[IMP] Inventory: bring units of measure current

closes #15039

Signed-off-by: Erin Jerison (erjer) <[email protected]>

Author: erjer-odoo

content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst

@@ -22,58 +22,57 @@ Configuration
 
 To use different units of measure in Odoo, first go to :menuselection:`Inventory app -->
 Configuration --> Settings`, and under the :guilabel:`Products` section, activate the
-:guilabel:`Units of Measure` setting. Then, click :guilabel:`Save`.
+:guilabel:`Units of Measure & Packagings` setting. Then, click :guilabel:`Save`.
 
 .. image:: uom/uom-enable-setting.png
-   :align: center
-   :alt: Enable Units of Measure in the Inventory settings.
+   :alt: Enable Units of Measure & Packagings in the Inventory settings.
 
-Units of measure categories
-===========================
+Configure units of measure
+==========================
 
-After enabling the *Units of Measure* setting, view the default units of measure categories in
-:menuselection:`Inventory app --> Configuration --> UoM Categories`. The category is important for
-unit conversion; Odoo can convert a product's units from one unit to another **only** if both units
-belong to the same category.
+To set units of measure on a product, first go to :menuselection:`Inventory app --> Products -->
+Products` and select a product to open its product form page.
 
-.. image:: uom/category.png
-   :align: center
-   :alt: Set units of measure categories.
+Inventory unit of measure
+-------------------------
 
-Each units of measure category has a reference unit. The reference unit is highlighted in blue in
-the :guilabel:`Uom` column of the :guilabel:`Units of Measure Categories` page. Odoo uses the
-reference unit as a base for any new units.
+The inventory unit of measure specifies how inventory is measured. For example, track inventory of
+blue fabric in yards. This unit of measure is also used to track internal transfers.
 
-To create a new unit, first select the correct category from the :guilabel:`Units of Measure
-Categories` page. For example, to sell a product in a box of six units, click the :guilabel:`Unit`
-category line. Then, on the category page that appears, click :guilabel:`Add a line` in the
-:guilabel:`Units of Measure` tab. Then, in the :guilabel:`Unit of Measure` field, title the new
-unit, such as `Box of 6`, then in the :guilabel:`Type` field, select the appropriate size reference,
-such as :guilabel:`Bigger than the reference Unit of Measure`.
+To specify what unit the product is inventoried in, update the second field of the :guilabel:`Sales
+Price` or :guilabel:`Cost` fields.
 
-If applicable, enter a :guilabel:`UNSPSC Category`, which is a globally recognized `code managed by
-GS1 <https://www.unspsc.org/>`_, that **must** be purchased in order to use.
+.. image:: uom/inventory-uom.png
+   :alt: Edit the inventory unit of measure in the "Sales Price" or "Cost" fields.
 
-In the :guilabel:`Ratio` field, enter how many individual units are in the new |UOM|, such as
-`6.00000` when using the example of the `6-Pack` (since a box of six is six times *bigger* than the
-reference unit, `1.00000`).
+.. important::
+   The :guilabel:`Sales Price` and :guilabel:`Cost` units of measure cannot be updated
+   independently of each other. When one unit of measure is updated, the other unit of measure
+   automatically updates to use the same unit of measure.
 
-.. image:: uom/convert-products-by-unit.png
-   :align: center
-   :alt: Convert products from one unit to another as long as they belong to the same category.
+Sales unit of measure (packagings)
+----------------------------------
 
-Specify a product's units of measure
-====================================
+Units of measure that the product is sold in are considered packagings. To define these packagings,
+open the :guilabel:`Sales` tab of the product, and then in the :guilabel:`Upsell & Cross-Sell`
+section, add a packaging to the :guilabel:`Packagings` field. Multiple packagings can be specified
+for each product.
 
-To set units of measure on a product, first go to :menuselection:`Inventory app --> Products -->
-Products` and select a product to open its product form page.
+.. image:: uom/sales-uom.png
+   :alt: Add a packaging to the "Sales" tab of the product.
+
+.. seealso::
+   :doc:`Packaging <packaging>`
+
+Purchase unit of measure
+------------------------
 
-In the :guilabel:`General Information` tab, edit the :guilabel:`Unit of Measure` field to specify
-the unit of measure that the product is sold in. The specified unit is also the unit used to keep
-track of the product's inventory and internal transfers.
+Units of measure that the product is purchased in are defined in the :guilabel:`Purchase` tab of the
+product. Purchase orders can be created in these units of measure after they are defined in the
+vendor price list.
 
-Edit the :guilabel:`Purchase UoM` field to specify the unit of measure that the product is purchased
-in.
+.. image:: uom/purchase-uom.png
+   :alt: Specify a purchase unit of measure in the "Purchase" tab.
 
 .. _inventory/product_replenishment/unit-conversion:
 
@@ -99,8 +98,10 @@ This occurs in various scenarios, including:
 Buy products in the purchase UoM
 --------------------------------
 
-When creating a new request for quotation (RFQ) in the *Purchase* app, Odoo automatically uses the
-product's specified purchase unit of measure. If needed, manually edit the :guilabel:`UoM` value on
+When creating a new request for quotation (RFQ) in the *Purchase* app, Odoo pulls the unit that the
+vendor prefers to use, defined in the :guilabel:`Unit` field of the vendor line in the
+:guilabel:`Purchase` tab of the product. The unit the vendor prefers **can** be different from the
+unit your company prefers to use. If needed, manually edit the :guilabel:`Unit` value on
 the |RFQ|.
 
