[IMP] barcode: add packages to receipts and deliveries

content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst

@@ -10,10 +10,10 @@ Process receipts and deliveries with barcodes
 The **Barcode** app can be used to process receipts, deliveries, and other types of operations in
 real time using a barcode scanner or the Odoo mobile app.
 
-This makes it possible to process operations on the warehouse floor when they happen, instead of
-having to wait to validate transfers from a computer. This real-time processing ensures barcodes are
-accurately assigned to the correct products, packaging, transfers, locations, and more, reducing
-errors and keeping inventory data in sync.
+This allows operations on the warehouse floor to be processed in real time, rather than
+waiting to validate transfers from a computer. This real-time processing ensures barcodes are
+accurately assigned to the correct products, packages, packaging, transfers, locations, and more.
+This helps reduce errors and keeps inventory data in sync.
 
 Enable Barcode app
 ==================
@@ -25,7 +25,7 @@ To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settin
 down to the *Barcode* section, and select the checkbox next to the :guilabel:`Barcode Scanner`
 feature.
 
-After the checkbox is selected, click :guilabel:`Save` at the top of the page to save changes.
+After selecting the checkbox, click :guilabel:`Save` at the top of the page to save changes.
 
 After the page has refreshed, a new option is displayed under the :guilabel:`Barcode Scanner`
 feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu). Select either:
@@ -37,9 +37,9 @@ feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu).
   information, such as Global Trade Item Numbers (GTINs), lot number, quantity information, and
   more.
 
-There is also a :guilabel:`Configure Product Barcodes` internal link arrow, and a set of
-:guilabel:`Print` buttons for printing barcode commands and operation types, as well as a barcode
-demo sheet.
+There is also an internal link arrow to :guilabel:`Configure Product Barcodes`, a set of
+:guilabel:`Print` buttons for printing barcode commands and operation types, and a barcode demo
+sheet.
 
 .. image:: receipts_deliveries/receipts-deliveries-barcode-setting.png
    :alt: Enabled Barcode feature in Inventory app settings.
@@ -55,8 +55,8 @@ demo sheet.
 Scan barcodes for receipts
 ==========================
 
-Purchase orders (POs) are used to process warehouse receipts for incoming products and product
-packagings. First, create a request for quotation, then confirm it to create a |PO|.
+Purchase orders (POs) are used to process warehouse receipts for incoming products, packages, and
+product packagings. First, create a request for quotation, then confirm it to create a |PO|.
 
 .. seealso::
    :doc:`../../purchase/manage_deals/rfq`
@@ -70,7 +70,7 @@ is presented.
    :alt: Barcode app start screen with scanner.
 
 To process receipts, click the :guilabel:`Operations` button at the bottom of the screen. The
-:guilabel:`Operations` overview page opens.
+*Operations* overview page opens.
 
 From this page, tap the :guilabel:`Receipts` card to view all outstanding receipts. Then, select the
 desired receipt operation to process. This navigates to the barcode transfer screen.
@@ -83,39 +83,62 @@ desired receipt operation to process. This navigates to the barcode transfer scr
 
 From this screen, an overview of all receipts to process within that transfer (**WH/IN/000XX**) is
 shown. At the bottom of the screen, there are options to :guilabel:`Add Product` or
-:guilabel:`Validate`, depending on whether products need to be added to the operation, or if the
+:guilabel:`Validate`, depending on whether products need to be added to the operation or if the
 whole operation should be validated at once. If the *Packages* setting is enabled in the Inventory
-settings, the :guilabel:`Put in Pack` button is also available.
+settings, the :guilabel:`Put in Pack` button is also available. If :doc:`quality checks
+<../../quality/quality_management/quality_checks>` are required for a product, the
+:guilabel:`Quality Checks` button displays.
 
 .. image:: receipts_deliveries/receipts-deliveries-scanner-overview.png
    :alt: Overview of receipts in transfer to scan.
 
