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Odoo库存管理
jeffery9@gmail.com
Q:913547235
1 jeffery 2014/12/8
预告 其他主题,敬请期待 • Odoo安装与部署[Linux] • Odoo消息与邮件 • Odoo Security • Odoo自动化 • CRM客户关系管理 • 销售管理 • 采购管理 • 会计与财务 • 生产管理
• HR人力资源管理 • 项目管理 • 品质管理 • 售后服务支持 • 知识管理 • 零售终端
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Q:913547235
397750860
仓库基本作业 Section I
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Partner • 合作伙伴 ,个人 、公司和联系人
– Customer – Supplier – Employee – Company
• 地址信息 • 出入库的对方库位
– Customer location – Supplier location
• 默认的运输方法 – Delivery method
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产品
• 产品类型 – 可库存 – 消耗 – 服务
• Product == product template 产品族 • Product variant == product 产品 • Product attribute & attribute value & extra
price
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单位
单位换算 • 同一类别的单位之间可以互相换算 • 名称,type【bigger,smaller,reference】,比率
• Rounding precision 舍入时的精确度
uos & uop • uos = uom * coeff • uop 必须与标准单位同一个类别
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Demo
• Partner • 产品族、产品 • 产品属性和属性值 • 单位换算
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Stock Move
• 在两个位置之间移动库存的货物 • 源位置货物数量的减少,目的位置货物数量的增加
位置 == 库位location 复式记账
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A -> B 5 = (A,B,5)
B -> C 4 = (B,C,5)
A B -5 +5
-4 4
C
库位和库位结构 库位类型 • View,不允许存放货物 • Internal • Supplier • Customer
• Production* • Procurement • Inventory* • Inter-Transit
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库位结构 上下级树形结构,下级库存信息汇总到上级
库存数量
包含子库位在内的数量 • Quantity on hand 实际数量 • Outgoing 出去的数量* • Incoming 进来的数量 • Forecast quantity预测数量,虚拟库存数量
== 在手 - 出去 + 进来
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仓库
存储货物的建筑物,有地址,包含不同功能的区域【库位】,例如
• Input 卸货 • Output 装运 • Stock 库存 • Quality control 质量检验 • Packing 包装
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Picking分拣
• 分拣是为了便于库存作业而设计的,也就是通常所说的领料单
• 将多个Stock move归并在一起
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分拣策略 move_type •一次性交货 •分次交货 Move_type会在move和picking之间传递 决定picking的状态,从而影响工作流的执行
分拣类型
定义了领料单的类型 • Type of operation 【incoming /outgoing /
internal】 • 退货的分拣类型 • 分拣单序号 • 默认的源库位、目的库位
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通过建立新的picking type就可以处理各种不同的分拣/领料,无需扩展picking模型
Assign picking to move
查找已存在的picking • 相同Procurement group / Location From /Location
to • 并且 ('state', 'in', ['draft', 'confirmed', 'waiting'])
Otherwise,创建一个新的
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分拣和移库的状态
Picking state [('draft', 'Draft'), ('cancel', 'Cancelled'), ('waiting', 'Waiting Another
Operation'), ('confirmed', 'Waiting Availability'), ('partially_available', 'Partially
Available'), ('assigned', 'Ready to Transfer'), ('done', 'Transferred'),]
Move state [('draft', 'New'), ('cancel', 'Cancelled'), ('waiting', 'Waiting Another Move'), (‘confirmed’, ‘Waiting
Availability’), (‘assigned’, ‘Available’), ('done', 'Done'),]
draft: the picking has no line or any one of the lines is draft done, draft, cancel: all lines are done / draft / cancel confirmed, waiting, assigned, partially_available depends on move_type (all at once or partial) 15 jeffery 2014/12/8
Demo
• 库位 • 分拣与库存移动 • 分拣类型 • 库存数量 • 批次跟踪特性
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产品供应
• Consumable • Service • stock able
• Can be sold • Can be purchased • Can be Expensed
V7- Procurement Method
Make to stock Make to order V7- Supply Method
Buy Manufacture 2014/12/8 17 jeffery
V8 补货设置
Route
• 推式规则和拉式规则的集合 • 优先级
可以应用在4个级别 • 销售订单行 • 产品分类 • 产品 • 仓库
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推式规则 当货物达到一个库位时,将货物推送到另外一个库位
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Picking Type Automatic move
Invoice status Delay
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拉式规则
• 按照动作分为3种 1. Buy 2. Manufacture 3. Move
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定义如何为需求的库位补充货物
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Demo
• Route • 设置产品
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Quant份
• 库存的最小同质部分 • 当前库位的库存信息
– 产品,数量,in_date,包裹,移库历史,库存价值
• Holds information previously on stock.move (Purchase price, lot, stock ownership, ...)
