How to Configure Outgoing Shipment in 2 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

How to Configure Outgoing Shipment in 2 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

A two-step outgoing shipment process involves breaking down the delivery process into two distinct stages. This approach offers several benefits, including enhanced inventory control, improved order accuracy, and streamlined operations.

Step 1: Picking and Packing

Order Verification:

Order Review: Cross-check order details, including items, quantities, shipping address, and any special instructions.
Inventory Check: Ensure the required items are available in stock and accessible.

Picking:

Picking Method: Select a suitable picking method (e.g., wave picking, batch picking, zone picking) based on order volume and warehouse layout.
Item Retrieval: Retrieve items from their storage locations, ensuring accurate quantity and condition.

Packing:

Packaging Material Selection: Choose appropriate packaging materials (e.g., boxes, envelopes, bubble wrap) to protect the items during transit.
Item Placement: Carefully place items in the packaging, considering factors like weight distribution and potential damage.
Labeling: Affix shipping labels with the correct address and barcode information.

Step 2: Shipping and Delivery

Shipping Carrier Selection:

Carrier Choice: Select a suitable shipping carrier based on factors like delivery time, cost, and service level agreements.
Shipping Method: Determine the most appropriate shipping method (e.g., ground, air, express) based on the urgency and distance of the delivery.

Shipment Creation:

Shipping Document Generation: Create shipping documents, such as packing slips, commercial invoices, and customs declarations.
Shipment Manifest: Prepare a shipment manifest to list all packages and their corresponding tracking numbers.

Shipment Handoff:

Carrier Transfer: Transfer the packaged items to the selected shipping carrier.
Tracking Information: Provide the customer with tracking information to monitor the shipment’s progress.

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