[IMP] Inventory: Updating LIFO removal strategy

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

@@ -9,21 +9,133 @@ Every time an order is placed for products using the :abbr:`LIFO (Last In, First
 transfer is created for the lot/serial number that has most recently entered the stock (the **last**
 lot/serial number that entered the warehouse's inventory).
 
-.. seealso::
-   :doc:`About removal strategies <../removal_strategies>`
-
 .. warning::
    In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is banned, since it can
    potentially result in old, expired, or obsolete products being delivered to customers.
 
-Consider the following example, with the product, `Cinder Block`, which is tracked :guilabel:`By
-Lots` in the :guilabel:`Inventory` 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)`.
+.. _inventory/warehouses_storage/lifo_enable:
 
-.. seealso::
-   - :ref:`Set up force removal strategy <inventory/warehouses_storage/removal-config>`
-   - :ref:`Enable lots tracking <inventory/warehouses_storage/lots-setup>`
-   - :ref:`Check arrival date <inventory/warehouses_storage/arrival_date>`
+Enabling the LIFO 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` to enable the feature.
+
+.. image:: lifo/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:: lifo/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 inventory adjustment
+or during reception.
+
+By inventory adjustment
+~~~~~~~~~~~~~~~~~~~~~~~
+
+Open the :guilabel:`Physical Inventory` page by clicking :menuselection:`Inventory app -->
+Operations --> Adjustments --> Physical Inventory`.
+
+To change an existing lot or serial number, click the lot or serial number for the product. On the
+:guilabel:`Lot/Serial Number` form, adjust the lot or serial number.
+
+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.
+
+.. image:: lifo/assign-lot-inventory-adjustment.png
+   :alt: Add a lot or serial number via inventory adjustment.
+
+During receipt
+~~~~~~~~~~~~~~
+
+To begin, go to the **Purchase** app to create and confirm a PO for products tracked by lot numbers.
+Then, click the :guilabel:`Receipt` smart button that appears at the top of the page to navigate to
+the warehouse receipt form. Alternatively, navigate to an existing receipt by going to the
+**Inventory** app, clicking the :guilabel:`Receipts` Kanban card, and choosing the desired receipt.
+
+.. important::
+   Clicking :guilabel:`Validate` before assigning a lot number triggers an error, indicating that a
+   lot number must be assigned before validating the receipt.
+
+   .. image:: lifo/user-error1.png
+      :alt: Add lot/serial number user error popup.
+
+On the receipt form, on the product line in the :guilabel:`Operations` tab, select the
+:guilabel:`Details` link to the right of the product that is tracked by lot or serial number.
+
+.. image:: lifo/details-link-receipt.png
+   :alt: Find the Details link on the right side of the product line in the Operations tab.
+
+The :guilabel:`Detailed Operations` window opens, where you can assign the :guilabel:`Lot/Serial
+Number` and :guilabel:`Quantity`.
+
+To manually assign lot numbers, click :guilabel:`Add a line`. Input the :guilabel:`Lot/Serial
+Number`, :guilabel:`Store To` location for the lot, :guilabel:`Quantity`, and
+:guilabel:`Destination Package`, if any.
+
+.. note::
+   To assign multiple lot numbers, or store to multiple locations, click :guilabel:`Add a line`, and
+   type a new :guilabel:`Lot/Serial Number` for additional quantities. Repeat until the total in the
+   :guilabel:`Quantity` column matches the :guilabel:`Demand` at the top.
+
+Setting removal strategies
+--------------------------
+
+After lot or serial numbers have been assigned, set the removal strategy on the product category or
+storage location.
+
+.. image:: lifo/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:`Last In First Out
+(LIFO)` from the list of removal strategies.
+
+.. image:: lifo/lifo-on-location.png
+   :alt: Set Last 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:`Last In First Out (LIFO)`.
+
+.. image:: lifo/lifo-on-category.png
+   :alt: Set Last 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.
+
+Workflow
+========
+
+Consider the following example, with the product, `Cinder Block`, which is tracked :guilabel:`By
+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)`.
 
 The following table represents the cinder blocks in stock, and their various lot number details.
 
@@ -49,17 +161,25 @@ for seven cinder blocks by navigating to the :menuselection:`Sales app` and crea
 quotation.
 
 :guilabel:`Confirm` the sales order to create a delivery order. Doing so reserves the newest lot
-numbers are using the :abbr:`LIFO (Last In, First Out)` removal strategy.
+numbers using the :abbr:`LIFO (Last In, First Out)` removal strategy.
+
+To view the detailed pickings, click the :guilabel:`Details` link, located on the far-right of the
+cinder block's product line in the :guilabel:`Operations` tab of the delivery order.
 
-To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` icon, located on the
-far-right of the cinder block's product line in the :guilabel:`Operations` tab of the delivery
-order. Doing so opens the :guilabel:`Open: Stock move` pop-up window.
+.. image:: lifo/details-link.png
+   :alt: Find the Details link in the Operations tab of the delivery order.
 
-In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from` field displays where
+Clicking the :guilabel:`Details` link opens the :guilabel:`Detailed Operations` pop-up window.
+
+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,
 First Out)` removal strategy.
 
 .. image:: lifo/cinder-block-picking.png
-   :align: center
    :alt: The detailed operations shows which lots are being selected for the picking.
+
+.. seealso::
+   - :doc:`Removal strategies <../removal_strategies>`
+   - :ref:`Enable lots tracking <inventory/warehouses_storage/lots-setup>`
+   - :ref:`Check arrival date <inventory/warehouses_storage/arrival_date>`