Dispatch management system

The dispatch management system feature in Odoo is used to plan and build shipments. Key features include:

  • 적재 관리: 특정 배송업체용으로 품목을 그룹화하고, 해당 배치 를 적재 도크에 할당하며, 차량 용량에 따라 차량 배치를 관리합니다. 이렇게 하면 알맞은 품목을 배송에 적합한 트럭에 실리도록 할 수 있게 됩니다.

  • Fleet management: Track and manage the capacity of in-house delivery vehicles.

환경 설정

To use the dispatch management system, the following setup must be completed:

  1. Install the Fleet application.

  2. Configure vehicle capacity (volume and weight).

  3. Enter vehicle car model(s).

  4. Enable necessary features in the Inventory app.

  5. Set up vehicles as delivery methods.

  6. Create dock locations.

Vehicle capacity

To configure the vehicle capacity, go to Fleet app ‣ Configuration ‣ Categories.

다음으로 새로 만들기`를 클릭하여 새 카테고리를 추가하거나, 기존 카테고리를 클릭하여 카테고리를 수정합니다. :guilabel:`이름 필드에 차량의 종류 (예: 픽업 트럭, 또는 화물 트럭)를 입력합니다. 그런 다음 최대 중량 `(킬로그램) 및 :guilabel:`최대 용량 (세제곱미터) 필드에 차량 용량을 입력합니다.

Vehicle categories with defined weight and volume.

참고

The units of measurement for vehicle capacity are assigned at the global level in the Settings app, in the Units of Measure section.

Show units of measure settings.

더 보기

Vehicle category

Car model

차량에 대한 차종을 설정해야 Odoo에서 차량을 추가할 수 있습니다. 차종에 대해 카테고리 가 정확하게 선택되어 있는지 확인하세요. 이렇게 하면 해당 유형의 모든 차량에 자동으로 무게와 부피 용량이 적용됩니다.

To configure, navigate to Fleet app ‣ Configuration ‣ Models.

From the Models list, select an existing model, or click New in the top-left corner to create a new model. Then, set the relevant Category field to the relevant vehicle category.

더 보기

Create car model

Inventory settings

Next, go to Inventory app ‣ Configuration ‣ Settings, and enable the required features for dispatch management.

In the Operations section, tick the Batch, Wave & Cluster Transfers checkbox to prepare batches of orders for delivery.

In the Shipping section, tick the Delivery Methods and Dispatch Management System checkboxes. Doing so allows specific vehicles to be set as carriers.

In the Warehouse section, tick the Storage Locations checkbox to assign specific locations in the warehouse as loading zones for delivery trucks.

Then, once all the configurations are complete, be sure to click Save.

Delivery method

Next, assign each delivery vehicle as a Carrier by configuring a delivery method.

To configure delivery methods, go to Inventory app ‣ Configuration ‣ Delivery Methods. Select an existing delivery method, or click New.

On the Delivery Method form, enter a name for the delivery method. It is recommended to use identifying information, such as the vehicle description and license plate number (e.g. Truck 123-ABCD).

배송 방법은 내부적으로 관리되므로 공급업체고정 가격 또는 규칙 기준 으로 설정합니다. 배송 가격 계산 방법에 대한 자세한 내용은 배송 방법 문서를 참조하세요.

Next, set a Delivery Product, which is the product that shows up as the customer’s delivery charge on the sales order or invoice.

Optionally, in the Availability tab, set the Countries, States, or Zip Prefixes to limit the range of local delivery.

Delivery method form.

Example delivery method, with the Zip Prefixes set to San Francisco’s zip code.

Dock locations

Each loading dock must have a dedicated location. To create or configure dock locations, go to Inventory app ‣ Configuration ‣ Locations.

Click the desired location, which opens the Location form. In the Additional Information section, tick the Is a Dock Location checkbox.

Location configuration.

Location configuration page with Is a Dock Location checkbox ticked.

Build loads

Once setup is complete, assign orders to a carrier and group them into batches. Then, configure the batch form, as needed.

To group products, go to the Inventory app ‣ Operations ‣ Deliveries, which reveals a list of outgoing deliveries.

더 보기

Since this article is about a specific use case, explore details about each picking method in their dedicated articles.

Carrier assignment

Reveal the Carrier column, if it is not visible by default, by clicking the (settings) icon in the top-right corner, and ticking the Carrier checkbox.

Other useful columns to enable can be Zip code, Shipping Weight, and Shipping Volume.

배치에 대한 배송주문서를 선택하려면 왼쪽에 있는 확인란에 표시합니다. 그런 다음, 줄에 있는 배송업체 필드를 클릭합니다. 드롭다운 메뉴가 나타나면 차량의 배송 방법 을 선택합니다. 확인 팝업 창이 나타나고 배치에 추가될 주문 수가 표시됩니다. 확인 을 클릭하면 선택한 모든 레코드에 대해 배송업체가 업데이트됩니다.

Set carrier.

The delivery method Truck 1-MER-001 is set as the Carrier for two delivery orders.

Create batch

With the carrier set, begin adding orders to a batch or wave transfer by ticking the checkbox.

참고

If a delivery order is already assigned to a batch transfer, assigning a batch transfer here does not update it.

Then, click the Actions button, and click either Add to batch or Add to wave. In the pop-up window, ensure Add to is set to a new [batch/wave] transfer, then click Confirm.

Example wave.

Delivery orders are selected to be grouped into a wave transfer.

Alternative batch creation method

Another place to create batches is by going to the Inventory app, and in the Delivery Orders card, click the (three dots) icon. In the resulting drop-down menu, click Prepare batch.

참고

The Transport Management drop-down menu contains other tools for fleet management:

  • Manage Batches: open list of batches

  • Dock Dispatching: open weekly calendar view of scheduled batch operations

  • Batches by Route: Kanban view of batches grouped by fulfillment route

  • Calendar: open hourly calendar view of scheduled operations

  • Statistics: open pivot table of the batch transfers

Show prepare batch option from the Transport Management drop-down menu.

Batch form

일괄 이동 양식에서 다음 필드를 입력합니다:

  • Responsible: employee assigned to the picking. Leave blank if any worker can fulfill this picking.

  • 작업 유형: 드롭다운 메뉴에서 피킹이 분류되는 작업 유형을 선택합니다.

  • 예정 날짜: :guilabel:`책임자`가 출고 위치로 이송을 완료해야 하는 날짜를 지정합니다.

  • Dock Location: select the loading location.

  • Vehicle: select the vehicle, which will auto-fill Vehicle Category.

  • Vehicle Category: show if the order exceeds the vehicle’s capacity limits

Example

The Volume bar is grayed out because the capacity has been reached.

Show batch form.

Prepare delivery route

To help the driver prepare, click the Map button at the top of the batch or wave form to view delivery destinations on a map. Selecting an individual delivery order pinpoints its location.

참고

The Map button is only visible for transfers with the In progress status.

Show map in Odoo, with information of the delivery orders.

Additionally, use the View in Google Maps button to generate a route from the warehouse to the delivery points.

Show Google Map route.