`.
+To process and scan each product individually, choose a specific product line. Scan a product or
+product packaging, or click the :guilabel:`+#` (for example, `+6`) button to indicate delivery of
+that product.
 
-Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract
-quantity of the product, and the :guilabel:`number keys` can be used to add quantity, as well.
+Editing a product line
+----------------------
 
-Below the :guilabel:`number keys` is the :guilabel:`location` line, which reads `WH/Stock` by
-default, unless another location is listed on the product itself.
+To manually adjust quantities for a product, click the :icon:`fa-pencil` :guilabel:`(pencil)` icon
+to open a new screen to edit that product line.
 
-This is the location that the product is being pulled from for delivery. Click this line to reveal a
-drop-down menu of additional locations to choose from (if this product is stored in multiple
-locations in the warehouse).
+The product that's being delivered is listed on this screen. Under the product name, edit the
+:guilabel:`Quantity` line. Change the `0.00` in the line to the desired quantity, or click the
+:guilabel:`+#` button (for example, `+6`) to automatically fill the quantity ordered from the |SO|.
+If the product is sold in a packaging, click the packaging button (for example, `6-pack`).
+Alternatively, click the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract quantity of
+the product.
+
+Below the quantity buttons is the :guilabel:`Source Location` line, which reads `WH/Stock` by
+default, unless the product is stored in a different location. This is the location that the product
+is being pulled from for delivery. Click this line to reveal a menu of additional locations to
+choose from (if this product is stored in multiple locations in the warehouse).
 
 .. tip::
    For warehouses that have multiple different storage locations, putaway rules, and removal
-   strategies, additional steps can be added for various operation types, while using the *Barcode*
-   app.
+   strategies, additional steps can be added for various operation types, while using the
+   **Barcode** app.
 
-Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
+When ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
 
-Then, from the overview page with all receipts to process within that transfer (**WH/OUT/000XX**),
-click the :guilabel:`+#` button on the product line for the products being received, and click
-:guilabel:`Validate`. The delivery has now been processed, and the *Barcode* app can be closed out.
+Validating the delivery
+-----------------------
+
+If not all products or product packagings have been scanned or entered on the overview page, scan
+the products or packagings, or click the :guilabel:`+#` button on the product line for the products.
+Finally, click :guilabel:`Validate`. The delivery is processed, and the **Barcode** app can be
+closed.
 
 .. image:: receipts_deliveries/receipts-deliveries-validate-delivery.png
-   :align: center
    :alt: Overview of deliveries in transfer to validate.