[IMP] Inventory: Update FEFO removal strategy

Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst

@@ -5,8 +5,82 @@ FEFO removal
 The *First Expired, First Out* (FEFO) removal strategy targets products for removal based on their
 assigned removal dates.
 
-.. seealso::
+.. _inventory/warehouses_storage/fefo_enable:
-   :doc:`About removal strategies <../removal_strategies>`
+
+Enabling the FEFO 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` heading, check the box beside :guilabel:`Lots &
+Serial Numbers`. After :guilabel:`Lots & Serial Numbers` is enabled, the :guilabel:`Expiration Date`
+feature appears. Enable it to track expiration dates, best-before dates, removal dates, and alert
+dates.
+
+.. image:: fefo/enable-features.png
+   :alt: Enable Lots & Serial Numbers and Expiration Dates 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:: fefo/track-by-lots.png
+   :alt: Enable tracking by lot.
+
+Setting dates
+-------------
+
+Next, set the :guilabel:`Expiration Date`, :guilabel:`Best Before Date`, :guilabel:`Removal Date`,
+and :guilabel:`Alert Date` settings for the product. In the :guilabel:`Inventory` tab of the product
+form, under the :guilabel:`Traceability` heading, select the :guilabel:`Expiration Date` check box.
+The :guilabel:`Dates` heading appears. See :ref:`Removal date
+<inventory/warehouses_storage/removal-date>` for more information.
+
+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 during :ref:`product
+reception <inventory/product_management/assign-lots>`.
+
+Setting removal strategies
+--------------------------
+
+After lot or serial numbers have been assigned, set the removal strategy on the storage location or
+product category.
+
+.. image:: fefo/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 Expiry First Out
+(FEFO)` from the list of removal strategies.
+
+.. image:: fefo/set-on-location.png
+   :alt: Set First Expiry 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 Expiry First Out (FEFO)`.
+
+.. image:: fefo/set-on-category.png
+   :alt: Set First Expiry 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/removal-date:
 
@@ -34,9 +108,6 @@ number of days specified in the :guilabel:`Expiration Date` field of the product
 The removal date takes this expiration date, and subtracts the number of days specified in the
 :guilabel:`Removal Date` field of the product form.
 
-.. seealso::
-   :doc:`Expiration dates <../../product_management/product_tracking/expiration_dates>`
-
 .. example::
    In the :guilabel:`Inventory` tab of the product, `Egg`, the following :guilabel:`Dates` are set
    by the user:
@@ -45,7 +116,6 @@ The removal date takes this expiration date, and subtracts the number of days sp
    - :guilabel:`Removal Date`: `15` days before expiration date
 
    .. image:: fefo/user-set-date.png
-      :align: center
       :alt: Display expiration and removal dates set on the product form.
 
    A shipment of Eggs arrive at the warehouse on January 1st. So, the expiration date of the Eggs is
@@ -54,16 +124,20 @@ The removal date takes this expiration date, and subtracts the number of days sp
 
 .. _inventory/warehouses_storage/exp-date:
 
-To view the expiration dates of items in stock, navigate to the product form, and click the
+To view the expiration dates of items in stock, go to :menuselection:`Inventory app --> Products -->
-:guilabel:`On Hand` smart button.
+Lots / Serial Numbers`. By default, this report is grouped by location. If necessary, remove that
-
+grouping in the search bar and group by product. Expand the product to show its lots. Next, click
-Next, click the additional options icon, located on the far-right, and select the columns:
+the :icon:`oi-settings-adjust` :guilabel:`(Additional Options)` icon, located on the far-right, and
-:guilabel:`Expiration Date` and :guilabel:`Removal Date`.
+select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal Date`.
 
