diff --git a/content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst b/content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst index 685103bd4..aa5aa73da 100644 --- a/content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst +++ b/content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst @@ -28,6 +28,8 @@ Numbers`. Remember to click the :guilabel:`Save` button to save changes. :align: center :alt: Enabled lots and serial numbers setting. +.. _inventory/serial_numbers/configure: + Configure serial number tracking on products ============================================ diff --git a/content/applications/inventory_and_mrp/inventory/management/misc/batch_transfers.rst b/content/applications/inventory_and_mrp/inventory/management/misc/batch_transfers.rst index 371f2b7cd..3a4cb06da 100644 --- a/content/applications/inventory_and_mrp/inventory/management/misc/batch_transfers.rst +++ b/content/applications/inventory_and_mrp/inventory/management/misc/batch_transfers.rst @@ -1,124 +1,235 @@ -======================= -Process Batch Transfers -======================= +============= +Batch picking +============= -Batch picking allows a single picker to handle a batch of orders, -reducing the number of times he must visit the same location. In Odoo, -it means you can regroup several transfers into the same batch -transfer, then process it, either via the barcode application or in the form view. +*Batch picking* enables a single picker to handle multiple orders at once, reducing the time needed +to navigate to the same location in a warehouse. -Create a Batch Transfer -======================= +When picking in batches, orders are grouped and consolidated into a picking list. After the picking, +the batch is taken to an output location, where the products are sorted into their respective +delivery packages. -To activate the batch picking option, go to :menuselection:`Inventory ---> Configuration --> Configuration` and enable *Batch Pickings*. +.. seealso:: + :ref:`Use Barcode app for pickings ` -.. image:: batch_transfers/batch_transfers_01.png - :align: center - :alt: View of the inventory settings. Process to enable the batch pickings option in the Odoo Inventory app +Since orders *must* be sorted at the output location after being picked, this picking method suits +businesses with a few products that are ordered often. Storing high-demand items in easily +accessible locations can increase the number of orders that are fulfilled efficiently. -Then, go to :menuselection:`Inventory --> Operations --> Batch -Transfers` and hit the create button. +Configuration +============= -.. image:: batch_transfers/batch_transfers_02.png - :align: center - :alt: View of the new menu, Batch Transfers, under operations +To activate the batch picking option, begin by going to :menuselection:`Inventory app --> +Configuration --> Settings`. Under the :guilabel:`Operations` section, check the :guilabel:`Batch +Transfers` box. -Now, determine the batch transfer responsible and the type of transfers -you want to include in the batch. To add the types of transfers, click on *Add a line*. +.. image:: batch_transfers/batch-transfer-checkbox.png + :align: center + :alt: Enable the *Batch Transfers* in Inventory > Configuration > Settings. -.. image:: batch_transfers/batch_transfers_03.png - :align: center - :alt: View of a Batch Transfers form +Since batch picking is a method to optimize the *pick* operation in Odoo, the :guilabel:`Storage +Locations` and :guilabel:`Multi-Step Routes` options under the :guilabel:`Warehouse` heading must +also be checked on this settings page. When finished, click :guilabel:`Save`. -In the example below, a filter was applied to only see the transfers that are in the *Pick* step. -After that, the different transfers that needed to be included in the batch transfer were selected. +.. image:: batch_transfers/locations-routes-checkbox.png + :align: center + :alt: Enable *Storage Locations* and *Multi-Step Routes* Inventory > Configuration > Settings. -.. image:: batch_transfers/batch_transfers_04.png - :align: center - :alt: View of the list of transfers to choose for a single batch transfer and how to add them - to the batch transfer +Lastly, enable the warehouse picking feature, by navigating to the warehouse settings page, which is +accessible from :menuselection:`Inventory app --> Configuration --> Warehouses`. -To see the products to pick for the different transfers, click on -*Select*. If *Multi-locations* has been activated, the document also shows the locations they have -been reserved from. +From here, select the desired warehouse from the list. Then, from the radio options available for +:guilabel:`Outgoing Shipments`, select either the :guilabel:`Send goods in output and then deliver +(2 steps)` or :guilabel:`Pack goods, send goods in output and then deliver (3 steps)`. -.. image:: batch_transfers/batch_transfers_05.png - :align: center - :alt: View of a batch transfer list. Products to pick with their source and target locations +.. seealso:: + - :ref:`Delivery in two steps ` + - :ref:`Delivery in three steps ` -Create a Batch Transfer from the Transfers List View -==================================================== +.. image:: batch_transfers/set-2-or-3-step-shipment.png + :align: center + :alt: Set up 2-step or 3-step outgoing shipments. -From the *Transfers List View*, select transfers