diff --git a/inventory/management/misc.rst b/inventory/management/misc.rst index af29705d8..a29e41d6d 100644 --- a/inventory/management/misc.rst +++ b/inventory/management/misc.rst @@ -10,3 +10,4 @@ Miscellaneous Operations misc/owned_stock misc/email_delivery misc/sms_delivery + misc/batch_transfers diff --git a/inventory/management/misc/batch_transfers.rst b/inventory/management/misc/batch_transfers.rst new file mode 100644 index 000000000..69360b9bd --- /dev/null +++ b/inventory/management/misc/batch_transfers.rst @@ -0,0 +1,127 @@ +======================= +Process Batch Transfers +======================= + +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. + +Create a Batch Transfer +======================= + +To activate the batch picking option, go to :menuselection:`Inventory +--> Configuration --> Configuration` and enable *Batch Pickings*. + +.. image:: media/batch_transfers_01.png + :align: center + :alt: View of the inventory settings. Process to enable the batch pickings option in the Odoo Inventory app + +Then, go to :menuselection:`Inventory --> Operations --> Batch +Transfers` and hit the create button. + +.. image:: media/batch_transfers_02.png + :align: center + :alt: View of the new menu, Batch Transfers, under operations + +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:: media/batch_transfers_03.png + :align: center + :alt: View of a Batch Transfers form + +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:: media/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 + +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. + +.. image:: media/batch_transfers_05.png + :align: center + :alt: View of a batch transfer list. Products to pick with their source and target locations + +.. note:: + For more info about *Multi-Locations*, please refer to this doc: :doc:`../warehouses/location_creation`. + +Create a Batch Transfer from the Transfers List View +==================================================== + +From the *Transfers List View*, select transfers that should be +included in the Batch. Then, select *Add to batch* from the *Action* +list. + +.. image:: media/batch_transfers_06.png + :align: center + :alt: View of the process to add transfers to a batch transfer from the transfers list view + +Next, determine if you want to add the transfers to an existing draft +batch transfer or create a new one. + +.. image:: media/batch_transfers_07.png + :align: center + :alt: Option to add a responsible to a batch transfer so it can be confirmed + +Process a Batch Transfer +======================== + +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. + +.. image:: media/batch_transfers_08.png + :align: center + :alt: View of an in progress batch transfer + +In case all the products cannot be picked, you can create backorders for each individual transfer +which couldn’t be completely processed. + +.. image:: media/batch_transfers_09.png + :align: center + :alt: How to handle batch transfers with unavailable products. Creation of a backorder inside + of a batch transfer + +.. image:: media/batch_transfers_10.png + :align: center + :alt: View of how backorders are handled in Odoo's batch transfers + +Process a Batch Transfer from the Barcode app +============================================= + +Enter the *Barcode* application, select the *Batch Transfers* menu. + +.. image:: media/batch_transfers_11.png + :align: center + :alt: View of the Odoo Barcode app dashboard + +Then, you can enter the batch transfer on which you want to work. Batch +transfers can easily be grouped per responsible if necessary. + +.. image:: media/batch_transfers_12.png + :align: center + :alt: View of the batch transfers dashboard inside of the Barcode app + +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:: media/batch_transfers_13.png + :align: center + :alt: View of an in progress batch transfer with the Odoo Barcode application + +To see the products to pick from another location, click on the *Next* +button. + +.. image:: media/batch_transfers_14.png + :align: center + :alt: View of a ready and completed batch transfer inside of the Odoo Barcode application + +Once all the products have been picked, click on *Validate* (on the +last page) to mark the batch transfer as done. \ No newline at end of file diff --git a/inventory/management/misc/media/batch_transfers_01.png b/inventory/management/misc/media/batch_transfers_01.png new file mode 100644 index 000000000..ccbb266aa Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_01.png differ diff --git a/inventory/management/misc/media/batch_transfers_02.png b/inventory/management/misc/media/batch_transfers_02.png new file mode 100644 index 000000000..1552d50d2 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_02.png differ diff --git a/inventory/management/misc/media/batch_transfers_03.png b/inventory/management/misc/media/batch_transfers_03.png new file mode 100644 index 000000000..3d214a5a3 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_03.png differ diff --git a/inventory/management/misc/media/batch_transfers_04.png b/inventory/management/misc/media/batch_transfers_04.png new file mode 100644 index 000000000..8eaa0e8ca Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_04.png differ diff --git a/inventory/management/misc/media/batch_transfers_05.png b/inventory/management/misc/media/batch_transfers_05.png new file mode 100644 index 000000000..5d0dc2043 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_05.png differ diff --git a/inventory/management/misc/media/batch_transfers_06.png b/inventory/management/misc/media/batch_transfers_06.png new file mode 100644 index 000000000..829832418 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_06.png differ diff --git a/inventory/management/misc/media/batch_transfers_07.png b/inventory/management/misc/media/batch_transfers_07.png new file mode 100644 index 000000000..bf35b03d9 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_07.png differ diff --git a/inventory/management/misc/media/batch_transfers_08.png b/inventory/management/misc/media/batch_transfers_08.png new file mode 100644 index 000000000..fe6df48d5 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_08.png differ diff --git a/inventory/management/misc/media/batch_transfers_09.png b/inventory/management/misc/media/batch_transfers_09.png new file mode 100644 index 000000000..a70030318 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_09.png differ diff --git a/inventory/management/misc/media/batch_transfers_10.png b/inventory/management/misc/media/batch_transfers_10.png new file mode 100644 index 000000000..d3ffd8542 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_10.png differ diff --git a/inventory/management/misc/media/batch_transfers_11.png b/inventory/management/misc/media/batch_transfers_11.png new file mode 100644 index 000000000..1c8f838dc Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_11.png differ diff --git a/inventory/management/misc/media/batch_transfers_12.png b/inventory/management/misc/media/batch_transfers_12.png new file mode 100644 index 000000000..1de361f79 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_12.png differ diff --git a/inventory/management/misc/media/batch_transfers_13.png b/inventory/management/misc/media/batch_transfers_13.png new file mode 100644 index 000000000..b9598c748 Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_13.png differ diff --git a/inventory/management/misc/media/batch_transfers_14.png b/inventory/management/misc/media/batch_transfers_14.png new file mode 100644 index 000000000..c4d5a56fe Binary files /dev/null and b/inventory/management/misc/media/batch_transfers_14.png differ