• Implements the lot management
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批次
• 序号 • 产品 • 内部编号 以上三个构成唯一性条件
• 批次可以包含多个quant份 • 同一份只有一个批次
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时间
• Life -有效期 • Use time -最佳使用时间 • Removal time -下架时间 • Alert time-警报时间
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包裹
• 包含货物【quant份】 • 子包裹 • 物流单元 • 包装方式packaging • Ownership
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打包,货物放入包裹,包裹放入包裹 拆包,包裹里的货物和包裹会往上提升一层
分拣作业 分拣 • 自动创建- 销售订单、采购订单 • 手工创建
1. 确认分拣 2. 检查分拣可用性 分配分拣 --> 分配move --> quant_reverse…
– 从供应商来的,永远立即可用 – Consumable ,永远立即可用 – 其他的,则需要检查库存的可用性
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Demo
• 创建分拣 • 分拣作业 • 缺货 • 退货 • 查询库存 • 查询批号 • 查看库存移动
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QA
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高级物流和成本管理 Section II
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Unload in input location, go through quality control then go to stock : 3 steps
STOCK
input 1: incoming
2 : internal 3 : internal
Quality
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收货
Make packages into a dedicated location then bring them to output location for shipping : (Pick-Pack-Ship)
STOCK
output 3: outgoing
2 : internal 1 : internal
Package
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出货
Plastic cups
Fresh products
Cross-Dock
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Supplier direct delivery (in MTO from SO)
Drop-Shipping
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补货 某个库位在某个时间点需要一定数量的某种货物
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触发补货 • 人工创建,人工check Warehouse > Procurements > create Warehouse > Procurements > check procurement
• JIT 当补货需求建立的时候,立即运行补货需求 • 排程器 定时运行,计算订货规则,运行补货需求 • 手动 1. Compute Stock Minimum Rules Only 2. Run Schedulers
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最小库存规则
• 最小数量 • 最大数量 • 数量倍数
虚拟库存量 < 最小数量;增加虚拟库存量至最大数量,并满足数量倍数。
例如: 10/30/12,当前库存为10件,卖出2件后,运行OP,产生 24件的补货
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补货异常
消息 解释
No rule matching this procurement
找不到补货规则
There is no supplier associated to product %s
Pull action = buy 时,没有为产品设置供应商
No source location defined!
Pull action = move时,没有为补货规则设置源库位,不知道从那个库位调拨库存到补货库位
No BoM exists for this product!
Pull action = produce时,没有为产品设置
BOM jeffery 37 2014/12/8
Route
• 推式规则和拉式规则的集合 • 优先级
可以应用在4个级别 • 销售订单行,即补货 • 产品分类 • 产品 • 仓库
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● Manual Purchase Order :
● Apply push rule in WH/Input
推式规则
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推式规则 当货物达到一个库位时,将货物推送到另外一个库位
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Picking Type Automatic move
Invoice status Delay
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拉式规则
• 按照动作分为3种 1. Buy 2. Manufacture 3. Move 9 Make to order 9 Make to stock
• 补货组传导[Propagation] – NONE – 传导 – 固定
• 是否传导取消和拆分 • 传导的仓库
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定义如何为需求的库位补充货物
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拉式规则
定义如何为需求的库位补充货物
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移库链
Apply = Create Procurement = make to order Take = Take From Stock = make to stock
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三步出货
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Route map
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查找符合的拉式规则 1. 查找Procurement本身的Route中符合条件的
pull rule,并返回pull;如没有,继续查找 2. 查找产品分类以及产品上的Route中符合条件
的pull rule,并返回pull;如没有,继续查找 3. 查找仓库Route中符合条件的pull rule,并返回
pull;如没有,继续查找 4. 返回所有pull rule 注意:当有多条pull规则返回时,将选择
sequence最小的,按 route pull组合排序
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Route map
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Demo
• 物流设置 • 补货 • 最小库存 • 触发补货 • 补货异常 • Routes
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OpenERP - Community Meeting 2013
Removal Strategies下架策略: • How do you reserve/select products, defined by location
or product categories • e.g. FIFO/LIFO,FEFO, ...
Put Away Strategies上架策略: • When receiving products, where do I have to put them
储位管理
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储位Bin ,下级location,不关心虚拟库存
OpenERP - Community Meeting 2013
The steps: When the purchase order is validated, a stock.move is created (in
state: confirmed) Confirmed: Supplier → Input
This stock.move triggers a push rule (input → Stock) that creates the following move:
Waiting: Input → Stock
At the product reception, we execute the first move and assign the second move, we get:
Done: Supplier → Input (will create quants) Assigned: Input → Stock (*) with quants from first move
(*) Put Away strategy: Quants get a destination reservation to go to Bin A
库存分配-in
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OpenERP - Community Meeting 2013
The steps: When the sales order is validated, a stock move is
created: (pull rule) Confirmed: Stock → Customer
When we assign it, we get:
Assigned: Stock → Customer (*)
(*) Quants from Removal (e.g. take FIFO from bin A)
Strategy
库存分配-out
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FIFO FILO FEFO
Push/Pull vs Removal/Put Away Push Pull Removal Put Away
When Move Confirmation
Move Confirmation
Move Assignation
Move Assignation
Goal Route Products
Route Products
Bin Allocation
Bin Allocation
Impact Stock.move Stock.move Quants Quants
Task Create stock.move.
