odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.md

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+---
+title: "FedEx integration"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.html"
+---
+
+=================
+# FedEx integration
+
+Integrating a FedEx account with Odoo's **Inventory** app makes it possible to :doc:`calculate
+shipping rates <../setup_configuration>`, and :doc:`generate shipping labels <labels>` within Odoo.
+This is accomplished by enabling the FedEx *shipping connector*, then configuring at least one
+*shipping method*.
+
+> **note**:
+>    This documentation contains configuration details specific to FedEx integration. See the
+   documentation on :doc:`third-party shippers <third_party_shipper>` for general shipper
+   integration instructions.
+
+# Enable shipping connector
+
+To enable the shipping connector for FedEx, navigate to :menuselection:`Inventory app -->
+Configuration --> Settings`. Scroll down to the :guilabel:`Shipping Connectors` section, and tick
+the checkbox next to :guilabel:`FedEx Connector`.
+
+Finally, click :guilabel:`Save` to save the changes. After doing so, a :icon:`oi-arrow-right`
+:guilabel:`FedEx Shipping Methods` button appears below :guilabel:`FedEx Connector`.
+
+.. image:: fedex/fsm-button.png
+   :align: center
+   :alt: The FedEx Shipping Methods button below the FedEx Connector.
+
+# Configure shipping method
+
+Once the FedEx shipping connector is enabled, it is necessary to configure at least one shipping
+method. After doing so, the shipping method can be included in sales orders (SOs), and used to
+compute shipping costs, and print shipping labels.
+
+To enable a shipping method, navigate to :menuselection:`Inventory app --> Configuration -->
+Settings`, and click the :guilabel:`FedEx Shipping Methods` button below the :guilabel:`FedEx
+Connector` checkbox. Doing so opens a page that shows all existing FedEx shipping methods.
+
+> **note**:
+>    To see all shipping methods for every shipper with a connector enabled, navigate to
+   :menuselection:`Inventory app --> Configuration --> Shipping Methods`.
+
+Select a shipping method to open its form. Alternatively, click :guilabel:`New` to open a blank
+form, and configure a new shipping method.
+
+.. image:: fedex/fedex-form.png
+   :align: center
+   :alt: The form for a FedEx shipping method.
+
+> **important**:
+>    Enabling the FedEx shipping connector automatically creates two default shipping methods:
+   :guilabel:`FedEx US` and :guilabel:`FedEx International`. Each of these methods are
+   pre-configured with test credentials, allowing them to be used for testing purposes.
+
+   Before the shipping method can be used to create actual shipments, the test credentials must be
+   replaced with credentials from a valid FedEx account.
+
+## General information
+
+At the very top of a shipping method form are fields used to configure the way the method operates
+in Odoo. In the :guilabel:`Provider` field, select :guilabel:`FedEx` from the drop-down menu, if it
+is not already selected.
+
+The rest of the fields in this section are general to all shipping providers. For details on how to
+fill them out, see the documentation on :doc:`third-party shippers <third_party_shipper>`.
+
+## Fedex Configuration tab
+
+The options in the :guilabel:`Fedex Configuration` tab of a FedEx shipping method form are used to
+connect the method to a FedEx account, and configure the shipping details associated with the method
+(drop-off type, package type, etc.).
+
+A FedEx business account is required to obtain the information needed to fill out the fields in this
+tab. To create a new account, navigate to FedEx's [Open Account
+](https://www.fedex.com/en-us/open-account.html) page, click on :guilabel:`Create Account`, and
+follow the instructions.
+
+### Developer Key and Meter Number fields
+
+A *developer key* is used to integrate a FedEx account with an external service, like the Odoo
+**Inventory** app. A *meter number* is a unique ID number used by FedEx to identify negotiated
+shipping rates for each account.
+
+To get a developer key and meter number, begin by navigating to FedEx's [Developer Resource Center
+](https://www.fedex.com/en-us/developer/web-services.html). Then, click on the :guilabel:`FedEx Web
+Services` drop-down menu.
