diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst index acae340ba..4c56ba58d 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst @@ -1,68 +1,137 @@ -====================== -Process wave transfers -====================== +============== +Wave transfers +============== -While a batch transfer is a group of several pickings, a **wave transfer** only contains some parts -of different pickings. Both methods are used to pick orders in a warehouse, and depending on the -situation, one method may be a better fit than the other. +.. |SO| replace:: :abbr:`SO (sales order)` -To handle orders of a specific product category, or fetch products that are at the same location, -wave transfers are the ideal method. +While a batch transfer is a group of several pickings, a **wave transfer** contains certain parts +of different pickings. In Odoo, wave transfers are batch transfers with an extra step: transfers are +split before being grouped in a batch. -In Odoo, wave transfers are actually batch transfers with an extra step: transfers are split before -being grouped in a batch. +Wave picking is ideal for warehouses that need to optimize the handling of high order volumes while +managing complex picking criteria. With wave transfers, orders are grouped into waves based on +factors like product location, category, or scheduled shipping times. Each wave is assigned to a +different employee for the most efficient execution. + +Wave picking is particularly useful for operations where multiple sales orders (SOs), or a single +order, must be picked across different waves. This approach enables flexible scheduling, allowing +warehouses to align picking activities with shipping deadlines, or resource availability. + +.. example:: + #. |SO| 1 calls for one apple and one orange + #. |SO| 2 calls for one apple and one banana + #. |SO| 3 calls for one apple, one orange, and two bananas + + Apples are stored in Shelf A, oranges in Shelf B, and bananas in Shelf C. A warehouse employee is + assigned to the wave, and is provided with the following instructions: + + - Shelf A: Pick three apples. Place them into a central cart designated for the wave. + - Shelf B: Pick two oranges. Add them to the same cart. + - Shelf C: Pick three bananas. Add them to the cart. + + The employee then takes the cart to the sorting/packing station. Items are then sorted and packed + into individual orders. Configuration ============= -Before a wave transfer can be created, the :guilabel:`Batch Transfers` and :guilabel:`Wave -Transfers` options must be activated. - -First, go to :menuselection:`Inventory --> Configuration --> Settings`. In the -:guilabel:`Operations` section, enable :guilabel:`Batch Transfers` and :guilabel:`Wave Transfers`. -Then, click :guilabel:`Save` to apply the settings. +To enable wave picking, begin by navigating to :menuselection:`Inventory --> Configuration --> +Settings`. In the :guilabel:`Operations` section, tick the :guilabel:`Batch, Wave & Cluster +Transfers` checkbox to enable the setting. .. image:: wave/wave-transfers-setting.png - :align: center :alt: View of Odoo Inventory app settings to enable the wave transfers option. -Add products to a wave -====================== +Next, the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` options, under the +:guilabel:`Warehouse` heading, must also be checked on this settings page. -Now that the settings are activated, start a wave transfer by adding products to a wave. +*Storage locations* allow products to be stored in specific locations they can be picked from, while +*multi-step routes* enable the picking operation itself. + +Then, click :guilabel:`Save` to save the changes. + +Create a wave +============= Wave transfers can only contain product lines from transfers of the same operation type. To view -all the transfers and product lines in a specific operation, first go to the :guilabel:`Inventory` -dashboard and locate the desired operation type's card. Then, open the options menu (the three dots -icon in the corner of the operation type's card) and click :guilabel:`Operations`. +all the transfers and product lines in a specific operation, navigate to the +:menuselection:`Inventory app`. Find the desired Kanban card, then click the :icon:`fa-ellipsis-v` +:guilabel:`(vertical ellipsis)` icon to open the options menu. Under :guilabel:`New`, click +:guilabel:`Prepare Wave`. .. image:: wave/list-of-operations.png - :align: center :alt: How to get an operation type's list of operations. -On the operations page, select the product lines you want to add in a new or existing wave. Then, -click :guilabel:`Add to Wave`. +Create a new wave +----------------- + +On the :guilabel:`Prepare Wave` pop-up, stock moves lines are grouped by source location. Select the +checkboxes for the product lines that should be added. Then, click :guilabel:`Add to