Cluster picking¶

Cluster picking is an advanced order fulfillment approach derived from batch picking.

In this strategy, pickers load a cart with multiple packages, each designated for a specific sales order (SO). Then, the picker travels to each storage location, and places the products directly in the package of the associated order.

这种方法对于订单量大、独特产品相对较少的中型公司来说最为有效，因为该方法无需在拣货后将产品分类到包装中供客户使用。

然而，集群拣货确实有一些缺点。例如，紧急订单无法区分优先级，必须事先手动创建优化批次。因此，拣货过程可能会出现瓶颈。

Example

1. SO 1 calls for one apple and orange

2. SO 2 calls for one apple and banana

3. SO 3 calls for one apple, orange, and banana

Apples are stored in Shelf A, oranges in Shelf B, and bananas in Shelf C.

To pick products for three orders at once, the cart is loaded with three empty packages.

Starting at Shelf A, the picker places apples into each package. Next, the picker navigates to Shelf B, and places oranges in the packages designated for SO 1 and SO 3. Finally, the picker pushes the cart to Shelf C, and loads packages for SO 2 and SO 3 with a banana, each.

With the packages for all three SOs packed, the picker pushes the cart to the output location, where the packages are sealed and prepared for shipment.

配置¶

To enable cluster picking, begin by navigating to Inventory app ‣ Configuration ‣ Settings. Under the Operations heading, activate the Packages and Batch Transfers options.

Since batch picking is used to optimize the pick operation in Odoo, the Storage Locations and Multi-Step Routes options, under the Warehouse heading, must also be checked on this settings page.

存储位置 允许将产品存储在可以从中拣选的特定位置，而 多步骤路线 可以实现拣选操作本身。

完成后，点击 保存。

Packages setup¶

After the Packages feature is enabled, navigate to Inventory app ‣ Products ‣ Packages, and click the New button to create a new package.

On the new package form, the Package Reference is pre-filled with the next available PACK number in the system. Pack Date is automatically set to the creation date of the form.

Set the Package Use field to Reusable Box.

Example

A package intended for cluster picking is named CLUSTER-PACK-3 for easy identification. For this workflow, the products are directly packed using their intended shipping boxes, so Package Use is set to Disposable Box.

创建群组批次¶

To see how cluster picking works in Odoo, navigate to the Sales app, and create SOs that will be fulfilled together in the same batch. After confirming an SO, the Delivery smart button becomes visible. Displayed inside the icon is a number representing the amount of steps in the outgoing shipment process.

Example

Begin by creating three SOs for the apples, oranges, and bananas, as shown in the example above.

After confirming the SO, the Delivery smart button displays the number 2, indicating there are two operations to complete: Pick and Delivery.

With the SOs created, orders now must be grouped into batches. To do so, navigate to the Inventory dashboard and select the operation type card, Delivery Orders or Pick (whichever is the first operation in the delivery flow).

Doing so displays a filtered list of outgoing operations with the Ready status, indicating that all the products in the SO are in stock.

Click the checkbox to the left of the corresponding outgoing operation to add them to the batch. With the desired pickings selected, click the ⚙️ Actions (gear) button, and select the Add to batch option from the resulting drop-down menu.

Example

To create a cluster batch, as shown in the example above, in a warehouse configured with two-step outgoing shipments, the following pick operations are selected:

• WH/PICK/00007: linked to SO 88 for one apple and orange.

• WH/PICK/00008: linked to SO 89 for one apple and banana.

• WH/PICK/00009: linked to SO 90 for one apple, orange, and banana.

Doing so opens an Add to batch pop-up window, wherein the employee Responsible for the picking can be assigned.

Choose from the two options in the Add to field to either: add to an existing batch transfer, or create a new batch transfer.

To create draft batch pickings to be confirmed at a later date, select the Draft checkbox.

Conclude the process by clicking Confirm.

处理批次¶

To process batches, navigate to Inventory app ‣ Operations ‣ Batch Transfers. Click on a batch to select it.

In the Detailed Operations tab, products that are to be picked are grouped by location.

Under the Source Package or Destination Package field, enter the package used for the picking.

Example

Process the cluster batch for the three orders of apples, oranges, and bananas example by assigning each picking to a dedicated package.

At the storage location for apples, WH/Stock/Shelf A, assign the apples in all three pickings to one of the three disposable packages, CLUSTER-PACK-1, CLUSTER-PACK-2, or CLUSTER-PACK-3.

Record this in Odoo using the Destination Package field in the Detailed Operations tab.

In Barcode¶

To process cluster pickings directly from the Barcode app, select the Batch Transfers button from the Barcode dashboard. Then, select the desired batch.

On the batch transfer screen, the products in the picking are grouped by location, and each line is color-coded to associate products in the same picking together.

Then, follow the prompt to Scan the source location barcode for the storage location of the first product. Then, scan the barcode for the product and package to process the transfer.

Repeat this for all products, and click the Validate button.

注解

To find the package barcode, navigate to Inventory app ‣ Products ‣ Packages, select the desired package, click the ⚙️ (gear) icon at the top of the package form, and select the Print option.

Next, select one of the three print options to generate the package barcode from the Package Reference field.

Example

Begin processing the cluster picking by going to the first storage location, Shelf A, and scanning the location barcode. Doing so highlights all the pickings that need products from this particular location.

Scan the barcode for the apple, which highlights the picking (labeled in red) for the product Apple, for the picking, WH/PICK/00007.

Then, scan the CLUSTER-PACK-1 package barcode, and place the product in the designated package.