[IMP] Inventory: updating second person and images, add clarity

feku-review-add-headings-and-extra-reference

closes #5454

X-original-commit: 6cb2ed8
Signed-off-by: Felicia Kuan (feku) <[email protected]>
Co-authored-by: ksc-odoo <[email protected]>
Co-authored-by: Sam Lieber (sali) <[email protected]>
Co-authored-by: Zachary Straub <[email protected]>

Author: 4 people

content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst

@@ -2,6 +2,8 @@
 Process to Transfers
 ====================
 
+.. _barcode/operations/intro:
+
 Simple Transfers
 ================
 

content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst

@@ -2,6 +2,8 @@
 Activate the Barcodes in Odoo
 =============================
 
+.. _inventory/barcode/software:
+
 The barcode scanning features can save you a lot of time usually lost
 switching between the keyboard, the mouse and the scanner. Properly
 attributing barcodes to products, pickings locations, etc. allows you to

content/applications/inventory_and_mrp/inventory/management/products/uom.rst

@@ -2,6 +2,8 @@
 Use different units of measure
 ==============================
 
+.. _inventory/management/products/units_of_measure:
+
 In some cases, handling products in different units of measure is necessary. For example, a
 business can buy products from a country that uses the metric system, and then sell those products
 in a country that uses the imperial system, so the business needs to convert the units. Another

content/applications/inventory_and_mrp/inventory/management/products/usage.rst

@@ -1,71 +1,245 @@
-====================================================================
-When Should you Use Packages, Units of Measure or Special Packaging?
-====================================================================
+==========================================
+Units of measure, packages, and packagings
+==========================================
+
+In Odoo, there are a variety of ways to specify the amount of products being bought, stocked, and
+sold. *Units of measure*, *packages*, and *packagings* are all available to streamline inventory
+flows, allowing for a variety of configurations for products as they enter and leave the warehouse.
 
 Units of measure
 ================
 
-Units of measure specify the unit used to handle a product. In Odoo, you have the possibility to
-specify the unit of measure in which you manage your stock and the one which is used when
-purchasing the product to your supplier.
+A *unit of measure (UoM)* refers to any of the different standards used to measure and handle a
+quanitifiable amount of products, such a units, weight, time, or size. Different :abbr:`UoMs (Units
+of Measure)` for weight, for example, can be kilos, pounds, ounces, grams, and so on.
+
+In Odoo, stock management and purchasing from suppliers are streamlined by specifying different
+:abbr:`UoMs (Units of Measure)` for both buying and selling products.
 
-.. image:: usage/uom-product-setting.png
+.. image:: usage/uom-on-product-form.png
    :align: center
-   :alt: Specify unit of measure for handling a product vs. when it's purchased.
+   :alt: Specify unit of measure for selling a product vs purchasing.
+
+Once a product has a default :guilabel:`Unit of Measure` and :guilabel:`Purchase Unit of Measure`
+set on the product form, Odoo automatically converts the different units in the product's
+purchase/sales orders and the corresponding delivery orders/receipts.
+
+The only condition is that all of the units have to be in the *same category* (unit, weight, volume,
+length, etc.).
+
+.. example::
+   On the product form for `Rope`, the following fields are set as:
+
+   - :guilabel:`Unit of Measure` in `ft` (feet), and
+   - :guilabel:`Purchase Unit of Measure` in `cm` (centimeters).
+
+   Because the vendor sells rope in `cm`, the purchase :guilabel:`UoM` is used to represent the
+   quantity on the :abbr:`PO (Purchase Order)`, which is also in centimeters.
 
-Once a product has a :guilabel:`Unit of Measure` and a :guilabel:`Purchase UoM` set on the product
-form, Odoo can automatically convert the different units in the product's purchase/sales orders and
-the orders' respective delivery orders/receipts. The only condition is that all the units have to
-be in the *same category* (Unit, Weight, Volume, Length, etc.).
+   .. image:: usage/purchase-rope-in-cm.png
+      :align: center
+      :alt: Display purchase order for the product, rope, in centimeters.
 
