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 Inventory ‣ Configuration ‣ Configuration and enable Batch Pickings.

View of the inventory settings. Process to enable the batch pickings option in the Odoo Inventory app

Then, go to Inventory ‣ Operations ‣ Batch Transfers and hit the create button.

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.

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.

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.

View of a batch transfer list. Products to pick with their source and target locations

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.

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.

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.

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.

How to handle batch transfers with unavailable products. Creation of a backorder inside of a batch transfer 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.

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.

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.

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.

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.