Before you start
An available warehouse is required. Account permissions and order state govern editing and batching.
Steps
- Use Add order, enter order, customer, date, warehouse and lines, then Save order.
- Each line needs a product name and positive quantity. Check code, specification, unit and short name; edit only unbatched orders.
- Select pending orders, set batch name, mode and due time, then Create batch; continue to batches and allocation.
Verify the result
Check the saved message; successful batching returns a batch reference and order count.
Notes and examples
Orders used by tasks can be cancelled instead of deleted to retain history. Read the actual result.
Limitations
Batched or shipped orders cannot be edited as unassigned data. Odoo orders are maintained in Odoo.
Troubleshooting
For no warehouses ask an administrator to check scope. Batching failures require checking state, existing tasks, permissions and source.
Frequently asked questions
What is DG orders for?
Maintain native orders and create batches from orders awaiting batching.
What do I need before using DG orders?
An available warehouse is required. Account permissions and order state govern editing and batching.
How do I use DG orders?
Use Add order, enter order, customer, date, warehouse and lines, then Save order. Each line needs a product name and positive quantity. Check code, specification, unit and short name; edit only unbatched orders. Select pending orders, set batch name, mode and due time, then Create batch; continue to batches and allocation.
How do I verify the result in DG orders?
Check the saved message; successful batching returns a batch reference and order count.
What should I keep in mind in DG orders?
Orders used by tasks can be cancelled instead of deleted to retain history. Read the actual result.
What are the limitations of DG orders?
Batched or shipped orders cannot be edited as unassigned data. Odoo orders are maintained in Odoo.
How do I troubleshoot DG orders?
For no warehouses ask an administrator to check scope. Batching failures require checking state, existing tasks, permissions and source.