-For example, a product can have its :guilabel:`Unit of Measure` set to `feet (ft)` and its
-:guilabel:`Purchase UoM` set to `centimeters (cm)`. When a purchase order (PO) is created for that
-product, it will list the quantity in centimeters. Then, when the PO is confirmed, Odoo
-automatically generates a receipt and converts the centimeters to feet. The receipt will list the
-quantity in feet.
+After confirming the :abbr:`PO (Purchase Order)`, the quantity of product (found under the now
+visible :guilabel:`Demand` column) is converted from the purchase :abbr:`UoM (Unit of Measure)` to
+the :guilabel:`Unit of Measure`. Then, when the product is received by clicking the
+:guilabel:`Validate` button, the quantity in :guilabel:`Done` is automatically adjusted to match the
+:guilabel:`Demand` column.
+
+.. example::
+   On the *receipt* for `Rope`, the quantities are automatically converted from `500 cm` that was
+   requested on the purchase order, to `16.40 ft` to match the internal/stock :guilabel:`Unit of
+   Measure` value.
+
+   .. image:: usage/receive-rope-in-ft.png
+      :align: center
+      :alt: Rope quantity is converted from cm to ft during warehouse reception.
+
+.. seealso::
+   :ref:`Use Different Units of Measure <inventory/management/products/units_of_measure>`
 
 Packages
 ========
 
-A package refers to the physical container that holds one or several products from a picking. For
-example, when a product is ready for delivery, its quantities can be separated into two different
-packages. In Odoo, the quantity of products in each package can be recorded in the database. Make
-sure the :guilabel:`Packages` option is enabled in :menuselection:`Inventory --> Configuration -->
-Settings --> Operations`.
+Packages are a physical container that holds one or several products from a picking, typically used
+for outgoing deliveries or internal transfers. Packages can be a reusable or disposable (shipping)
+box, and are **not** specific to a product.
 
-On a delivery order, separate the products into different packages by setting the :guilabel:`Done`
-quantity to the desired quantity in the first package. Then, click :guilabel:`Put in Pack` to
-record the first package. Repeat for each package.
+Reusable boxes temporarily hold products during a picking to be brought to either a packing or
+shipping area. Disposable boxes are the actual shipping containers (e.g. cardboard boxes, envelopes,
+shipping bags, etc). These are used to ship the products out to customers.
 
-.. image:: usage/separate-delivery-into-different-packages.png
-   :align: center
-   :alt: Separate delivery into different packages
+Multiple items in a sales order (SO) can be separated into different packages to accommodate the
+products. For example, an :abbr:`SO (Sales Order)` that has 20 boxes of pencils and 4 boxes of
+erasers can be separated into two separate packages, each containing 10 boxes of pencils and 2 boxes
+of erasers.
+
+.. note::
+   Products do *not* have to be divided equally. Products can be divided into as many packages that
+   are needed to accommodate the :abbr:`SO (Sales Order)`.
+
+In Odoo, the quantity of products in each package needs to be recorded, so there is a full history
+for each product, including which package each item is shipped out in.
+
+To use this method, ensure the :guilabel:`Packages` option is enabled, by navigating to
+:menuselection:`Inventory app --> Configuration --> Settings --> Operations`. Click the
+:guilabel:`Packages` check box, and then :guilabel:`Save` to activate the feature.
+
+On a delivery order, assign which package to use by clicking on the :guilabel:`≣ (Detailed
+Operations)` icon to the right of each product in the :guilabel:`Operations` tab.
 
