diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst index be4531b60..0c1076270 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst @@ -7,16 +7,17 @@ Cluster picking .. |SO| replace:: :abbr:`SO (Sales Order)` .. |SOS| replace:: :abbr:`SOs (Sales Orders)` -Cluster picking is an advanced order fulfillment approach derived from :ref:`batch picking -`. +Cluster picking is an advanced picking method that combines the efficiency of :ref:`batch picking +` with immediate sorting during the picking process. It is best suited +for warehouses with high order volumes where organization and speed are critical. -In this strategy, pickers load a cart with multiple packages, each designated for a specific *sales -order* (SO). Then, the picker travels to each storage location, and places the products directly in -the package of the associated order. +Unlike batch picking, which requires a separate sorting step after picking, cluster picking sorts +items directly into designated bins or containers for each *sales order* (SO). This eliminates the +need for post-picking consolidation, making it ideal for operations prioritizing speed and accuracy. -This method is most efficient for medium-sized companies, with high order volumes, and relatively -few unique products, since the method eliminates the need for sorting products into packages for -customers after picking. +Cluster picking is particularly effective in environments where immediate organization is crucial, +and orders contain a mix of items that need precise sorting during, rather than after, the picking +process. However, cluster picking does have some disadvantages. For instance, urgent orders cannot be prioritized, and optimized batches must be manually created beforehand. As a result, the picking @@ -41,7 +42,6 @@ process can lead to bottlenecks. where the packages are sealed and prepared for shipment. .. image:: cluster/cluster-example.png - :align: center :alt: Show example of fulfilling sales orders 2 and 3 at once. Configuration @@ -49,10 +49,9 @@ Configuration To enable cluster picking, begin by navigating to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Operations` heading, activate the :guilabel:`Packages` and -:guilabel:`Batch Transfers` options. +:guilabel:`Batch, Wave & Cluster Transfers` options. .. image:: cluster/configs.png - :align: center :alt: Activate *Packages* and *Batch Transfers* features in the settings. Since batch picking is used to optimize the *pick* operation in Odoo, the :guilabel:`Storage @@ -65,7 +64,6 @@ also be checked on this settings page. When finished, click :guilabel:`Save`. .. image:: cluster/locations-routes-checkbox.png - :align: center :alt: Enable *Storage Locations* and *Multi-Step Routes* Inventory > Configuration > Settings. .. _inventory/misc/create-package: @@ -73,8 +71,9 @@ When finished, click :guilabel:`Save`. Packages setup -------------- -After the :guilabel:`Packages` feature is enabled, navigate to :menuselection:`Inventory app --> -Products --> Packages`, and click the :guilabel:`New` button to create a new package. +To configure the containers to be used during the picking process, navigate to +:menuselection:`Inventory app --> Products --> Packages`. Click the :guilabel:`New` button to create +a new package. On the new package form, the :guilabel:`Package Reference` is pre-filled with the next available `PACK` number in the system. :guilabel:`Pack Date` is automatically set to the creation date of the @@ -88,37 +87,17 @@ Set the :guilabel:`Package Use` field to :guilabel:`Reusable Box`. .. example:: A package intended for cluster picking is named `CLUSTER-PACK-3` for easy identification. For this workflow, the products are directly packed using their intended shipping boxes, so - :guilabel:`Package Use` is set to :guilabel:`Disposable Box`. + :guilabel:`Package Use` is set to :guilabel:`Reusable Box`. .. image:: cluster/cluster-package.png - :align: center :alt: Create new package form. Create cluster batch ==================== -To see how cluster picking works in Odoo, navigate to the :menuselection:`Sales` app, and create -|SOS| that will be fulfilled together in the same batch. After confirming an |SO|, the -:guilabel:`Delivery` smart button becomes visible. Displayed inside the icon is a number -representing the amount of steps in the outgoing shipment process. - -.. example:: - Begin by creating three |SOS| for the apples, oranges, and bananas, as shown in the :ref:`example - above `. - - After confirming the |SO|, the :guilabel:`Delivery` smart button displays the number `2`, - indicating there are two operations to complete: `Pick` and `Delivery`. - - .. image:: cluster/create-sales-order.png - :align: center - :alt: Example sales order for an apple, orange, and banana. - -With the |SOS| created, orders now must be grouped into batches. To do so, navigate to the -*Inventory* dashboard and select the operation type card, :guilabel:`Delivery Orders` or -:guilabel:`Pick` (whichever is the first operation in the delivery flow). - -Doing so displays a filtered list of outgoing operations with the :guilabel:`Ready` status, -indicating that all the products in the |SO| are in stock. +To create a cluster, navigate to :menuselection:`Inventory app` and select the operation type card, +:guilabel:`Delivery Orders` or :guilabel:`Pick` (whichever is the first operation in the delivery +flow). .. note:: Cluster pick batches can be created for outgoing shipments in one, two, or three steps. @@ -129,8 +108,8 @@ indicating that all the products in the |SO| are in stock. - :doc:`Delivery in three steps <../daily_operations/delivery_three_steps>` Click the checkbox to the left of the corresponding outgoing operation to add them to the batch. -With the desired pickings selected, click the :guilabel:`⚙️ Actions (gear)` button, and select the -:guilabel:`Add to batch` option from the resulting drop-down menu. +With the desired pickings selected, click the :icon:`fa-cog` :guilabel:`Actions` button, and select +the :guilabel:`Add to batch` option from the resulting drop-down menu. .. example:: To create a cluster batch, as shown in the :ref:`example above @@ -142,7 +121,6 @@ With the desired pickings selected, click the :guilabel:`⚙️ Actions (gear)` - `WH/PICK/00009`: linked to |SO| 90 for one apple, orange, and banana. .. image:: cluster/select-picks.