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Rules and Routes
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  • 上传时间:2024年02月26日 23时32分32秒
摘要:
* Rules and Routes ** *** * 规则和路线 ** *** The routes defined on a product will help you to understand and track each movement of the product. It is ......
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    Rules and Routes

    规则和路线

    The routes defined on a product will help you to understand and track each movement of the product. It is the track or path of operations used for inventory movements. Without a proper strategy, it is difficult to monitor and manage the inventory movements in a company. Based on your company policies, you can set certain rules of operation to define the product movements in inventory. Using these rules, Odoo will allow you to configure different routes of operations for the products. This will ensure proper inventory management within your company.

    在产品上定义的路线将帮助您理解和跟踪产品的每次移动。它是用于库存移动的操作轨迹或路径。没有适当的策略,很难监控和管理公司的库存变动。根据您公司的政策,您可以设置某些操作规则来定义库存中的产品移动。使用这些规则,Odoo将允许您为产品配置不同的操作路由。这将确保适当的库存管理在你的公司。

    In the Odoo 16 Inventory module, the users will get separate platforms to define suitable rules and routes for the stock movements. The routes in Odoo work associated with the respective storage locations and warehouse operations so make sure to configure both these options before defining routes for inventory. To set up new routes in Odoo, you are requested to enable this feature from the Settings menu of the module. You can find the Warehouse tab as shown below, from where you can activate the Multi-Step Routes.

    Odoo 16库存模块中,用户将获得单独的平台来定义合适的库存移动规则和路线。Odoo中的路由与各自的存储位置和仓库操作相关联,因此请确保在定义库存路由之前配置这两个选项。要在Odoo中设置新路由,需要从模块的Settings菜单中启用该功能。您可以找到如下所示的Warehouse选项卡,从这里您可以激活多步骤路由。

    While activating this option, the Storage Location feature will be automatically activated since they are interlinked. We already discussed how to configure warehouses and locations for inventory management. Now, let’s look at the configuration of rules for the product movement in a company.

    激活此选项时,存储位置功能将自动激活,因为它们是相互链接的。我们已经讨论了如何为库存管理配置仓库和位置。现在,让我们看一下公司中产品移动的规则配置。

    Creating Rules

    创建规则

    The user can find the option to configure new rules for the inventory movements from the Configuration menu of the Inventory module. Clicking on the Rules option from the Warehouse Management tab opens a new window with the list view of the already configured Rules as shown below.

    用户可以从库存模块的配置菜单中找到为库存移动配置新规则的选项。单击仓库管理选项卡中的规则选项将打开一个新窗口,其中包含已配置规则的列表视图,如下所示。

    From this preview, you will get the Action, Source Location, Destination Location, Route, and Company details of each Rule. Just like in any other platform, Odoo makes sure of the availability of the default and customizable Filters and GroupBy options to simplify the searching operations. Without any delay, you can click the Create button to know the steps of the configuration of the new rule in Odoo.

    从这个预览中,您将获得每个规则的动作、源位置、目的位置、路由和公司详细信息。就像在任何其他平台中一样,Odoo确保缺省和可定制的筛选分组选项的可用性,以简化搜索操作。您可以立即单击新建按钮,了解在Odoo中配置新规则的步骤。

    In the Name field, you can mention a proper title for the new rule. The next step is to define the Action for the new rule. You will get a drop-down menu here to select the suitable action.

    名称字段中,您可以为新规则指定一个合适的标题。下一步是为新规则定义动作。您将在这里看到一个下拉菜单,用于选择合适的操作。

    ● Pull From: You can set this action when products are needed in the destination location. It can be either from a sales order or a manufacturing order. When the demand for a product happens in the destination location, Odoo will generate a picking operation type from the source location to complete the requirement.

    :当目的地需要产品时,可以设置此动作。它可以来自销售订单,也可以来自制造订单。当对产品的需求发生在目的地位置时,Odoo将从源位置生成一个拾取操作类型以完成需求。
    ● Push To: You can use this rule to move a product to another location. When products arrive in the source location, you can move them to another location using this action. In this case, Odoo will generate a picking operation type to send them to the destination location.

    :您可以使用此规则将产品移动到另一个位置。当产品到达源位置时,您可以使用此操作将它们移动到另一个位置。在这种情况下,Odoo将生成一个拾取操作类型,将它们发送到目的地位置。
    ● Push & Pull: This action can be used in both cases explained above. When products are needed in the destination location a picking is generated from the source location to fulfill the need. This demands product requirements in the source location. Once the source location is fulfilled with the requirement, the products will be pushed to the destination location to fulfill the needs of the destination location.