-.. image:: usage/delivery-package-details.png
+.. image:: usage/detailed-operations-icon.png
    :align: center
-   :alt: Separate delivery package details
+   :alt: Find detailed operations icon to the right on the product line.
+
+Clicking the :guilabel:`≣ (Detailed Operations)` icon of a product reveals a pop-up window. In this
+window, the :guilabel:`Product` name, :guilabel:`Demand`, and :guilabel:`Quantity Done` are clearly
+displayed above the customizable product line.
+
+Here, the warehouse location the product is coming from can be modified, in addition to the
+:guilabel:`Source Package` and :guilabel:`Destination Package`, which represents what package(s) the
+product(s) will be packaged into.
+
+Click :guilabel:`Add a line` to include each additional package used. Enter the desired amount in
+the :guilabel:`Done` field to specify the amount of products that will go into the
+:guilabel:`Destination Package`.
+
+Multiple packages in a single delivery
+--------------------------------------
+
+Although a :abbr:`DO (Delivery Order)` is typically associated with a single package, orders can be
+split by clicking the :guilabel:`≣ (Detailed Operations)` icon next to the products on an :abbr:`SO
+(Sales Order)` line. This opens the :guilabel:`Detailed Operations` window with an editable table to
+specify which products are intended for which package.
+
+.. example::
+   To package 10 boxes of pencils with 2 boxes of erasers from the same :abbr:`SO (Sales Order)`,
+   begin by navigating to the :abbr:`DO (Delivery Order)`. Then, select the :guilabel:`≣ (four
+   horizontal lines)` icon to the right of the product, `Box of Pencils`. Clicking the icon opens
+   the :guilabel:`Detailed Operations` window that is used to detail how products, like the 20 `Box
+   of Pencils`, are packaged.
+
+   Type in `10` under the :guilabel:`Done` field to package 10 products into the
+   :guilabel:`Destination Package`. To specify the destination package, type the name of an existing
+   package (such as `PACK0000006`) under the field, :guilabel:`Destination Package`. If the package
+   does not exist, Odoo displays the :guilabel:`Create` button to create a new package. Click
+   :guilabel:`Add a line` to assign the remaining products in another package, `PACK0000007`.
+
+   .. image:: usage/add-destination-package.png
+      :align: center
+      :alt: Detailed operations pop-up where the amount of product going in a pack can be specified.
+
+   Select :guilabel:`Detailed Operations` on the product line for `Box of Erasers` and similarly set
+   2 :guilabel:`Done` products to `PACK0000006` and `PACK0000007` each.
+
+   .. image:: usage/put-in-pack-button.png
+      :align: center
+      :alt: Put in pack button to match the done amount matches the demand.
+
+Once all the products for each line have been entered, click :guilabel:`Confirm` to return to the
+:abbr:`DO (Delivery Order)`.
+
+The :guilabel:`Done` quantity on the :abbr:`DO (Delivery Order)` updates as products are selected
+for each package. When the :guilabel:`Done` amount matches the :guilabel:`Demand` amount, click the
+:guilabel:`Validate` button to complete the delivery order.
+
+.. tip::
+   The :guilabel:`Put In Pack` button is intended to quickly package all products in the :abbr:`DO
+   (Delivery Order)` into one new package. The option to rename the package, or modify its contents,
+   is available in the :guilabel:`Detailed Operations` pop-up.
+
+Clicking on the :guilabel:`Packages` smart button in the upper-right corner of the delivery order
+reveals a separate page, showing all the packages used in that :abbr:`DO (Delivery Order)`.
 
 Packagings
 ==========
 
-Packaging refers to a standard container that holds several unit of a product. For example, cans of
-soda can be in a 6-pack, 15-pack, or even a pallet for the packaging.
+*Packaging* is product specific, and refers to a disposable container that holds several units of a
+specific product. Unlike packages, packagings cannot be reusable, and each specific packaging must
+be defined on the individual product form.
 
-In Odoo, packagings are used for indicative purposes on sales/purchase orders and inventory
-transfers. The main difference between packagings and units of measure is that packagings are
-defined at the product level while UoMs are generic.
+For example, different packages for cans of soda can be configured as a 6-pack, a 12-pack, or a case
+of 36. Each flavor of soda would need a `6`, `12`, and `36` can packaging configured on the
+individual product since packagings are product specific, not generic.
 
