Odoo Community Association

Stock Picking Batch Planner

Alpha License: LGPL-3 OCA/stock-logistics-workflow Translate me on Weblate Try me on Runboat

This module extends the functionality of batch operations in Odoo to support the direct creation of batches or waves from batches and to allow you to plan Batches and Waves with a single click based on the grouping rules defined in the operation type. It also provides smart buttons to easily access the Waves and Batches linked to the original Batch, improving traceability and efficiency in warehouse operations.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Use Cases / Context

This module was developed because in standard Odoo, waves cannot be directly created from batches in a simple way. In warehouses where auto-batches are already configured, users need a faster method to generate batches or waves directly from batches without manually grouping and creating them one by one. This module introduces a button that allows planning Batches or Waves directly from Batches, following the grouping rules defined in the picking type (as already established for auto-batches).

It will be useful for you if your warehouse operations require creating Batches or Waves from Batches in just one click, reducing manual work and ensuring that the grouping logic respects the same fields and constraints used by auto-batches.

Configuration

  1. Go to Inventory > Configuration > Settings and Activate Batch, Wave & Cluster Transfers and Multi-Step Routes.
  2. Go to Inventory > Configuration > Warehouses, select one warehouse and choose deliver in 2-steps or 3-steps.
  3. Go to Inventory > Configuration > Routes, select 2-step or 3-step route and change rules to be pull - pull (- pull).
  4. Go to Inventory > Configuration > Operations Types, select Pick Operation, select ‘Planned Batches’ and choose a Grouping criteria.

Usage

To use this module, you need to:

Sale Flow:

  1. Go to Inventory > Configuration > Warehouses, select one warehouse and choose deliver in 2-steps.
  2. Go to Inventory > Configuration > Operation Types, choose Pick, select “Plan Origin” and select your criteria for Batch/Wave grouping.
  3. Go to Sales > Orders > Orders, create some sale orders and confirm them.
  4. Go to Inventory > Operations > Jobs > Batch transfers and create a new batch.
  5. Add pickings of type delivery created from confirm the sales orders.
  6. A button Plan Batches is displayed if the moves in the batch have origin moves and the origin pickings can be grouped in batches or origin move lines can be grouped in waves .
  7. When you click on this button, the origin move lines will be batched according to the criteria configured in operation types.
  8. If the batch has origin batch/wave, a smart button is displayed.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

EmilioPascual Shide rafaelbn

This module is part of the OCA/stock-logistics-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.