that should be -included in the Batch. Then, select *Add to batch* from the *Action* -list. +Create batch transfers +====================== -.. image:: batch_transfers/batch_transfers_06.png - :align: center - :alt: View of the process to add transfers to a batch transfer from the transfers list view +Manually create batch transfers directly from the :menuselection:`Inventory app --> Operations --> +Batch Transfers` page. Click the :guilabel:`New` button to begin creating a batch transfer. -Next, determine if you want to add the transfers to an existing draft -batch transfer or create a new one. +On the batch transfer form, fill the following fields out accordingly: -.. image:: batch_transfers/batch_transfers_07.png - :align: center - :alt: Option to add a responsible to a batch transfer so it can be confirmed +- :guilabel:`Responsible`: employee assigned to the picking. Leave this field blank if *any* worker + can fulfill this picking. +- :guilabel:`Operation Type`: from the drop-down menu, select the operation type under which the + picking is categorized. +- :guilabel:`Scheduled Date`: specifies the date by which the :guilabel:`Responsible` person should + complete the transfer to the output location. -Process a Batch Transfer -======================== +Next, in the :guilabel:`Transfers` list, click :guilabel:`Add a line` to open the :guilabel:`Add: +Transfers` window. -While gathering the products, you can edit the batch transfer and update -the *Quantity done* for each product. Once everything has been picked, select -*Validate* so the different transfers contained in the batch are validated -too. +If the :guilabel:`Operation Type` field was filled, the list will filter transfer records matching +the selected :guilabel:`Operation Type`. -.. image:: batch_transfers/batch_transfers_08.png - :align: center - :alt: View of an in progress batch transfer +Click the :guilabel:`New` button to create a new transfer. -In case all the products cannot be picked, you can create backorders for each individual transfer -which couldn’t be completely processed. +Once the transfer records are selected, click :guilabel:`Confirm` to confirm the batch picking. -.. image:: batch_transfers/batch_transfers_09.png - :align: center - :alt: How to handle batch transfers with unavailable products. Creation of a backorder inside - of a batch transfer +.. example:: + A new batch transfer assigned to the :guilabel:`Responsible`, `Joel Willis`, for the `Pick` + :guilabel:`Operation Type`. The :guilabel:`Scheduled Date` is set to `August 11`. -.. image:: batch_transfers/batch_transfers_10.png - :align: center - :alt: View of how backorders are handled in Odoo's batch transfers + .. image:: batch_transfers/batch-transfer-form.png + :align: center + :alt: View of *Batch Transfers* form. -Process a Batch Transfer from the Barcode app -============================================= + Clicking the :guilabel:`Add a line` button opens the :guilabel:`Add:Transfers` window, + displaying only pickings. This is because the :guilabel:`Operation Type` was set to `Pick` on the + batch transfer form. -Enter the *Barcode* application, select the *Batch Transfers* menu. + Click the checkbox to the left of the transfers, `WH/PICK/00001` and `WH/PICK/00002`, to include + them in the new transfer. Then, click the :guilabel:`Select` button to close the + :guilabel:`Add:Transfers` window. -.. image:: batch_transfers/batch_transfers_11.png - :align: center - :alt: View of the Odoo Barcode app dashboard + .. image:: batch_transfers/add-transfers-window.png + :align: center + :alt: Select multiple transfers from the *Add:Transfers* window. -Then, you can enter the batch transfer on which you want to work. Batch -transfers can easily be grouped per responsible if necessary. +Add batch from transfers list +----------------------------- -.. image:: batch_transfers/batch_transfers_12.png - :align: center - :alt: View of the batch transfers dashboard inside of the Barcode app +Another method of creating batch transfers is available using the :guilabel:`Add to batch` option in +a list. Navigate to the :menuselection:`Inventory app --> Operations` drop-down menu, and select any +of the :guilabel:`Transfers` to open a filtered list of transfers. -In the batch transfer, products are classified per -location. The source document is visible on each line and a color-code -helps differentiate them. +.. image:: batch_transfers/transfers-drop-down.png + :align: center + :alt: Show all transfer types in a drop-down menu: Receipts, Deliveries, Internal Transfers, + Manufacturings, Batch Transfers, Dropships. -.. image:: batch_transfers/batch_transfers_13.png - :align: center - :alt: View of an in progress batch transfer with the Odoo Barcode application +On the transfers list, select the checkbox to the left of the selected transfers to add in a batch. +Next, navigate to the :guilabel:`Actions ⚙️ (gear)` button, and click :guilabel:`Add to batch` from +the resulting drop-down menu. -To see the products to pick from another location, click on the *Next* -button. +.. image:: batch_transfers/add-to-batch.png + :align: center + :alt: Use *Add to batch* button, from the *Action* button's list. -.. image:: batch_transfers/batch_transfers_14.png - :align: center - :alt: View of a ready and completed batch transfer inside of the Odoo Barcode application +Doing so opens an :guilabel:`Add