How to Manage Ship Later in Odoo 17 POS - Odoo 17 Slides

By utilizing the Ship Later feature in Odoo, we can efficiently manage orders that need to be fulfilled at a later date, providing flexibility and convenience for both our business and our customers. Odoo provides two options to manage the shipment later in sales.

1. How to Manage Ship Later in Odoo 17 POS Enterprise

2. Introduction Enterpr ise By utilizing the Ship Later feature in Odoo, we can efficiently manage orders that need to be fulfilled at a later date, providing flexibility and convenience for both our business and our customers. Odoo provides two options to manage the shipment later in sales. That is ‘When all products are ready’ and ‘Ship products as soon as available’.

3. Enterprise Let’s head to the POS module and enable to the Allow Ship Later feature from Configuration -> Settings.

4. Enterprise We can specify the Warehouse and the Specific Route for the Ship Later feature. Here, let us choose the default Warehouse ‘Your Company’ and the Route as ‘Deliver in 2 Steps’

5. Enterprise Lets save the Shipping policy as ‘As soon as possible’ here. This approach usually leads to the partial shipment of the items from POS. So, it creates multiple packages for the delivery of the items for a single Sale order. Let's take an example product Acoustic Bloc Screens which has only On hand Quantity 25 pcs available in the stock. And, we’ll be creating a POS order which demands for 50 pieces. For that, Go to POS Dashboard and start a new session. As soon as possible Shipping Policy

6. Enterprise Enter the Opening cash for the session and get in to the billing screen of POS

7. Enterprise Then s earch for our product, Acoustic Bloc Screens and give the quantity and price. Select the customer from the below button. Make sure that the Address of the selected customer is correctly given so that the shipping can be done later correctly.

8. Enterprise Now click on Payment button. Choose the payment method from the left and choose the Ship Later option from the right side.

9. Enterprise A popup will come there to select the shipping date. Fill it with the needed date and Confirm.

10. Enterprise Then we can see the ship later with our scheduled date will be visible there. Now, click on Validate button on bottom left to finish the process and print the receipt.

11. Enterprise In order to deliver the item to the customer, we can just go to the backend on clicking the ‘Backend’ option from the top right menu.

12. Enterprise From the backend, Select Orders -> Orders menu to view all the POS orders. There, we can open the order with Reference number Shop/001 we have just made.

13. Enterprise While opening the record, we can see the details of the orders. The smart button on top with can be seen with 2 Pickings because we’ve set the Route of the delivery in 2 steps.

14. Enterprise By validating those two pickings, the product will move from the Warehouse to the Customer location. From this, we can conclude that, even if we don’t have the exact quantity for any product, we can use the Ship later feature with shipping policy ‘As soon as available’. These pickings can be seen as the first once in the Ready state and the second one waiting for the first picking to complete

15. Enterprise Now, l ets save the Shipping policy as ‘ When All Products are Ready’ here. In this approach, we can ship the items to the customer only when all products are complete available in the warehouse. Let's take an example sale order with 50 pcs of Cabinet with Doors which has only On hand Quantity 30 pcs available in the stock. In this case, we can just ship the items to the customer. Only if we have the entire quantity of the item in the warehouse, we can do the Ship later process. When All Products are Ready Shipping Policy

16. Enterprise For that, again go to POS Dashboard resume the session. Then add the product ‘Cabinet with doors’ and give the quantity 50 and select the needed customer.

17. Enterprise Now, go to Payment screen, add the payment method, select the Ship later method and give the Shipping date scheduled as we have done before in the case of ‘As soon as possible’. Then click on the Backend button after getting the receipt.

18. Enterprise Now, from the Orders menu, open our new order with Reference number ‘Shop/0002’

19. Enterprise Even without giving the 2 step delivery in the settings, there can be seen two pickings on the top of the order.

20. Enterprise Click on the Pickings and see that both of them are in Waiting state. First one from Warehouse stock to Output is in ‘Waiting’ which denoted the system is waiting for the remaining 30 pcs to get filled in the warehouse. And the next picking is waiting for the former one to complete.

21. Enterprise That is, by opening the first picking we can see the Demand Qty is 50 and we have only 30 ready in the warehouse.

22. Enterprise Just enrich the product quantity from Inventory as 50 just to see how the system behaves. Lets update the Onhand quantity 50 or more. Then come to the same picking and click on the ‘Check Availability’ button on top

23. Enterprise Then it fills with the available quantities and the ‘Waiting’ state is seen to have updated to ‘Ready’ state. Now we can validate the picking and do the rest of the operations smoothly.

24. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com