三步交付¶
有些公司每天都要处理大量的货物,其中许多包括多种产品或需要特殊包装。为了提高效率,在发货前需要进行包装步骤。为此,Odoo 提供了一个交付货物的三步流程。
在默认的三步交付流程中,作为交付订单一部分的产品会根据其移除策略在仓库中进行分拣,然后运至包装区。在包装区将物品包装成不同的货物后,在发货前将其运到输出地点。如果这些步骤不符合企业的需要,可以对其进行修改。
配置¶
要将交货设置从 :doc:` 一步<receipts_delivery_one_step>` 改为三步,请确保在
也将激活 存储地点。接下来,需要为三步交付配置仓库。要执行此操作,请转到 仓库 进行编辑。然后,为 出库货物 选择 包装货物,在输出中发送货物然后交货(3 个步骤)。
,然后点击激活三步收货和交货会创建两个新的内部位置:包装区域 (WH/Packing Zone) 和 输出 (WH/Output)。要重新命名这些位置,请转到 位置 并更新名称。
,点击要更改的分三步交付(拣货 + 包装 + 发货)¶
创建销售订单¶
要创建新报价,请导航至 客户,添加可存储的 产品,然后点击 确认。
,这将显示一个空白报价表。在空白报价表中,选择报价表右上方会出现一个 送货 智能按钮。点击该按钮可打开分拣单,将订购产品从 仓库/库存
移至 仓库/包装区域
。
Process a picking¶
The picking order will be created once the sales order is confirmed. To view the picking, navigate to the Pick task card on the Inventory Overview dashboard.
, and locate theClick the # To Process button, which reveals the picking order generated from the previously confirmed sales order.
Click on the picking to process. If the product is in stock, Odoo will automatically reserve the product. Click Validate to mark the picking as done, and complete the transfer to the Packing Zone.
Process a packing¶
After validating the picking, the packing order is ready to process. Click back to the Inventory Overview, and locate the Pack task card on the dashboard.
Click the # To Process button (in this case, 1 To Process). This reveals the packing order generated from the previously confirmed sales order.
Click on the packing order associated with the sales order, then click on Validate to complete the packing.
Once the packing order is validated, the product leaves the WH/Packing Zone location and moves to the WH/Output location. Then, the status of the document will change to Done.
Process a delivery¶
Once the packing order has been validated, the delivery order is ready to process. Navigate back to the original sales order to process the delivery by going to
, and selecting the sales order created previously.小技巧
Delivery orders can also be accessed by going to
.The Delivery smart button now indicates there are 3 transfers, instead of one. Clicking the Delivery smart button shows the three operations for this sales order: the picking, the packing, and the delivery.
Click the delivery (WH/OUT) transfer to open the delivery order. Then, click Validate.
Once the delivery order is validated, the product leaves the WH/Output location and moves to the Partners/Customers location. Then, the status of the document will change to Done.