-To process and scan each product individually, scan a product or product packaging, or choose a
-specific product line. Click the :guilabel:`+#` button (for example, `+10`) to indicate receipt of
-that product.
+To process and scan each product individually, scan a product, package, or product packaging, or
+choose a specific product line. Click the :guilabel:`+#` button (for example, `+10`) to indicate
+receipt of that product.
+
+.. example::
+   A |PO| is created for `20` `Bolts` and `2` `Cabinet with Doors` products. There are two packages
+   (**PACK000002** and **PACK000003**) for the incoming products, each containing 10 Bolts and 1
+   Cabinet with Doors.
+
+   A warehouse employee scans the **PACK000003** barcode. 10 Bolts and 1 Cabinet with Doors are
+   processed.
+
+   .. image:: receipts_deliveries/example-scan-package.png
+      :alt: A warehouse order is partially processed when scanning a package.
 
 Editing a product line
 ----------------------
 
 To manually adjust received quantities for a product, click the :icon:`fa-pencil`
 :guilabel:`(pencil)` icon to open a new screen to edit that product line.
 
-On this screen, the product that's being received is listed. Under the product name, edit the
+On this screen, the product that is being received is listed. Under the product name, edit the
 :guilabel:`Quantity` line. Change the `0.00` in the line to the desired quantity, or click the
 :guilabel:`+#` button (for example, `+12`) to automatically fill the quantity ordered from the |PO|.
 
-Additionally, click the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract quantity of the
-product. Click the product packaging button (for example, `6-pack`) to add a product packaging.
-Click the number keys to add quantity.
+Additionally, click the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract a quantity of
+the product. Click the product packaging button (for example, `6-pack`) to add a product packaging.
+
+Below the quantity buttons is the :guilabel:`Destination Location` line, which reads `WH/Stock` by
+default, unless another *location* is listed on the product itself. Click this line to reveal a
+drop-down menu of additional locations to choose from.
 
-Below the quantity buttons is the :guilabel:`Location` line, which reads `WH/Stock` by default,
-unless another *location* is listed on the product itself. Click this line to reveal a drop-down
-menu of additional locations to choose from.
+When the *Packages* feature is enabled in the **Inventory** app's settings, the following fields
+appear:
 
-Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
+- :guilabel:`Source Package`: If incoming products are part of their own source package, select or
+  create the package.
+- :guilabel:`Destination Package`: If the products should be stored in a package in inventory,
+  select or create the package.
+- :guilabel:`Destination Container Package`: If a package must be nested inside another
+  (pack-in-pack), select or create the parent package. See
+  :doc:`../../inventory/product_management/configure/pack_in_pack` for more details.
+
+When ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
 
 .. example::
-   In the reception operation `WH/IN/00013`, `12 Units` of the `Soda Can` product is expected to be
+   In the reception operation `WH/IN/00019`, `12 Units` of the `Soda Can` product are expected to be
    received. `[SODA-SINGLE-CAN]` is the barcode set on the product form. Warehouse employees can
    scan the barcode of the `Soda Can` product to receive one unit, or because they can be purchased
    in 6-pack packaging, they can scan the packaging barcode. Alternatively, they can click the
@@ -128,8 +151,8 @@ Validating the transfer
 -----------------------
 
 If not all products were scanned or manually entered from the pencil icon, click the :guilabel:`+#`
-button on the product line for the products being received, or scan the product or product packaging
-barcode.
+button on the product line for the products being received, or scan the product, package, or product
+packaging barcode.
 
 Finally, click :guilabel:`Validate`. The receipt is processed, and the **Barcode** app can be
 closed.
@@ -148,9 +171,9 @@ a delivery operation to process. First, create a quotation, then confirm it to c
 
 To process and scan barcodes for warehouse deliveries, navigate to the :menuselection:`Barcode` app.
 
-In the **Barcode** app, a :guilabel:`Barcode Scanner` screen displaying different options opens. To
+In the **Barcode** app, a :guilabel:`Barcode Scanner` screen opens, displaying different options. To
 process deliveries, click the :guilabel:`Operations` button at the bottom of the screen. This opens
-an :guilabel:`Operations` overview page.
+an *Operations* overview page.
 
