ERP user manual for warehouse teams
Contents
1. Print More IN 00088 Supplier Laminate Floor Factory Purchase Order Exceptional QC Operation Only part of the goods passed the QC On this case Nebo clicks on the Receive button at the left hand of the Incoming Shipment and then a pop up screen will appear Warehouse Receive Delivery By Orders Incoming Shipments Nebo edits the Quantity Field he input the quantity that pass the quality check and then he clicks on Receive button OpenERP User Manual for Warehouse Teams Good Receipt Creation Dat Scheduled Time Set to Not Source Document eceiv Quality Check check sett t Checked Produc Receive Products Product Quantity Unit of Measure TC A002 Laminate Floor 20000 00 Unit s a Add an item Incoming Sh IN 00088 Edit Create Print More Cancel Transfer Supplier Laminate Floor Factory Purchase Order Good Receipt Creation Dat Scheduled Time W Set to Source Document Not Receiv Quality Check check setto Not Checked Produc Receive Products Product Unit of Measure Tat amit Fe a AA Add an item Receive Page 12 of 25 A new incoming shipment will be generated automatically as a Back Order of the original one to indicate which product has been rejected Here the QC inspector can ask to the purchaser before to set the goods as To Return sometimes the supplier can change the defective goods then the Incoming shipmen2. He fills the new weight and the sizes of the package and clicks on the Modify button OpenERP User Manual for Warehouse Teams Delivery Ord OUT 00013 Edit Create Cancel Transfer OUT 00013 OUT 00013 Customer Constructora Bolivar Creation Date 10 29 2014 12 00 00 Invoice Control Not Applicable Scheduled Time 10 29 2014 12 00 00 Stock Journal Delivery Orders Source Document S0011 Total Pack 4 Shipping Name EXCEPTIONAL CASE Type of Package General Remark Total Volume CBM 0 36 Total Weight 137 50 0 04 Available Create t 0000058 50 00 Unit s w 00000058 gy gm Partner 0 03 Available reate t 0000057 100 00 Unit s 00000057 g gp Partner j 1 vailable Create Modify Locations Pack Product 0000059 100 00 Unit s 00000059 gg gm Partner 0 15 Available Create Modify 2 Locations Pack Destination Traceability Destination Location TEPENE Luan Acai L2 Pack 00000060 2 Destination Address Nexxo Internati Co Ltd e p New Pack Scheduled Date 10 29 2014 15 Purchase Order Line Unit of Product ID Quantity M Pack Destination Weight Length Width Height Volume Status Location Product 0000060 50 00 Unit s 00000060 o Partner 25 00 30 00 30 00 30 00 0 03 Available Create Modify 5 2 Locations Pack Customers Product 0000060 50 00 Unit s 00000060 es Partner 25 00 30 00 30 00 30 00 0 03 Available Create Modify cal 1 Locations Pack Customers Stocl Modify Weight 47
3. IN 00088 Supplier Laminate Floor Factory y 2 Purchase Order Good Receipt Creation Date o Received Not Source Documen Received Quality gt Check Incoming Sh IN 00088 or Discard Cancel Transfer IN 00088 Incoming Sh IN 00088 Edit Create Print More Cancel Transfer IN O0088 Page 7 of 25 Exceptional receipt operation Differences between received quantities and PO lower than 5 On this case Ling don t need the confirmation to receive with quantities differences then he clicks on the Edit button to make changes and later clicks the specific product line which has quantity differences A pop up screen appear when he clicks on the product line Ling changes the product received quantity on the Details area When Ling changes the quantity a warning alarm appear then he clicked on Ok button to agree Now Ling can confirm the changes on the product line clicking on Save button On the left down corner of the Incoming shipment Ling adds a comment Directly on the document He indicates the original ordered quantity as an Internal note for the document OpenERP User Manual for Warehouse Teams Incoming Sh IN 00088 Edit Create Cancel Transfer IN 00088 Supplier Open Internal Moves Details Origin Product TC A002 Laminate Floor y 2 Source P000067 S00 19900 00 Unit s v 2 f Reference IN 00088 v L2 Scrap Ship
4. COMPRAS INTERNACIONALES OpenERP Warehouse User s Manual About OPENERP eee eeeeccesscccessceccescccesscecessscecssscecessacecessseseessseecessaeecesaseecesseceesteseestaaeees 2 ACCESSING CO OPENERP Lice eccccccccccccccccscessesssessssssesssssssssssssseseseceseeesesseeeuaecesesseueseseneas Z Working IN OPENERP cece eeeccesscccesscecessscccessscecessscccsssscecessacecesssecesssnaeececeessessttaeeeeeesessns 3 Warehouse s Example From goods reception to Goods StOraGe eweeeeceessecceeeeeseeees 4 SS SO E EE IEE TEE E EE EEE T EOE E EE TA 4 Checking the goods reception schedule sesesessssessesesssressseesssressrssssresseeerrersssssssreresessssenne 4 Receiving QOOQSaerssirisrininsnieinacsisiiesri inenen nsaias iana irarria danin iniiai noa ai seika dn iier aa 5 Arrived goods quantities are equal to PO quantitieS ssseessseessesssressressssssrrrressss 5 Exceptional receipt operation Differences between received quantities and PO er S o E E E E OEE OEE 6 Exceptional receipt operation Differences between received quantities and PO Ower tanm 5 Ysien ene EE a EEEE 8 ANF Re Bye Uist cam We 1S lt sera S581 B ene ve 9 Quality Control PEFFOF ME eee eeecccceeseccssscecesssececseccesseccesssecesssscessssececseseestsesestsesensaaas 10 Receiving QC FSS NG careers oats naritatiansameseoe rates neneantennae neces somtanatgeangnniateoansnamerinastst 10 Uploading Quality Control report FOPM iu ec ceeeccessseccessccesssecesssese