to batch` pop-up window, wherein the employee +:guilabel:`Responsible` for the picking can be assigned. + +Choose from the two radio options to add to :guilabel:`an existing batch transfer` or create +:guilabel:`a new batch transfer`. + +To begin with a draft, select the :guilabel:`Draft` checkbox. + +Conclude the process by clicking :guilabel:`Confirm`. + +.. image:: batch_transfers/add-to-batch-window.png + :align: center + :alt: Show *Add to batch* window to create a batch transfer. + +Process batch transfer +====================== + +Handle batch transfers in the :menuselection:`Inventory app --> Operations --> Batch Transfers` +page. + +From here, select the intended transfer from the list. Then, on the batch transfer form, input the +:guilabel:`Done` quantities for each product, under the :guilabel:`Detailed Operations` tab. +Finally, select :guilabel:`Validate` to complete the picking. + +.. tip:: + Be certain the batch transfer is complete when the :guilabel:`Validate` button is highlighted in + purple. If the :guilabel:`Check Availability` button is highlighted instead, that means there are + items in the batch that are currently *not* available in-stock. + +.. _inventory/management/batch-transfers-example: + +.. example:: + In a batch transfer involving products from pickings, `WH/PICK/00001` and `WH/PICK/00002`, the + :guilabel:`Detailed Operations` tab shows that the product, `Cabinet with Doors`, has been picked + because the :guilabel:`Done` column matches the value in the :guilabel:`Reserved` column. + However, `0.00` quantities have been picked for the other product, `Cable Management Box`. + + .. image:: batch_transfers/process-batch-transfer.png + :align: center + :alt: Show batch transfer of products from two pickings in the *Detailed Operations* tab. + +Only in-stock products are visible in the :guilabel:`Detailed Operations` tab. + +To view the complete product list, switch to the :guilabel:`Operations` tab. On this list, the +:guilabel:`Demand` column indicates the required quantity for the order. The :guilabel:`Reserved` +column shows the available stock to fulfill the order. Lastly, the :guilabel:`Done` column specifies +the products that have been picked, and are ready for the next step. + +.. example:: + The product, `Desk Pad`, from the same batch as the :ref:`example above + `, is only visible in the :guilabel:`Operations` + tab because there are no :guilabel:`Reserved` quantities in-stock to fulfill the batch picking. + + Click the :guilabel:`Check Availability` button to search the stock again for available products. + + .. image:: batch_transfers/operations-tab.png + :align: center + :alt: Show unavailable reserved quantities in the *Operations* tab. + +Create backorder +---------------- + +On the batch transfer form, if the :guilabel:`Done` quantity of the product is *less* than the +:guilabel:`Reserved` quantity, a pop-up window appears. + +This pop-up window provides the option: :guilabel:`Create Backorder?`. + +Clicking the :guilabel:`Create Backorder` button automatically creates a new batch transfer, +containing the remaining products. + +Click :guilabel:`No Backorder` to finish the picking *without* creating another batch picking. + +Click :guilabel:`Discard` to cancel the validation, and return to the batch transfer form. + +.. image:: batch_transfers/create-backorder.png + :align: center + :alt: Show the *Create Backorder* pop-up. + +.. _inventory/management/barcode_picking: + +Process batch transfer: Barcode app +=================================== + +Created batch transfers are also listed in the :menuselection:`Barcode` app, accessible by selecting +the :guilabel:`Batch Transfers` button. + +By default, confirmed batch pickings appear on the :guilabel:`Batch Transfers` page. On that page, +click on the desired batch transfer to open the detailed list of products for the picking. + +.. image:: batch_transfers/barcode-batch-transfers.png + :align: center + :alt: Show list of to-do batch transfers in *Barcode* app. + +For the chosen batch transfer, follow the instructions at the top of the page in the black +background. Begin by scanning the product's barcode to record a single product for picking. To +record multiple quantities, click the :guilabel:`✏️ (pencil)` icon, and enter the required +quantities for the picking. + +.. note:: + Products from the same order are labeled with the same color on the left. Completed pickings are + highlighted in green. + +.. example:: + In a batch transfer for 2 `Cabinet with Doors`, 3 `Acoustic Bloc Screens`, and 4 `Four Person + Desks`, the `3/3` and `4/4` :guilabel:`Units` indicate that the last two product pickings are + complete. + + `1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product + barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the + unique serial number for :ref:`product tracking `. + + .. image:: batch_transfers/barcode-products.png + :align: center + :alt: Display products to be picked in barcode view. + +Once all the products have been picked, click on :guilabel:`Validate` to mark the batch transfer as +:guilabel:`Done`. -Once all the products have been picked, click on *Validate* (on the -last page) to mark the batch transfer as done. diff --git a/content/applications/inventory_and_mrp/inventory/management/misc/batch_transfers/add-to-batch-window.png 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