+
+Click :guilabel:`Get Test Key` to start the process of getting a developer key and meter number
+which can be used to configure a shipping method for testing purposes.
+
+Click :guilabel:`Get Production Key` to start the process of getting a developer key and meter
+number, which can be used to configure a shipping method that generates real shipments with FedEx.
+
+After clicking either option, follow the instructions until the :guilabel:`Confirmation` screen is
+reached. This screen displays the developer key and meter number.
+
+Once the developer key and meter number are determined, enter them in the :guilabel:`Developer Key`
+and :guilabel:`Meter Number` fields on the :guilabel:`Fedex Configuration` tab of the shipping
+method form.
+
+### Password and Account Number fields
+
+A *password* is used, along with a username, to log into a FedEx account. An *account number* is the
+unique number assigned to each FedEx account.
+
+To find a FedEx account number, log in to a FedEx account at https://www.fedex.com. Click on the
+account holder's name in the top-right corner of the screen, and select :menuselection:`My Profile`
+from the drop-down menu.
+
+On the profile page, click :guilabel:`Account Management` on the left side of the screen. The
+account number is displayed on this screen.
+
+Once the password and account number are determined, enter them in the :guilabel:`Password` and
+:guilabel:`Account Number` fields on the :guilabel:`Fedex Configuration` tab of the shipping method
+form.
+
+### Shipping details
+
+The main section of the :guilabel:`Fedex Configuration` tab includes a number of additional fields
+used provide information about the shipping method:
+
+- :guilabel:`Fedex Service Type`: The FedEx service used to ship a package.
+- :guilabel:`Fedex Drop-Off Type`: The method for getting a package into FedEx's possession.
+- :guilabel:`Fedex Package Type`: The type of package used for the shipping method.
+- :guilabel:`Package Weight Unit`: The unit of measure used to weigh packages.
+- :guilabel:`Package Length Unit`: The unit of measure used to determine the dimensions of packages.
+- :guilabel:`Label Type`: The type of shipping label used for packages.
+- :guilabel:`Label Format`: The file format used by Odoo to generate shipping labels.
+- :guilabel:`Commercial Invoice Type`: The dimensions and type of the paper used to print invoices.
+
+> **important**:
+>    The options that should be selected on the :guilabel:`Fedex Configuration` tab of a shipping
+   method depend on the negotiated shipping services of the associated FedEx account. To confirm the
+   available services for a FedEx account, visit the *Account Management* page after logging in to
+   the FedEx website, or speak with a customer service representative.
+
+### Options section
+
+The :guilabel:`Options` section of the :guilabel:`Fedex Configuration` tab provides a few additional
+options to further configure the shipping method:
+
+- :guilabel:`Saturday Delivery`: Tick the checkbox to allow packages shipped with the delivery
+  method to be delivered on Saturdays.
+- :guilabel:`Generate Return Label`: Tick the checkbox to automatically generate a return label upon
+  validation of a delivery order.
+- :guilabel:`Duties paid by`: Use the drop-down menu to select whether duty charges should be paid
+  by the :guilabel:`Sender` or :guilabel:`Recipient`.
+
+# Activate shipping method
+
+By default, shipping methods in Odoo are created within a *test environment*. This means they can
+only be used for testing purposes, and are unable to generate actual shipping orders.
+
+To activate a shipping method in a *production environment*, click the :icon:`fa-stop`
+:guilabel:`Test Environment` smart button at the top of the shipping method form. After doing so,
+the smart buttons changes to read :icon:`fa-play` :guilabel:`Production Environment`.
+
+With the production environment enabled, validating a delivery order using the shipping method
+generates an actual shipping label with FedEx.
+
+Click the :icon:`fa-play` :guilabel:`Production Environment` smart button to return the shipping
+method to a test environment.