5. 50 50 120 Draft Wait 10 28 2014 12 00 00 10 28 2014 12 00 00 0007 20 BOLIVAR Carton 6 00 2400 00 Draft Wait 10 28 2014 12 00 00 10 28 2014 12 00 00 S0007 20 BOLIVAR Carton 6 00 2400 00 Total Weight 2400 00 Dimensions L W H Volume CBM 0 30 Page 22 of 25 Packs Traceability To search by pack number the Ling goes to Warehouse Traceability Packs He can use the filter to search by product even using the barcode reader or writing part of the pack number When the search is successful Ling clicks on the pack line A new window appear Now Ling can see the general pack s information including destination sizes volume weight and status and also the package content products including the quantities by product Clicking on the product line a pop up screen appear it shows to Ling more specific information as the origin of the goods Related Sales Order reference warehouse document s number creation date and more usable information at the daily warehouse work OpenERP User Manual for Warehouse Teams R Incoming Shipments Pack Refer Internal Moves 00000001 Delivery Orders 2 RecelvelDeliver Products Ten Incoming Products 00000004 Deliver Products 00000005 Traceability 00000006 Stock Moves 00000008 Inventory Control Packs C Pack Reference 00000060 Packs 00000060 Pack Identification ack Reference 00000060 Additional Reference Creation Date 10 29 2014 15
6. EE Page 14 0f 25 Returning goods to Supplier n Purchases VECA Reporting Anytime Ling the responsible of receipt and ONEXXO Pever order storage can check return delivery orders DY sssveswesyoses EEEE o Incoming Shipments C Reference Customer Source Document cli cki N g Wa re h O u S e Re ce ive D e live By at tee UT 00100 IN 00100 return FABRICA DE BATERIAS PO00071 S0019 M OUT 00099 IN 00098 return FABRICA DE BATERIAS PO00065 S0019 O rd e B D e i ve ry O rd e rs Receive Deliver Products M OUT 00098 IN 00096 return Laminate Floor Factory P O00067 S0015 Innnmine Nenk inta Like a shortcut Ling also has a Dashboard __ orders ready to return Source Scheduled Creation Date where he can consult that information Seis and already filtered only Return Orders omom nse Poso nmaa en Ma o pe OUT 00088 Awards supplier P O00058 10 14 2014 Not Ready to He goes to Reporting gt My Dashboards gt a ane aois ror 10714 meo S Orders Ready to Return New OUT 00101 IN 00088 return Edit Create Print More Ling chooses the document for the goods he ma gt e will send back and opens it by click on the OUT 00101 IN 00088 return p Customer Laminate Floor Factory Creation Date 10 24 2014 14 56 43 n e Scheduled Time 10 22 2014 12 00 00 Source Document PO00067 SO015 Te Pack o ipping Name The Delivery Order appear and he can add me comments add internal note
7. Incoming Shipments After QC Nebo updates the Incoming Shipment status Nebo clicks the Check button later he clicks on the Receive button at the left hand then a pop up screen appear Nebo receives on the system the complete quantity of the Items before to send them back Nebo don t need to change any quantity on this Form he just clicks on the Receive button Immediately Nebo clicks on the Return Products button and then a pop up screen will appear Nebo confirms that the quantity to return is right and chooses the To be refunded Invoice option After that he clicks on Return button OpenERP will automatically generate a Delivery Order for those goods please view next point For details OpenERP User Manual for Warehouse Teams Incoming Sh IN 00088 Edit Create Receive Cancel Transfer IN 00088 Print More Supplier Good Receipt Products Additional Info Receive Products Product Quantity TC A002 Laminate Floor Add an item Incoming Sh IN 00088 Edit Create Print More Return Products IN 00088 Supplier Laminate Floor Factory Good Receipt Source Document Quality Check gt Check Return Shipment Provide the quantities Moves oduct TC A002 Laminate Floor Serial Number Quantity 20000 00 Add an item To be refundedinvoiced
8. Length 60 Width 60 Height 60 Modify Page 21 of 25 Finally Steven checks that the product 1 and the Product 2 has the same pack number it means that those products has been packaged together Labeling To print the labels For the cartons Steven clicks on the Print button at the middle of the screen and chooses Print Label option OpenERP will generate the Packing labels on PDF format It will include all the necessary information for the storage and international logistic process Steven prints it and then puts it on the Packages Leaving goods Ready to Deliver To print the Packing List for the delivery Steven clicks on the Print button at the middle of the screen and chooses Delivery Slip option OpenERP will generate the Packing list on PDF format It will include all the necessary information for the storage and international logistic process Steven prints it and then puts it with the rest of documents ready to delivery OpenERP User Manual for Warehouse Teams i Measure Pack Destination Weight Length Width Height Volume Location Total Pack 3 EXCEPTIONAL CASE Shipping Name Type of Package General Remark Total Volume CBM Total Weight 0 73 184 00 Status Sales Orders S0007 OUT 00010 Edit Create Cancel Transfer Shipping Name BOLIVAR S0007 00000031 120 0Kgs 50 0 50 0 120 0 SO Number Package No Weight Length Width Height Vol
9. Ling the responsible of Receive and storage the goods has been notified about the goods QC successful then he can start to update the product status and arrange the goods for shipping out Delivery Orders Bed Ready x or Import 1 1 1 1 T Reference Customer Source Document Scheduled Time Creation Date Back Order of W h z n d D e Ve ry O rd J S re d D CO lo F t OUT 00102 ANDERSON LUNA S0085 10 25 2014 12 00 00 10 25 2014 12 00 00 OUT 00097 IN 00092 return Awards supplier PO00070 S0020 11 05 2014 12 00 00 10 22 2014 11 53 50 means that it has passed the scheduled ams aria ER Tia OUT 00092 ANDERSON LUNA s0084 10 18 2014 16 18 59 10 18 2014 16 18 08 delivery date and the goods still has not ag a ee ET OUT 00077 hanson 08 12 2014 12 00 00 08 05 2014 12 00 00 b e e N S h j D D e d O u t OUT 00074 P amp G 09 30 2014 12 00 00 09 30 2014 12 00 00 OUT 00048 hanson S0046 09 23 2014 12 00 00 09 23 2014 12 00 00 OUT 00047 Steven Test 0056 09 24 2014 12 00 00 09 24 2014 12 00 00 Ling opens the concerned Delivery Order He goes to Warehouse gt Receive deliver by order Delivery Orders and chooses the related one Here he can Filter by Sales Order number to Find the right one IF many products here and it is only one purchase order then Ling could update the status to all the product lines a the same time Traceability C Reference Customer Shipping Name Type of Package G