 After the |RFQ| is confirmed into a |PO|, click the :guilabel:`Receipt` smart button at the top of
@@ -110,61 +111,88 @@ Odoo automatically converts the purchase unit of measure into the product's sale
 measure, so the :guilabel:`Demand` column of the delivery receipt shows the converted quantity.
 
 .. example::
-   When the product's purchase :guilabel:`UoM` is `Box of 6`, and its sales/inventory unit of
-   measure is `Units`, the |PO| shows the quantity in boxes of six, and the receipt (and other
-   internal warehouse documents) shows the quantity in units.
+   When the product's purchase :guilabel:`Unit` is `m` (meters), and its inventory unit of
+   measure is `yard`, the |PO| shows the quantity in meters, and the receipt (and other
+   internal warehouse documents) shows the quantity in yards.
 
    .. figure:: uom/on-po.png
-      :align: center
       :alt: Image of a purchase order that is using the purchase unit of measure.
 
-      An order of three quantities is placed using the purchase "UoM": `Box of 6`.
+      An order of 10 quantities is placed using the purchase "Unit": `m`.
 
    .. figure:: uom/on-receipt.png
-      :align: center
       :alt: Image of receipt displaying the unit of measure.
 
-      Upon warehouse receipt, the recorded quantities are in the internal "Unit of Measure":
-      `Units`.
+      Upon warehouse receipt, the recorded quantities are in the internal "Unit": `yards`.
 
 .. _inventory/product_replenishment/replenish:
 
 Replenishment
 -------------
 
-A request for quotation for a product can also be generated directly from the product form using
-the :guilabel:`Replenish` button.
+A request for quotation for a product can also be generated directly from the product's
+:guilabel:`Forecasted Report` using the :guilabel:`Replenish` button. To open the Forecasted Report,
+click the :guilabel:`Forecasted` smart button on the product form.
 
-After clicking :guilabel:`Replenish`, a replenish assistant box pops up. The purchase unit of
-measure can be manually edited in the :guilabel:`Quantity` field, if needed. Then, click
+After clicking :guilabel:`Replenish`, a :guilabel:`Product Replenish` box pops up. The purchase unit
+of measure can be manually edited in the :guilabel:`Quantity` field, if needed. Then, click
 :guilabel:`Confirm` to create the |RFQ|.
 
 .. important::
    A |PO| can **only** be automatically generated if at least **one** vendor is listed in the
    product form's :guilabel:`Purchase` tab.
 
 .. image:: uom/replenish.png
-   :align: center
-   :alt: Click Replenish button to manually replenish.
+   :alt: Click the Confirm button to manually replenish.
 
-Navigate to the created |PO| by clicking the :guilabel:`Forecasted` smart button on the product
-form. Scroll down to the :guilabel:`Forecasted Inventory` section, and in the :guilabel:`Requests
-for quotation` line, click the |RFQ| reference number to open the draft |RFQ|. If necessary, the
-purchase |UOM| can be edited directly on the |PO|.
+Navigate to the created |PO| by scrolling down to the :guilabel:`Forecasted Inventory` section, and
+in the :guilabel:`Requests for quotation` line, click the |RFQ| reference number to open the draft
+|RFQ|. If necessary, the purchase |UOM| can be edited directly on the |PO|.
 
 .. _inventory/product_replenishment/sell-in-uom:
 
 Sell in a different UoM
 -----------------------
 
 When creating a new quotation in the *Sales* app, Odoo automatically uses the product's specified
-unit of measure. If needed, the :guilabel:`UoM` can be manually edited on the quotation.
+unit of measure. If needed, the :guilabel:`Unit` can be manually edited on the quotation.
 
 After the quotation is sent to the customer, and confirmed into a sales order (SO), click the
 :guilabel:`Delivery` smart button at the top of the |SO|. Odoo automatically converts the unit of
 measure into the product's inventory unit of measure, so the :guilabel:`Demand` column of the
 delivery shows the converted quantity.
 
-For example, if the product's |UOM| on the |SO| was changed to `Box of 6`, but its inventory unit of
-measure is `Units`, the |SO| shows the quantity in boxes of six, and the delivery shows the quantity
-in units.
+.. example::
+   When the product's sales :guilabel:`Unit` is `m` (meters), and its inventory unit of
+   measure is `yard`, the |SO| shows the quantity in meters, and the delivery (and other
+   internal warehouse documents) shows the quantity in yards.
+
+   .. figure:: uom/on-so.png
+      :alt: Sales order that is using the sales unit of measure.
+
+      An order of 5 quantities is placed using the sales "Unit": `m`.
+
+   .. figure:: uom/on-delivery.png
+      :alt: Delivery displaying the inventory unit of measure.
+
+      Upon warehouse delivery, the recorded quantities are in the internal "Unit":
+      `yards`.
+
+Create custom units of measure
+==============================
+
+Create custom units of measure by going to :menuselection:`Inventory app --> Configuration --> Units
+& Packagings`. Each unit of measure can also use a reference unit to convert between different units
+of measure.
+
+To create a new unit, click the :guilabel:`New` button. Specify a unit name. If you want to convert
+between units, specify a quantity and a reference unit of measure to convert between. If applicable,
+enter a :guilabel:`UNSPSC Category`, which is a globally recognized `code managed by
+GS1 <https://www.unspsc.org/>`_, that **must** be purchased in order to use.
+
+.. example::
+   You will be purchasing fabric in terms of yards or meters. Specify that one yard is equal to
+   `0.9144` of its reference unit, `m`, in the :guilabel:`Quantity` field.
+
+   .. figure:: uom/custom-uom.png
+      :alt: Specify a reference unit in the "Quantity" field.