Create Procurement
Select Quants
Set Quants Destination
Apply On Products & Consumables
Products & Consumables
Products Only
Products Only
OpenERP - Community Meeting 2013 54 jeffery 2014/12/8
Picking wave
• 合并多个picking进行同时作业 • 减少在库存区的走动 • 指定负责人 • 提升作业效率
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Only pull rules Grouping strategy stock moves: we keep the reference of the initial SO (default)
OpenERP - Community Meeting 2013
Batch Picking
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Pull rule from pick zone → pack zone Minimum stock rule on pick zone
OpenERP - Community Meeting 2013
Wave Picking
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条码界面
• 条码支持 • 分拣作业 • 支持PAD • 支持条码终端
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640 * 960 better
Demo • 上架和下架策略 • Picking wave • 条码界面操作
– 筛选分拣单 – 扫描货物【EAN号码-内部编号-批号-包裹号码】 – 录入批号 – 创建包装 – 配置包装 – 变更目的库位 – 创建缺货 – 完成打包业
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科目设置
产品分类 • Income account • Expense account • Stock input Account • Stock output account • Stock valuation account • Stock journal
产品 • Income account • Expense account
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产品继承产品分类上的会计设置,如有指定则改写
成本价
• 标准价 • 移动平均价 • 实际价
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价格策略 库存价值
Quant份
• 库存的最小同质部分 • 当前库位的库存信息
– 产品,数量,in_date,包裹,移库历史,库存价值
• Holds information previously on stock.move (Purchase price, lot, stock ownership, ...)
• Implements the lot management • 记录了库存价值
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Inventory value = standard_price * Qty Inventory value = cost * Qty if costing = real
移动平均价
new_std_price =
((product.standard_price * product_avail)
+ (move.price_unit * move.product_qty))
/
(product_avail + move.product_qty)
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库存价值 • 手动
– Real price,quant.cost * quant.qty – 其他,product.standard_price * quant.qty
• 实时 实时产生移库的会计分录,【货物进入内部库位,货
物从内部库位出去,以及货物在公司间转移】,分录金额为 – Average、进货,quant.cost * qty – Average其他情况,product.standard_price * qty – Real price,quant.cost * qty – Standard price,product.standard_price * qty
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盘点与报废
• 临时库存调整 • 定期盘点 • 报废
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交货成本
• 将交货的成本分摊到相关货物的成本上 • 分摊的方法 ('equal', 'Equal'), ('by_quantity', 'By Quantity'), ('by_current_cost_price', 'By Current Cost Price'), ('by_weight', 'By Weight'), ('by_volume', 'By Volume'),
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运输
• 计算重量、体积 • 记录承运信息 • 销售订单可以添加运费项 • 交货单可以开运费发票 ?
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安装delivery模块
Demo
• 会计科目设置 • 成本价 • 库存估值 • 查看库存数量 • 交货成本分摊 • 运输信息 • 调整库存 • 盘点
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QA
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闲聊 Section III
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Products Consumable Services
Procurement Yes Yes Yes
Stock.move Yes Yes
Quants Yes Yes cost = 0
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产品类型比较
Use Case Scenario Conclusion Special Cases Operating Configuration Use Case
Bert has a little shop with vegetable green Lego bricks and other Lego bricks.
His shop is growing, but growth is limited by his shop being far from the city.
He decides to work together with his friends Jim and Frank who will open shops in the city. Bert’s shop would function as a central depot.
Use Case Scenario Conclusion Special Cases Operating Configuration Use Case
Bert's Central Depot
Jim's Shop
Frank's Shop
Supplier
Use Case Scenario : Products
Conclusion Special Cases Operating Configuration Use Case
Vegetable Bricks: CROSSDOCK Regular Bricks : 2-step in / pick-pack-ship out
Coffee : produced
Coffee Beans : needed to produce the coffee
Configuration Conclusion Operating Operating Configuration Use Case
Configuration Conclusion Operating Operating Configuration Use Case
Show configuration of warehouse : 2 step in, 3 step out + shops
Configuration Conclusion Operating Operating Configuration Use Case
Show configuration of warehouse : 2 step in, 3 step out + shops
In our use case Use Case Configuration Operating Special Cases Conclusion
● Vegetable products get crossdock route
Reordering rules (procurement groups)
Need to define putaway strategy : ●
●
– Regular products => Stock / Regular Products
Components => Stock / Components
Finished products => Stock / Finished Products
–
–
QA
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