3-step Delivery with Packages | Odoo Inventory

Introduction

This tutorial will guide you through managing package flow during a 3-step delivery process—commonly referred to as "pick, pack, ship"—using the Odoo Inventory system and its Barcode app. By following these steps, you will enhance your inventory management skills and streamline your delivery operations.

Step 1: Configuration

Before you begin the delivery process, ensure that your Odoo system is properly configured.

• Set up product barcodes:

  • Navigate to the barcode configuration settings in Odoo.
  • Follow the documentation to link products with their respective barcodes.

• Enable 3-step delivery:

  • Go to your Odoo Inventory settings.
  • Look for the delivery method options and select the 3-step delivery process.

Step 2: Set Up 3-Step Delivery

Now that your system is configured, it's time to set up the 3-step delivery method in your workflow.

• Access Delivery Settings:

  • Go to the Deliveries section in your inventory.
  • Choose the option for three-step deliveries.

• Define steps:

  • The three steps are: picking the products, packing them into packages, and shipping them to customers.

Step 3: Move Entire Package

Managing the entire package is crucial for effective delivery.

• Select the package to move:

  • Use the interface to locate the package that needs to be moved.

• Process the move:

  • Confirm the move through the system to update inventory levels accordingly.

Step 4: Print Package Barcode Automatically

Automating barcode printing speeds up the packing and shipping process.

• Set up automatic barcode printing:
  • Access the printing settings in the Barcode app.
  • Enable the feature to print barcodes for each package automatically when they are created.

Step 5: Confirm Sales Order

Before picking items, you need to confirm the sales order.

• Locate the sales order:

  • Navigate to the Sales module and find the relevant order.

• Confirm the order:

  • Click on the "Confirm" button to finalize the order and make it ready for picking.

Step 6: Picking

This step involves selecting the items from your inventory.

• Begin the picking process:

  • Go to the Picking section and select the confirmed sales order.

• Use the Barcode app:

  • Scan each item’s barcode using the Barcode app to confirm items picked.

Step 7: Packing

Once items are picked, they need to be packed for shipment.

• Initiate packing:

  • Open the packing section for the sales order.

• Scan items with the Barcode app:

  • Use the app to scan each item being packed into the package.

• Confirm the packed items:

  • Ensure all items are accounted for before finalizing the packing process.

Step 8: Deliver with Barcode

The final stage is delivering the packed items to the customer.

• Access delivery orders:

  • Go to the Deliveries section to view ready-to-ship packages.

• Scan the package for delivery:

  • Use the Barcode app to scan the package and confirm that it is ready for shipment.

• Complete delivery:

  • Finalize the delivery in the system to update inventory and notify the customer.

Conclusion

By following these steps, you can effectively manage the 3-step delivery process in Odoo Inventory using the Barcode app. This method not only streamlines your workflow but also enhances accuracy in inventory management. For further enhancements, consider exploring additional Odoo resources and documentation to maximize your use of the platform.