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Product Traceability

产品追溯

The Product traceability feature offered by Odoo will assist in tracing and tracking each and every component of a product. Tracking a product at each stage of stock movement is necessary to bring all operations under control. In order to ensure effective monitoring of the stock movement, lots and serial numbers play an important role. From manufacturing processes to delivery operations, product traceability will keep a proper track that improves the efficiency of stock management. Proper monitoring is required to reduce the risk factors during the stock movements of any company. The Odoo ERP system will record exact details of the stock movement of each component of a product in inventory in the form of a traceability report. The user can observe the whole production to distribution procedures in the inventory using the lots and serial numbers.

Odoo提供的产品可追溯性功能将有助于跟踪和跟踪产品的每个组件。在库存移动的每个阶段跟踪产品是必要的，以使所有操作处于控制之下。为了确保对库存流动的有效监控，批号和序列号起着重要的作用。从制造过程到交付操作，产品可追溯性将保持适当的跟踪，从而提高库存管理的效率。在任何公司的股票变动过程中，都需要适当的监控来减少风险因素。Odoo ERP系统将以可追溯性报告的形式记录库存中每个产品组件的库存流动的确切细节。用户可以使用批号和序列号在库存中观察整个生产到销售过程。

Lots and serial numbers are not exactly the same. Commonly we use a lot as a unique identification number to identify a group of products of the same type. If the products are small or can not count as individual products, you can put them together in a single pack and allot a lot number. They are picked as batches in the inventory. For individual products, you can assign serial numbers. The serial number is considered to identify individual products in the inventory.

批号和序列号不完全相同。通常我们使用lot作为唯一标识号来标识一组相同类型的产品。如果产品较小或不能作为单个产品计算，您可以将它们放在一个包装中并分配批号。它们在库存中分批挑选。对于单个产品，您可以分配序列号。序列号被认为是在库存中识别单个产品。

We allocate lots and serial numbers for products at the time of their inventory management. You can assign lots and serial numbers to the products while configuring them in the Inventory module so that you can easily keep the traceability report of the respective products thereafter. The inventory management tools offered by Odoo 16 support this traceability feature to ensure effective tracking operations. In order to get the complete features of the traceability in the Inventory module, you are requested to activate the Lots & Serial Numbers option from the Settings menu.

我们在库存管理时为产品分配批号和序列号。您可以为产品分配批号和序列号，同时在库存模块中配置它们，以便您可以轻松地保留相应产品的可追溯性报告。Odoo 16提供的库存管理工具支持这种可追溯性特性，以确保有效的跟踪操作。为了在库存模块中获得可追溯性的完整功能，请从设置菜单中激活批次和序列号选项。

As shown in the image above, this feature will be available under the Traceability tab. After activating this feature, you will get the Lots/Serial Numbers option under the Products menu.

如上图所示，此特性将在追溯选项卡下可用。激活此功能后，您将在产品菜单下获得批号/序列号选项。

Here, already configured lots and serial numbers can be observed. It includes the Lot/Serial number, Internal Reference number in case it differs from the manufacturer’s lots/serial numbers, Product, Creation date, and Company. Assigning a new lost/serial number for a product can be easily done using the Create button.

在这里，可以观察到已经配置的批号和序列号。它包括批号/序列号，内部参考号(如果它与制造商的批号/序列号不同)，产品，创建日期和公司。使用新建按钮可以轻松地为产品分配新的批号/序列号。

First, you can mention a unique lot/serial number in the given space. In the respective fields, you can specify the Product, Quantity, Internal Reference, and Company. You can not change the serial number anymore if the product has already been moved. Additional notes related to this lot/serial number can be specified in the Description tab.

首先，您可以在给定的空间中提及唯一的批号/序列号。在相应的字段中，您可以指定产品、数量、内部参考和公司。如果产品已经移动，你不能再更改序列号了。与此批号/序列号相关的其他注释可在“说明”标签中指定。

The user will get some additional smart buttons on the window based on the operations done using this lot/serial number. As soon as you configure a new lot/serial number, you will get two smart buttons called Location and Traceability on the window as shown below.

