Organize a cross-dock in a warehouse

Cross-docking is the process of sending products that are received directly to the customers, without making them enter the stock. The trucks are simply unloaded in a Cross-Dock area in order to reorganize products and load another truck.

screenshot: daily-operations-cross-dock-cross1
menu
(diagram)
shows
A schematic drawing of a cross-dock: an inbound truck unloading into a cross-dock area where goods are re-sorted and immediately loaded onto an outbound truck, bypassing stock.
module
stock
notes
Simple schematic drawing, no Odoo UI.

Configuration

In the Inventory app, open Configuration ‣ Settings and activate the Multi-Step Routes.

screenshot: daily-operations-cross-dock-cross2
menu
Inventory ‣ Configuration ‣ Settings
shows
The Inventory settings page scrolled to "Warehouse", with the "Multi-Step Routes" checkbox enabled (which also enables "Storage Locations").
highlight
The "Multi-Step Routes" checkbox (red frame).
module
stock
notes
English UI, light theme, 1440px width.

Note

Doing so will also enable the Storage Locations feature.

Now, both Incoming and Outgoing shipments should be configured to work with 2 steps. To adapt the configuration, go to Inventory ‣ Configuration ‣ Warehouses and edit your warehouse.

screenshot: daily-operations-cross-dock-cross3
menu
Inventory ‣ Configuration ‣ Warehouses
shows
A warehouse form with "Incoming Shipments" set to two steps and "Outgoing Shipments" set to two steps.
highlight
The "Incoming Shipments" and "Outgoing Shipments" options (red frame).
module
stock
notes
English UI, light theme, 1440px width.

This modification will lead to the creation of a Cross-Docking route that can be found in Inventory ‣ Configuration ‣ Routes.

screenshot: daily-operations-cross-dock-cross4
menu
Inventory ‣ Configuration ‣ Routes
shows
The routes list with the "Cross-Dock" route that was created automatically by the two-step configuration.
highlight
The "Cross-Dock" route row (red frame).
module
stock
notes
English UI, light theme, 1440px width.

Configure products with Cross-Dock Route

Create the product that uses the Cross-Dock Route and then, in the inventory tab, select the routes Buy and Cross-Dock. Now, in the purchase tab, specify the vendor to who you buy the product and set a price for it.

screenshot: daily-operations-cross-dock-cross5
menu
Inventory ‣ Products ‣ Products
shows
A product form with the Purchase tab open, showing the vendor and the purchase price.
data
Product "Cross-dock item", vendor "Wood Corner".
module
stock
notes
English UI, light theme, 1440px width.
screenshot: daily-operations-cross-dock-cross6
menu
Inventory ‣ Products ‣ Products
shows
The same product form with the Inventory tab open, showing the "Buy" and "Cross-Dock" routes ticked in the Operations section.
highlight
The "Buy" and "Cross-Dock" route checkboxes (red frame).
module
stock
notes
English UI, light theme, 1440px width.

Once done, create a sale order for the product and confirm it. Odoo will automatically create two transfers which will be linked to the sale order. The first one is the transfer from the Input Location to the Output Location, corresponding to the move of the product in the Cross-Dock area. The second one is the delivery order from the Output Location to your Customer Location. Both are in state *Waiting Another Operation because we still need to order the product to our supplier.

screenshot: daily-operations-cross-dock-cross7
menu
Sales ‣ Orders ‣ Orders
shows
A confirmed sales order for the cross-docked product, with the Delivery smart button showing two transfers.
highlight
The Delivery smart button (red frame).
module
stock
notes
English UI, light theme, 1440px width.
screenshot: daily-operations-cross-dock-cross8
menu
Sales ‣ Orders ‣ Orders
shows
The two transfers linked to the sales order (Input to Output, and Output to Customers), both in "Waiting Another Operation" status.
highlight
The status column (red frame).
module
stock
notes
English UI, light theme, 1440px width.

Now, go to the Purchase app. There, you will find the purchase order that has been automatically triggered by the system. Validate it and receive the products in the Input Location.

screenshot: daily-operations-cross-dock-cross9
menu
Purchase ‣ Orders ‣ Requests for Quotation
shows
The purchase order that the cross-dock route generated automatically for the sales order.
module
stock
notes
English UI, light theme, 1440px width.
screenshot: daily-operations-cross-dock-cross10
menu
Purchase ‣ Orders ‣ Purchase Orders
shows
The receipt of the purchase order being validated, with the destination set to the Input location.
highlight
The "Destination Location" field (red frame).
module
stock
notes
English UI, light theme, 1440px width.

When the products have been received from the supplier, you can go back to your initial sale order and validate the internal transfer from Input to Output.

screenshot: daily-operations-cross-dock-cross11
menu
Inventory ‣ Operations ‣ Transfers
shows
The internal transfer from Input to Output now in "Ready" status.
highlight
The "Ready" status (red frame).
module
stock
notes
English UI, light theme, 1440px width.
screenshot: daily-operations-cross-dock-cross12
menu
Inventory ‣ Operations ‣ Transfers
shows
The same internal transfer after validation, in "Done" status.
module
stock
notes
English UI, light theme, 1440px width.

The delivery order is now ready to be processed and can be validated too.

screenshot: daily-operations-cross-dock-cross13
menu
Inventory ‣ Delivery Orders
shows
The delivery order from Output to the customer, now in "Ready" status.
module
stock
notes
English UI, light theme, 1440px width.
screenshot: daily-operations-cross-dock-cross14
menu
Inventory ‣ Delivery Orders
shows
The validated delivery order in "Done" status, completing the cross-dock flow.
module
stock
notes
English UI, light theme, 1440px width.