[IMP] Inventory: Update FIFO removal strategy
Co-authored-by: theRealThagomizer <96515928+theRealThagomizer@users.noreply.github.com> Co-authored-by: theRealThagomizer <96515928+theRealThagomizer@users.noreply.github.com> Co-authored-by: Felicia Kuan <feku@odoo.com>
@@ -3,25 +3,84 @@ FIFO removal
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============
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The *First In, First Out* (FIFO) removal strategy selects products with the earliest arrival dates.
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This method is useful for companies selling products that have short demand cycles, like clothes,
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for example. By using :abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock
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retention of specific styles.
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.. seealso::
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:doc:`About removal strategies <../removal_strategies>`
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This method is useful for companies selling products that have short demand cycles, like clothes.
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By using :abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock retention of
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specific styles.
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.. example::
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Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive on August 1st and
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August 25th. For an order made on September 1st, the :abbr:`FIFO (First In, First Out)` removal
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strategy prioritizes lots that have been in stock the longest. So, products received on August
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1st are selected first for picking.
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Different shipments of t-shirts, tracked by lot numbers, arrive in a business's warehouse between
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August 1st and August 25th. When a customer makes an order on September 1st, the :abbr:`FIFO
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(First In, First Out)` removal strategy prioritizes lots that have been in stock the longest. So,
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products received on August 1st are selected first for picking.
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.. image:: fifo/fifo-example.png
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:align: center
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:alt: Illustration of FIFO selecting the oldest products in stock.
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.. seealso::
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:ref:`Lot/serial number setup details <inventory/warehouses_storage/lots-setup>`
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.. _inventory/warehouses_storage/fifo_enable:
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Enabling the FIFO removal strategy
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==================================
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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` section, check the box beside :guilabel:`Lots &
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Serial Numbers`.
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.. image:: fifo/enable-lots-serial-numbers.png
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:alt: Enable Lots & Serial Numbers in the Inventory settings.
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Enable tracking by lots or serial numbers
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-----------------------------------------
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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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form through :menuselection:`Inventory --> Products --> Products` and selecting the desired product.
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On the product form, open the :guilabel:`General Information` tab and select the check box next to
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the :guilabel:`Track Inventory` field, then select either :guilabel:`By Unique Serial Number` or
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:guilabel:`By Lots`.
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.. image:: fifo/track-by-serial-number.png
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:alt: Enable tracking by serial number.
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Assigning lots and serial numbers
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---------------------------------
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After enabling the features, assign lot or serial numbers to products using an :doc:`inventory
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adjustment <../../warehouses_storage/inventory_management/count_products>` or :ref:`during
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reception <inventory/product_management/assign-lots>`.
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Setting removal strategies
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--------------------------
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After lot or serial numbers have been assigned, set the removal strategy on the product category or
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storage location.
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.. image:: fifo/location-categories.png
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:alt: Find the Locations or Categories from the Configuration menu.
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On the location
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~~~~~~~~~~~~~~~
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Open :menuselection:`Inventory app --> Configuration --> Locations`. Select the desired location. On
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the location form, under the :guilabel:`Logistics` heading, select :guilabel:`First In First Out
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(FIFO)` from the list of removal strategies.
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.. image:: fifo/fifo-on-location.png
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:alt: Set First In First Out as the location removal strategy.
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On the product category
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~~~~~~~~~~~~~~~~~~~~~~~
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Configure removal strategies on product categories by going to :menuselection:`Inventory app -->
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Configuration --> Categories` and selecting the intended product category. Next, in the
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:guilabel:`Force Removal Strategy` field, specify :guilabel:`First In First Out (FIFO)`.
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.. image:: fifo/fifo-on-category.png
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:alt: Set First In First Out as the product category removal strategy.
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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 product
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category form is applied as top priority.
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.. _inventory/warehouses_storage/arrival_date:
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@@ -29,18 +88,19 @@ Arrival date
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============
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To see the product lot or serial number that arrived in inventory first, navigate to
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:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`.
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:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. By default, this list is
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grouped by location. If necessary, remove that grouping and group by product instead.
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Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a product line, in order
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to reveal a list of the product's lots or serial numbers that are in stock. The :guilabel:`Created
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On` field shows the lot/serial number creation date, which is, essentially, the arrival date.
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Then, select the :icon:`fa-caret-right` :guilabel:`(right-pointing arrow)` icon on the left of a
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product line, in order to reveal a list of the product's lots or serial numbers that are in stock.
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The :guilabel:`Created on` field shows the lot/serial number creation date, which the system
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considers to be the arrival date.
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.. example::
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Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on December 29th, as
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displayed in the :guilabel:`Created On` field.
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Serial number `0000000000500` of the product, `Cabinet with Doors`, arrived on December 9th, as
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displayed in the :guilabel:`Created on` field.
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.. image:: fifo/created-on.png
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:align: center
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:alt: Display arrival date of a lot for an item.
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Workflow
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@@ -55,10 +115,6 @@ the :guilabel:`Force Removal Strategy`.
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The white shirts are tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product
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form.
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.. seealso::
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- :ref:`Set up force removal strategy <inventory/warehouses_storage/removal-config>`
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- :ref:`Enable lots tracking <inventory/warehouses_storage/lots-setup>`
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The following table represents the on-hand stock and lot number details of white shirts.
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.. list-table::
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@@ -84,14 +140,19 @@ for six white shirts by navigating to the :menuselection:`Sales app` and creatin
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After clicking :guilabel:`Confirm` on the sales order, a delivery order with the oldest lot numbers
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for shirts are reserved, using the :abbr:`FIFO (First In, First Out)` removal strategy.
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To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` icon, located on the
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far-right of the white shirt's product line in the :guilabel:`Operations` tab of the delivery order.
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Doing so opens the :guilabel:`Open: Stock move` pop-up window.
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To view the detailed pickings, click the :guilabel:`Details` link, located on the far-right of the
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white shirt's product line in the :guilabel:`Operations` tab of the delivery order. Doing so opens
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the :guilabel:`Detailed Operations` pop-up window.
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In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from` field displays where
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In the :guilabel:`Detailed Operations` pop-up window, the :guilabel:`Pick From` field displays where
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the quantities to fulfill the :guilabel:`Demand` are picked from. Since the order demanded six
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shirts, all five shirts from `LOT1`, and one shirt from `LOT2`, are selected.
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.. image:: fifo/white-shirt-picking.png
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:align: center
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:alt: Two lots being reserved for a sales order with the FIFO strategy.
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.. seealso::
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- :doc:`Removal strategies <../removal_strategies>`
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- :ref:`Lot/serial number setup details <inventory/warehouses_storage/lots-setup>`
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- :ref:`Set up force removal strategy <inventory/warehouses_storage/removal-config>`
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- :ref:`Enable lots tracking <inventory/warehouses_storage/lots-setup>`
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