用户将根据使用该批号/序列号完成的操作在窗口上获得一些额外的智能按钮。一旦您配置了新的批号/序列号，您将在窗口上获得两个名为“位置”和“可追溯性”的智能按钮，如下所示。

By clicking on the Location button, you will get the exact location details of the product.

通过单击位置按钮，您将获得产品的确切位置详细信息。

In the location history, you can find the Location, Product, Package, Lot/Serial Number, Owner, On Hand Quantity, Reserved Quantity, and Unit details. The History button available here will help you to get the movement history of the product. The product can be replenished from this window itself using the Replenishment button.

在位置历史记录中，您可以找到位置、产品、包装、批号/序列号、所有者、库存数量、保留数量和单位详细信息。这里提供的历史按钮将帮助您获得产品的运动历史。产品可以使用补货按钮从这个窗口本身进行补货。

The Traceability smart button will give you the tracking information of the product.

可追溯智能按钮将为您提供产品的跟踪信息。

Here, you will get the Reference, Product, Date, Lot/Serial, From, To, and Quantity details of each product movement.

在这里，您将获得每个产品移动的参考，产品，日期，批号/序列号，从，到和数量详细信息。

While configuring a new product in the Odoo Inventory module, you can define the traceability of the product. As shown in the image below, you will get the option to define the Traceability of the product under the Inventory tab.

在Odoo 库存模块中配置新产品时，您可以定义产品的可跟踪性。如下图所示，您将获得在库存选项卡下定义产品追溯性的选项。

You can set the tracking of the product by using Unique Serial Number or Lots from this window. If you don’t want to track the product, you can select the No Tracking option.

您可以通过使用此窗口中的唯一序列号或批次来设置产品的跟踪。如果不想跟踪产品，可以选择“不跟踪”选项。

You can assign lots/serial numbers to products while receiving them in the inventory. After confirming a purchase order, you will be able to manage lots and serial numbers for the products before receiving them. In order to understand this precisely, let’s create a new purchase order and confirm it.

您可以在库存中接收产品时为其分配批号/序列号。确认采购订单后，您将能够在收到产品之前管理批次和序列号。为了准确地理解这一点，让我们创建一个新的采购订单并确认它。

The above-shown screenshot is a confirmed purchase order. Here, you will get a smart button to manage the Receipt of the purchase. Click this button.

上面显示的截图是一个确认的采购订单。在这里，您将获得一个智能按钮来管理购买收据。点击这个按钮。

Now, you can use the option highlighted in the image above from the Receipt window. As soon as you click on this button, a new wizard will appear to define the lots/serial number of the selected product.

现在，您可以在收据窗口中使用上图中突出显示的选项。一旦您单击此按钮，将出现一个新的向导来定义所选产品的批号/序列号。

Here, you can specify the Lot/Serial number and Destination Package in the corresponding fields using the Add a Line button. Click the Confirm button. Now, you can validate the receipt and receive the product in your inventory. This lot/serial number will be added to the product details window of this newly purchased product. You can check this using the smart button available on the product details window as highlighted in the image below.

在这里，您可以使用“添加线路”按钮在相应字段中指定批号/序列号和目的地包装。单击确认按钮。现在，您可以验证收据并接收库存中的产品。此批号/序列号将添加到新购买产品的产品详细信息窗口中。您可以使用产品详细信息窗口上的智能按钮进行检查，如下图所示。

You can observe the newly assigned lot/serial number here.

您可以在这里观察新分配的批号/序列号。

You can display lots and serial numbers on the delivery slips by activating the Display Lots & Serial Numbers on Delivery Slips option from the Traceability tab of the Settings menu. Similarly, activating the Display Lots & Serial Numbers on Invoices button will show lots and serial numbers on invoices.