10. Partner Ly 2 Weight 0 00 Length 0 00 Width 0 00 Height 0 00 Volume 0 00 Modify Sales Order Line Destination Traceability Destination Location Physical Locations Guang Zhou Warewv 2 Pack or Discard Warning No Back Order By changing the quantity here you accept the new quantity as complete OpenERP will mot 3 generate a Back Order Page 6 of 25 Now Ling can confirm the changes on the product line clicking on Save button On the left down corner of the Incoming shipment Ling adds a comment Directly on the document He indicates the original ordered quantity as an Internal note for the document Ling clicks on the Received button It just means that he is confirming that those quantities arrived to the warehouse Now he can save the changes on the incoming shipment clicking on the Save button Finally Ling Prints the receipt document clicking on the Print button at the middle of the screen to be signed by the transporter Truck driver OpenERP User Manual for Warehouse Teams Destination Destination Location hysical Locations Guang Zhou Warew w C2 Product ID Quantity aria Pack Destination Weight Length Location TC A002 15000 00 Unit s a Physical 0 00 0 00 Laminate Locations Floor Guang Zhou Warehouse Stock Add an item RECEIVED QUANTITY IS MORE THAN 5 LOWER THAN PURCHASE ORDER ORIGINAL QUANTITY TC A002 20000 UNITS
11. 00 0 00 0 00 0 00 Available Create Modify TC 001 0000055 18500 00 Unit s s 00000055 ge Partner 0 00 0 00 0 00 0 00 0 00 Available Create Modify Laminated Locations Pack Floor Customer stocl Modify Weight 125 Length 70 Width 70 Modify Destination Weight Length Width Height Volume ocation p TC 001 0000054 1500 00 Unit s 4 00000054 g Laminated Partner 125 00 70 00 70 00 120 00 0 59 Available Floor Custom TC 001 0000055 18500 00 Unit s lt 00000055 ge gg Partner 0 00 0 00 0 00 0 00 0 00 Available Laminated Locations Floor Customers Page 20 of 25 Exceptional Case The packages contents mixed products inside To ilustrate this exceptional case Steven has a Delivery Order which contains four packages two of them are bigger and the rest two of them are smaller Steven must repacked the smaller packs content together on a unique carton Steven goes to the respective Delivery Order and clicks on the Edit button Warehouse gt Receive Deliver By Orders Delivery Orders Steven identifies the smaller packages content on the Delivery Order and He clicks on one of the product lines then a pop up screen will appear On the pop up screen Steven chooses the new package for those goods here he also can create a new package number if it is necessary then Steven clicks on Save button At the end Steven modifies the sizes and weight for the packages He clicks on Modify button
12. 13 24 Active oduct Quantity Uni leasu Open Moves for this pack Details Product Quantity Description Destination Destination Location Destination Address Close ETE Import 50 00 Unit s Product 2 Additional Reference Additional Reference Traceability Origin Source Reference Shipping Type Source Location Length Width Height Volume Creation Date Sales Order Line Traceability Pack 10 08 2014 22 57 13 Creation Date Waiting Availability 47 00 60 00 60 00 60 00 0 22 10 29 2014 15 13 24 ht Volume Stat l 1 1 of 1 E us Page 23 of 25 Using different Views in OpenERP At the end just a quick word about the different View buttons in OpenERP The Q 2 2 2 2 o screenshot below shows the kinds of buttons available Each button represents a different way of looking at data Delivery Orders Q F e e or Import PDF or Excel 1 120112 O rom the warehouse screen Xiao Ming clicks 1 C Reference Customer Source Document Scheduled Time Creation Date Back Order of Stock Journal Invoice Control Status C OUT 00013 Constructora Bolivar S0011 10 29 2014 12 00 00 10 29 2014 12 00 00 Delivery Orders Not Applicable Ready to Deliver t h e L S t V e W b U t tO n tO g e t a n OV e V e W O F C OUT 00012 Constructora Bolivar 0010 10 29 2014 12 00 00 10 29 2014 12 00 00 Delivery Orders Not Applicable Ready to Deliver OUT 00011 Constructor
13. At this point the document has no less than cates x four followers 1 Salesman 2 Purchaser 3 E ose warehouse manager and 4 QC Inspector o ee Commercial Col Quality Control performed Nebo receives the quality control assignment He can view and download the related documents if he need it Technical Sheet multiform criteria For product rejection Nebo takes the randomly set of samples for QC according with AQL instructives and runs the checking Nebo builds the QC Report Form and uploads it to the Incoming shipment at the end he inputs the Final received quantity on the ERP system Receiving QC Assignment h Reporting Q NEXXO Inbox Nebo goes to Messaging gt Inbox Aue E or Write to my followers Messaging He received the QC assignment as a Todo o IN 00088 TA Picking List created message and Mark as ToDo clicking on See eee the star Icon Calendar QUALITY CONTROL ASSIGNED TO NEBO EEN Carlo Commer Col i P er ity Inspector 2 minutes ago like My Groups Whole Company Join a group OpenERP User Manual for Warehouse Teams Page 10 of 25 Nebo goes to Warehouse gt Receive Delivery By Orders gt Incoming ONEX meme EEEN e Shipments e ETa He opens the related Incoming shipment by double click Nebo has the printed QC documents pg emucomossseeornso anyway he can download them anytime by ers clicking on the attachment icon a B Uploading
