[IMP] Inventory: Updating LIFO removal strategy #15613
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Hi @meval1006 ! I've just created this PR to update the LIFO removal strategy doc. Could you review when you get a moment? Thank you! |
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Hi @erjer-odoo. Good job on the update. I made a few technical edits and some revisions. Feel free to ignore the optional ones.
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| 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. |
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| form through :menuselection:`Inventory --> Products --> Products` and selecting the desired product. | |
| form in the :menuselection:`Inventory app --> Products --> Products` , then selecting the desired product. |
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The style convention is to include 'app' in the menuselection code.
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| 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 |
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| On the product form, open the :guilabel:`General Information` tab and select the check box next to | |
| On the product form, open the :guilabel:`General Information` tab, select the checkbox next to |
| 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 |
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| the :guilabel:`Track Inventory` field, then select either :guilabel:`By Unique Serial Number` or | |
| the :guilabel:`Track Inventory` field, then choose either :guilabel:`By Unique Serial Number` or |
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| To create a new lot or serial number, on the :guilabel:`Physical Inventory` page, click | ||
| :guilabel:`New`. Specify the :guilabel:`Product` and :guilabel:`Lot/Serial Number`. Specify the | ||
| :guilabel:`Counted Quantity`. Click :guilabel:`Save`. At this stage, the count (inventory | ||
| adjustment) is recorded, but not yet applied. This means that the quantity on hand before the | ||
| adjustment has not yet been updated to match the new, real counted quantity. Click the | ||
| :guilabel:`Apply` button at the far right side of the page. |
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| To create a new lot or serial number, on the :guilabel:`Physical Inventory` page, click | |
| :guilabel:`New`. Specify the :guilabel:`Product` and :guilabel:`Lot/Serial Number`. Specify the | |
| :guilabel:`Counted Quantity`. Click :guilabel:`Save`. At this stage, the count (inventory | |
| adjustment) is recorded, but not yet applied. This means that the quantity on hand before the | |
| adjustment has not yet been updated to match the new, real counted quantity. Click the | |
| :guilabel:`Apply` button at the far right side of the page. | |
| To create a new lot or serial number on the :guilabel:`Physical Inventory` page, click | |
| :guilabel:`New`. Enter the :guilabel:`Product`, :guilabel:`Lot/Serial Number`, and | |
| :guilabel:`Counted Quantity`, then click :guilabel:`Save`. | |
| The count (inventory adjustment) is recorded but not yet applied, so the quantity on hand remains | |
| unchanged. To update it, click the :guilabel:`Apply` button at the far right. |
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Hi Erin, I revised this paragraph to flow better. Feel free to edit or change the suggestion.
| :alt: Set Last In First Out as the product category removal strategy. | ||
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| .. important:: | ||
| When there are different removal strategies applied on both the location and product category for |
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| When there are different removal strategies applied on both the location and product category for | |
| When there are different removal strategies applied to both the :guilabel: `Location` and :guilabel:`Product Category` for |
Is 'location' and 'product category' field references? If so, I recommend adding a GUI label.
| Lots` in the :guilabel:`General Information` tab of the product form. The :guilabel:`Force Removal | ||
| Strategy` for the cinder block's product category is set to :guilabel:`Last In, First Out (LIFO)`. | ||
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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 represents the cinder blocks in stock, and their various lot number details. | |
| The following table lists the cinder blocks in stock and their respective lot numbers. |
| - June 6 | ||
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| To see the removal strategy in action, create a :ref:`delivery order <inventory/delivery/one-step>` | ||
| for seven cinder blocks by navigating to the :menuselection:`Sales app` and creating a new |
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Optional: If it's just the app I usually just bold it then use the menuselection rst
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| for seven cinder blocks by navigating to the **Sales app** and creating a new |
| numbers are using the :abbr:`LIFO (Last In, First Out)` removal strategy. | ||
| numbers using the :abbr:`LIFO (Last In, First Out)` removal strategy. | ||
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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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| To view the detailed pickings, click the :guilabel:`Details` link, located on the far-right of the | |
| To view the detailed pickings, click the :guilabel:`Details` link at the far-right of the |
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| 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 seven |
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| 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 seven | |
| In the :guilabel:`Detailed Operations` pop-up window, the :guilabel:`Pick From` field shows where | |
| the quantities to fulfill the :guilabel:`Demand` are picked. Since the order demanded seven |
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| 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 seven | ||
| cinder blocks, the newest cinder blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, |
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| cinder blocks, the newest cinder blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, | |
| cinder blocks, the newest cinder blocks from `LOT3` are selected using the :abbr:`LIFO (Last In, |
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While writing scripts for removal strategies videos, I noticed that the removal strategies documents were outdated. I've updated the LIFO removal strategy doc to include setup information in case they land on this page before the "Removal strategies" doc. I've also updated screenshots to remove callouts. I added a header to clarify the workflow and separate it from the setup steps. Finally, this update brings the document up to date with the 19.0 UI language.
This 19.0 PR can be FWP up to master.