您可以通过激活“设置”菜单的“可追溯性”选项卡中的“在交货单上显示批次和序列号”选项，在交货单上显示批次和序列号。同样，激活显示批次和序列号上的发票按钮将显示批次和序列号上的发票。

Now, let’s check how to set expiration dates on lots and serial numbers.

现在，让我们检查一下如何在批次和序列号上设置有效期。

Expiration Date

过期日期

Defining expiration dates for the storable or consumable products in your inventory is a crucial task. You should definitely mention the expiration date on each product so that the customer will get knowledge about the safety period to consume the product. Odoo manages the expiration dates of the products using the lots and serial numbers aspects. You can activate this feature from the Settings menu of the Inventory module.

确定库存中可储存或可消耗产品的有效期是一项至关重要的任务。你应该明确地在每件产品上注明有效期，这样顾客就会知道产品的安全期限。Odoo使用批号和序列号方面来管理产品的有效期。您可以从库存模块的设置菜单中激活此功能。

Under the Traceability tab, you can find the Expiration Dates option to activate. Along with this, you can activate the Display Expiration Dates on Delivery Slips option to display the expiration dates on the delivery slips.

在追溯选项卡下，您可以找到要激活的过期日期选项。除此之外，您还可以激活交付单上的显示到期日期选项，以显示交付单上的到期日期。

After activating the expiration date feature, you can set expiration dates on lots or serial numbers of a product. For this, you can go to the product configuration window. Select the Inventory tab as shown below.

激活截止日期功能后，您可以在产品的批号或序列号上设置截止日期。为此，您可以转到产品配置窗口。选择库存选项卡，如下所示。

Here, you can define the tracking method from the Traceability field. After selecting the tracking method, you can activate the Expiration Date option.

在这里，您可以从Traceability字段定义跟踪方法。选择跟踪方法后，您可以激活Expiration Date选项。

When this option is activated, you will be able to specify the dates to manage product expiration on the product and on the corresponding lots/serial numbers. As soon as you activate this option, you will get some additional fields to define some important dates which are detailed below.

当此选项被激活时，您将能够在产品和相应批次/序列号上指定管理产品过期的日期。一旦你激活了这个选项，你就会得到一些额外的字段来定义一些重要的日期，具体如下。

Expiration Date: The number of days after the receipt of the product after which the goods may become dangerous and must not be consumed. It will be computed on the lot/serial number.

有效期:指产品收到后可能有危险，不能食用的天数。它将根据批号/序列号计算。

Best Before Date: The number of days before the expiration date after which the goods start to deteriorate, without being dangerous yet.

Best Before Date:距离保质期还有几天，超过这几天，货物开始变质，但还没有危险。

Removal Date: The number of days before the expiration date after which the goods should be removed from the stock.

下架日期:在到期日之前的天数，在此之后货物应该从库存中移除。

Alert Date: The number of days before the expiration date after which an alert should be raised on the lot/serial number.

警告日期:在到期日之前的天数，之后应在批号/序列号上发出警告。

After specifying the expiration date for a product, you can check the lot and serial number window of the respective product where you will get the expiration details automatically.

指定产品的截止日期后，您可以查看相应产品的批号和序列号窗口，您将自动获得截止日期的详细信息。

The Dates tab will show the expiry details of the lot/serial number. You can observe an expiration alert on the serial number if it is expired or near to expiration date. The filter Expiration Alert will assist you to get the exact list of the expired lots and serial numbers.

日期标签将显示批号/序列号的到期细节。如果序列号已过期或接近到期日期，您可以在序列号上看到到期警报。过滤器过期警报将帮助您获得过期批次和序列号的确切列表。

We detailed the feature of the product traceability in this section, now let’s discuss the inventory operations offered by Odoo 16.

我们在本节中详细介绍了产品可追溯性的特性，现在让我们讨论一下Odoo 16提供的库存操作。