[IMP] Inventory: Storage categories sublocation update

closes odoo/documentation#16416

X-original-commit: 0f7e1c1bd5
Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>
Co-authored-by: Rex <11528309+huisit@users.noreply.github.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst

@@ -3,7 +3,10 @@ Storage categories
 ==================
 
 A *storage category* is used with :doc:`putaway rules <putaway>` to assign a storage location to
-incoming products while accounting for the capacity of that location.
+incoming products while accounting for the capacity of that location. Assigning categories to
+storage locations tells Odoo these locations meet specific requirements, such as temperature or
+accessibility. Odoo then evaluates these locations, based on defined capacity, and recommends the
+best one on the warehouse transfer form.
 
 Follow these steps to complete the setup:
 
@@ -16,33 +19,57 @@ Follow these steps to complete the setup:
 .. seealso::
    :doc:`putaway`
 
-.. note::
-   Assigning categories to storage locations tells Odoo these locations meet specific requirements,
-   such as temperature or accessibility. Odoo then evaluates these locations, based on defined
-   capacity, and recommends the best one on the warehouse transfer form.
-
 .. _inventory/routes/enable-storage-categories:
 
-Configuration
-=============
+Enable storage categories
+=========================
 
 To enable storage categories, go to :menuselection:`Inventory app --> Configuration --> Settings`.
-Then, in the :guilabel:`Warehouse` section, ensure the :guilabel:`Storage Locations` and
+Then, in the *Warehouse* section, ensure the :guilabel:`Storage Locations` and
 :guilabel:`Multi-Step Routes` features are enabled.
 
-If intending to set capacities by :ref:`package type <inventory/routes/set-capacity-package>`, also
-make sure :guilabel:`Packages` is enabled. Click :guilabel:`Save`.
+To set capacities by :ref:`package type <inventory/routes/set-capacity-package>`, also
+make sure :guilabel:`Packages` is enabled in the *Operations* section. Click :guilabel:`Save`.
 
 .. image:: storage_category/enable-categories.png
    :alt: Enable Storage Locations and Multi-Step Routes to enable storage categories.
 
+Storage location setup
+======================
+
+Set up storage locations to work with the storage category. A parent location must be set up, with
+child locations (or *sublocations*) assigned to it. This is because the putaway rule's :ref:`Store
+to <inventory/routes/set-putaway-attribute>` location will be set to the parent location, and the
+:ref:`storage category <inventory/routes/assign-location>` will be set to the child location.
+
+Go to :menuselection:`Inventory app --> Configuration --> Locations`.
+
+First, set up a parent location. This can be as simple as the default `WH/Stock` location.
+Alternatively, create a new parent location by clicking the :guilabel:`New` button on the
+:guilabel:`Locations` page. On this parent location form, specify a :guilabel:`Location Name` and
+:guilabel:`Parent Location`. Select :guilabel:`Internal Location` as the :guilabel:`Location Type`.
+
+Then, create *sublocations* of this parent location by clicking the :guilabel:`New` button. On the
+location form, specify a :guilabel:`Location Name`, and set the :guilabel:`Parent Location` to the
+parent location that was just created.
+
+.. example::
+   A beverage company stores all of its cans of lemonade on pallets in one section of its warehouse.
+
+   First, they create a location named `Pallets` in the `WH/Stock` location. Then, they create two
+   sublocations, named `PAL1` and `PAL2`. Both have `WH/Stock/Pallets` set as the parent location.
+
+   .. image:: storage_category/new-child-location.png
+      :alt: Create a sublocation.
+
 .. _inventory/routes/define-storage:
 
-Define storage category
-=======================
+Define storage category limitations
+===================================
 
-A storage category with specific limitations **must** be created first, before it is applied to
-locations, in order to decide the optimal storage location.
+Before a storage category is applied to locations, it must be configured with specific limitations
+in order to decide the optimal storage location. Capacity can be limited by weight, product, and
+package type.
 
