[IMP] Inventory: Updating LIFO removal strategy
Co-authored-by: meval1006 <meval@odoo.com> Co-authored-by: meval1006 <meval@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com>
@@ -9,23 +9,85 @@ Every time an order is placed for products using the :abbr:`LIFO (Last In, First
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transfer is created for the lot/serial number that has most recently entered the stock (the **last**
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lot/serial number that entered the warehouse's inventory).
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.. seealso::
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:doc:`About removal strategies <../removal_strategies>`
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.. warning::
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In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is banned, since it can
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potentially result in old, expired, or obsolete products being delivered to customers.
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.. _inventory/warehouses_storage/lifo_enable:
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Enabling the LIFO 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` to enable the feature.
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.. image:: lifo/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 in the :menuselection:`Inventory app --> Products --> Products`, then selecting the desired
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product. On the product form, open the :guilabel:`General Information` tab, select the checkbox next
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to the :guilabel:`Track Inventory` field, then choose either :guilabel:`By Unique Serial Number` or
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:guilabel:`By Lots`.
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.. image:: lifo/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 reception
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<inventory/product_management/assign-lots>`.
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Setting removal strategies
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--------------------------
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After lots 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:: lifo/location-categories.png
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:alt: Find the Locations or Categories from the Configuration menu.
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On the storage 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:`Last In First Out
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(LIFO)` from the list of removal strategies.
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.. image:: lifo/lifo-on-location.png
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:alt: Set Last 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. In the
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:guilabel:`Logistics` section, specify :guilabel:`Last In First Out (LIFO)` in the :guilabel:`Force
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Removal Strategy` field.
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.. image:: lifo/lifo-on-category.png
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:alt: Set Last 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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Workflow
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========
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Consider the following example, with the product, `Cinder Block`, which is tracked :guilabel:`By
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Lots` in the :guilabel:`Inventory` tab of the product form. The :guilabel:`Force Removal Strategy`
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for the cinder block's product category is set to :guilabel:`Last In, First Out (LIFO)`.
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Lots` in the :guilabel:`General Information` tab of the product form. The :guilabel:`Force Removal
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Strategy` for the cinder block's product category is set to :guilabel:`Last In, First Out (LIFO)`.
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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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- :ref:`Check arrival date <inventory/warehouses_storage/arrival_date>`
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The following table represents the cinder blocks in stock, and their various lot number details.
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The following table lists the cinder blocks in stock and their respective lot numbers.
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.. list-table::
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:header-rows: 1
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@@ -45,21 +107,28 @@ The following table represents the cinder blocks in stock, and their various lot
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- June 6
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To see the removal strategy in action, create a :ref:`delivery order <inventory/delivery/one-step>`
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for seven cinder blocks by navigating to the :menuselection:`Sales app` and creating a new
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quotation.
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for seven cinder blocks by navigating to the **Sales** app and creating a new quotation.
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:guilabel:`Confirm` the sales order to create a delivery order. Doing so reserves the newest lot
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numbers are using the :abbr:`LIFO (Last In, First Out)` removal strategy.
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Click :guilabel:`Confirm` on the sales order form to create a delivery order. Doing so reserves the
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newest lot numbers using the :abbr:`LIFO (Last 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 cinder block's product line in the :guilabel:`Operations` tab of the delivery
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order. 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 at the far-right of the cinder
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block's product line in the :guilabel:`Operations` tab of the delivery order.
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In the :guilabel:`Open: Stock move` 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 seven
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cinder blocks, the newest cinder blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In,
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First Out)` removal strategy.
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.. image:: lifo/details-link.png
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:alt: Find the Details link in the Operations tab of the delivery order.
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Clicking the :guilabel:`Details` link opens the :guilabel:`Detailed Operations` pop-up window.
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In the :guilabel:`Detailed Operations` pop-up window, the :guilabel:`Pick From` field shows where
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the quantities to fulfill the :guilabel:`Demand` are picked. Since the order demanded seven cinder
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blocks, the newest cinder blocks from `LOT3` are selected using the :abbr:`LIFO (Last In, First
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Out)` removal strategy.
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.. image:: lifo/cinder-block-picking.png
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:align: center
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:alt: The detailed operations shows which lots are being selected for the picking.
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.. seealso::
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- :doc:`Removal strategies <../removal_strategies>`
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- :ref:`Enable lots tracking <inventory/warehouses_storage/lots-setup>`
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- :ref:`Check arrival date <inventory/warehouses_storage/arrival_date>`
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