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Original file line number Diff line number Diff line change
Expand Up @@ -10,66 +10,64 @@ flexibility for how each item is packaged, without the need to create multiple d
Configuration
=============

In order to split a delivery order across multiple packages, the *Packages* setting must be enabled.
To do so, navigate to :menuselection:`Inventory --> Configuration --> Settings`, then enable the
checkbox next to :guilabel:`Packages`. Click :guilabel:`Save` to confirm the change.
To split a delivery order across multiple packages, the *Packages* setting must be enabled. To do
so, navigate to :menuselection:`Inventory --> Configuration --> Settings`, then in the *Operations*
section, select the :guilabel:`Packages` checkbox. Click :guilabel:`Save` to confirm the change.

.. image:: multipack/packages-setting.png
:align: center
:alt: The Packages setting on the Inventory app settings page.

.. _inventory/shipping/multiple-packages:

Ship items in multiple packages
===============================

To split items in the same delivery order across multiple packages, begin by navigating to
:menuselection:`Inventory --> Delivery Orders`, then select a delivery order that has multiple
items, a multiple quantity of the same item, or both.
To split items in the same delivery order across multiple packages, begin by navigating to the
:menuselection:`Inventory` app. On the *Inventory Overview* page, click the :guilabel:`# to Deliver`
button on the *Delivery Orders* card. Finally, select a delivery order that has multiple items,
multiple quantities of the same item, or both.

On the :guilabel:`Operations` tab, select the :guilabel:`⁞≣ (menu)` icon in the line of the product
that will be shipped in the first package.
On the *Operations* tab, select the :guilabel:`Details` link for the product that will be shipped in
the first package.

.. image:: multipack/product-menu-icon.png
:align: center
:alt: The menu icon for a product in a delivery order.
.. image:: multipack/product-details-link.png
:alt: The Details link for a product in a delivery order.

This makes a :guilabel:`Detailed Operations` pop-up window appear. In the table at the bottom of the
pop-up window, the :guilabel:`Reserved` column shows the total quantity of the product included in
the delivery order.
This opens the *Detailed Operations* pop-up window. In the table of the pop-up window, the
:guilabel:`Quantity` column shows the total quantity of the product included in the delivery order.

If the full quantity will be shipped in the first package, enter the number from the
:guilabel:`Done` column in the :guilabel:`Reserved` column. If less than the full quantity will be
shipped in the first package, enter a smaller number than the one that appears in the
:guilabel:`Reserved` column. Click :guilabel:`Confirm` to confirm the :guilabel:`Done` quantities
and close the pop-up.
If the full quantity will be shipped in the first package, enter the :guilabel:`Demand` quantity in
the :guilabel:`Quantity` column. If less than the full quantity will be shipped in the first
package, enter a smaller value than the :guilabel:`Demand` quantity. Then specify a
:guilabel:`Destination Package` for the product.

.. image:: multipack/detailed-operations.png
:align: center
:alt: The Detailed Operations pop-up for a product in a delivery order.

Repeat the same steps for every item quantity that is included in the first package. Then, click
:guilabel:`Put In Pack` to create a package with all of the selected items.
If the product is to be split into multiple packages, click the :guilabel:`Add a line` link and
split the :guilabel:`Quantity` between the different :guilabel:`Destination Package` options that
are created.

.. image:: multipack/put-in-pack.png
:align: center
:alt: The Put In Pack button on a delivery order.
Click :guilabel:`Save` to confirm the packages and close the pop-up.

For the next package, follow the same steps as detailed above, marking the quantity of each item to
be included in the package as :guilabel:`Done` before clicking :guilabel:`Put In Pack` on the
delivery order. Continue doing so until the full quantity of all items are added to a package.
If packaging multiple products into the same package, repeat the same steps for every product in the
package. Be sure to specify the same :guilabel:`Destination Package` in the *Detailed Operations*
window.

Finally, after all of the packages have been shipped, click :guilabel:`Validate` to confirm that the
delivery order has been completed.
For the next package, follow the same steps outlined above, marking the :guilabel:`Quantity` and
:guilabel:`Destination Package` for each item to be included. Continue doing so until the full
quantity of all products has been added to packages.