 To create a storage category, go to :menuselection:`Inventory app --> Configuration --> Storage
 Categories`, and click :guilabel:`New`.
@@ -50,15 +77,13 @@ Categories`, and click :guilabel:`New`.
 On the storage category form, type a name for the category in the :guilabel:`Storage Category`
 field.
 
-Options are available to limit capacity by weight, product, and package type.
-
 .. note::
    Weight limits can be combined with capacity by package or product (e.g. a maximum of one hundred
    products with a total weight of two hundred kilograms).
 
    While it is possible to limit capacity by product and package type at the same location, it may
-   be more practical to store items in different amounts across various locations, as shown in this
-   example of :ref:`capacity by package <inventory/routes/set-capacity-package>`.
+   be more practical to store items in different amounts across various locations, as shown in the
+   :ref:`limit capacity by package <inventory/routes/set-capacity-package>` example.
 
 The :guilabel:`Allow New Product` field defines when the location is considered available to store a
 product:
@@ -69,10 +94,6 @@ product:
 - :guilabel:`Allow mixed products`: several different products can be stored in this location at the
   same time.
 
-.. tip::
-   When clicked, the :icon:`oi-arrows-v` :guilabel:`Locations` smart button shows which storage
-   locations the category has been assigned to.
-
 .. important::
    Odoo does **not** automatically split quantities across multiple storage locations. If an
    incoming receipt contains several units or packages and the first recommended location exceeds
@@ -82,45 +103,44 @@ product:
    *(Example: If a location can hold 10 units and 12 units arrive, all 12 are still assigned to that
    location.)*
 
-Capacity by weight
-------------------
+Limit capacity by weight
+------------------------
 
-On a storage category form (:menuselection:`Inventory app --> Configuration --> Storage
-Categories`), set a maximum product weight in the :guilabel:`Max Weight` field. This limit applies
-to each location assigned this storage category.
+A maximum product weight can be set in the :guilabel:`Max Weight` field. This limit applies
+to each location assigned this storage category. If a product weight is defined, the value must be
+set to greater than `0`.
 
-This value must be set to greater than `0` if a product weight is defined.
+Limit capacity by product
+-------------------------
 
-Capacity by product
--------------------
-
-In the :guilabel:`Capacity by Product` tab, click :guilabel:`Add a Line` to input items, and enter
-their capacities in the :guilabel:`Quantity` field.
+In the :guilabel:`Capacity by Product` tab, click :guilabel:`Add a Line` to enter a product, and set
+the maximum capacity that should be stored at each location in the :guilabel:`Quantity` field.
 
 .. example::
    Ensure only a maximum of five `Large Cabinets` and two `Corner Desk Right Sit` are stored at a
-   single storage location, by specifying those amounts in the :guilabel:`Capacity by Product` tab
-   of a storage category form.
+   single storage location by specifying those amounts in the :guilabel:`Capacity by Product` tab.
+   To ensure only a maximum of five `Large Cabinets` and two `Corner Desk Right Sit` are stored at a
+   single storage location, specify those amounts in the :guilabel:`Capacity by Product` tab.
 
    .. image:: storage_category/capacity-by-product.png
       :alt: Show storage category limiting by product count.
 
 .. _inventory/routes/set-capacity-package:
 
-Capacity by package
--------------------
+Limit capacity by package type
+------------------------------
 
-For companies using :doc:`packages <../../product_management/configure/package>`, it becomes
-possible to ensure real-time storage capacity checks, based on package types (e.g., crates, bins,
+Limiting capacity by :doc:`package <../../product_management/configure/package>` makes it
+possible to enforce real-time storage capacity checks based on package type (e.g., crates, bins,
 boxes, etc.).
 