    推拉:此动作可用于上述两种情况。当目标位置需要产品时,从源位置生成拣选以满足需求。这要求在源位置的产品需求。一旦源位置满足了需求,产品就会被推送到目的位置,以满足目的位置的需求。
    ● Manufacture: Using this action, you can directly generate manufacturing orders to complete the requirements of the source location.

    制造:使用此操作,您可以直接生成制造订单,以完成源位置的要求。
    ● Buy: When products are needed at the destination location, Odoo will generate a request for quotation to buy the product to fulfill the need with the help of this action.

    购买:当目的地需要产品时,Odoo将在此操作的帮助下生成购买产品的报价请求,以满足需求。

    In the next fields, you can mention the Operation Type, Source Location, and Destination Location respectively. In the Applicability tab, you can specify the Route, Warehouse, Company, and Sequence on which this rule is applicable. Under the Propagation tab, you can set the Propagation of Procurement Group as Empty, Fixed, or Propagate. By enabling the Cancel Next Move, the move created by this rule is canceled and the next move will be canceled too. Activating the Propagation of Carrier will propagate the carrier of shipment. In the Warehouse to Propagate field, you can specify the warehouse to propagate on the created move/procurement which can be different from the warehouse this rule is for.

    在后面的字段中,您可以分别输入操作类型源位置目的位置。在适用性选项卡中,您可以指定适用此规则的路由、仓库、公司和顺序。在传播选项卡下,您可以将采购组的传播设置为固定传播。通过启用Cancel Next Move,此规则创建的移动将被取消,下一个移动也将被取消。激活载体传播将传播装运载体。在要传播的仓库字段中,您可以指定要在创建的移动/采购中传播的仓库,该仓库可以不同于此规则所针对的仓库。

    Now, let’s check how to configure routes using these rules in the Odoo Inventory.

    现在,让我们检查一下如何在Odoo 库存中使用这些规则配置路由。

    Creating Routes

    创建路线

    The Warehouse Management tools available in the Configuration menu of the Inventory module will give access to the platform to manage and create various routes of operation. The user can observe the preconfigured list of routes here with the details of the name of the routes and the company.

    库存模块的配置菜单中提供的仓库管理工具将允许访问平台来管理和创建各种操作路线。用户可以在这里看到预先配置的路由列表,包括路由名称和公司的详细信息。

    Click the Create button to create a new route for inventory movements.

    单击Create按钮为库存移动创建新路线

    The name of the route can be defined in the Route field. Additionally, you can specify the Sequence, Supplied Warehouse, and Company in the respective fields. You can leave the Company field empty if this route is shared between all companies configured in your database. In the Applicable On tab, you can select the places where this route can be selected. Here, you will get the Product Categories, Products, Packaging, Warehouse, and Sales Order Lines to select based on your company policies. Under the Rules tab, you can specify the rules used for this route of operation with the help of the Add a Line button. You can configure new rules for this route by following the steps we discussed in the earlier section. Finally, don’t forget to click the Save button to save the changes.

    路由的名称可以在路线字段中定义。此外,您还可以在各自的字段中指定序列、供应仓库和公司。如果此路由在数据库中配置的所有公司之间共享,则可以将Company字段保留为空。在适用地点页签中,可以选择可以选择该路由的地点。在这里,您将获得产品类别、产品、包装、仓库和销售订单线,以便根据您的公司策略进行选择。在Rules选项卡下,您可以在Add a Line按钮的帮助下指定用于此操作路由的规则。您可以按照前面部分中讨论的步骤为该路由配置新规则。最后,不要忘记单击Save按钮来保存更改。

    In Odoo, you can define a specific route of operation for each product while configuring them in the database. In the products management window, you can find a dedicated field under the Inventory tab as shown below exclusively to select the suitable route for the inventory movement of a product.

    Odoo中,您可以为每个产品定义特定的操作路线,同时在数据库中配置它们。在产品管理窗口中,您可以在库存选项卡下找到一个专用字段,如下图所示,专门为产品的库存移动选择合适的路线。

    Depending on the module you installed in your Odoo database, this field will allow you to set the route of a product. It can be bought, manufactured, replenished on order, etc, based on the route you select. This is how we define routes for product movement in Odoo Inventory.

    根据您在Odoo数据库中安装的模块,该字段将允许您设置产品的路由。它可以根据你选择的路线购买、制造、补货等。这就是我们在Odoo 库存中定义产品移动路线的方式。

     

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