diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst index aed7dab24..6ae4e41af 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst @@ -3,25 +3,84 @@ FIFO removal ============ The *First In, First Out* (FIFO) removal strategy selects products with the earliest arrival dates. -This method is useful for companies selling products that have short demand cycles, like clothes, -for example. By using :abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock -retention of specific styles. - -.. seealso:: - :doc:`About removal strategies <../removal_strategies>` +This method is useful for companies selling products that have short demand cycles, like clothes. +By using :abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock retention of +specific styles. .. example:: - Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive on August 1st and - August 25th. For an order made on September 1st, the :abbr:`FIFO (First In, First Out)` removal - strategy prioritizes lots that have been in stock the longest. So, products received on August - 1st are selected first for picking. + Different shipments of t-shirts, tracked by lot numbers, arrive in a business's warehouse between + August 1st and August 25th. When a customer makes an order on September 1st, the :abbr:`FIFO + (First In, First Out)` removal strategy prioritizes lots that have been in stock the longest. So, + products received on August 1st are selected first for picking. .. image:: fifo/fifo-example.png - :align: center :alt: Illustration of FIFO selecting the oldest products in stock. -.. seealso:: - :ref:`Lot/serial number setup details ` +.. _inventory/warehouses_storage/fifo_enable: + +Enabling the FIFO removal strategy +================================== + +Lots and serial numbers differentiate identical products and track information like arrival or +expiration dates. To enable this feature, navigate to :menuselection:`Inventory --> Configuration +--> Settings`. Under the :guilabel:`Traceability` section, check the box beside :guilabel:`Lots & +Serial Numbers`. + +.. image:: fifo/enable-lots-serial-numbers.png + :alt: Enable Lots & Serial Numbers in the Inventory settings. + +Enable tracking by lots or serial numbers +----------------------------------------- + +Next, ensure the intended product is tracked by lots or serial numbers by navigating to the product +form through :menuselection:`Inventory --> Products --> Products` and selecting the desired product. +On the product form, open the :guilabel:`General Information` tab and select the check box next to +the :guilabel:`Track Inventory` field, then select either :guilabel:`By Unique Serial Number` or +:guilabel:`By Lots`. + +.. image:: fifo/track-by-serial-number.png + :alt: Enable tracking by serial number. + +Assigning lots and serial numbers +--------------------------------- + +After enabling the features, assign lot or serial numbers to products using an :doc:`inventory +adjustment <../../warehouses_storage/inventory_management/count_products>` or :ref:`during +reception `. + +Setting removal strategies +-------------------------- + +After lot or serial numbers have been assigned, set the removal strategy on the product category or +storage location. + +.. image:: fifo/location-categories.png + :alt: Find the Locations or Categories from the Configuration menu. + +On the location +~~~~~~~~~~~~~~~ + +Open :menuselection:`Inventory app --> Configuration --> Locations`. Select the desired location. On +the location form, under the :guilabel:`Logistics` heading, select :guilabel:`First In First Out +(FIFO)` from the list of removal strategies. + +.. image:: fifo/fifo-on-location.png + :alt: Set First In First Out as the location removal strategy. + +On the product category +~~~~~~~~~~~~~~~~~~~~~~~ + +Configure removal strategies on product categories by going to :menuselection:`Inventory app --> +Configuration --> Categories` and selecting the intended product category. Next, in the +:guilabel:`Force Removal Strategy` field, specify :guilabel:`First In First Out (FIFO)`. + +.. image:: fifo/fifo-on-category.png + :alt: Set First In First Out as the product category removal strategy. + +.. important:: + When there are different removal strategies applied on both the location and product category for + a product, the value set on the :guilabel:`Force Removal Strategy` field set on a product + category form is applied as top priority. .. _inventory/warehouses_storage/arrival_date: @@ -29,18 +88,19 @@ Arrival date ============ To see the product lot or serial number that arrived in inventory first, navigate to -:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. +:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. By default, this list is +grouped by location. If necessary, remove that grouping and group by product instead. -Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a product line, in order -to reveal a list of the product's lots or serial numbers that are in stock. The :guilabel:`Created -On` field shows the lot/serial number creation date, which is, essentially, the arrival date. +Then, select the :icon:`fa-caret-right` :guilabel:`(right-pointing arrow)` icon on the left of a +product line, in order to reveal a list of the product's lots or serial numbers that are in stock. +The :guilabel:`Created on` field shows the lot/serial number creation date, which the system +considers to be the arrival date. .. example:: - Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on December 29th, as - displayed in the :guilabel:`Created On` field. + Serial number `0000000000500` of the product, `Cabinet with Doors`, arrived on December 9th, as + displayed in the :guilabel:`Created on` field. .. image:: fifo/created-on.png - :align: center :alt: Display arrival date of a lot for an item. Workflow @@ -55,10 +115,6 @@ the :guilabel:`Force Removal Strategy`. The white shirts are tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product form. -.. seealso:: - - :ref:`Set up force removal strategy ` - - :ref:`Enable lots tracking ` - The following table represents the on-hand stock and lot number details of white shirts. .. list-table:: @@ -84,14 +140,19 @@ for six white shirts by navigating to the :menuselection:`Sales app` and creatin After clicking :guilabel:`Confirm` on the sales order, a delivery order with the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO (First In, First Out)` removal strategy. -To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` icon, located on the -far-right of the white shirt's product line in the :guilabel:`Operations` tab of the delivery order. -Doing so opens the :guilabel:`Open: Stock move` pop-up window. +To view the detailed pickings, click the :guilabel:`Details` link, located on the far-right of the +white shirt's product line in the :guilabel:`Operations` tab of the delivery order. Doing so opens +the :guilabel:`Detailed Operations` pop-up window. -In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from` field displays where +In the :guilabel:`Detailed Operations` pop-up window, the :guilabel:`Pick From` field displays where the quantities to fulfill the :guilabel:`Demand` are picked from. Since the order demanded six shirts, all five shirts from `LOT1`, and one shirt from `LOT2`, are selected. .. image:: fifo/white-shirt-picking.png - :align: center :alt: Two lots being reserved for a sales order with the FIFO strategy. + +.. seealso:: + - :doc:`Removal strategies <../removal_strategies>` + - :ref:`Lot/serial number setup details ` + - :ref:`Set up force removal strategy ` + - :ref:`Enable lots tracking ` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/created-on.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/created-on.png index 313f3b6fb..05b2919b2 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/created-on.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/created-on.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/enable-lots-serial-numbers.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/enable-lots-serial-numbers.png new file mode 100644 index 000000000..6154bd44d Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/enable-lots-serial-numbers.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-example.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-example.png index f0787f391..5e2a20bcf 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-example.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-example.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-on-category.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-on-category.png new file mode 100644 index 000000000..267cb72fb Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-on-category.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-on-location.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-on-location.png new file mode 100644 index 000000000..00bed2aea Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/fifo-on-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/location-categories.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/location-categories.png new file mode 100644 index 000000000..8684edc93 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/location-categories.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/track-by-serial-number.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/track-by-serial-number.png new file mode 100644 index 000000000..476f4bbaf Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/track-by-serial-number.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/white-shirt-picking.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/white-shirt-picking.png index 4f8e81275..f0637b95d 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/white-shirt-picking.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo/white-shirt-picking.png differ