14. He can use the filters bar to afrange and Quotations Reference Back Order Source Document Scheduled _ nvol ice Stock Quality Good iran oe P ae ne of onlin D Fine Control Journal Check Receipt Status pe IN 00012 Laminate Floor Factory PO00010 S00 20 15 Not Applicabl Ready to bd bd i TE 00 500000 Ree Se a r e re O O S e l e e Incoming Products IN 00015 ABC Laminate 000013 50020 1 201 10 10 20 Ready to e J Incoming Shipments 90 00 12 00 0 Receive EE IN00017 FABRICA DE BATE P000015 50003 oa E Not Applicabl e e Invoice Control IN 00013 ABRICA DE 0000 10102014 10102014 Not Applicable Ready to supplier creation date status and aE J J J J Sines Olan ties IN00016 FABRICA DE BATE P000014 50021 Not Applicabl e 00 eive Ea a Ar IN00014 FABRICA DE BATERIAS PO00012 S50019 10 10 2014 10 10 2014 Not Applicabl Ready to 12 00 00 12 00 00 Receive O e r S Products e OpenERP User Manual for Warehouse Teams Page 4 of 25 When an Incoming Shipment is red in color incoming Shipments it means that it has passed the expected m Reference Supplier Back Order of Source Document canta Scheduled Time reception date and the goods still has not n www rasmeaoe pooorssoos 1oozois _soveaor4 arrived Messaging Purchases Warehouse Reporting Op 7T ERP Incoming Shipments Receive Deliver By Orders Incoming Shipments 4b Today He also can change to calendar view clicking on the
15. IVED WITH DIFFERENT QUANTITY BUT LESS THAN 5 inform that the goods arrive with less than cies eet eee 5 differences He can list the items with send JO manare quantity differences Warehouse Tasks assignment Xiao Ming the warehouse manager checks his Dashboard everyday and he sees the list of arrived goods ready for Quality Control the dashboard was updated automatically when the reception guy accepts the goods then Xiao Ming easily can coordinate the work with Nebo the QC Inspector QNEXXO Receipt Schedule Xiao Ming goes to Reports gt My Dashboard He chooses the Goods Ready For QC panel and clicks on the respective Incoming Shipment A OpenERP User Manual for Warehouse Teams Page 9 of 25 Products Addition 1 Product ID Quantity Se mal EE Pack a Weight Length Width Height Volume nen To assign an Incoming Shipment to Nebo X d O M n g C l C ks O n S e N d a m e SS a g e i DIFFERENCES BETWEEN RECEIVED QUANTITIES AND PO GREATER THAN button under the document and later on the orons oum rectangle Icon then a pop up screen appear ca Ei eae Xiao Ming Fills the QC Inspector s email and up the message Se _ 7 B Z U abe iZ iE oe la QUALITY CONTROL ASSIGNED TO YOU He clicks on Send button to notify to the QC Inspector and add him as a follower of the document Use template td Save as new template o a followers Add others
16. N OPENERP uw eee cccsseccesseccsssecesssecesssccessscceseseessesessesenseas 24 OpenERP User Manual for Warehouse Teams Page 1 of 25 OpenERP Warehouse User s Manual NE XAO COMPRAS INTERNACIONALES Goal Guide the management of the information related to warehouses using the Enterprise Resource Planning tool available For the company OpenERP to create accurate and correct product movements and to keep the stock quantities reliable Scope This document will help the user from its First Steps access to the ERP platform Manage two major types of stock moves Incoming Shipment and Delivery Order For Return goods only Exceptional operations for Receipt and QC Packaging and labeling and ending with the packs traceability option and using different views on OpenERP About OpenERP OpenERP is an amazing software system that is easy to use and provides great benefits to help you organize your daily work Users no need to install special software a web browser is enough and offers unrivaled Functionality all you require is a device with internet access Accessing to OpenERP To access OpenERP you must enter the following address In your web browser sae http erp nexxogroup com Nombre de usuario Contrasefia Enter the username and password that were supplied by the system administrator Iniciar sesi n Gestionar Bases de datos Con tecnologia de OpenERP Ensure to select the right database on the top corner o
17. Quality Control report form Once Nebo has completed the quality o EEan check he shares the report under the Incoming Shipment Nebo composes a Message and adds the QC Report like an attachment Nebo clicks on the Send button when the a em File has uploaded Updating Incoming Shipment status After share the QC Report Nebo has to mooss Update the Quality Check status of the 2 Incoming shipment like this the Incoming EN l Dacis Shipment will not appear on the warehouse manager dashboard anymore From the Incoming Shipment Nebo clicks ON paa o amn ia the Check button it just mean the goodS rewa ame wo w nage omee has been reviewed At this point there are three possible options the first one is that all the goods pass the QC check the second one is that just part of the goods pass the QC check and the third one is that the goods don t pass the QC OpenERP User Manual for Warehouse Teams Page 11 of 25 Receive the goods on the system All the goods pass the QC After QC and updated the Incoming Shipment status Nebo is available to receive the goods on the warehouse inventory He clicks on the Receive button at the left hand and then a pop up screen appear Warehouse Receive Delivery By Orders gt Incoming Shipments Because all the goods pass the QC Nebo just has to click on Receive button on this screen Incoming Sh IN 00088 Edit Create Cancel Transfer