Wave`. .. image:: wave/select-lines.png - :align: center :alt: Select lines to add to the wave. .. tip:: Use the :guilabel:`Filters` in the search bar to group lines with the same product, location, - carrier, etc... + carrier, etc. -After that, a pop-up box appears. +Add products to an existing wave +-------------------------------- -To add the selected lines to an existing wave transfer, select the :guilabel:`an existing wave -transfer` option and select the existing wave transfer from the drop-down menu. +To add products to an existing wave, navigate to :menuselection:`Inventory --> Operations --> Wave +Transfers`. Click on the appropriate wave from the list to open it. -To create a new wave transfer, select the :guilabel:`a new wave transfer` option. If creating a new -wave transfer, an employee can also be set in the optional :guilabel:`Responsible` field. Once the -desired options are selected, click :guilabel:`Confirm` to add the product lines to a wave. +Under the :guilabel:`Detailed Operations` tab, click :guilabel:`Add a line`. Then, in the +:guilabel:`Product` field, search for the desired product. -View wave transfers -=================== +Process a wave +============== To view all wave transfers and their statuses, go to :menuselection:`Inventory --> Operations --> -Wave Transfers`. Wave transfers can also be viewed in the :guilabel:`Barcode` app by going to -:menuselection:`Barcode --> Batch Transfers`. +Wave Transfers`. Click on the appropriate wave from the list to open it. + +To assign the wave to a specific employee, click the :guilabel:`Responsible` field and select the +appropriate name from the drop-down list. + +To designate a :ref:`Dock location `, select an option from the +drop-down menu in the :guilabel:`Docks Location` field. + +.. note:: + The :doc:`dispatch management system <../../shipping_receiving/setup_configuration/dispatch>` + feature in Odoo is used to plan and build shipments. Assigning batches to loading docks ensures + the right products are pack into the appropriate trucks for delivery. + +Select a :guilabel:`Vehicle` from the drop-down. Making a selection in this field automatically +updates the :guilabel:`Vehicle Category` field. + +Enter a :guilabel:`Description` for this wave, if desired. + +.. note:: + The :guilabel:`Description` field is automatically generated for :ref:`automatic waves + `. + +.. _inventory/shipping_receiving/auto-waves: + +Automatic waves +=============== + +Waves can be automatically created and assigned based on different criteria. The *Automatic Batches* +option is defined on the *operation type* level, which enables the creation of waves with distinct +grouping criteria for each operation type. + +To enable *Automatic Batches*, navigate to :menuselection:`Inventory app --> Configuration --> +Operation Types`, and select the desired operation type (e.g. :guilabel:`Delivery`, +:guilabel:`Pick`, etc). Under the :guilabel:`Batch & Wave Transfers` heading, tick the +:guilabel:`Automatic Batches` checkbox. + +Then, select one or more :guilabel:`Wave Grouping` criteria by ticking the appropriate checkbox. +Even if more than one grouping option is selected, only one wave is created. + +Automatic waves can be created based on the following criteria: + +- :guilabel:`Product`: Split transfers by product, then group transfers that have the same product. +- :guilabel:`Product Category`: Split transfers by product category, then group transfers that have + the same product category. + +.. image:: wave/auto-wave-grouping.png + :alt: The Automatic batches feature with the wave grouping option for product category selected. diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/auto-wave-grouping.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/auto-wave-grouping.png new file mode 100644 index 000000000..01c4a3cd1 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/auto-wave-grouping.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/list-of-operations.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/list-of-operations.png index dc9f32a21..d4ea863e1 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/list-of-operations.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/list-of-operations.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/select-lines.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/select-lines.png index f0459d53c..c2f11a39d 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/select-lines.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/select-lines.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/wave-transfers-setting.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/wave-transfers-setting.png index 1518706d1..3e74daadb 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/wave-transfers-setting.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave/wave-transfers-setting.png differ