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 @@ -151,13 +129,18 @@ Doing so opens an :guilabel:`Add to batch` pop-up window, wherein the employee Choose from the two options in the :guilabel:`Add to` field to either: add to :guilabel:`an existing batch transfer`, or create :guilabel:`a new batch transfer`. +Then, 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 draft batch pickings to be confirmed at a later date, select the :guilabel:`Draft` checkbox. Conclude the process by clicking :guilabel:`Confirm`. .. image:: cluster/add-to-batch-window.png - :align: center :alt: Show *Add to batch* window to create a batch transfer. Process batches @@ -168,73 +151,17 @@ Click on a batch to select it. In the :guilabel:`Detailed Operations` tab, products that are to be picked are grouped by location. -Under the :guilabel:`Source Package` or :guilabel:`Destination Package` field, enter the package -used for the picking. - -.. note:: - Use the :guilabel:`Source Package` field when the picking package is configured as *reusable* on - the :ref:`package form `. This means the products are temporarily - placed in a container during picking, before getting transferred to their final shipping box. - - Alternatively, use the :guilabel:`Destination Package` field when the product is directly placed - in its *disposable* shipping box during picking. +Set the :guilabel:`Destination Package` to the package dedicated to that particular order. .. example:: Process the cluster batch for the three orders of apples, oranges, and bananas :ref:`example ` by assigning each picking to a dedicated package. At the storage location for apples, `WH/Stock/Shelf A`, assign the apples in all three pickings - to one of the three disposable packages, `CLUSTER-PACK-1`, `CLUSTER-PACK-2`, or `CLUSTER-PACK-3`. + to one of the three reusable packages, `CLUSTER-PACK-1`, `CLUSTER-PACK-2`, or `CLUSTER-PACK-3`. Record this in Odoo using the :guilabel:`Destination Package` field in the :guilabel:`Detailed Operations` tab. .. image:: cluster/cluster-batch-example.png - :align: center :alt: Example of processing cluster pickings in *Inventory*. - -In Barcode ----------- - -To process cluster pickings directly from the *Barcode* app, select the :guilabel:`Batch Transfers` -button from the *Barcode* dashboard. Then, select the desired batch. - -On the batch transfer screen, the products in the picking are grouped by location, and each line is -color-coded to associate products in the same picking together. - -Then, follow the prompt to :guilabel:`Scan the source location` barcode for the storage location of -the first product. Then, scan the barcode for the product and package to process the transfer. - -Repeat this for all products, and click the :guilabel:`Validate` button. - -.. note:: - To find the package barcode, navigate to :menuselection:`Inventory app --> Products --> - Packages`, select the desired package, click the :guilabel:`⚙️ (gear)` icon at the top of the - package form, and select the :guilabel:`Print` option. - - Next, select one of the three print options to generate the package barcode from the - :guilabel:`Package Reference` field. - - .. image:: cluster/find-package-barcode.png - :align: center - :alt: Display where the package barcode can be generated. - -.. example:: - Begin processing the cluster picking by going to the first storage location, `Shelf A`, and - scanning the :ref:`location barcode `. Doing so highlights all the - pickings that need products from this particular location. - - Scan the barcode for the apple, which highlights the picking (labeled in red) for the product - `Apple`, for the picking, `WH/PICK/00007`. - - Then, scan the `CLUSTER-PACK-1` package barcode, and place the product in the designated package. - - .. image:: cluster/batch-barcode.png - :align: center - :alt: Example of cluster batch from the *Barcode* app. - -.. tip:: - After creating a batch transfer and assigning a package to a picking, Odoo suggests the specified - package by displaying the name *in italics* under the product name, ensuring pickers place - products into the correct boxes. - diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/add-to-batch-window.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/add-to-batch-window.png index d63884c49..a5c69f4e2 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/add-to-batch-window.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/add-to-batch-window.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/batch-barcode.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/batch-barcode.png deleted file mode 100644 index 678afcde6..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/batch-barcode.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/configs.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/configs.png index 2a8719bd6..60e0b201c 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/configs.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/configs.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/find-package-barcode.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/find-package-barcode.png deleted file mode 100644 index cece46d5f..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster/find-package-barcode.png and /dev/null differ