[IMP] Inventory: make Storage Categories current with 18.0

closes odoo/documentation#15278

X-original-commit: b498a0a473
Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>

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

@@ -2,13 +2,13 @@
 Storage categories
 ==================
 
-A *storage category* is used with :doc:`putaway rules <putaway>`, as an extra location attribute to
-automatically propose optimal storage locations for products.
+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.
 
 Follow these steps to complete the setup:
 
-#. :ref:`Enable the Storage Category feature <inventory/routes/enable-storage-categories>`
-#. :ref:`Define a storage category <inventory/routes/define-storage>` with specific limitations
+#. :ref:`Enable features in the settings <inventory/routes/enable-storage-categories>`
+#. :ref:`Define capacity limitations <inventory/routes/define-storage>`
 #. Assign a :ref:`category to storage locations <inventory/routes/assign-location>`
 #. Add the storage category as an attribute to a :ref:`putaway rule
    <inventory/routes/set-putaway-attribute>`
@@ -17,9 +17,10 @@ Follow these steps to complete the setup:
    :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.
+   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
@@ -29,11 +30,11 @@ To enable storage categories, go to :menuselection:`Inventory app --> Configurat
 Then, in the :guilabel:`Warehouse` section, ensure the :guilabel:`Storage Locations` and
 :guilabel:`Multi-Step Routes` features are enabled.
 
-Next, activate the :guilabel:`Storage Categories` feature. Finally, click :guilabel:`Save`.
+If intending to set capacities by :ref:`package type <inventory/routes/set-capacity-package>`, also
+make sure :guilabel:`Packages` is enabled. Click :guilabel:`Save`.
 
 .. image:: storage_category/enable-categories.png
-   :align: center
-   :alt: Show the Storage Categories feature.
+   :alt: Enable Storage Locations and Multi-Step Routes to enable storage categories.
 
 .. _inventory/routes/define-storage:
 
@@ -44,7 +45,7 @@ A storage category with specific limitations **must** be created first, before i
 locations, in order to decide the optimal storage location.
 
 To create a storage category, go to :menuselection:`Inventory app --> Configuration --> Storage
-Categories`, and click :guilabel:`Create`.
+Categories`, and click :guilabel:`New`.
 
 On the storage category form, type a name for the category in the :guilabel:`Storage Category`
 field.
@@ -65,12 +66,21 @@ product:
 - :guilabel:`If location is empty`: a product can be added there only if the location is empty.
 - :guilabel:`If products are the same`: a product can be added there only if the same product is
   already there.
-- :guilabel:`Allow mixed products`: several different products can be stored in this location at
-  the same time.
+- :guilabel:`Allow mixed products`: several different products can be stored in this location at the
+  same time.
 
 .. tip::
-   When clicked, the :guilabel:`Location` smart button shows which storage locations the category
-   has been assigned to.
+   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
+   its capacity, Odoo still routes all items to that same location instead of selecting another one
+   with available space.
+
+   *(Example: If a location can hold 10 units and 12 units arrive, all 12 are still assigned to that
+   location.)*
 
 Capacity by weight
 ------------------
@@ -91,7 +101,6 @@ their capacities in the :guilabel:`Quantity` field.
    of a storage category form.
 
    .. image:: storage_category/capacity-by-product.png
-      :align: center
       :alt: Show storage category limiting by product count.
 
 .. _inventory/routes/set-capacity-package:
@@ -103,20 +112,29 @@ For companies using :doc:`packages <../../product_management/configure/package>`
 possible to ensure real-time storage capacity checks, based on package types (e.g., crates, bins,
 boxes, etc.).
 
-.. important::
-   Enable the :guilabel:`Packages` feature in :menuselection:`Inventory app --> Configuration -->
-   Settings` to show the :guilabel:`Capacity by Package` tab.
+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`.
 
 .. example::
-   Create putaway rules for pallet-stored items, by creating the `High Frequency pallets` storage
+   Create putaway rules for pallet-stored items, by creating the `High frequency pallets` storage
    category.
 
    In the :guilabel:`Capacity by Package` tab, specify the number of packages for the designated
    :guilabel:`Package Type`, and set a maximum of `2.00` `Pallets` for a specific location.
 
    .. image:: storage_category/storage-category.png
-      :align: center
-      :alt: Create a storage category on the page.
+      :alt: Create a storage category.
+
+.. 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
+   its capacity, Odoo still routes all items to that same location instead of selecting another one
+   with available space.
+
+   *(Example: If a location can hold 10 units and 12 units arrive, all 12 are still assigned to that
+   location.)*
 
 .. _inventory/routes/assign-location:
 
@@ -128,11 +146,10 @@ Once the storage category is created, assign it to a location. Navigate to the l
 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/PAL 1` sub-location.
+   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.
 
    .. image:: storage_category/location-storage-category.png
-      :align: center
       :alt: When a Storage Category is created, it can be linked to a warehouse location.
 
 .. _inventory/routes/set-putaway-attribute:
@@ -144,16 +161,27 @@ With the :ref:`storage category <inventory/routes/define-storage>` and :ref:`loc
 <inventory/routes/assign-location>` set up, create the :doc:`putaway rule <putaway>` by navigating
 to :menuselection:`Inventory app --> Configuration --> Putaway Rules`.
 
-Click the :guilabel:`Create` button to create the putaway rule. In the :guilabel:`Having Category`
-field of the new putaway rule form, select the storage category.
+Click the :guilabel:`New` button to create the putaway rule. Specify a location to store to in the
+:guilabel:`Store to` field.
+
+Use the :guilabel:`Sublocation` field to specify that you want to use a sublocation with the storage
+category:
+
+- :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.
+
+If using multiple storage locations for a single storage category, create putaway rules for each
+location to ensure that if one storage location is in use, the secondary locations must be used.
 
 .. example::
-   Continuing the example from above, the `High Frequency Pallets` storage category is assigned to
-   the putaway rule directing pallets of lemonade to locations with the `High Frequency Pallets`
+   Continuing the example from above, the `High frequency pallets` storage category is assigned to
+   the putaway rule directing pallets of lemonade to locations with the `High frequency pallets`
    storage category :ref:`assigned to them <inventory/routes/assign-location>`.
 
    .. image:: storage_category/smart-putaways.png
-      :align: center
       :alt: Storage Categories used in a variety of putaway rules.
 
 Use case: limit capacity by package
@@ -162,16 +190,23 @@ 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 example 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
 the warehouse are directed to be stored in `PAL1` and `PAL2` locations.
 
-Depending on the number of pallets on-hand at each of the storage locations, when one pallet of
+Depending on the number of pallets on-hand at each of the storage locations, when two pallets of
 lemonade cans is received, the following scenarios happen:
 
 - If `PAL1` and `PAL2` are empty, the pallet is redirected to `WH/Stock/Pallets/PAL1`.
 - If `PAL1` is full, the pallet is redirected to `WH/Stock/Pallets/PAL2`.
 - If `PAL1` and `PAL2` are full, the pallet is redirected to `WH/Stock/Pallets`.
+- If `PAL1` is partially full (for example, with one pallet), Odoo treats more than one received
+  pallet as a single pallet on the receipt. You must manually separate the two pallets into separate
+  storage locations. Click the :guilabel:`Open Move` icon to the right of the :guilabel:`Units`
+  field, and then in the :guilabel:`Open: Stock move` box, click :guilabel:`Add a line`. Finally,
+  split the receipt by quantity into separate locations, then click :guilabel:`Save`.
 
+     .. image:: storage_category/package-stock-move.png
+        :alt: Update the Stock move box to route pallets to the correct locations before validating.