-Create the :ref:`package type <inventory/warehouses_storage/package-type>` before assigning it to a
-storage category. Create it on the :guilabel:`Inventory` tab of the product form (in the
-:guilabel:`Packaging` section), or create it from the :guilabel:`Product Packagings` page. Be sure
-to set the :guilabel:`Package Type`.
+Click :guilabel:`Add a line` to add a :ref:`package type
+<inventory/warehouses_storage/package-type>` to the storage category. Alternatively, create a
+new package type on the :guilabel:`Inventory` tab of the product form (in the :guilabel:`Packaging`
+section), or from the :guilabel:`Product Packagings` page.
 
 .. example::
-   Create putaway rules for pallet-stored items, by creating the `High frequency pallets` storage
+   To help create putaway rules for pallet-stored items, create the `High frequency pallets` storage
    category.
 
    In the :guilabel:`Capacity by Package` tab, specify the number of packages for the designated
@@ -140,40 +160,48 @@ to set the :guilabel:`Package Type`.
 
 .. _inventory/routes/assign-location:
 
-Assign to location
-==================
+Assign storage locations
+========================
 
-Once the storage category is created, assign it to a location. Navigate to the location by going to
-:menuselection:`Inventory app --> Configuration --> Locations`, and select the desired location.
+After the storage category is created, it can be assigned to the sublocations. Go to
+:menuselection:`Inventory app --> Configuration --> Locations`, and open the desired sublocation.
 Then, select the created category in the :guilabel:`Storage Category` field.
 
 .. example::
    Assign the `High frequency pallets` storage category (which limits pallets stored at any location
-   to two pallets) to the `WH/Stock/Pallets/PAL1` sub-location.
+   to two pallets) to the `WH/Stock/Pallets/PAL1` sublocation.
 
    .. image:: storage_category/location-storage-category.png
       :alt: When a Storage Category is created, it can be linked to a warehouse location.
 
+Repeat this step for all sublocations to which the storage category should apply.
+
+.. tip::
+   On the storage category form, the :icon:`oi-arrows-v` :guilabel:`Locations` smart button shows
+   which storage locations the category has been assigned to.
+
 .. _inventory/routes/set-putaway-attribute:
 
-Putaway rule
-============
+Create a putaway rule
+=====================
 
-With the :ref:`storage category <inventory/routes/define-storage>` and :ref:`location
+With the :ref:`storage category <inventory/routes/define-storage>` and :ref:`locations
 <inventory/routes/assign-location>` set up, create the :doc:`putaway rule <putaway>` by navigating
 to :menuselection:`Inventory app --> Configuration --> Putaway Rules`.
 
-Click the :guilabel:`New` button to create the putaway rule. Specify a location to store to in the
+Click the :guilabel:`New` button to create the putaway rule. Specify a location in the
 :guilabel:`Store to` field.
 
-Use the :guilabel:`Sublocation` field to specify that you want to use a sublocation with the storage
-category:
+Use the :guilabel:`Sublocation` field to specify that you want to use a storage category on the
+sublocations of the :guilabel:`Store to` field:
 
 - :guilabel:`Last Used`: The last location that had a move associated with it for that product or
   product category is used. If there is no last location used, the destination is whatever is
   specified in the :guilabel:`Store to` field.
 - :guilabel:`Closest Location`: The locations specified as part of the storage category are used. A
-  storage category is mandatory in the :guilabel:`Having Category` field.
+  storage category is mandatory in the :guilabel:`Having Category` field. The locations in the
+  storage category must be sublocations of the location in the :guilabel:`Store to` field. If the
+  closest locations in the storage category are full, the :guilabel:`Store to` location is used.
 
 .. example::
    Continuing the example from above, the `High frequency pallets` storage category is assigned to
@@ -194,7 +222,7 @@ Use case: limit capacity by package
 To limit the capacity of a storage location by a specific number of packages, :ref:`create a storage
 category with a Capacity By Package <inventory/routes/set-capacity-package>`.
 
-Continuing the example from above, the `High frequency pallets` storage category is assigned to the
+Continuing the examples from above, the `High frequency pallets` storage category is assigned to the
 `PAL1` and `PAL2` locations.
 
 Then, :ref:`putaway rules <inventory/routes/putaway-rule>` are set, so that any pallets received in