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[IMP] Inventory: Bringing removal strategies current
closes odoo/documentation#16176 Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com> Co-authored-by: meval1006 <meval@odoo.com> Co-authored-by: meval1006 <meval@odoo.com>
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@@ -10,7 +10,7 @@ warehouse, and **when**. For example, for perishable products, prioritizing the
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with the nearest expiration date helps minimize food spoilage.
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The following columns in the table below list the removal strategies available in Odoo, and detail
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how pickings are determined along with the picking order. Leverage these removal strategies to have
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how pickings are determined and the picking order. Leverage these removal strategies to have
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Odoo automatically select how products are selected for orders:
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.. list-table::
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@@ -36,19 +36,22 @@ Odoo automatically select how products are selected for orders:
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- Alphanumeric name of location
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- Quantity closest to fulfilling demand
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For comprehensive examples for how to use each removal strategy, refer to each individual
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For comprehensive examples of how to use each removal strategy, refer to each individual
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documentation page.
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.. note::
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FIFO is the default removal strategy. When a removal strategy is not set for the location or the
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product category, FIFO is used.
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.. _inventory/warehouses_storage/removal-config:
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Configuration
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=============
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Removal strategies are set on either the product category or storage location.
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Removal strategies are set at either the product category or the storage location level.
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.. image:: removal_strategies/navigate-location-category.png
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:align: center
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:alt: Change the Force Removal Strategy for either the Product Categories or Locations.
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:alt: Change the Force Removal Strategy for either the product categories or locations.
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Configure removal strategies on the location by going to :menuselection:`Inventory --> Configuration
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--> Locations`, and selecting the desired location. On the location form, choose a removal strategy
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@@ -59,16 +62,16 @@ from the :guilabel:`Removal Strategy` field's drop-down menu options.
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:guilabel:`Multi-Step Routes` settings **must** be enabled in :menuselection:`Inventory -->
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Configuration --> Settings`.
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These features are **only** necessary when setting the removal strategy on a location.
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These features are **only** necessary when setting the removal strategy for a location.
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Configure removal strategies on product categories by going to :menuselection:`Inventory -->
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Configuration --> Product Categories` and selecting the intended product category. Next, choose a
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removal strategy from the :guilabel:`Force Removal Strategy` drop-down menu options.
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Configuration --> Categories`, then selecting the intended product category. Next, choose a removal
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strategy from the :guilabel:`Force Removal Strategy` drop-down menu options.
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.. important::
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When there are different removal strategies applied on both the location and product category for
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a product, the value set on the :guilabel:`Force Removal Strategy` field set on a
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:guilabel:`Product Category` form is applied as top priority.
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When different removal strategies are applied to both the location and product category for a
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product, the value set in the :guilabel:`Force Removal Strategy` field on the category form takes
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priority.
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Required features
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=================
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@@ -105,11 +108,10 @@ Lots and serial numbers
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Lots and serial numbers differentiate identical products and track information like arrival or
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expiration dates. To enable this feature, navigate to :menuselection:`Inventory --> Configuration
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--> Settings`. Under the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots &
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Serial Numbers` to enable the feature.
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--> Settings`. Under the *Traceability* heading, check the box beside :guilabel:`Lots & Serial
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Numbers` to enable the feature.
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.. image:: removal_strategies/enable-lots.png
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:align: center
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:alt: Enable lots and serial numbers.
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Next, ensure the intended product is tracked by lots or serial numbers by navigating to the product
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@@ -127,14 +129,13 @@ Locations and routes
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**Storage locations** and **multi-step routes** are necessary features for setting **all** types of
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removal strategies on a location. However, these features are specifically required for the closest
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location removal strategy since it is only applied at the location level.
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location removal strategy, as it is applied at the location level.
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To activate these features, navigate to :menuselection:`Inventory --> Configuration --> Settings`.
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Under the :guilabel:`Warehouse` heading, enable the :guilabel:`Storage Location` and
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:guilabel:`Multi-Step Routes` features.
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Under the *Warehouse* heading, enable the :guilabel:`Storage Location` and :guilabel:`Multi-Step
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Routes` features.
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.. image:: removal_strategies/enable-location.png
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:align: center
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:alt: Enable the locations and route features.
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.. _inventory/warehouses_storage/exp-setup:
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@@ -142,15 +143,14 @@ Under the :guilabel:`Warehouse` heading, enable the :guilabel:`Storage Location`
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Expiration date
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---------------
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Enable the **expiration date** feature to track expiration dates, best before dates, removal dates,
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Enable the **expiration date** feature to track expiration dates, best-before dates, removal dates,
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and alert dates on a lot or serial number by navigating to :menuselection:`Inventory -->
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Configuration --> Settings`.
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Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & Serial Numbers` feature is
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selected, and then select the check box for :guilabel:`Expiration Dates` to enable the feature.
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Under the *Traceability* heading, ensure the :guilabel:`Lots & Serial Numbers` feature is selected,
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and then select the check box for :guilabel:`Expiration Dates` to enable the feature.
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.. image:: removal_strategies/enable-expiration.png
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:align: center
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:alt: Enable expiration dates feature for FEFO.
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.. _inventory/warehouses_storage/pack-setup:
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@@ -165,7 +165,6 @@ Navigate to :menuselection:`Inventory --> Configuration --> Settings` and select
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the :guilabel:`Packages` feature.
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.. image:: removal_strategies/enable-pack.png
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:align: center
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:alt: Enable the packages feature.
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.. seealso::
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