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Original file line number Diff line number Diff line change
Expand Up @@ -20,19 +20,19 @@ Configuration
=============

To use packagings, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Then,
under the :guilabel:`Products` heading, enable the :guilabel:`Product Packagings` feature, and click
:guilabel:`Save`.
under the :guilabel:`Products` heading, enable the :guilabel:`Units of Measure & Packagings`
feature, and click :guilabel:`Save`.

.. image:: packaging/enable-packagings.png
:align: center
:alt: Enable packagings by selecting "Product Packagings".
:alt: Enable packagings by selecting "Units of Measure & Packagings."

.. _inventory/product_management/packaging-setup:

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.

From product form
Expand All @@ -41,46 +41,39 @@ From product form
Create packagings on a product form by going to :menuselection:`Inventory app --> Products -->
Products`, and select the desired product.

Under the :guilabel:`Inventory` tab, scroll down to the :guilabel:`Packaging` section, and click
:guilabel:`Add a line`. In the table, fill out the following fields:
To specify a sales packaging, open the :guilabel:`Sales` tab, then specify :guilabel:`Packagings` in
the :guilabel:`Upsell & Cross-Sell` section. Specify existing packagings or create new ones by
clicking :guilabel:`Create and edit`.

- :guilabel:`Packaging` (required): name of packaging that appears on sales/purchase orders as a
packaging option for the product.
- :guilabel:`Contained quantity` (required): amount of product in the packaging.
- :guilabel:`Unit of Measure` (required): measurement unit for quantifying the product.
- :guilabel:`Sales`: check this option for packagings intended for use on sales orders.
- :guilabel:`Purchase`: check this option for packagings intended for use on purchase orders.

.. 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.
.. image:: packaging/product-sales-packaging.png
:align: center
:alt: Select packagings in the "Packagings" field.

- :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.
- :guilabel:`Company`: indicates the packaging is only available at the selected company. Leave
blank to make the packaging available across all companies.
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.

.. example::
To create a 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:`Contained quantity` to `6`. Repeat this process for additional packagings.
To create a purchase packaging type for six units of the product, `Grape Soda`, begin by clicking
:guilabel:`Add a line` in the :guilabel:`Purchase` tab. Specify `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-packaging.png
:align: center
:alt: Create 6-pack case for product.
:alt: Create purchase packagings for product.

From product packagings page
From units & packagings page
----------------------------

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
:guilabel:`New`.

.. example::
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.

.. image:: packaging/packagings.png
Expand All @@ -96,7 +89,7 @@ flexibility expedites order fulfillment by allowing the immediate shipment of av
awaiting the rest.

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`
can be set to :guilabel:`Reserve Only Full Packagings` or :guilabel:`Reserve Partial Packagings`.
Expand Down Expand Up @@ -129,61 +122,11 @@ Apply packagings

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
:guilabel:`Packaging` field.
:guilabel:`Units` field.

.. example::
18 cans of the product, `Grape Soda`, is packed using three 6-pack packagings.

.. image:: packaging/packagings-sales-order.png
:align: center
: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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