 .. image:: fefo/removal-date.png
-   :align: center
+   :alt: Show expiration dates from the Lots / Serial Numbers list.
-   :alt: Show expiration dates from the inventory adjustments model accessed from the *On Hand*
+
-         smart button from the product form.
+Alternatively, view these dates by clicking the :guilabel:`Lot/Serial Numbers` smart button on the
+product form.
+
+.. image:: fefo/removal-date-lots-serial-numbers.png
+   :alt: Show expiration dates from the Lots/Serial Numbers list on the product form.
 
 Workflow
 ========
@@ -72,15 +146,10 @@ Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures that
 nearest removal date are picked first.
 
 To understand how this removal strategy works, consider the following example below about the
-product, `Carton of eggs`, which is a box containing twelve eggs.
+product, `Carton of Eggs`, which is a box containing twelve eggs.
 
 The product is tracked :guilabel:`By Lots`, and the product category's :guilabel:`Force Removal
-Strategy` is set to :guilabel:`First Expired, First Out (FEFO)`.
+Strategy` is set to :guilabel:`First Expiry First Out (FEFO)`.
-
-.. seealso::
-   - :ref:`Set up force removal strategy <inventory/warehouses_storage/removal-config>`
-   - :ref:`Enable lots tracking <inventory/warehouses_storage/lots-setup>`
-   - `Odoo Tutorials: Perishable Products <https://www.odoo.com/slides/slide/5324/share>`_
 
 .. list-table::
    :header-rows: 1
@@ -95,32 +164,38 @@ Strategy` is set to :guilabel:`First Expired, First Out (FEFO)`.
      - 2
      - 1
    * - Expiration date
-     - April 4
+     - January 8, 2026
-     - April 10
+     - January 15, 2026
-     - April 15
+     - January 22, 2026
    * - :ref:`Removal date <inventory/warehouses_storage/exp-date>`
-     - February 26
+     - December 24, 2025
-     - March 4
+     - December 31, 2025
-     - March 9
+     - January 7, 2026
 
 To see the removal strategy in action, go to the :menuselection:`Sales app` and create a new
 quotation.
 
-Clicking :guilabel:`Confirm` creates a delivery order for today, December 29th, and the lot numbers
+Clicking :guilabel:`Confirm` creates a delivery order for today, December 9th, and the lot numbers
 with the soonest expiration dates are reserved, using the :abbr:`FEFO (First Expired, First Out)`
 removal strategy.
 
-To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` icon, located on the
+To view the detailed pickings, click the :guilabel:`Details` link, located on the far-right of the
-far-right of the Carton of egg's product line, in the :guilabel:`Operations` tab of the delivery
+Carton of Eggs' product line, in the :guilabel:`Operations` tab of the delivery order. Doing so
-order. Doing so opens the :guilabel:`Open: Stock move` pop-up window.
+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 Cartons of eggs, using the :abbr:`FEFO (First Expired, First Out)`
+Since the order demanded six Cartons of Eggs, using the :abbr:`FEFO (First Expired, First Out)`
-removal strategy, all five Cartons from `LOT1`, with the removal date of February 26th, are picked.
+removal strategy, all five Cartons from `LOT1`, with the removal date of December 24, are picked.
-The remaining Carton is selected from `LOT2`, which has a removal date of March 4th.
+The remaining Carton is selected from `LOT2`, which has a removal date of December 31.
 
 .. image:: fefo/eggs-picking.png
-   :align: center
+   :alt: The detailed operations window that shows the lots to be removed using FEFO.
-   :alt: The stock moves window that shows the lots to be removed using FEFO.
+
+.. seealso::
+   - :doc:`Removal strategies <../removal_strategies>`
+   - :ref:`Set up force removal strategy <inventory/warehouses_storage/removal-config>`
+   - :doc:`Expiration dates <../../product_management/product_tracking/expiration_dates>`
+   - :ref:`Enable lots tracking <inventory/warehouses_storage/lots-setup>`
+   - `Odoo Tutorials: Perishable Products <https://www.odoo.com/slides/slide/5324/share>`_