+
+> **warning**:
+>    **Do not** enable the production environment for a shipping method before it is ready to be used
+   for actual shipping orders. Doing so may lead to the creation of unwanted charges with FedEx.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.md

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+---
+title: "Shipping cost invoicing"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.html"
+---
+
+=======================
+# Shipping cost invoicing
+
+Invoicing customers for shipping after delivery ensures accurate charges based on real-time shipping
+factors like distance, weight, and method.
+
+In Odoo, shipping costs can be invoiced in two ways:
+
+#. Agree with the customer on a fixed cost and :ref:`include it in the sale order.
+   <inventory/shipping/invoice-so>`
+
+#. :ref:`Invoice shipping costs to the customer post-delivery
+   <inventory/shipping/invoice-shipping>`, reflecting the actual expenses incurred by the business.
+
+# Configuration
+
+To set prices to delivery methods, go to :menuselection:`Inventory app --> Configuration -->
+Settings`. Under the :guilabel:`Shipping` section, enable the :guilabel:`Delivery Methods` feature.
+Then, click :guilabel:`Save`.
+
+.. image:: invoicing/enable-delivery.png
+   :align: center
+   :alt: Enable the "Delivery Methods" feature in Settings.
+
+# Add shipping method
+
+Next, configure the the price of each delivery method by going to :menuselection:`Inventory app -->
+Configuration --> Shipping Methods` and click the :guilabel:`Create` button. Doing so opens a form
+to provide details about the shipping provider, including:
+
+- :guilabel:`Shipping Method` (*required*) the name of the delivery method (e.g. `flat-rate
+  shipping`, `same day delivery`, etc.).
+- :guilabel:`Provider` (*required*): choose the delivery service, like FedEx, if using a
+  third-party carrier Ensure the integration with the shipping carrier is properly installed and
+  select the provider from the drop-down menu.
+
+  .. seealso::
+     :doc:`../setup_configuration/third_party_shipper`
+
+- :guilabel:`Company`: if the shipping method should apply to a specific company, select it from the
+  drop-down menu. Leave the field blank to apply the method to all companies.
+
+- :guilabel:`Website`: configure shipping methods for an e-commerce page. Select the applicable
+  website from the drop-down menu, or leave it blank to apply the method to all web pages.
+
+- :guilabel:`Delivery Product` (*required*): the product listed on the :ref:`sales order line
+  <inventory/shipping/invoice-on-so>` as the delivery charge.
+- :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer
+  spends above the specified amount.
+
+.. _inventory/shipping/invoice-so:
+
+# Invoice cost on sales order
+
+To invoice shipping costs on the sales order, before the item is delivered, go to the
+:menuselection:`Sales app` and select the desired sales order.
+
+On the sales order, click the :guilabel:`Add Shipping` button at the bottom-right corner.
+
+.. image:: invoicing/add-shipping.png
+   :align: center
+   :alt: Click "Add Shipping" button at the bottom right, near the total.
+
+In the :guilabel:`Add a shipping method` pop-up window, choose the intended carrier in the
+:guilabel:`Shipping Method` field.
+
+Then, click the :guilabel:`Get Rate` button to the calculate shipping price based on real-time
+shipping data Odoo's shipping carrier integration.
+
+The :guilabel:`Cost` is automatically calculated using the weight of the items in the order.
+Finally, click the :guilabel:`Add` button to close the window.
+
+.. image:: invoicing/add-a-shipping-method.png
+   :align: center
+   :alt: Calculate shipping by selecting a shipping method.
+
+.. _inventory/shipping/invoice-on-so:
+
+On the sales order, the delivery product appears in the :guilabel:`Order Lines` tab, with the
+:guilabel:`Unit Price` set as the shipping cost calculated in the :guilabel:`Add a shipping method`
+pop-up window.
+
+.. image:: invoicing/delivery-product.png
+   :align: center
+   :alt: Show delivery product on the sales order line.
+
+Finally, after the product is delivered, click the :guilabel:`Create invoice` button, and an invoice
+is created that includes the shipping cost that was added earlier.
+
+.. image:: invoicing/create-invoice.png
+   :align: center
+   :alt: Show "Create Invoice" button.
