保留方式

向客户销售和交付货物的公司需要确保始终备有存货,以便在确认新的销售订单时能够及时交付产品。

在 Odoo 中,可以使用*预订方法*来处理这个问题。预订方法控制交货订单(DO)中包含的产品应如何预订交货,确保在正确的时间为正确的订单预订产品。

Odoo 中有三种不同的预订方法: 确认时手动操作*和*预定日期前

只有 在确认销售订单 已有库存的情况下,才保留产品。

配置

Reservation methods are set on individual operations types. To configure reservation methods, go to Inventory app ‣ Configuration ‣ Operations Types. Then, select the desired operation type. Or, create a new one by clicking New.

In the General tab of the operation type form, locate the Reservation Method option, and choose which method should be used for this type of operation.

Reservation method field on delivery order operation type form.

小技巧

If the Before scheduled date reservation method is selected, a new Reserve before scheduled date field appears below. From this field, the number of days before and days before when starred can be changed from the default 0.

Changing the days before value changes the maximum number of days before a scheduled date that products should be reserved.

Changing the days before when starred value changes the maximum number of days before a scheduled date that starred (favorited) transfers for products should be reserved.

Reserve before scheduled date fields with before scheduled date method chosen.

Required applications

The two required applications that must be installed to use reservation methods are the Sales and Inventory apps.

注解

除交货订单外,如果需要,预订方法还可用于*制造订单*、分包商补货*订单、*维修*订单和*内部转移。要启用此功能,请配置附加设置:

  • For manufacturing orders: Install the Manufacturing application by going to the Apps application, locating the Manufacturing app, and clicking Install.

  • For resupply subcontractor: Navigate to Manufacturing app ‣ Configuration ‣ Settings, and under the Operations section, enable Subcontracting. Then, click Save.

  • For repairs: Install the Repairs application by going to the Apps application, locating the Repairs app, and clicking Install.

  • For internal transfers: Navigate to Inventory app ‣ Configuration ‣ Settings, and under the Warehouse section, enable Storage Locations. Then, click Save.

安装这些应用程序后,无需从设置中启用其他功能即可使用预订方法。它们默认在某些操作类型中可用,可通过导航至 库存应用程序 ‣ 配置 ‣ 操作类型,然后点击特定操作类型进行查看和更改。

注解

操作类型 表单上的 操作类型 更改为 收据 时,预订方法将**不**可用。

在“库存”应用程序的“配置”子菜单中突出显示“操作类型”。