18. a Bolivar 0009 10 29 2014 12 00 00 10 29 2014 12 00 00 Delivery Orders Not Applicable Ready to Deliver S e V e fa D eC ive r O rd e cS a t a ti m e O OUT 00010 Constructora Bolivar 0007 10 28 2014 12 00 00 10 28 2014 12 00 00 Delivery Orders Not Applicable Ready to Deliver y z C OvuT 00009 P0123 10 28 2014 16 15 12 Not Applicable Draft C OUT 00006 Constructora Bolivar 0005 10 28 2014 16 09 27 10 28 2014 12 00 00 Delivery Orders Not Applicable Delivered e e e e C OuT 00007 Constructora Bolivar 0006 10 28 2014 12 00 00 10 28 2014 12 00 00 Delivery Orders To Be Invoiced Ready to Deliver He clicks in Warehouse gt Receiv Deliver aaner samas 3 GINI aaa R OAE INA DANON C OUT 00003 Grabafer S A S 0003 10 08 2014 12 00 00 10 08 2014 12 00 00 Delivery Orders Not Applicable Delivered By O rd e rs D e live ry O rd e rs a B d C j C ks th e OUT 00004 Artefacto Constructores 50004 10 08 2014 12 00 00 10 08 2014 12 00 00 Delivery Orders invoiced Delivered C OUT 00005 Grabafer S A S 0003 10 14 2014 11 14 48 10 08 2014 12 00 00 OUT 00003 Delivery Orders Not Applicable Ready to Deliver list view button Iil When Xiao Ming wants more information 2mos om about a specific Delivery Order he will OUT 00011 switch to Form view T aes Invoice Control Not Applicable Scheduled Time 10 29 2014 12 00 00 Draft Waiting Availability MSPs AASE Stock Journal Delivery Orders Source Document S0009 Total Pack e e e e He clicks in W
19. antity for these specific Items When Ling gets the confirmation to receive with quantities differences then he clicks on the Edit button to make changes and later clicks the specific product line which has quantity differences A pop up screen appear when he clicks on the product line Ling changes the product received quantity on the Details area When Ling changes the quantity a warning alarm appear then he clicked on Ok button to agree OpenERP User Manual for Warehouse Teams A To Followers of this document O MORE 5 RECEIVED QUANTITY I3 THAN 5 LOWER THAN PURCHASE ORDER 2 followers Add others TC A002 15000 UNITS HAS ARRIVED e Carlos x Send G Attach a File Purchaser x Incoming Sh IN 00088 j 1 S Cancel Transfer IN 00088 Supplier Purchase Order 00067 Creation Date 0 21 2014 12 00 00 Scheduled Time 0 22 2014 12 00 00 Source Document 1000067 S0015 Quality Check S Check Set to Not Checked Product ID Quan Ungol Pack ination Weight Length Width ht Volume ay Measure eig do Status TC A002 20000 00 Unit s s 00 00 0 00 00 00 Modify vailable at Laminate Locations Pack Floor Guang Zhou Warehouse Stock Open Internal Moves Details Origin Product TC A002 Laminate Floor y 2 Source PO00067 S00 Quantity 15000 00 Unit s 2 Reference in 00088 v L2 Scrap Shipping Type Gettina Goc gt Description TC A002 Laminate Floor Source Location
20. arehouse Receiv Deliver na Type of Package General Remark s S Total Volume CBM 0 00 By Orders Delivery Orders and clicks ame h n b Products Additional Info the Form view button Product Quantity Measure me Destination Weight Length Width Height Volume itys Location j TC 001 0000044 1000 00 Unit s 00000044 g gy Parner 0 00 0 00 000 000 0 00 Available Create Modify Laminated Locations Pack Floor Customers TC 001 0000045 1000 00 Unit s 00000045 gp gy Partner 0 00 0 00 000 0 00 0 00 Available Create Modify Laminated Locations Pack joor uustom TC 001 0000046 1000 00 Unit s 00000046 g gy Partner ooo 0 00 0 00 0 00 0 00 Available Create Modify Laminated Locations Pack Moves Analysis Q Foe x EE e gt Then Xiao Ming wants to see the Moves in a graphical representation so he clicks the Graph view button to display a graph with the moves expressed in a bar chart representation more graph options are availables He clicks in Reporting gt Warehouse gt Moves Analysis and clicks the Graph view button D OpenERP User Manual for Warehouse Teams Page 24 of 25 Delivery Orders He could also choose to display the Delivery m mem Orders in Calendar view He clicks in Warehouse Receiv Deliver By Orders Delivery Orders and clicks the Calendar View button 5 OpenERP User Manual for Warehouse Teams Page 25 of 25
21. eneral Remark Invoice Control Status BOLIVAR He clicks on the Force Availability button Pet imeem on en wim i OpenERP User Manual for Warehouse Teams Page 16 of 25 Other case to change the products status item by item Ling clicks on the product line then a pop up appear Ling clicks on Set Available button and closes the pop up window OUT 00104 Customer Open Internal Moves Details Exceptional Case The QC approved quantity is different than Sold quantity IF any Incoming shipment exception or a QC exception happen Ling has to update the Delivery order quantity manually He goes to Warehouse gt Receive deliver by order gt Delivery Orders He opens the Delivery Order and clicks on Edit button To change the products quantity Ling clicks on the product line then a pop up appear OpenERP User Manual for Warehouse Teams Delivery Ord OUT 00104 cr Create Availability Customer OUT 00104 Customer Done Origin Source S0087 Reference OUT 00104 Shipping Type Sending Goods Source Location Physical Location Guang Zhou Wareho Stock Print Force Availability Print Delivery Order Cancel Transfe OUT 00104 Constructora Bolivar Shipping Name BOLIVAR Type of Package General Remark Weight Length Width Height Volume co 0 00 0 00 0 00 0 00 0 00 Modify Waiting Create Availability Pac
22. ength Width Height Modify Products Additional Info Product Quani ESE Destination Weight Length Width Height Volume ID Sy Measure Pack eig Status Location TC 001 0000016 20000 00 Unit s 00000016 es Partner 120 00 50 00 50 00 120 00 0 30 Available Create Laminated Locations Pack Floor Customers Create New Pack Pack by Number of Goods Total Pack 20 Shipping Name BOLIVAR Type of Package Carton General Remark Total Volume CBM 6 00 Total Weight Products Additional Info Product Quantity Destination Weight Length Width Height Volume ID Pack Status Location TC 001 0000031 1000 00 Unit s 00000031 ge gy Partner 120 00 50 00 50 00 120 00 0 30 Available Laminated Locations Floor Customers TC 001 0000032 1000 00 Unit s 00000032 gp gg Partner 120 00 50 00 50 00 120 00 0 30 Available Laminated Locations Floor Customers TC 001 0000033 1000 00 Unit s 00000033 ge gp Partner 120 00 50 00 50 00 120 00 0 30 Available Laminated Locations Floor Customers TC 001 0000034 1000 00 Unit s 00000034 ge gg Partner 120 00 50 00 50 00 120 00 0 30 Available Laminated Locations Floor Customers Page 19 of 25 Exceptional Case The packages have different sizes and quantities On this case Steven selects the Item line Available to pack then he clicks on the Put in a new Pack button to separate the goods A pop up screen appear and Steven introduces the quantity that he pu