-.. image:: usage/product-packaging-examples.png
-   :align: center
-   :alt: Different product packaging examples.
+Set up packagings
+-----------------
 
-.. image:: usage/package-field-on-po.png
-   :align: center
-   :alt: Package field on purchase order.
+To use packagings, ensure the :guilabel:`Product Packagings` feature is enabled. To do that,
+navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then, under the
+:guilabel:`Products` heading, check the box next to :guilabel:`Product Packagings`, and click
+:guilabel:`Save`.
 
-.. note::
-   Packaging is also useful during product reception. When scanning the barcode of the
-   packaging, Odoo automatically adds the number of units contained in the packing on the picking.
+In Odoo, product packagings are used on sales/purchase orders and inventory transfers.
 
-.. seealso::
-   :doc:`uom`
+Next, to create packagings, navigate to :menuselection:`Inventory app --> Products --> Products` and
+click on the desired product, then click :guilabel:`Edit` on the product page.
+
+Under the :guilabel:`Inventory` tab, scroll down to the :guilabel:`Packaging` section, and click
+:guilabel:`Add a line`. Then, a pop-up window appears, in which the following information for each
+packaging should be entered:
+
+- :guilabel:`Packaging`: name of packaging that appears on sales/purchase orders as a packaging
+  option for the product
+- :guilabel:`Contained quantity`: amount of product in the packaging
+- :guilabel:`Barcode`: identifier used with the :ref:`Barcode app <barcode/operations/intro>` to
+  trace the packaging of a product during stock moves or pickings. 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.
+
+.. example::
+   Create a packaging type for 6 cans of the product, `Grape Soda`, by naming the
+   :guilabel:`Packaging` to `6-pack` and setting the :guilabel:`Contained quantity` to `6` in the
+   pop-up window that appears after clicking on :guilabel:`Add a line`.
+
+   .. image:: usage/create-product-packages.png
+      :align: center
+      :alt: Create 6-pack case for product.
+
+When all the necessary information has been entered, either click :guilabel:`Save & Close` to save
+the packaging and return to the product detail form, or :guilabel:`Save & New` to save the packaging
+and create another one in a fresh pop-up window.
+
+.. example::
+   View all product packagings in the :guilabel:`Inventory` tab of the product form.
+
+   .. image:: usage/display-product-packaging.png
+      :align: center
+      :alt: Show packaging and contained quantities, specified on the product page form in the
+            Inventory tab.
+
+View all packagings
+-------------------
+
+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
+list of all packagings that have been created for all products. Create new packagings by clicking
+:guilabel:`Create`.
+
+.. example::
+   Two soda products, `Grape Soda` and `Diet Coke`, have three types of packaging configured. On the
+   :guilabel:`Product Packagings` page, each product can sold as a `6-Pack` that contains 6
+   products, `12-Pack` of 12 products, or a `Case` of 32 products.
+
+   .. image:: usage/packagings.png
+      :align: center
+      :alt: List of different packagings for products.
+
+Apply packagings
+----------------
+
+When creating a sales order in the :menuselection:`Sales` app, specify the packagings that should be
+used for the product(s). The chosen packaging is displayed on the :abbr:`SO (Sales Order)` under the
+:guilabel:`Package` field.
+
+.. example::
+   18 cans of the product, `Grape Soda`, is packed using three 6-pack packagings.
+
+   .. image:: usage/packagings-sales-order.png
+      :align: center
+      :alt: Assign packagings on the Sales Order Line.
+
+.. tip::
+   Packaging can be used in conjunction with Odoo :ref:`Barcode <inventory/barcode/software>`. When
+   receiving products from suppliers, scanning the packaging barcode automatically adds the number
+   of units in the packaging to the internal count of the product.