+
+Then, click the :guilabel:`Create and View Invoice` button, and a draft invoice is generated, with
+the shipping cost included in the :guilabel:`Invoice Lines` tab.
+
+.. image:: invoicing/invoice-line.png
+   :align: center
+   :alt: Show delivery product in the invoice line.
+
+.. _inventory/shipping/invoice-shipping:
+
+# Invoice real shipping costs
+
+To modify the invoice to reflect the real cost of shipping, follow the steps :ref:`above
+<inventory/shipping/invoice-so>` to create an invoice with a delivery product with a :guilabel:`Unit
+Price` of zero.
+
+Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the real shipping cost.
+Finally, invoice the customer the adjusted shipping cost by clicking :guilabel:`Confirm`.
+
+.. image:: invoicing/invoice-cost.png
+   :align: center
+   :alt: Show delivery product on the invoice line.
+
+.. seealso::
+   - :doc:`../setup_configuration/third_party_shipper`
+   - :doc:`../setup_configuration/labels`

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.md

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+---
+title: "Change shipping label size"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.html"
+---
+
+==========================
+# Change shipping label size
+
+# Overview
+
+In Odoo, there are a variety of different types of shipping labels that can be selected for delivery
+orders. Depending on the types of shipping packages used, different label sizes may be more
+appropriate, and can be configured to fit the package.
+
+# Configuration
+
+In the :menuselection:`Inventory` module, go to :menuselection:`Configuration --> Delivery -->
+Shipping Methods.` Click on a delivery method to choose it. For the following example, *FedEx
+International* will be used.
+
+.. image:: label_type/shipping-options.png
+   :align: center
+   :alt: Different shipping methods.
+
+In the :guilabel:`Configuration` tab, under :guilabel:`Label Type`, choose one of the label types
+available. The availability varies depending on the carrier.
+
+.. image:: label_type/label-type-dropdown.png
+   :align: center
+   :alt: Select a label type.
+
+When a sales order with the corresponding shipping company is confirmed and a delivery order is
+validated, the shipping label will be automatically created as a PDF and appear in the
+:guilabel:`Chatter`.
+
+# Create a sales order
+
+In the :menuselection:`Sales` application, click :guilabel:`Create` and select an international
+customer. Click :guilabel:`Add A Product` and select an item. Click :guilabel:`Add Shipping`, select
+a shipping method, then click :guilabel:`Get Rate`, and finally, click :guilabel:`Add`.
+
+.. image:: label_type/shipping-rate.png
+   :align: center
+   :alt: Add a shipping method and rate to a sales order.
+
+Once the quotation is confirmed by clicking :guilabel:`Confirm`, a :guilabel:`Delivery` smart button
+will appear.
+
+.. image:: label_type/shipping-italy-so.png
+   :align: center
+   :alt: Delivery order smart button.
+
+Once the delivery order is validated by clicking :guilabel:`Validate` in the delivery order, the
+shipping documents appear in the :guilabel:`Chatter`.
+
+.. image:: label_type/shipping-pdfs.png
+   :align: center
+   :alt: Shipping PDF documents.
+
+# Example labels
+
+The default :guilabel:`Label Type` is :guilabel:`Paper Letter`. An example of a FedEx letter sized
+label is:
+
+.. image:: label_type/full-page-fedex.png
+   :align: center
+   :alt: Full page letter size FedEx shipping label.
+
+For comparison, an example of a FedEx bottom-half label is:
+
+.. image:: label_type/half-page-fedex.png
+   :align: center
+   :alt: Half page letter size FedEx shipping label.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.md

@@ -0,0 +1,163 @@
+---
+title: "Print shipping labels"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.html"
+---
+
+=====================
+# Print shipping labels
+
+.. |DO| replace:: :abbr:`DO (Delivery Order)`
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+
+Integrate Odoo with :doc:`third-party shipping carriers
+<../setup_configuration/third_party_shipper>` to automatically generate shipping labels that
+includes prices, destination addresses, tracking numbers, and barcodes.
