Create Automatic Batch Transfer
This video provides a practical guide on how to Create Automatic Batch Transfers in Odoo18, demonstrating how to configure the system to automatically group warehouse operations, such as deliveries or receipts, to optimize picking routes and reduce manual intervention.
- Automation Strategy: The narrator explains that automatic batching is designed to handle high volumes of transfers by grouping them based on specific rules you define, rather than selecting them manually.
- Accessing Operation Types: To set this up, you navigate to the Inventory module and select the specific Operation Type (e.g., Delivery Orders) you wish to automate.
- Enabling the Feature: Within the operation type settings, you must toggle on the Automatic Batches option to allow Odoo to start grouping transfers.
- Defining Batch Limits: The video shows how to set limits for each batch, such as the maximum number of transfers, maximum lines, or maximum weight, ensuring batches remain manageable for workers.
- Grouping Criteria: The narrator demonstrates how to group transfers by Contact, Carrier, or Source/Destination Location, which helps in organizing the warehouse floor more logically.
- Batch Generation: Once a Sales Order or Transfer is confirmed and meets the criteria, Odoo automatically creates a new Batch Transfer record in the “In Progress” state.
- Efficient Processing: The walkthrough concludes by showing how these automated batches allow the warehouse team to pick and validate multiple orders simultaneously, significantly speeding up the fulfillment process.
