Putaway rules

Putaway is the process of routing products to appropriate storage locations upon shipment arrival.

Odoo can accomplish this seamlessly using putaway rules, which dictate how products move through specified warehouse locations.

Upon shipment arrival, operations are generated based on putaway rules to efficiently move products to specified locations, and ensure easy retrieval for future delivery orders.

In warehouses that process specific kinds of products, putaway rules can also prevent volatile substances from being stored in close proximity, by directing them to different locations determined by the warehouse manager.

Configurare

To use putaway rules, navigate to Inventory app ‣ Configuration ‣ Settings, and activate the Multi-Step Routes feature under the Warehouse section. By doing so, the Storage Locations feature is also automatically activated.

Finally, click Save.

Activați Rute cu mai multe etape în setările de configurare a inventarului.

Define putaway rule

To manage where specific products are routed for storage, navigate to Inventory app ‣ Configuration ‣ Putaway Rules. Use the Create button to configure a new putaway rule on a Product or Product Category that the rule affects.

Important

Putaway rules can be defined either per product/product category, and/or package type (the Packages setting must be enabled in Inventory app ‣ Configuration ‣ Settings for that).

In the same line, the When product arrives in location is where the putaway rule is triggered to create an operation to move the product to the Store to location.

For this to work, the Store to location must be a sub-location of the first (e.g., WH/Stock/Fruits is a specific, named location inside WH/Stock to make the products stored here easier to find).

Example

In a warehouse location, WH/Stock, there are the following sub-locations:

  • WH/Stock/Fruits

  • WH/Stock/Vegetables

Ensure all apples are stored in the fruits section by filling the field Store to with the location WH/Stock/Fruits when the Product, Apple arrives in WH/Stock.

Repeat this for all products and hit Save.

Create putaway rules for apples and carrots.

Putaway rule priority

Odoo selects a putaway rule based on the following priority list (from highest to lowest) until a match is found:

  1. Package type and product

  2. Package type and product category

  3. Tip pachet

  4. Produs

  5. Product category

Example

The product Lemonade can has the following putaway rules configured:

  1. When receiving a Pallet (Package Type) of Lemonade cans, it is redirected to WH/Stock/Pallets/PAL1.

  2. Lemonade can’s Product Category is All/drinks, and when receiving a Box of any item in this product category, items are redirected to WH/Stock/Shelf 1.

  3. Any product on a Pallet is redirected to WH/Stock/Pallets

  4. The product Lemonade can is redirected to WH/Stock/Shelf 2

  5. Items in the All/drinks product category are redirected to WH/Stock/Small Refrigerator.

Unele exemple de reguli de depozitare.

Storage categories

A storage category is an extra location attribute. Storage categories allow the user to define the quantity of products that can be stored in the location, and how the location will be selected with putaway rules.

Configurare

To enable storage categories, go to Inventory app ‣ Configuration ‣ Settings, and activate the Storage Categories feature in the Warehouse section. Then, click Save.

Important

The Storage Locations feature must be enabled to enable Storage Categories.

Define storage category

To create a storage category, go to Inventory app ‣ Configuration ‣ Storage Categories and click Create.

On the storage category form, type a name for the Storage Category field.

Options are available to limit the capacity by weight, by product, or by package type. The Allow New Product field defines when the location is considered available to store a product:

  • Dacă locația este goală: un produs poate fi adăugat acolo numai dacă

  • Dacă produsele sunt aceleași: un produs poate fi adăugat acolo numai dacă același produs este deja acolo.

  • Permite produse amestecate: mai multe produse diferite pot fi stocate în această locație în același timp.

Example

Create putaway rules for pallet-stored items and ensure real-time storage capacity checks by creating the High Frequency pallets storage category.

Name the Storage Category, and select If all products are same in the Allow New Product field.

Then, define package capacity in the Capacity by Package tab, specifying the number of packages for the designated Package Type and setting a maximum of 2.00 Pallets for a specific location.

Create a storage category on the page.

Odată salvate setările categoriei de stocare, categoria de stocare poate fi legată de o locație.

To do that, navigate to the location by going to Inventory app ‣ Configuration ‣ Locations, and select the location. Click Edit and select the created category in the Storage Category field.

Example

Assign the High Frequency pallets storage category to the WH/Stock/pallets/PAL 1 sub-location.

Când o categorie de stocare este creată, poate fi legată de o locație de depozit.

Categoriile de stocare în regulile de depozitare

To continue the example from above, apply the High Frequency Pallets on the PAL1 and PAL2 locations and rework the putaway rules as follows:

Presupuneți că o palete de conserve de limonadă este primită:

  • Dacă PAL1 și PAL2 sunt goale, paletele vor fi redirecționate către WH/Stock/Pallets/PAL1.

  • Dacă PAL1 este plin, paletele vor fi redirecționate către WH/Stock/Pallets/PAL2.

  • Dacă PAL1 și PAL2 sunt pline, paletele vor fi redirecționate către WH/Stock/Pallets.

Categoriile de stocare utilizate într-o varietate de reguli de depozitare.