Packaging¶
In Odoo Inventory, packaging refers to disposable containers holding multiple units of a specific product.
For example, different packages for cans of soda, such as a 6-pack, a 12-pack, or a case of 36, must be configured on the individual product form. This is because packagings are product specific, not generic.
Note
A barcode can be stored on each packaging line, but scanning that barcode does not add the contained number of units to the product count automatically. Barcode-driven receipts record quantities in the product’s own unit of measure; see Barcode.
Configuration¶
To use packagings, navigate to . Then, under the Products heading, enable the Product Packagings feature, and click Save.
- menu
- Inventory ‣ Configuration ‣ Settings
- shows
- The Inventory settings page scrolled to the "Products" section with the "Product Packagings" checkbox enabled.
- highlight
- The "Product Packagings" checkbox (red frame).
- data
- Demo company "YourCompany".
- module
- stock
- notes
- English UI, light theme, 1440px width, crop to the "Products" settings block.
Create packaging¶
Packagings can be created directly on the product form, or from the Product Packagings page.
From product form¶
Create packagings on a product form by going to , and select the desired product.
Under the Inventory tab, scroll down to the Packaging section, and click Add a line. In the table, fill out the following fields:
Packaging (required): name of packaging that appears on sales/purchase orders as a packaging option for the product.
Contained quantity (required): amount of product in the packaging.
Unit of Measure (required): measurement unit for quantifying the product.
Sales: check this option for packagings intended for use on sales orders.
Purchase: check this option for packagings intended for use on purchase orders.
Note
Access additional fields in the Packaging table below by clicking the (additional options) icon to the far-right of the column titles in the Packaging section, and selecting the desired options from the drop-down menu that appears.
Barcode: identifier used to trace the packaging in stock moves and pickings. Leave blank if not in use.
Company: indicates the packaging is only available at the selected company. Leave blank to make the packaging available across all companies.
Example
To create a packaging type for six units of the product, Grape Soda, begin by clicking
Add a line. In the line, name the Packaging 6-pack, and set the
Contained quantity to 6. Repeat this process for additional packagings.
- menu
- Inventory ‣ Products ‣ Products ‣ (a product) ‣ Inventory tab
- shows
- The "Packaging" section of a product form with one line: Packaging "6-pack", Contained quantity 6, Unit of Measure "Units", with the Sales and Purchase checkboxes visible.
- highlight
- The new "6-pack" line (red frame).
- data
- Product "Grape Soda", unit of measure "Units".
- module
- stock, product
- notes
- English UI, light theme, 1440px width, crop to the Packaging table.
From product packagings page¶
To view all packagings that have been created, go to . Doing so reveals the Product Packagings page with a complete list of all packagings that have been created for all products. Create new packagings by clicking New.
Example
Two soda products, Grape Soda and Diet Coke, have three types of packagings configured. On
the Product 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.
- menu
- Inventory ‣ Configuration ‣ Product Packagings
- shows
- The "Product Packagings" list with several packagings across products — for two soda products, a "6-Pack" of 6, a "12-Pack" of 12 and a "Case" of 32.
- highlight
- None.
- data
- Products "Grape Soda" and "Diet Coke", three packagings each.
- module
- stock, product
- notes
- English UI, light theme, 1440px width, full list view.
Partial reservation¶
After completing the packaging setup, packagings can be reserved in full or partial quantities for outgoing shipments. Partial packaging flexibility expedites order fulfillment by allowing the immediate shipment of available items, while awaiting the rest.
To configure packaging reservation methods, go to . Then, click New, or select the desired product category.
On the product category’s form, in the Logistics section, Reserve Packagings can be set to Reserve Only Full Packagings or Reserve Partial Packagings.
Important
To see the Reserve Packaging field, the Product Packaging feature must be enabled. To enable this feature, go to , scroll to the Products section, tick the Product Packagings checkbox, and click Save.
- menu
- Inventory ‣ Configuration ‣ Product Categories ‣ (a category)
- shows
- A product category form, "Logistics" section, with the "Reserve Packagings" field and its two options "Reserve Only Full Packagings" and "Reserve Partial Packagings".
- highlight
- The "Reserve Packagings" field (red frame).
- data
- Product category "All / Saleable".
- module
- stock
- notes
- English UI, light theme, 1440px width, crop to the Logistics section. The field only appears when "Product Packagings" is enabled.
Example
To better evaluate the options based on business needs, consider the following example:
a product is sold in twelve units per packaging.
an order demands two packagings.
there are only twenty-two units in stock.
When Reserve Only Full Packagings is selected, only twelve units are reserved for the order.
Conversely, when Reserve Partial Packagings is selected, twenty-two units are reserved for the order.
Apply packagings¶
When creating a sales order in the app, specify the packagings that should be used for the product. The chosen packaging is displayed on the SO under the Packaging field.
Example
18 cans of the product, Grape Soda, is packed using three 6-pack packagings.
- menu
- Sales ‣ Orders ‣ Orders ‣ (a quotation)
- shows
- A sales order line with Quantity 18 and the "Packaging" field set to "6-pack", i.e. three packagings of six.
- highlight
- The "Packaging" cell on the order line (red frame).
- data
- Customer "Deco Addict"; one line for 18 units of "Grape Soda".
- module
- sale, stock
- notes
- English UI, light theme, 1440px width, crop to the order lines.
Routes for packaging¶
When receiving packagings, by default, they follow the warehouse’s configured reception route. To optionally set up a packaging-specific route, go to .
Important
The Product Packagings, Storage Locations, and Multi-Step Routes features (found by going to ) must be activated, and saved.
See also
Create route¶
On the Routes page, click New, or select a route that is not for a warehouse. Next, in the Applicable on section, tick the Packagings checkbox.
- menu
- Inventory ‣ Configuration ‣ Routes ‣ New
- shows
- A route form with the "Applicable on" section showing the "Packagings" checkbox ticked while "Products" and "Warehouses" are not ticked.
- highlight
- The "Packagings" checkbox (red frame).
- data
- A new route named "Packaging reception".
- module
- stock
- notes
- English UI, light theme, 1440px width, crop to the "Applicable on" section. Caption to convey: route with Packagings selected, Products and Warehouses not selected.
Apply route on packaging¶
Then, to apply the route, go to , and select the product that uses packaging.
In the product form, switch to the Inventory tab. In the Packaging section that contains configured packagings, click the (additional options) icon. Tick the Routes checkbox to make the column visible in the Packaging table.
In the Routes field, select the packaging-specific route. Repeat these steps for all packaging intended to use the route.
- menu
- Inventory ‣ Products ‣ Products ‣ (a product) ‣ Inventory tab
- shows
- The "Packaging" table on a product form with the optional "Routes" column made visible and a packaging-specific route selected on the packaging line.
- highlight
- The "Routes" cell on the packaging line (red frame).
- data
- Product "Grape Soda", packaging "6-pack", route "Packaging reception".
- module
- stock
- notes
- English UI, light theme, 1440px width, crop to the Packaging table. Requires Product Packagings, Storage Locations and Multi-Step Routes to be enabled.