 On this page, click the :guilabel:`Delivery Orders` card to view all outstanding deliveries.
 
@@ -160,14 +183,14 @@ On this page, click the :guilabel:`Delivery Orders` card to view all outstanding
 Select the desired delivery order to process. This navigates to the barcode transfer screen.
 
 On this screen, first scan the source location of the products to deliver. Then, review the overview
-of all products and packagings to process within that transfer (**WH/OUT/000XX**). At the bottom of
-the screen, there are buttons to :guilabel:`Add Product` or :guilabel:`Validate`, depending on
-whether products need to be added to the operation, or if the whole operation should be validated at
-once.
+of all products, packages, and packagings to process within that transfer (**WH/OUT/000XX**). At the
+bottom of the screen, there are buttons to :guilabel:`Add Product` or :guilabel:`Validate`,
+depending on whether products need to be added to the operation or if the whole operation should be
+validated at once.
 
-To process and scan each product individually, choose a specific product line. Scan a product or
-product packaging, or click the :guilabel:`+#` (for example, `+6`) button to indicate delivery of
-that product.
+To process and scan each product individually, choose a specific product line. Scan a product,
+package, or product packaging, or click the :guilabel:`+#` (for example, `+6`) button to indicate
+delivery of that product.
 
 Editing a product line
 ----------------------
@@ -179,28 +202,37 @@ The product that's being delivered is listed on this screen. Under the product n
 :guilabel:`Quantity` line. Change the `0.00` in the line to the desired quantity, or click the
 :guilabel:`+#` button (for example, `+6`) to automatically fill the quantity ordered from the |SO|.
 If the product is sold in a packaging, click the packaging button (for example, `6-pack`).
-Alternatively, click the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract quantity of
+Alternatively, click the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract a quantity of
 the product.
 
-Below the quantity buttons is the :guilabel:`Source Location` line, which reads `WH/Stock` by
-default, unless the product is stored in a different location. This is the location that the product
-is being pulled from for delivery. Click this line to reveal a menu of additional locations to
-choose from (if this product is stored in multiple locations in the warehouse).
+When the *Packages* feature is enabled in the **Inventory** settings, the following fields appear:
+
+- :guilabel:`Source Package`: If outgoing products should be picked from a package in inventory,
+  select or create the package.
+- :guilabel:`Destination Package`: If the products should be stored in a package before delivery,
+  select or create the package.
+- :guilabel:`Destination Container Package`: If a package must be nested inside another
+  (pack-in-pack), select or create the parent package. See
+  :doc:`../../inventory/product_management/configure/pack_in_pack` for more details.
+
+The :guilabel:`Quantity in Stock` section lists the locations from which products can be picked. The
+selected location is the location from which the product is being pulled for delivery. Click this
+line to reveal a menu of additional locations to choose from (if this product is stored in multiple
+locations in the warehouse).
 
 .. tip::
-   For warehouses that have multiple different storage locations, putaway rules, and removal
-   strategies, additional steps can be added for various operation types, while using the
-   **Barcode** app.
+   For warehouses with multiple different storage locations, putaway rules, and removal strategies,
+   additional steps can be added for various operation types while using the **Barcode** app.
 
 When ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
 
 Validating the delivery
 -----------------------
 
-If not all products or product packagings have been scanned or entered on the overview page, scan
-the products or packagings, or click the :guilabel:`+#` button on the product line for the products.
-Finally, click :guilabel:`Validate`. The delivery is processed, and the **Barcode** app can be
-closed.
+If not all products, packages, or product packagings have been scanned or entered on the overview
+page, scan the products, packages, or packagings, or click the :guilabel:`+#` button on the product
+line for the products. Finally, click :guilabel:`Validate`. The delivery is processed, and the
+**Barcode** app can be closed.
 
 .. image:: receipts_deliveries/receipts-deliveries-validate-delivery.png
    :alt: Overview of deliveries in transfer to validate.