23. f the screen Database OpenERP User Manual for Warehouse Teams Page 2 of 25 Working in OpenERP We will explain the different components of the work area in OpenERP V0 00x Onenene nexx oscg biz G Te R 141 54849 me X ve Biv Google Q Ww 8 4 A QNEXXO Inbox ajii Compose anew message a Write to my followers Messaging To me To do Archives Good Job Your inbox is empty Organizer Your inbox contains private messages or emails sent to you as well as Calendar information related to documents or people you follow My Groups Whole Company Join a group Main Menu It Indicates the modules which your user can access in this case the user can access to sales functionalities messaging and sales reports modules User Menu The menu at the top right allows STE Dea Modify user preferences such as name language email signature For outgoing mails and others To check the documentation and Help Log off to exit of the system Compose a new message This is a quick access icon that is always available while you work will allow you to send an email at any time Messaging Vertical Menu contains the options related to che main menu that is active To me Search Bar this tool allows searches related to To do the area where you are working it has different Achis Filter options OpenERP User Manual for Warehouse Teams Page 3 of 25 Workspace It is the larger space on the sc
24. k Page 17 of 25 Open Internal Moves Lorg aats Waiting Avaliility Details Origin He change the Quantity field content and produc e eek clicks on Save button amai mae i o eae Scrap Shipping Type Description TC A002 Laminate Floor Source Location Warning No Back Order Sometimes when the entered quantity is lower than sold quantity an warning appear By changing the quantity here you accept the He clicks on Ok button to go ahead new quantity ag complete OpenERP will not j y generate a Back Order Destination Finally Ling clicks on the Save button to _ Destination Location keep the changes apa Q Locations Customers 7 Creating Packages on the ERP Steven the responsible for packaging and labeling has been notified about some goods ready to repack He receives the goods and the packing instructions from Ling then he starts to package those goods finally he has to put the labels to those cartons and leave them ready to send out Almost All packages have the same quantity and the same sizes OUT 00010 Customer Constructora Bolivar Creation Date 10 28 2014 12 00 00 Invoice Control Not Applicable Scheduled Time 10 28 2014 12 00 00 Steven selects the Item line Available to smu Ss ee pack then he clicks on the Create Pack ae General Remark button to separate the goods into different es packages and a pop up window appear Products Additional Infc Prod
25. od Receipt Quality Check D Set to Check Received Not 2 Set eceived Checked Product a pak Destination Weight Li Status i Measure elg TC A002 e Physical 0 00 0 00 0 00 Modify Done Create Laminate Locations Pack Floor Guang Zhou Warehouse Stock Incoming Sh IN 00096 edit Create Mor Receive Cancel Transfer Draft D re Supplier Purchase Order 2s P 00067 Back Order of Creation Date 2014 12 00 00 Good Receipt Scheduled Time 10 22 2014 12 00 00 Source Document O00067 S001 Set to Ra Quality Check Received Check W Set to Not Checked Produc Info Unit of Product ID Quantity Pack Destination Weight Length Width Height Volume Measure Status Location TC A002 200 00 Ps Physical 00 00 0 00 0 00 0 00 Modify Available Create Laminate Location Pack loor Guang Zholi Warehouse Stock Incoming Sh IN 00096 Edit Create Print More Return Products Supplier Laminate F Purchase Order Back Order of N 00088 Creation Date Invoice Control Not Applicabl Scheduled Time Stock Journal Source Document Quality Check Set to chek wsetto Not Not eceived Checked Return Shipment Provide the quanti Moves Product Serial Number Quantity TC A002 Laminate Floor 2000 00 Add an item Page 13 of 25 Exceptional QC Operation All the goods has to be Rejected Warehouse Receive Delivery By Orders gt
26. ping Type Getting Got gt Description TC A002 Laminate Floor Source Location Partner Ly L i Warning No Back Order By changing the quantity here you accept the new quantity as complete OpenERP will mot ically generate a Back Order Ea Destination Destination Location rsical Locations Guang Zhou Warehiw C2 Products Additional Info Unit of Product ID Quantity TRR Pack Destination Weight Length Width Height Volume Locath Status TC A002 19900 00 Unit s ey oe Physical 0 00 0 00 000 0 00 Laminate Locations Floor Guang Zhou Warehouse Stock 0 00 Modify Available Add an item ORIGINAL QUANTITY TC A002 20000 UNITS Page 8 of 25 IN O0088 Ling clicks On the Received button it just Supplier Laminate Floor Factory y 2 Purchase Order means that he is confirming that those Scheduled Time quantities arrived to the warehouse __ r con anina Received Quality Check gt Check Incoming Sh IN 00088 Now he can save the changes on the makk o 0500r incoming shipment clicking on the Save al button IN 00088 Incoming Sh IN 00088 Ling Prints the receipt document clicking On a e peen the Print button at the middle of the Receive Cancel Transfer screen to be signed by the transporter IN 00088 Truck driver Ling sends a message to the purchaser to f terrotowersotnissoamen p A GOODS ARR
