批量调拨

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.

由于订单在分拣后必须在输出地点进行分类,因此这种分拣方法适合经常订购少量产品的企业。将需求量大的产品存放在容易到达的地点,可以提高订单的完成效率。

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.

配置

To activate the batch picking option, begin by going to Inventory app ‣ Configuration ‣ Settings. Under the Operations section, check the Batch, Wave & Cluster Transfers box.

Enable the *Batch Transfers* in Inventory > Configuration > Settings.

Since batch picking is a method to optimize the pick operation in Odoo, the Storage Locations and Multi-Step Routes options under the Warehouse heading must also be checked on this settings page. When finished, click Save.

Enable *Storage Locations* and *Multi-Step Routes* Inventory > Configuration > Settings.

Create batch transfers

To manually group transfers directly from the Inventory app, hover over the desired operation type from the Inventory Overview menu (e.g. the Receipts Kanban card), click the (vertical ellipsis) icon, then select Prepare Batch.

The Inventory dashboard with the Prepare Batch option highlighted.

On the batch transfer form, fill the following fields out accordingly:

  • Responsible: employee assigned to the picking. Leave this field blank if any worker can fulfill this picking.

  • Operation Type: from the drop-down menu, select the operation type under which the picking is categorized.

  • Scheduled Date: specifies the date by which the Responsible person should complete the transfer to the output location.

更多内容

To learn more about the Dock Location, Vehicle, and Vehicle Category fields, see dispatch management system.

Next, in the Transfers list, click Add a line to open the Add: Transfers window.

If the Operation Type field was filled, the list will filter transfer records matching the selected Operation Type.

Click the New button to create a new transfer.

Once the transfer records are selected, click Confirm to confirm the batch picking.

Example

A new batch transfer is assigned to the Responsible, Joel Willis, for the Pick Operation Type. The Scheduled Date is set to August 11.

View of *Batch Transfers* form.

Clicking the Add a line button opens the Add:Transfers window, displaying only pickings. This is because the Operation Type was set to Pick on the batch transfer form.

Click the checkbox to the left of the transfers, WH/PICK/00001 and WH/PICK/00002, to include them in the new transfer. Then, click the Select button to close the Add:Transfers window.

Select multiple transfers from the *Add:Transfers* window.

Add batch from transfers list

Another method of creating batch transfers is available using the Add to batch option in a list. Navigate to the Inventory app ‣ Operations drop-down menu, and select any of the Transfers to open a filtered list of transfers.

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 Actions button, and click Add to batch from the resulting drop-down menu.

Use *Add to batch* button, from the *Action* button's list.

Doing so opens an Add to batch pop-up window, wherein the employee Responsible for the picking can be assigned.

Choose from the two radio options to add to an existing batch transfer or create a new batch transfer.

Add a Description for this batch.

小技巧

The 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 Draft checkbox.

Conclude the process by clicking Confirm.

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 Inventory app ‣ Configuration ‣ Operation Types, and select the desired operation type (e.g. Delivery, Pick, etc). Then, select one or more 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:

  • Contact

  • Carrier

  • Destination Country

  • Source Location

  • Destination Location

The Batch and Wave Transfers settings page with the Auto batch grouping criteria visible.

处理批量调拨

库存应用程序 ‣ 操作 ‣ 批量调拨 页面处理批量调拨。

在此处,从列表中选择要调拨的产品。然后,在批量调拨表单的 已完成 选项卡下输入每个产品的 详细操作 数量。最后,选择 验证 以完成拣选。

小技巧

验证 按钮突出显示为紫色时,请确定批次调拨已完成。如果 查看可用性 按钮高亮显示,则表示批次中有些项目目前**无**库存。

Example

In a batch transfer involving products from pickings, WH/PICK/00001 and WH/PICK/00002, the Detailed Operations tab shows that the product, Cabinet with Doors, has been picked because the Done column matches the value in the Reserved column. However, 0.00 quantities have been picked for the other product, Cable Management Box.

Show batch transfer of products from two pickings in the *Detailed Operations* tab.

Only in-stock products are visible in the Detailed Operations tab.

要查看完整的产品列表,请切换到 操作 选项卡。在此列表中,需求`列显示订单所需数量。:guilabel:`保留 列显示完成订单的可用库存。最后,:guilabel:`已完成`列说明已拣选并准备好进行下一步的产品。

Example

The product, Desk Pad, from the same batch as the example above, is only visible in the Operations tab because there are no Reserved quantities in stock to fulfill the batch transfer.

Click the Check Availability button to search the stock again for available products.

Show unavailable reserved quantities in the *Operations* tab.

创建欠单

On the batch transfer form, if the Done quantity of the product is less than the Reserved quantity, a pop-up window appears.

This pop-up window provides the option: Create Backorder?.

Clicking the Create Backorder button automatically creates a new batch transfer.

注解

When creating a new backorder, the transfers that have not been validated in the batch will be removed from it.

Click No Backorder to finish the picking without creating another batch picking.

Click Discard to cancel the validation, and return to the batch transfer form.

Show the *Create Backorder* pop-up.