+
+.. seealso::
+   :ref:`Automatically print shipping carrier labels <inventory/shipping_receiving/carrier-labels>`
+
+# Configuration
+
+To generate labels for a third-party shipping carrier, first :doc:`install the third-party shipping
+connector <../setup_configuration/third_party_shipper>`. Then, configure and activate the
+:ref:`delivery method <inventory/shipping_receiving/configure-delivery-method>`, being sure to set
+the :guilabel:`Integration Level` to :guilabel:`Get Rate and Create Shipment` to generate shipping
+labels. Finally, provide the company's :ref:`source address
+<inventory/shipping_receiving/configure-source-address>` and :ref:`product weights
+<inventory/shipping_receiving/configure-weight>`.
+
+.. seealso::
+   :doc:`../setup_configuration/third_party_shipper`
+
+.. image:: labels/integration-level.png
+   :align: center
+   :alt: Set the "Get Rate and Create Shipment" option.
+
+.. _inventory/shipping_receiving/picking-config:
+
+## Labels for multi-step
+
+For companies using :doc:`two <../daily_operations/receipts_delivery_two_steps>` or :doc:`three step
+delivery <../daily_operations/delivery_three_steps>`, labels can be triggered to print after
+validating the picking or packing operation. To do that, go to :menuselection:`Inventory app -->
+Configuration --> Operations Types`, and choose the desired operation.
+
+On the :guilabel:`Operation Type` configuration page, tick the :guilabel:`Print Label` checkbox.
+Enabling this feature ensures that the third-party shipping label is printed upon validating this
+operation.
+
+.. example::
+   For :doc:`two-step delivery <../daily_operations/receipts_delivery_two_steps>`, where products
+   are placed directly in packages during picking, companies can print shipping labels during
+   picking instead of delivery. Odoo allows users to enable the :guilabel:`Print Label` feature on
+   the `Pick` operation itself to achieve this flexibility.
+
+   .. image:: labels/pick-print-label.png
+      :align: center
+      :alt: Enable the "Print Label" feature.
+
+# Print tracking labels
+
+Tracking labels are printed when specific operations are validated. By default, validating a
+delivery order (DO) generates a tracking label in the chatter.
+
+> **note**:
+>    For companies using two or three step delivery, refer to the :ref:`printing labels for multi-step
+   delivery <inventory/shipping_receiving/picking-config>` section to learn how to print the label
+   after validating a picking or packing operation.
+
+When both the *Sales* and *Inventory* apps are installed, begin in the :menuselection:`Sales` app,
+and proceed to the desired quotation or sales order (SO). There, and :ref:`add the shipping cost
+<inventory/shipping_receiving/add-shipping-quote>` to the order. Then, navigate to the linked |DO| —
+or another operation type when using multi-step delivery — to validate the operation and print the
+label.
+
+If only the *Inventory* app is installed, create :abbr:`DOs (Delivery Orders)` directly in the
+:menuselection:`Inventory` app, :ref:`add the third-party carrier
+<inventory/shipping_receiving/validate-print-label>` in the :guilabel:`Carrier` field, and validate
+the |DO|.
+
+.. _inventory/shipping_receiving/add-shipping-quote:
+
+## Add shipping on quotation
+
+To generate a tracking label for an order, begin by creating a quotation in :menuselection:`Sales
+app --> Orders --> Quotations`, clicking :guilabel:`New`, and filling out the quotation form. Then,
+click the :guilabel:`Add Shipping` button in the bottom-right corner of the quotation.
+
+.. image:: labels/add-shipping-button.png
+   :align: center
+   :alt: Show the "Add Shipping" button on the quotation.
+
+In the resulting pop-up window, select the intended carrier from the :guilabel:`Shipping Method`
+drop-down menu. The :guilabel:`Total Order Weight` field is automatically populated, based on the
+:ref:`weight of products in the order <inventory/shipping_receiving/configure-weight>`. Modify this
+field to overwrite the predicted weight, and use this weight to estimate the cost of shipping.
