Prélèvement dans Zoho Inventory

Prélèvement dans Zoho Inventory



Un prélèvement est un document attribué à un responsable de la préparation des commandes en entrepôt qui présente les articles et leurs quantités à prélever dans un entrepôt pour exécuter les commandes.

Pourquoi avez-vous besoin d'une liste de prélèvement ?

  • Elle ne contient que les informations essentielles pour le responsable de la préparation des commandes.
  • Elle permet d'optimiser la préparation des stocks pour les gros volumes de commandes.
  • L'attribution d'un ensemble de listes de prélèvement à chaque responsable permet de minimiser les erreurs.

Activer le prélèvement 

  • Pour accéder au prélèvement, la fonction "Multi-entrepôts" doit être activée dans votre organisation.
  • Paramètres >> Préférences >> Prélèvements


Créer un Prélèvement 

Il existe plusieurs solutions pour créer un prélèvement.

Méthode - 1

  • À partir du panneau gauche sélectionnez "Prélèvements >> + Nouveau"
  • Si paramétré, le numéro de prélèvement s'affichera automatiquement, sinon vous devrez le saisir manuellement.
  • Sélectionnez les éléments à ajouter au prélèvement. Saisissez la quantité à prélever pour chaque article. Si vous avez déjà prélevé une certaine quantité, saisissez la valeur dans le champs "Quantité prélevée" correspondant.

 

Méthode - 2

  • Vous pouvez créer un prélèvement à partir d'une commande client.
  • Sélectionnez la commande client pour laquelle vous souhaitez générer un prélèvement.
  • Sélectionnez l'entrepôt pour lequel vous souhaitez générer une liste de prélèvement. Cette option n'apparaît que si vous avez choisi un entrepôt différent pour chaque article de votre commande. Sinon, vous serez automatiquement dirigé vers une nouvelle page de liste de prélèvement.
  • Suivez la même démarche que ci-dessus (Méthode - 1) et le prélèvement est créé.


Générer un prélèvement en bloc

  • Accédez au module "Commandes Client" depuis le panneau à gauche.
  • Sélectionnez les commandes pour lesquelles vous souhaitez générer le prélèvement.
  • Depuis "Actions en bloc", cliquez sur "Générer le prélèvement".
  • Sélectionnez l'entrepôt pour lequel vous souhaitez générer un prélèvement.
  • Sélectionnez un destinataire et saisissez la quantité à prélever pour chaque article. Si vous avez déjà prélevé une certaine quantité, saisissez la valeur dans le champs "Quantité prélevée" correspondant.
  • Cliquez sur "Générer un prélèvement".


 

Mise à jour du statut d'un prélèvement

Si tous les éléments de la liste de sélection ont été prélevés, au lieu de mettre à jour chaque élément, vous pouvez directement marquer la liste de sélection comme terminée. Si vous souhaitez mettre la liste de sélection en attente pour le moment, vous pouvez changer son statut "En attente".

Modifier le statut de prélèvement

  • Accédez au module "Prélèvement" depuis le panneau à gauche.
  • Sélectionnez un prélèvement.
  • Depuis le bouton "Definir le statut", vous pouvez modifier le statut d'un prélèvement.

 

Bon à savoir

Lorsque vous marquez le statut d'un prélèvement "Terminé", vous ne pouvez plus le modifier car celui-ci est prioritaire. Toutefois, vous pouvez modifier le statut du prélèvement si vous mettez à jour le champs "Quantité à prélever" ou "Quantité prélevée" pour un article.

 


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