[IMP] Inventory: bring packaging current

closes odoo/documentation#15068

Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>
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erjer-odoo
2025-10-27 13:28:47 -07:00
parent 6642e85cc8
commit a76ee3a9ed
10 changed files with 37 additions and 87 deletions

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@@ -20,19 +20,19 @@ Configuration
============= =============
To use packagings, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then, To use packagings, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then,
under the :guilabel:`Products` heading, enable the :guilabel:`Product Packagings` feature, and click under the :guilabel:`Products` heading, enable the :guilabel:`Units of Measure & Packagings`
:guilabel:`Save`. feature, and click :guilabel:`Save`.
.. image:: packaging/enable-packagings.png .. image:: packaging/enable-packagings.png
:align: center :align: center
:alt: Enable packagings by selecting "Product Packagings". :alt: Enable packagings by selecting Units of Measure & Packagings.
.. _inventory/product_management/packaging-setup: .. _inventory/product_management/packaging-setup:
Create packaging 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. page.
From product form From product form
@@ -41,50 +41,53 @@ From product form
Create packagings on a product form by going to :menuselection:`Inventory app --> Products --> Create packagings on a product form by going to :menuselection:`Inventory app --> Products -->
Products`, and select the desired product. Products`, and select the desired product.
Under the :guilabel:`Inventory` tab, scroll down to the :guilabel:`Packaging` section, and click To specify a sales packaging, open the :guilabel:`Sales` tab, then specify :guilabel:`Packagings` in
:guilabel:`Add a line`. In the table, fill out the following fields: 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. packaging option for the product.
- :guilabel:`Contained quantity` (required): amount of product in the packaging. - :guilabel:`Quantity` (required): amount of product in the packaging.
- :guilabel:`Unit of Measure` (required): measurement unit for quantifying the product. - :guilabel:`Reference Unit` (required): measurement unit for quantifying the product.
- :guilabel:`Sales`: check this option for packagings intended for use on sales orders. - :guilabel:`Package Type`: package type used to set custom dimensions and limits. See
- :guilabel:`Purchase`: check this option for packagings intended for use on purchase orders. :ref:`package type <inventory/warehouses_storage/package-type>` to learn more.
- :guilabel:`Barcodes`: identifier for tracing packaging in stock moves or pickings, using the
.. 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.
- :guilabel:`Barcode`: identifier for tracing packaging in stock moves or pickings, using the
:ref:`Barcode app <barcode/operations/intro>`. Leave blank if not in use. :ref:`Barcode app <barcode/operations/intro>`. 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. .. image:: packaging/create-sales-packagings.png
:alt: Create a new packaging in the Create Packagings box.
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:: .. example::
To create a packaging type for six units of the product, `Grape Soda`, begin by clicking To create a purchase 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:`Add a line` in the :guilabel:`Purchase` tab. Specify a :guilabel:`Vendor`. Specify
:guilabel:`Contained quantity` to `6`. Repeat this process for additional packagings. `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 .. image:: packaging/create-purchase-packagings.png
:align: center :alt: Create purchase packagings for product.
:alt: Create 6-pack case for product.
From product packagings page From units & packagings page
---------------------------- ----------------------------
To view all packagings that have been created, go to :menuselection:`Inventory app --> Configuration 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 list of all packagings that have been created for all products. Create new packagings by clicking
:guilabel:`New`. :guilabel:`New`.
.. example:: .. example::
Two soda products, `Grape Soda` and `Diet Coke`, have three types of packagings configured. On 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. products, as a `12-Pack` of 12 products, or as a `Case` of 32 products.
.. image:: packaging/packagings.png .. image:: packaging/packagings.png
:align: center
:alt: List of different packagings for products. :alt: List of different packagings for products.
Partial reservation Partial reservation
@@ -96,7 +99,7 @@ flexibility expedites order fulfillment by allowing the immediate shipment of av
awaiting the rest. awaiting the rest.
To configure packaging reservation methods, go to :menuselection:`Inventory app --> Configuration 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` 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`. 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 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 used for the product. The chosen packaging is displayed on the :abbr:`SO (Sales Order)` under the
:guilabel:`Packaging` field. :guilabel:`Units` field.
.. example:: .. example::
18 cans of the product, `Grape Soda`, is packed using three 6-pack packagings. 18 cans of the product, `Grape Soda`, is packed using three 6-pack packagings.
.. image:: packaging/packagings-sales-order.png .. image:: packaging/packagings-sales-order.png
:align: center
:alt: Assign packagings on the Sales Order Line. :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 <inventory/product_management/packaging-setup>`, 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.

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@@ -11,8 +11,8 @@ movement based on specific conditions.
- :doc:`Standard routes in Odoo <../daily_operations>` - :doc:`Standard routes in Odoo <../daily_operations>`
.. note:: .. note::
Routes are applicable on products, product categories, shipping methods, :ref:`packagings Routes are applicable on products, product categories, shipping methods, and on the sales order
<inventory/product_management/route-on-packaging>`, and on the sales order line. line.
About routes and terminology 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 example, a user can have a company and warehouse in Country A and a second company and warehouse in
Country B. Country B.
.. seealso::
:ref:`Applicable on packagings <inventory/product_management/packaging-route>`
.. image:: use_routes/routes-example.png .. image:: use_routes/routes-example.png
:align: center :align: center
:alt: View of a route example applicable on product categories and warehouses. :alt: View of a route example applicable on product categories and warehouses.