+
+Next, click :guilabel:`Get Rate` to display the shipping cost for the customer, via the third-party
+carrier in the :guilabel:`Cost` field.
+
+> **important**:
+>    If clicking :guilabel:`Get Rate` results in an error, ensure the :ref:`warehouse's address
+   <inventory/shipping_receiving/configure-source-address>` and :ref:`weight of products in the
+   order <inventory/shipping_receiving/configure-weight>` are properly configured.
+
+Click :guilabel:`Add` to add the cost to the quotation, which is listed as the :ref:`configured
+delivery product <inventory/shipping_receiving/delivery-product>`. Finally, click
+:guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` smart button to access the
+|DO|.
+
+.. image:: labels/get-rate.png
+   :align: center
+   :alt: Show "Get rate" pop-up window.
+
+> **tip**:
+>    For users who do not have the *Sales* app installed, specify the :guilabel:`Carrier` by going to
+   the :menuselection:`Inventory` app, navigating to the |DO|, and going to the
+   :guilabel:`Additional Info` tab.
+
+   .. image:: labels/additional-info-tab.png
+      :align: center
+      :alt: Show the "Additional Info" tab of a delivery order.
+
+.. _inventory/shipping_receiving/validate-print-label:
+
+## Validate delivery order
+
+On a delivery order form, navigate to the :guilabel:`Additional Info` tab to ensure the third-party
+shipping carrier has been added to the :guilabel:`Carrier` field.
+
+> **important**:
+>    If the *Sales* app is not installed, the third-party carrier is set in the :guilabel:`Carrier`
+   field.
+
+After the items in the order have been packed, click :guilabel:`Validate` to get the shipping
+carrier's tracking number, and generate the shipping label.
+
+> **note**:
+>    Create or select an existing delivery order by going to the :menuselection:`Inventory` app, and
+   selecting the :guilabel:`Delivery Orders` card.
+
+The :guilabel:`Tracking Reference` number is generated in the :guilabel:`Additional Info` tab of the
+delivery order. Click the :guilabel:`Tracking` smart button to access the tracking link from the
+shipping carrier's website.
+
+The tracking label is found in PDF format in the chatter.
+
+.. image:: labels/shipping-label.png
+   :align: center
+   :alt: Show generated shipping label in the chatter.
+
+> **note**:
+>    For multi-package shipping, one label is generated per package. Each label appears in the
+   chatter.
+
+.. figure:: labels/sample-label.png
+   :align: center
+   :alt: Sample label generated from Odoo's shipping connector with FedEx.
+
+   Sample label generated from Odoo's shipping connector with FedEx.
+
+.. seealso::
+   - :doc:`invoicing`
+   - :doc:`multipack`

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.md

@@ -0,0 +1,118 @@
+---
+title: "Multi-package shipments"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.html"
+---
+
+=======================
+# Multi-package shipments
+
+In some cases, a delivery order with multiple items may need to be shipped in more than one package.
+This may be necessary if the items are too large to ship in a single package, or if certain items
+cannot be packaged together. Shipping a single delivery order in multiple packages provides
+flexibility for how each item is packaged, without the need to create multiple delivery orders.
+
+# 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.
+
+.. 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.
+
+On the :guilabel:`Operations` tab, select the :guilabel:`⁞≣ (menu)` icon in the line of 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.
+
+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.
+
+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.
+
+.. 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.
+
+.. image:: multipack/put-in-pack.png
+   :align: center
+   :alt: The Put In Pack button on a delivery order.
+
+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.
+
+Finally, after all of the packages have been shipped, click :guilabel:`Validate` to confirm that the
+delivery order has been completed.
+
+> **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.
+
+   .. image:: multipack/packages-smart-button.png
+      :align: center
+      :alt: The Packages smart button on a delivery order.
+
+# 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.
+
+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.
+
+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.
+
+.. image:: multipack/backorder-pop-up.png
+   :align: center
+   :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
+: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.
+
+.. 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.
+
+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.