Finally, after all packages have been shipped, click :guilabel:`Validate` to confirm that the
delivery order is complete.

.. tip::
After one or more packages are created, a :guilabel:`Packages` smart button appears in the
top-right corner of the delivery order. Click the :guilabel:`Packages` smart button to go to the
:guilabel:`Packages` page for the delivery order, where each package can be selected to view all
of the items included in it.
After one or more packages are created, a :icon:`fa-cubes` :guilabel:`Packages` smart button
appears above the delivery order. Click the :icon:`fa-cubes` :guilabel:`Packages` smart button to
open the *Packages* page for the delivery order, where each package can be selected to view all
its items.

.. image:: multipack/packages-smart-button.png
:align: center
:alt: The Packages smart button on a delivery order.

.. _inventory/shipping/backorders:
Expand All @@ -78,42 +76,39 @@ Create a backorder for items to be shipped later
================================================

If some items will be shipped at a later date than others, there is no need to put them in a package
until they are ready to be shipped. Instead, create a backorder for the items being shipped later.
until they are ready to ship. Instead, create a backorder for the items being shipped later.

Begin by shipping the items that will be shipped immediately. If they will be shipped in multiple
packages, follow the :ref:`steps above <inventory/shipping/multiple-packages>` to package them as
required. If they will be shipped in a single package, simply mark in the :guilabel:`Done` column
the quantity of each item being shipped, but **do not** click the :guilabel:`Put In Pack` button.
packages, follow the steps in :ref:`inventory/shipping/multiple-packages` to package them as
required. If they will be shipped in a single package, mark the :guilabel:`Quantity` and
:guilabel:`Destination Package` for all of the products in that shipment.

After all quantities being shipped immediately are marked as :guilabel:`Done`, click the
:guilabel:`Validate` button, and a :guilabel:`Create Backorder?` pop-up window appears. Then, click
the :guilabel:`Create Backorder` button. Doing so confirms the items being shipped immediately and
creates a new delivery order for the items that will be shipped later.
After all quantities being shipped immediately are packaged, return to the delivery order form.
Change the :guilabel:`Quantity` for the backordered items to `0` or the partial quantity that is
being shipped. Then, click the :guilabel:`Validate` button, and a *Create Backorder?* pop-up window
appears. Click the :guilabel:`Create Backorder` button. Doing so immediately confirms the items
being shipped and creates a new delivery order for the items that will be shipped later.

.. image:: multipack/backorder-pop-up.png
:align: center
:alt: The Create Backorder? pop-up window.
:alt: The Create Backorder pop-up window.

The backorder delivery order will be listed in the chatter of the original delivery order in a
message that reads :guilabel:`The backorder WH/OUT/XXXXX has been created.`. Click on
message that reads :guilabel:`The backorder WH/OUT/XXXXX has been created`. Click on
:guilabel:`WH/OUT/XXXXX` in the message to view the backorder delivery order.

.. image:: multipack/backorder-chatter.png
:align: center
:alt: The backorder delivery order listed in the chatter of the original delivery order.

The backorder delivery order can also be accessed by navigating to :menuselection:`Inventory`,
clicking the :guilabel:`# Back Orders` button on the :guilabel:`Delivery Orders` card, and selecting
the delivery order.
clicking the :guilabel:`Back Orders #` link on the *Delivery Orders* card, and selecting the
delivery order.

.. image:: multipack/back-orders-button.png
:align: center
:alt: The Back Orders button on the Delivery Orders card.

Once the remaining items are ready to be shipped, navigate to the backorder delivery order. The
items can be shipped in a single package by clicking :guilabel:`Validate` and selecting
:guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up window that appears, or shipped in
multiple packages by following the steps detailed in the section above.
When the remaining items are ready to be shipped, navigate to the backorder delivery order. The
items can be shipped in a single package by clicking :guilabel:`Validate`, or shipped in multiple
packages by following the steps detailed in the section above.

It is also possible to ship out some of the items while creating another backorder for the rest. To
do so, simply follow the same steps used to create the first backorder.
It is also possible to ship some of the items while creating a new backorder for the rest. To do so,
follow the same steps used to create the first backorder.
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