diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure.rst b/content/applications/inventory_and_mrp/inventory/product_management/configure.rst index 402c4c33a9..d3e2a3f84b 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/configure.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/configure.rst @@ -1,9 +1,121 @@ -:nosearch: +:show-content: +:hide-page-toc: ================= Configure product ================= +A group of products in Odoo can be further defined using: + +- :doc:`Units of measure (UoM) `: a standard quantity for specifying product amounts + (e.g., meters, yards, kilograms). Enables automatic conversion between measurement systems in + Odoo, such as centimeters to feet. + + - *Ex: Purchasing fabric measured in meters but receiving it in yards from a vendor.* + +- :doc:`configure/package`: A physical container used to group products together, regardless of + whether they are the same or different. + + - *Ex: A box containing assorted items for delivery, or a storage box of two hundred buttons on a + shelf.* + +- :doc:`configure/packaging`: groups the *same* products together to receive or sell them in + specified quantities. + + - *Ex: Cans of soda sold in packs of six, twelve, or twenty-four.* + +Compare package and packaging +============================= + +This table provides a detailed comparison of packages and packaging to help businesses evaluate each +container type best suits their requirements. + +.. list-table:: + :header-rows: 1 + :stub-columns: 1 + + * - Feature + - Packages + - Packaging + * - Purpose + - Tracks the specific physical container and its contents. + - Groups a fixed number of items together for easier management (e.g., packs of 6, 12 or 24). + * - Product uniformity + - Allows mixed products. + - Same products only. + * - Flexible + - Items can be added or removed from the container. + - Quantities are fixed (e.g., always packs of 6, 12 or 24). + * - Complexity + - Higher complexity due to container-level inventory tracking. + - Simpler setup, suitable for uniform product groupings. + * - Inventory tracking + - Tracks package location and contents within the warehouse. + - Tracks grouped quantities but not individual items' locations. + * - Smooth barcode operations + - Requires scanning both the package and individual items for reception. (even if there are 30 + items in a package). Can enable the :ref:`Move Entire Packages + ` feature to update the package's contained + items' locations, when moving the package + - Scanning a packaging barcode automatically records all included units. (e.g., 1 pack = 12 + units). + * - Product lookup + - Scanning a product's barcode identifies its typical storage location in the Odoo database + - Barcode identifies grouped quantity, not storage location. + * - Unique barcodes + - Unique barcodes for individual packages (e.g., Pallet #12). + - Barcodes set at the packaging type level (e.g., for a pack of 6). + * - Reusability + - Can be disposable or reusable, configured via the :ref:`Package Use + ` field. + - Disposable only. + * - Container weight + - Weight of the container itself is included in the *Shipping Weight* field of a package + (:menuselection:`Inventory app --> Products --> Packages`). + - Weight of the container is defined in the *Package Type* settings. + * - Lot/serial number tracking + - Applies only to contained products. + - Applies to both contained products and the container. + * - Custom routes + - Routes cannot be set. + - Routes can define specific warehouse paths for a particular packaging type. + +Use cases +--------- + +After comparing the various features, consider how these businesses, with various inventory +management and logistics workflows ame to deciding between packages or packagings. + +Pallets of items using packaging +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +A warehouse receives shipments of soap organized on physical pallets, each containing 96 bars. These +pallets are used for internal transfers and are also sold as standalone units. For logistical +purposes, the pallet's weight must be included in the total shipping weight for certain deliveries. +Additionally, the pallet requires a barcode to facilitate tracking, and individual bars of soap must +be tracked as they are removed from the pallet. + +After evaluating various options, it was determined that **packaging** was the most suitable +solution. With packaging, a barcode could be assigned to the pallet while maintaining visibility +over the quantity of the soap bars it contains. However, there were some limitations: + +- Packagings of 96 soap bars are treated as a single product in Odoo, making them less flexible for + tracking individual items within the container. +- A unique barcode cannot be assigned to a packaging, but after removing items from the pallet, each + product had its own barcode. + +Capturing product information using barcode +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +An Odoo user expects the Barcode app to display the typical storage location of a product by +scanning a barcode for a container. + +**Packages** was the most suitable. When the :ref:`appropriate setting is enabled +`, scanning a package barcode displays its contents in +the Barcode app. Packages represent physical containers, enabling detailed tracking of the items +they hold. Scanning a package provides visibility into its contents and facilitates operations like +inventory moves. + .. toctree:: :titlesonly: diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst b/content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst index a994d4d673..271df2dc98 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst @@ -45,6 +45,20 @@ the :guilabel:`Operations` heading, activate the :guilabel:`Packages` feature. T :align: center :alt: Activate the *Packages* setting in Inventory > Configuration > Settings. +.. _inventory/product_management/move-entire-pack: + +When moving packages internally, the *Move Entire Packages* feature can be enabled on an operation +type to update a package's contained item's location upon updating the package's location. + +To do that, go to :menuselection:`Inventory app --> Configuration --> Operations Types` and select +the desired operation that this feature will apply to. (May have to set it for multiple) + +On the operation type page, in the :guilabel:`Packages` section, tick the :guilabel:`Move Entire +Packages` checkbox. + +.. image:: package/move-entire.png + :alt: Activate the Move Entire Packages setting. + .. _inventory/warehouses_storage/pack: Pack items diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/package/move-entire.png b/content/applications/inventory_and_mrp/inventory/product_management/configure/package/move-entire.png new file mode 100644 index 0000000000..acb60ad331 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/configure/package/move-entire.png differ