diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst index b3c025926..3bf2bb342 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst @@ -4,29 +4,27 @@ Batch picking .. _inventory/misc/batch_picking: -*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. - -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. - -.. seealso:: - :ref:`Use Barcode app for pickings ` +*Batch picking* enables a single picker to handle multiple orders at once, reducing the number of +times needed to navigate to a warehouse location. 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. 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. +Batch picking is ideal for industries or warehouses that handle high order volumes with a stable +demand. This method increases efficiency by allowing workers to pick items for multiple orders in +one trip through the warehouse, reducing travel time and boosting productivity. + Configuration ============= 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. +Configuration --> Settings`. Under the :guilabel:`Operations` section, check the :guilabel:`Batch, +Wave & Cluster Transfers` box. .. image:: batch/batch-transfer-checkbox.png - :align: center :alt: Enable the *Batch Transfers* in Inventory > Configuration > Settings. Since batch picking is a method to optimize the *pick* operation in Odoo, the :guilabel:`Storage @@ -34,29 +32,22 @@ Locations` and :guilabel:`Multi-Step Routes` options under the :guilabel:`Wareho also be checked on this settings page. When finished, click :guilabel:`Save`. .. image:: batch/locations-routes-checkbox.png - :align: center :alt: Enable *Storage Locations* and *Multi-Step Routes* Inventory > Configuration > Settings. -Lastly, enable the warehouse picking feature, by navigating to the warehouse settings page, which is -accessible from :menuselection:`Inventory app --> Configuration --> Warehouses`. - -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)`. - .. seealso:: - :doc:`Delivery in two steps <../daily_operations/receipts_delivery_two_steps>` - :doc:`../daily_operations/delivery_three_steps` -.. image:: batch/set-2-or-3-step-shipment.png - :align: center - :alt: Set up 2-step or 3-step outgoing shipments. - Create batch transfers ====================== -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. +To manually group transfers directly from the :menuselection:`Inventory app`, hover over the +desired operation type from the :guilabel:`Inventory Overview` menu (e.g. the :guilabel:`Receipts` +Kanban card), click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon, then select +:guilabel:`Prepare Batch`. + +.. image:: batch/prepare-batch.png + :alt: The Inventory dashboard with the Prepare Batch option highlighted. On the batch transfer form, fill the following fields out accordingly: @@ -67,6 +58,11 @@ On the batch transfer form, fill the following fields out accordingly: - :guilabel:`Scheduled Date`: specifies the date by which the :guilabel:`Responsible` person should complete the transfer to the output location. +.. seealso:: + To learn more about the :guilabel:`Dock Location`, :guilabel:`Vehicle`, and :guilabel:`Vehicle + Category` fields, see :doc:`dispatch management system + <../../shipping_receiving/setup_configuration/dispatch>`. + Next, in the :guilabel:`Transfers` list, click :guilabel:`Add a line` to open the :guilabel:`Add: Transfers` window. @@ -78,11 +74,10 @@ Click the :guilabel:`New` button to create a new transfer. Once the transfer records are selected, click :guilabel:`Confirm` to confirm the batch picking. .. example:: - A new batch transfer assigned to the :guilabel:`Responsible`, `Joel Willis`, for the `Pick` + A new batch transfer is assigned to the :guilabel:`Responsible`, `Joel Willis`, for the `Pick` :guilabel:`Operation Type`. The :guilabel:`Scheduled Date` is set to `August 11`. .. image:: batch/batch-transfer-form.png - :align: center :alt: View of *Batch Transfers* form. Clicking the :guilabel:`Add a line` button opens the :guilabel:`Add:Transfers` window, @@ -94,7 +89,6 @@ Once the transfer records are selected, click :guilabel:`Confirm` to confirm the :guilabel:`Add:Transfers` window. .. image:: batch/add-transfers-window.png - :align: center :alt: Select multiple transfers from the *Add:Transfers* window. .. _inventory/warehouses_storage/add-batch-transfers: @@ -107,16 +101,14 @@ a list. Navigate to the :menuselection:`Inventory app --> Operations` drop-down of the :guilabel:`Transfers` to open a filtered list of transfers. .. image:: batch/transfers-drop-down.png - :align: center :alt: Show all transfer types in a drop-down menu: Receipts, Deliveries, Internal Transfers, Manufacturings, Batch Transfers, Dropships. 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. +Next, navigate to the :icon:`fa-cog` :guilabel:`Actions` button, and click :guilabel:`Add to batch` +from the resulting drop-down menu. .. image:: batch/add-to-batch.png - :align: center :alt: Use *Add to batch* button, from the *Action* button's list. Doing so opens an :guilabel:`Add to batch` pop-up window, wherein the employee @@ -125,14 +117,45 @@ Doing so opens an :guilabel:`Add to batch` pop-up window, wherein the employee 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. +Add a :guilabel:`Description` for this batch. + +.. tip:: + The :guilabel:`Description` field can be used to add additional information to help workers + identify the source of the batch, where to place the batch, what shipping containers to use, etc. + +To create a batch to be processed at a later time, select the :guilabel:`Draft` checkbox. Conclude the process by clicking :guilabel:`Confirm`. .. image:: batch/add-to-batch-window.png - :align: center :alt: Show *Add to batch* window to create a batch transfer. +Automatic batches +----------------- + +Batches can be automatically created and assigned based on several criteria. The *Automatic Batches* +option is defined on the *operation type* level. + +.. example:: + In a multi-steps delivery process, the picking operation can be grouped by customer, while the + shipping operation can be organized by carrier and destination country. + +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). Then, select one or more :guilabel:`Batch Grouping` criteria by ticking the +appropriate checkbox. Even if more than one grouping option is selected, only one batch is created. + +Batches can be automatically generated based on the following criteria: + +- :guilabel:`Contact` +- :guilabel:`Carrier` +- :guilabel:`Destination Country` +- :guilabel:`Source Location` +- :guilabel:`Destination Location` + +.. image:: batch/auto-batch-grouping.png + :alt: The Batch and Wave Transfers settings page with the Auto batch grouping criteria visible. + Process batch transfer ====================== @@ -157,7 +180,6 @@ Finally, select :guilabel:`Validate` to complete the picking. However, `0.00` quantities have been picked for the other product, `Cable Management Box`. .. image:: batch/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. @@ -170,12 +192,11 @@ 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. + tab because there are no :guilabel:`Reserved` quantities in stock to fulfill the batch transfer. Click the :guilabel:`Check Availability` button to search the stock again for available products. .. image:: batch/operations-tab.png - :align: center :alt: Show unavailable reserved quantities in the *Operations* tab. Create backorder @@ -186,53 +207,15 @@ On the batch transfer form, if the :guilabel:`Done` quantity of the product is * 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. +Clicking the :guilabel:`Create Backorder` button automatically creates a new batch transfer. + +.. note:: + When creating a new backorder, the transfers that have **not** been validated in the batch will + be removed from it. 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/create-backorder.png - :align: center :alt: Show the *Create Backorder* pop-up. - -.. _inventory/warehouses_storage/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/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/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`. diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch/add-to-batch-window.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch/add-to-batch-window.png index 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placed inside package. .. seealso:: - - :ref:`Picking list ` - :doc:`Tracking label <../setup_configuration/labels>` After :ref:`enabling the Delivery Slip setting ` in the