Bestand aus mehreren Lagerhäuser mihilfe von virtuellen Lagerorten verkaufen

Während die Lagerhaltung und der Verkauf von einem Lager für kleinere Unternehmen ausreichen kann, müssen größere Unternehmen unter Umständen mehrere Lagerhäuser an verschiedenen Standorten unterhalten oder von dort aus verkaufen.

Sometimes products included in a single sales order might take stock from two (or more) warehouses; in Odoo, pulling products from multiple warehouses to satisfy sales demands can be done using virtual locations.

Wichtig

The solution in this document, describing the use of a virtual warehouse to fulfill orders for multiple warehouses, has some limitations. Consider the following before proceeding:

1. When the Warehouse field is set to a virtual warehouse on a sales order, the virtual warehouse’s address is indicated on the picking, packing, and delivery forms, not the actual warehouse’s address.

2. Each location has a warehouse_id (hidden field). This means that the stock in the virtual warehouse will not be the sum of the stock of the real warehouses, but rather the sum of the stock in the locations whose warehouse ID is the virtual warehouse.

Gefahr

Potential limitation for those using two or three-step delivery:

1. The output or packing zone on the various forms is incorrectly listed as the virtual warehouse’s address.

2. There is no workaround for two or three-step deliveries.

3. Proceed only if setting a virtual warehouse’s address as the output or packing zone makes sense for the company’s workflow.

Bemerkung

In order to create virtual locations in warehouses, and proceed to the following steps, the Storage Locations and Multi-Step Routes features must be enabled.

To do so, go to Inventory app ‣ Configuration ‣ Settings, scroll down to the Warehouse section, and enable the Storage Locations and Multi-Step Routes options. Then, Save the changes to finish.

Create virtual parent location

Before creating any virtual stock locations, create a new warehouse that acts as a virtual warehouse — the parent location of other physical warehouses.

Why a "virtual" warehouse?

Virtuelle Lagerhäuser sind ideal für Unternehmen mit mehreren physischen Lagerhäusern. Es kann nämlich der Fall eintreten, dass in einem Lagerhaus ein bestimmtes Produkt nicht mehr vorrätig ist, ein anderes Lagerhaus aber noch über Vorräte verfügt. In diesem Fall können die Bestände aus diesen beiden (oder mehr) Lagerhäusern zur Erfüllung eines einzigen Verkaufsauftrags verwendet werden.

Das „virtuelle“ Lager fungiert als ein einziger Sammelort für alle Bestände, die in den physischen Lagerhäusern eines Unternehmens gelagert werden, und wird (zu Zwecken der Rückverfolgbarkeit) zur Erstellung einer Hierarchie von Standorten in Odoo verwendet.

To create a new warehouse, go to Inventory app ‣ Configuration ‣ Warehouses, and click Create. From here, the warehouse Name and Short Name can be changed, and other warehouse details can be changed under the Warehouse Configuration tab.

Lastly, click Save to finish creating a regular warehouse. Continue following the steps below to finish configuring the virtual parent warehouse.

Siehe auch

• Warehouse configurations

• Incoming and outgoing shipments

• Resupply from another warehouse

Create child warehouses

Create at least two child warehouses to link to the virtual warehouse.

Wichtig

In order to take stock from multiple warehouses to fulfill a sales order, there needs to be at least two warehouses acting as child locations of the virtual parent location warehouse.

To do that, navigate to Inventory app ‣ Configuration ‣ Warehouses, click Create, and follow the preceding instructions to configure the physical stock locations.

Example

Übergeordnetes Lagerhaus

Lagerhaus: Virtuelles Lagerhaus

Location: VWH/Stock

Untergeordnete Lagerhäuser

Lagerhäuser: Lagerhaus A und Lagerhaus B

Locations: WHA and WHB

Wichtig

While the virtual stock location will be changed to ‚View‘ later, the Location Type must be Internal Location at this point to link the child warehouses in the next section.

Link child warehouses to virtual stock

To set physical warehouses as child locations of the virtual location configured in the previous step, navigate to Inventory app ‣ Configuration ‣ Locations.

Remove any filters from the search bar. Then, click the physical warehouse Location that was previously created to be a child location (e.g. WHA), and click Edit.

Change the Parent Location field from Physical Locations to the virtual warehouse’s stock location (e.g. VWH/Stock) from the drop-down menu, and click Save.

Wichtig

To select the virtual warehouse’s stock location in the Parent Location drop-down menu, the parent warehouse stock location (e.g. VWH/Stock) must have its Location Type set to Internal Location.

Repeat the preceding steps to configure two or more child warehouses.

Once complete, the virtual, parent warehouse (e.g. VWH/Stock) fulfills orders using stock from child warehouses (e.g. WHA and WHB), if there is insufficient stock in any one location.

Set virtual stock location as ‚view‘

Set the virtual stock location’s Location Type to View, as it is a non-existent location used to group various physical warehouses together.

To do that, navigate to Inventory app ‣ Configuration ‣ Locations.

Click the virtual warehouse’s stock location (e.g. VWH/Stock) that was previously created, from the Locations list.

On the location form, under the Additional Information heading, set the Location Type to View. Save the changes.

Tipp

To view the total quantity across all linked child warehouses, go to the product form and click the On Hand smart button.

Example: sell products from a virtual warehouse

To sell products from multiple warehouses using a virtual parent location, the database must have at least two warehouses configured — with at least one product, with quantity on-hand in each warehouse, respectively.

Example

The following product, Toy soldier, is available at each location with the quantities:

• WHA/Stock : 1

• WHB/Stock : 2

• Warehouses WHA and WHB are child warehouses of the virtual warehouse VWH.

Create a quotation for the product by navigating to the Sales app and clicking Create. On the quote, add a Customer, and click Add a product to add the two products stored in the two warehouses.

Then, click the Other Info tab on the sales order form. Under the Delivery section, change the Warehouse field value to the virtual warehouse that was previously created. Next, Confirm the sales order.

Then, click the Delivery smart button. From the warehouse delivery form, confirm that the Source Location value matches the Warehouse field value from the sales order. Both should list the virtual warehouse location.

Finally, on the warehouse delivery form, under the Detailed Operations tab, confirm that the Locations in the From column for each product match the child locations that are tied to the virtual parent location.

Wichtig

The Source Location on the warehouse delivery form, and the Warehouse under the Other Info tab on the sales order, must match for products in the sales order to be pulled from different warehouses.

• If the virtual warehouse is not in the Source Location field on the warehouse delivery form, retry product reservation by:

  • Running the scheduler: turn on developer mode, and then go to Inventory app ‣ Operations ‣ Run Scheduler.

  • Clicking Check Availability on the delivery order.

• If the virtual warehouse is not assigned to the Warehouse field on the sales order, then cancel it, and create a new sales order with the virtual warehouse set in the Warehouse field.

• If the Warehouse field is missing on the sales order form, then the multiple child warehouses may not have been set up correctly. Review the previous section to ensure the correct settings.

Tipp

To use a virtual parent location as the default warehouse for sales orders, each salesperson should have the virtual warehouse assigned to them from the drop-down menu next to Default Warehouse on their employee form.