124 lines
4.5 KiB
ReStructuredText
124 lines
4.5 KiB
ReStructuredText
=======================
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Process Batch Transfers
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=======================
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Batch picking allows a single picker to handle a batch of orders,
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reducing the number of times he must visit the same location. In Odoo,
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it means you can regroup several transfers into the same batch
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transfer, then process it, either via the barcode application or in the form view.
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Create a Batch Transfer
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=======================
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To activate the batch picking option, go to :menuselection:`Inventory
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--> Configuration --> Configuration` and enable *Batch Pickings*.
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.. image:: media/batch_transfers_01.png
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:align: center
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:alt: View of the inventory settings. Process to enable the batch pickings option in the Odoo Inventory app
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Then, go to :menuselection:`Inventory --> Operations --> Batch
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Transfers` and hit the create button.
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.. image:: media/batch_transfers_02.png
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:align: center
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:alt: View of the new menu, Batch Transfers, under operations
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Now, determine the batch transfer responsible and the type of transfers
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you want to include in the batch. To add the types of transfers, click on *Add a line*.
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.. image:: media/batch_transfers_03.png
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:align: center
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:alt: View of a Batch Transfers form
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In the example below, a filter was applied to only see the transfers that are in the *Pick* step.
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After that, the different transfers that needed to be included in the batch transfer were selected.
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.. image:: media/batch_transfers_04.png
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:align: center
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:alt: View of the list of transfers to choose for a single batch transfer and how to add them
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to the batch transfer
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To see the products to pick for the different transfers, click on
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*Select*. If *Multi-locations* has been activated, the document also shows the locations they have
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been reserved from.
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.. image:: media/batch_transfers_05.png
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:align: center
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:alt: View of a batch transfer list. Products to pick with their source and target locations
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Create a Batch Transfer from the Transfers List View
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====================================================
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From the *Transfers List View*, select transfers that should be
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included in the Batch. Then, select *Add to batch* from the *Action*
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list.
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.. image:: media/batch_transfers_06.png
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:align: center
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:alt: View of the process to add transfers to a batch transfer from the transfers list view
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Next, determine if you want to add the transfers to an existing draft
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batch transfer or create a new one.
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.. image:: media/batch_transfers_07.png
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:align: center
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:alt: Option to add a responsible to a batch transfer so it can be confirmed
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Process a Batch Transfer
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========================
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While gathering the products, you can edit the batch transfer and update
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the *Quantity done* for each product. Once everything has been picked, select
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*Validate* so the different transfers contained in the batch are validated
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too.
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.. image:: media/batch_transfers_08.png
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:align: center
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:alt: View of an in progress batch transfer
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In case all the products cannot be picked, you can create backorders for each individual transfer
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which couldn’t be completely processed.
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.. image:: media/batch_transfers_09.png
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:align: center
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:alt: How to handle batch transfers with unavailable products. Creation of a backorder inside
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of a batch transfer
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.. image:: media/batch_transfers_10.png
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:align: center
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:alt: View of how backorders are handled in Odoo's batch transfers
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Process a Batch Transfer from the Barcode app
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=============================================
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Enter the *Barcode* application, select the *Batch Transfers* menu.
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.. image:: media/batch_transfers_11.png
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:align: center
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:alt: View of the Odoo Barcode app dashboard
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Then, you can enter the batch transfer on which you want to work. Batch
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transfers can easily be grouped per responsible if necessary.
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.. image:: media/batch_transfers_12.png
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:align: center
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:alt: View of the batch transfers dashboard inside of the Barcode app
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In the batch transfer, products are classified per
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location. The source document is visible on each line and a color-code
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helps differentiate them.
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.. image:: media/batch_transfers_13.png
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:align: center
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:alt: View of an in progress batch transfer with the Odoo Barcode application
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To see the products to pick from another location, click on the *Next*
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button.
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.. image:: media/batch_transfers_14.png
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:align: center
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:alt: View of a ready and completed batch transfer inside of the Odoo Barcode application
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Once all the products have been picked, click on *Validate* (on the
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last page) to mark the batch transfer as done. |