产品有效期¶
在 Odoo 中,*有效期*可用于管理和追踪易腐产品从购买到销售的生命周期。通过使用有效期,可以降低因为产品过期而造成的损失,并且有助于避免向客户提供过期产品的情况发生。
在 Odoo 中,只有使用*批次*和*序列号*追踪的产品才能分配过期信息。一旦分配了批号或序列号,就可以设置有效期。这对经常或专门购买和销售易腐产品的公司(如食品制造商)特别有用。
启用有效期¶
要启用*有效期*,请进入:menuselection:库存应用程序 --> 配置 --> 设置
,然后向下滚动到:guilabel:可追溯性`部分。然后,点击复选框启用 :guilabel:`批次和序列号
功能。
激活该功能后,将出现一个启用 有效期`的新选项。点击复选框启用该功能,并确保 :guilabel:`保存 更改。

小技巧
Once the Lots & Serial Numbers feature is activated, an additional feature appears to Display Lots & Serial Numbers on Delivery Slips. Activating these features helps with end-to-end traceability, making it easier to manage product recalls, identify batches of faulty products, and more.
配置产品的有效期¶
Once the Lots & Serial Numbers and Expiration Dates features have been enabled in the Inventory app settings, expiration information can be configured on individual products.
To do so, go to
, and select a product to edit. Selecting a product reveals the product form for that particular item.重要
To be tracked using lots or serial numbers, or to configure expiration information, products must have their Product Type set as Goods under the General Information tab. Then, in the Track Inventory field, select either By Unique Serial Number or By Lots.
Then, click the Inventory tab, and scroll down to the Traceability section. Tick the Expiration Date checkbox.
注解
如果产品在激活批号或序列号追踪之前已有库存,则可能需要进行库存调整,以便为现有库存分配批号。
小技巧
对于处理大量收货或交货的产品,建议使用批次进行跟踪,以便在出现任何问题时可追溯到同一批次的多个产品。

Under the Dates section, there are four categories of expiration information to configure for the product:
有效期:收到产品(从供应商或生产后的库存)后的天数,在此天数内,货物可能变得危险,不应使用或消费。
Best Before Time: the number of days before the expiration date in which the goods start deteriorating, without being dangerous yet.
guilabel:
移除时间
:到有效期之前的天数,商品应从库存中移除。提醒时间:指在到期之前的天数,在此期间应对特定批次或包含特定序列号的商品进行提醒。
注解
这些字段中输入的值会自动计算库存中商品的有效期,无论是从供应商购买还是在内部生产。
小技巧
如果 日期 字段未填入任何过期信息值,则可在仓库收货和发货时手动分配日期(和批次)。即使分配了日期,也可以根据需要手动覆盖和更改。
在带有批次和序列号的收货单上设置有效期¶
Generating expiration dates for incoming goods can be done directly on the Receipt. Navigate to , then click on a line to open the Receipt record.
重要
Clicking Validate before assigning a serial number to the ordered product quantities causes a User Error popup to appear. The popup requires entry of a lot or serial number for the ordered products. The receipt cannot be validated without an assigned lot or serial number.

From here, click the (Details) icon located on the of the product line. When clicked, a Detailed Operations pop-up will appear.
In the pop-up, the Expiration Date automatically populates, based on the configuration on the product form. Click the Lot/Serial Number field on the appropriate line, then enter the lot or serial number.
小技巧
If the Dates field on the product form has not been configured, the Expiration Date can be manually entered.
Click Save when finished to close the pop-up. Finally, click Validate.

验证收货单后将出现 可追溯性 智能按钮。点击 可追溯性 智能按钮可查看更新的 可追溯性报告 ,其中包括:参考资料 文档;正在追踪的 产品;批次/序列号 # 等。
为制成品设定有效期¶
也可以为内部生产的产品生成有效期。要为生产的产品指定有效期,需要填写制造订单(MO)。
To create a MO, go to New. Choose a product to manufacture from the Product field drop-down menu, then select the Quantity to produce.
, and click
注解
要制造产品,必须在 产品 列的行中有要消耗的材料。这可以通过为 产品 创建 物料清单 或点击 添加明细 手动添加要消耗的材料来实现。
准备就绪后,点击 确认 。
The appropriate number of Lots/Serial Numbers automatically populated in the field. Click the (Details) icon to reveal additional information for those specific numbers. On that pop-up, all expiration information that was previously configured for the product is displayed.

销售有保质期的产品¶
销售有保质期的易腐产品的方法与其他类型的产品相同。销售易腐产品的第一步是创建销售订单。
To do that, go to
to create a new quotation, and fill out the information on the sales order form.Add a Customer, then click Add a product to add the desired products to the Product lines, and set a Quantity for the products.
Then, click the Other Info tab. Under the Delivery section, change the Delivery Date to a date after the expected date, and click Apply to confirm the date. Finally, click Confirm to confirm the sales order.
重要
If the products are delivered before the Alert Date set on the product form, then no alerts are created.
然后,点击销售订单顶部的 发货 智能按钮,查看仓库收货单表格。
在仓库收货单表单中,点击 验证 ,然后在弹出窗口中点击 应用 ,自动处理所有 :guilabel:` 完成` 数量,并将产品交付给客户。
重要
要销售有保质期的易腐产品,产品存储的 区位`的 :guilabel:`下架策略 必须设置为 : abbr:FEFO(先到期先出)
。如果一批易腐烂产品的库存不足,Odoo 将自动从下一个最短到期日的第二批产品中提取所需的剩余数量。下架策略也可在 :guilabel:`品类`上设置。
更多内容
查看批次和序列号的有效期¶
要按批号查看(和/或分组)所有产品的有效期,请转到
。Once there, remove any default search filters from the search bar. Then, click Group By, choose Add Custom Group, and select the Expiration Date parameter from the drop-down menu. Doing so breaks down all perishable products, their expiration dates, and the assigned lot number.

小技巧
Customers can also view the expiration date alert in their customer portal.
过期提醒¶
要查看过期提醒,请转到
。Then, click into a Lot/Serial Number with perishable products. Doing so reveals the serial number detail form.
小技巧
To view expiration date information in the list view, click the (adjust settings) icon at the top of the list of records, then tick the Expiration Date checkbox.
On the Lot/Serial Number detail form, the Dates lists all expiration information related to the products.
If the expiration date for a lot/serial number has passed, the form displays a red Expiration Alert at the top of the page to indicate that the products in this lot are either expired or expiring soon.
From here, click back to the Lots/Serial Numbers page (via the breadcrumbs).
To see the new expiration alert, or any expiration alerts for products that are expired (or will expire soon), click back to the Lots/Serial Numbers page via the breadcrumbs. Remove all of the search filters from the search bar on the Lots/Serial Numbers dashboard.
然后,点击 筛选器 ,选择 过期提醒 。

过期通知¶
Users can be notified when the expiration date for a product has passed. This can help keep specific employees up to date on the status of items under their purview.
To configure a notification, navigate to Inventory tab. Under the Logistics section, select a user in the Responsible field.
. Select a product configured with lot/serial numbers and expiration date tracking. Navigate to theWhen the expiation date passes for a lot/serial number for this product, a notification is sent to the user in this field.