27. reen Tee and this is where the documents information is displayed while working in OpenERP PEPS When you process messages in your inbox you can mark some as todo From this menu you can process all your todo Warehouse s Example From goods reception to goods storage Here we will show you a complete warehouse flow from goods reception to Quality check packing and labeling to goods storage in a step by step scenario some cases we also will add explanations to exceptionals situations First you will get an explanation about the use case what Xiao Ming or one of his colleagues is supposed to do Then the Notes beside the pictures will let you learn how Xiao Ming or a colleague of his enters the information in OpenERP For the simplicity of the use case we will do all of the steps under the Warehouse Manager user Use case Our company was exhibiting at the House amp Design Fair in Paris and Paulo a salesman of our company made some business Paulo has requested to the purchases department to help him buying some products Jerry is the purchases guy who is Following those order he went to the factory and he made the DPI During Production Inspection So now the goods are ready to arrive to Guangzhou warehouse and Xiao Ming must arrange everything to send those goods to the customer Checking the goods reception schedule Xiao Ming checks his Dashboard everyday and sees the list of goods to receive today the schedule was
28. s and followers a same as to the rest of the documents on the as see oe ec system New OUT 00101 IN 00088 return Edit Create For ndin Lin rran h Be O e Se d g g d d ges t Deliver Cancel Transfer documents for the cargo He clicks on Print button and later clicks on Delivery Slip option to get the packing list of those Scheid Time Source Document g O O d S Total Pack Shipping Name Type of Package General Remark New OUT 00101 IN 00088 return Edit Create Print More At the delivery moment He clicks on the E cet Deliver button and then a pop up screen will appear OUT 00101 IN 00088 return Customer Laminate Floor Factory Creation Date Scheduled Time Source Document Total Pack Shipping Name Type of Package General Remark OpenERP User Manual for Warehouse Teams Page 15 of 25 Deliver Products Ling ensures that the return quantity is right and then He clicks on Deliver button Product Serial Number TC A002 Laminate Floor tity Unit of Measure 20000 00 Unit s Sp Add an item Important The accounting implications of the return movements are Functions of the Purchase and accounting departments but anyway Ling have to keep in contact with them every time to give them information and to receive and apply their instructions Packaging and labeling procedures Updating Product Status before packing
29. ssstsseeceeeeeeeetsanes 11 Updating Incoming Shipment statUS seesseseesesssseesssesssessssressresssrrssrresseressssserrreessssse 11 Receive the goods on the system All the goods pass the QC ee eeeeeeesseeeeees 12 Exceptional QC Operation Only part of the goods passed the QC eeeeeeeees 12 Exceptional QC Operation All the goods has to be Rejected eeeeeeeeeeeeeeeens 14 Returning goods to SCD ara ccecrsceces serenssesesventseuesasoseectonsstunctysseeceuton worecteasrtantternccbes 15 Packaging and labeling PrOCECUIES eee eeeececeessecesssscecsseccesseccesssecesssecessnseeseceeseeesttaaeees 16 Updating Product Status before Packing ee ceeecessseceessccessseccseesssssseececeeeeessaaes 16 Exceptional Case The QC approved quantity is different than Sold quantity 17 Creating Packages on the ER P vcicseccaonsssescancsusascassscncsnonscssonetonavestessuinenianscsanersoniaasssaencutes 18 Almost All packages have the same quantity and the same SiZeS eseseseeaeneeeen 18 Exceptional Case The packages have different sizes and quantities 20 Exceptional Case The packages contents mixed products inside eee eee eeees 21 EIDO UN errer e EE E EEE E EEE EE A OEE 22 Leaving goods Ready to DCU Ect radaneaditente pcsceiee tosscuscatennssaadencnnaaeeetaenuctessencuceheeantees 22 Packs Wl UU eter vases trsos ces ce rennteepoeonetaeentannesavaeo nauspacenpeeseaccessnuestanncassenasteassutesensatatasoietuseenae 23 Using different Views I
30. t into the current package and clicks on OK button OpenERP will create two packages the First one will have the quantity that Steven introduced before the last one will content the rest for the related reference Steven Clicks on the Modify option For the current pack A pop up screen appear and Seven can Introduce the respective sizes and weight For the pack then he does that and later clicks on the Modify button Because the packages are different Steven has to repeat this procedure package by package then he clicks on the Put in a new Pack button on the remanent pack to create the next one OpenERP User Manual for Warehouse Teams OUT 00012 Customer Constructora Bolivar Creation Date 10 29 2014 12 00 00 Invoice Control Not Applicable Scheduled Time 10 29 2014 12 00 00 Stock Journal Delivery Orders Source Document 0010 Total Pack 0 Shipping Name BOLIVAR Type of Package General Remark Total Volume CBM 0 00 Total Weight 0 00 Products Additional Info Unit of Product ID Quantity ae Pack Destination Weight Length Width Height Volume Stat Location TC 001 1 20000 00 Unit s we es 3 Partner 0 00 0 00 0 00 0 00 0 00 Available Create Mod Laminated Locations Pack Floor Customers Quantity to Leave in the Current Pack Total Pack 2 Shipping Name BOLIVAR Total Volume CBM 0 00 Total Weight 0 00 Destination Weight Length Width Height Volume Stat Location 0 00 0
31. t is reusable but for the use case Nebo will Return the defective goods to the supplier He clicks on Received and Check buttons Nebo clicks on the Receive button and acept the total quantity of this Incoming Shipment Nebo clicks on the Return Products button and then a pop up screen will appear Nebo confirms that the quantity to return is right and chooses the To be refunded Invoice option After that he clicks on Return button OpenERP will automatically generate a Delivery Order for those goods please view Return Goods to Supplier For details OpenERP User Manual for Warehouse Teams Incoming Sh IN 00096 edit Create pplier Purchase Order rder oj Creation Date 0 21 2014 12 00 00 d Rece Scheduled Time 10222014 12 00 00 Source Document 1000067 S0015 gt Set to Received gt Quality Check Recei Check Set to es Not Checked Products Additional Inf Unit of Product ID Quantity Pack Destination Weight Length Width Height Volume Measure Status Location TC A002 200 00 Unit s V Physical 0 00 0 00 0 00 0 00 0 00 Modify Available Create Laminate ocations Pack Floor Guang Zhou Warehouse tock Supplier Laminate Floor Factory Purchase Order 500067 Back Order of N 00088 Creation Date 10 21 2014 12 00 00 Invoice Control Not Applicabl Scheduled Time 10 22 2014 12 00 00 Stock Journal Source Document PO00067 SO0015 Go
