Unidades de medida, paquetes y embalajes

En Odoo, hay varias formas de especificar la cantidad de productos que se compran, almacenan y venden. Las unidades de medida, paquetes y embalajes están disponibles para agilizar los flujos de inventario, lo que permite crear distintas configuraciones para los productos a medida que entran y salen del almacén.

Unidades de medida

A unit of measure (UoM) refers to any of the different standards used to measure and handle a quanitifiable amount of products, such a units, weight, time, or size. Different UoMs for weight, for example, can be kilos, pounds, ounces, grams, and so on.

In Odoo, stock management and purchasing from suppliers are streamlined by specifying different UoMs for both buying and selling products.

Una vez que un producto tiene una unidad de medida y una unidad de medida de compra predeterminadas en el formulario del producto, Odoo convierte en automático las diferentes unidades en las órdenes de compra o venta del producto y las órdenes de envío y recibos correspondientes.

La única condición es que todas las unidades deben estar en la misma categoría (unidad, peso, volumen, longitud, etc.).

Example

En el formulario del producto cuerda, estos campos están establecidos de la siguiente manera:

• Unidad de medida en ft (pies), y

• Unidad de medida de compra en cm (centímetros).

Ya que el proveedor vende la cuerda en cm, la UdM de compra se utiliza para representar la cantidad en la orden de compra, que también está en centímetros.

After confirming the PO, the quantity of product (found under the now visible Demand column) is converted from the purchase UoM to the Unit of Measure. Then, when the product is received by clicking the Validate button, the quantity in Done is automatically adjusted to match the Demand column.

Example

On the receipt for Rope, the quantities are automatically converted from 500 cm that was requested on the purchase order, to 16.40 ft to match the internal/stock Unit of Measure value.

Véase

Usar distintas unidades de medida

Paquetes

Los paquetes son contenedores físicos que albergan uno o varios productos de una recolección y por lo general se utilizan para envíos salientes o transferencias internas. Los paquetes pueden ser cajas (de envío) reutilizables o desechables y no son específicas para un producto.

Las cajas reutilizables almacenan temporalmente los productos durante la recolección para llevarlos a un área de embalaje o envío. Las cajas desechables son los verdaderos contenedores de envío (por ejemplo, cajas de cartón, sobres, bolsas de envío, etc.). Estos se utilizan para enviar los productos a los clientes.

Multiple items in a sales order (SO) can be separated into different packages to accommodate the products. For example, an SO that has 20 boxes of pencils and 4 boxes of erasers can be separated into two separate packages, each containing 10 boxes of pencils and 2 boxes of erasers.

Nota

Products do not have to be divided equally. Products can be divided into as many packages that are needed to accommodate the SO.

In Odoo, the quantity of products in each package needs to be recorded, so there is a full history for each product, including which package each item is shipped out in.

To use this method, ensure the Packages option is enabled, by navigating to Inventory app ‣ Configuration ‣ Settings ‣ Operations. Click the Packages check box, and then Save to activate the feature.

On a delivery order, assign which package to use by clicking on the ≣ (Detailed Operations) icon to the right of each product in the Operations tab.

Clicking the ≣ (Detailed Operations) icon of a product reveals a pop-up window. In this window, the Product name, Demand, and Quantity Done are clearly displayed above the customizable product line.

Here, the warehouse location the product is coming from can be modified, in addition to the Source Package and Destination Package, which represents what package(s) the product(s) will be packaged into.

Click Add a line to include each additional package used. Enter the desired amount in the Done field to specify the amount of products that will go into the Destination Package.

Varios paquetes en un solo envío

Although a DO is typically associated with a single package, orders can be split by clicking the ≣ (Detailed Operations) icon next to the products on an SO line. This opens the Detailed Operations window with an editable table to specify which products are intended for which package.

Example

To package 10 boxes of pencils with 2 boxes of erasers from the same SO, begin by navigating to the DO. Then, select the ≣ (four horizontal lines) icon to the right of the product, Box of Pencils. Clicking the icon opens the Detailed Operations window that is used to detail how products, like the 20 Box of Pencils, are packaged.

Type in 10 under the Done field to package 10 products into the Destination Package. To specify the destination package, type the name of an existing package (such as PACK0000006) under the field, Destination Package. If the package does not exist, Odoo displays the Create button to create a new package. Click Add a line to assign the remaining products in another package, PACK0000007.

Select Detailed Operations on the product line for Box of Erasers and similarly set 2 Done products to PACK0000006 and PACK0000007 each.

Once all the products for each line have been entered, click Confirm to return to the DO.

The Done quantity on the DO updates as products are selected for each package. When the Done amount matches the Demand amount, click the Validate button to complete the delivery order.

Truco

The Put In Pack button is intended to quickly package all products in the DO into one new package. The option to rename the package, or modify its contents, is available in the Detailed Operations pop-up.

Clicking on the Packages smart button in the upper-right corner of the delivery order reveals a separate page, showing all the packages used in that DO.

Empaquetados

Packaging is product specific, and refers to a disposable container that holds several units of a specific product. Unlike packages, packagings cannot be reusable, and each specific packaging must be defined on the individual product form.

Por ejemplo, se pueden configurar distintos paquetes para algunas latas de refresco como un paquete de 6, un paquete de 12 o una caja de 36. Cada sabor de refresco necesitaría embalajes de 6, 12 y 36 latas configurado en el producto individual, ya que los embalajes no son genérico, sino específicos para cada producto.

Set up packagings

To use packagings, ensure the Product Packagings feature is enabled. To do that, navigate to Inventory app ‣ Configuration ‣ Settings. Then, under the Products heading, check the box next to Product Packagings, and click Save.

In Odoo, product packagings are used on sales/purchase orders and inventory transfers.

Next, to create packagings, navigate to Inventory app ‣ Products ‣ Products and click on the desired product, then click Edit on the product page.

Under the Inventory tab, scroll down to the Packaging section, and click Add a line. Then, a pop-up window appears, in which the following information for each packaging should be entered:

• Packaging: name of packaging that appears on sales/purchase orders as a packaging option for the product

• Contained quantity: amount of product in the packaging

• Barcode: identifier used with the Barcode app to trace the packaging of a product during stock moves or 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

Create a packaging type for 6 cans of the product, Grape Soda, by naming the Packaging to 6-pack and setting the Contained quantity to 6 in the pop-up window that appears after clicking on Add a line.

When all the necessary information has been entered, either click Save & Close to save the packaging and return to the product detail form, or Save & New to save the packaging and create another one in a fresh pop-up window.

Example

View all product packagings in the Inventory tab of the product form.

View all packagings

To view all packagings that have been created, go to Inventory app ‣ Configuration ‣ Product Packagings. 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 Create.

Example

Two soda products, Grape Soda and Diet Coke, have three types of packaging configured. On the Product Packagings page, each product can sold as a 6-Pack that contains 6 products, 12-Pack of 12 products, or a Case of 32 products.

Apply packagings

When creating a sales order in the Sales app, specify the packagings that should be used for the product(s). The chosen packaging is displayed on the SO under the Package field.

Example

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

Truco

Packaging can be used in conjunction with Odoo Barcode. When receiving products from suppliers, scanning the packaging barcode automatically adds the number of units in the packaging to the internal count of the product.