32. uct ID Quantity Pack Destination Weight Length Width Height Volume Location TC 001 1 20000 00 Unit s s Partner 0 00 0 00 0 00 0 00 0 00 Available Create Modi Laminated Locations Floor Customers OpenERP User Manual for Warehouse Teams Page 18 of 25 Steven enter the whole quantity into the Quality by package field and clicks OK button Clicking on Modify button the system will allow him to input the sizes and weight of the most packages A pop up screen appear and Steven fills the weight and the sizes of each package After that He clicks on Modify button Now Steven can create the Final packages spliting the goods into them Steven clics on Create Pack option again Now he puts the real quantity by carton same as the Sales Order 1000 pcs by carton and clicks on OK button On this case the system creates twenty packages with the same quantity of goods and the same sizes and weight IF the split action generates a remainder it means creates a carton with less units content then Steven must change the sizes and weight manually only For this special carton clicking on Modify button OpenERP User Manual for Warehouse Teams Create New Pack Pack by Number of Goods Pack Destination Weight Length Width Height Volume tatus Location 00000016 gp gg Partner 0 00 0 00 000 0 00 0 00 Available Create Modify Locations Pack Customers stocl Modify Weight 120 L
33. ume 0 content TC 001 Laminated Floor Sales Orders SO007 OUT 00010 Edit Create Cancel Transfer ONExXxo Nexo Intemational Group Co Ltd 250 Hennessy Road Wan Chai District jong Kang J 85 31 E info nexxochina com u ress Constructora Bolivar Shipping Name BOLIVAR Delivery Order OUT O0010 Joumal Order Origin Total Package Delivery Orders S0007 20 00 Product Quantity TC 001 Laminated Floor 1000 Unit s TC 001 Laminated Floor 1000 Unit s TC 001 Laminated Floor 1000 Unit s TC 001 Laminated Floor 1000 Unit s TC 001 Laminated Floor 1000 Unit s TC 001 Laminated Floor 1000 Unit s TC 001 Laminated Floor 1000 Unit s TC 001 Laminated Floor 1000 Unit s Constructora Bolivar Not Applicable Delivery Orders 3 1000 0 Unit s Constructora Bolivar Not Applicable Delivery Orders Contact Address Constructora Bolivar Print v More Delivery Slip Type of Package Carton s Schedule Date 10 28 2014 12 00 00 Pack Weight 00000031 120 00 00000032 120 00 00000033 120 00 00000034 120 00 00000035 120 00 00000036 120 00 00000024 120 00 00000025 120 00 Creation Date Scheduled Time Source Document Total Pack Shipping Name Type of Package General Remark Total Volume CBM Total Weight General Remark Total Volume CBM Total Weight Total CBM 6 00 50 50 120 50 50 120 50 S50 120 50 50 120 50 50 120 50 50 120 50 50 120
34. updated by the purchases guys Xiao Ming coordinates the work between Ling the Reception guy Nebo the QC inspector and Steven the Packing and Labeling s guy Messaging Sales Accounting Purchases Warehouse Reporting Settings Administrator e e Q o gt Xiao Mil 1G goes Co Wa rehouse nas ama Purchase create ee or Import PDF or Excel 1160116 G O Quotations Reference Back Order Source Document Scheduled Invoice Stock Quality Good e e ISEAN ial ot Seema hike Control Journal Check Receipt Status l V V r r r n l n Suppliers IN 00012 ABC Laminate Floor Factory PO00010 S0015 10 13 2014 11 15 2014 Not Applicable Readyto E 12 00 00 15 00 00 Receive Incoming Products IN 00015 ABC Laminate Floor Factory 1000013 S0020 10 11 2014 10 10 2014 Not Applicable Ready to Incoming Shipments 12 00 00 120000 K Ree e e e NI Pan IN00017 FABRICA DE BATERIAS PO00015 S0003 10 10 2014 10 18 2014 Not Applicable Ready to 12 00 00 12 00 00 Receive eR RS OE I A eee eg IN00013 FABRICA DE BATERIAS P0000011 10 10 2014 10 10 2014 Not Applicable Ready to pupa 12 00 00 12 00 00 Receive On Pirie Orda lines IN00016 FABRICA DE BATERIAS PO00014 50021 10 10 2014 10 18 2014 Not Applicable Ready to 12 00 00 12 00 00 Receive S S Se Et IN 00014 FABRICA DE BATERIAS P000012 50019 10 10 2014 10 10 2014 Not Applicable Ready to 12 00 00 12 00 00 Receive Products ES eee e its si ne casi 00 00 00 00 Receive Products
35. view option at right hand of the screen TISO Schedulers Products Configuration Receiving goods Jerry the purchaser guy was in the warehouse when the supplier s truck came with the goods then after he made the first review and agreed with the goods received then Ling the warehouse reception guy downloads it and he compares the received count against supplier s packing list and Purchase Order LIN g goes tO Warehouse gt Ee m el Gee e a T a Receive Deliver By Orders gt Incoming a a Shipments and makes double click to open iii A a a the concerned document 2 m o e Arrived goods quantities are equal to PO quantities ss ee j When Ling counts the goods and all the Se physical goods are the same than the SS product lines it means that the arrived ei comartm anna goods are the same quantity than the m Ordered goods then he just need click on eN the Receive button p To Followers of this document O Ling posts a message to inform that the RECEIVED QUANTITY AND PURCHASE ORDER QUANTITY IS THE SANE goods quantity arrived successful send A Attach a File OpenERP User Manual for Warehouse Teams Page 5 of 25 Exceptional receipt operation Differences between received quantities and PO greater than 5 Ling sends a message to the purchaser and waits For confirmation He has to indicate that a higher quantity difference exist and the real received qu
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