[IMP] inventory: remove 1st person putaway

closes odoo/documentation#3914

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: meng-odoo <101904966+meng-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/differences.rst

@@ -2,6 +2,8 @@
 What's the difference between lots and serial numbers?
 ======================================================
 
+.. _inventory/management/lots-serial-numbers:
+
 Introduction
 ============
 

content/applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst

@@ -6,6 +6,8 @@ In Odoo, a **Warehouse** is the actual building/place in which your items
 are stocked. You can setup multiple warehouses and create moves between
 warehouses.
 
+.. _inventory/warehouses/location-definition:
+
 A **Location**, is a specific space within your warehouse. It can be
 considered as a sublocation of your warehouse, as a shelf, a floor, an
 aisle, etc. Therefore, a location is part of one warehouse only and it

content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst

@@ -75,6 +75,8 @@ Area* is created.
    While working, the operator process these transfers in the opposite order: first the picking,
    then the packing, then the delivery order.
 
+.. _inventory/routes/concepts/use-routes/push:
+
 Push Rules
 ----------
 

content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst

@@ -1,54 +1,248 @@
-=======================
-What is a Putaway Rule?
-=======================
-
-A good warehouse implementation takes care that products automatically move to their appropriate
-destination location. To make that process easier, Odoo uses *Putaway rules*. But what is a putaway
-rule? Putaway is the process of taking products off the receiving shipments and directly putting
-them into the most appropriate location.
-
-If, for example, a warehouse contains volatile substances, it is important to make sure that certain
-products are not stored close to each other because of a potential chemical reaction. That’s where
-putaway rules intervene, to avoid storing products wrongly.
-
-Configuration
+=============
+Putaway rules
 =============
 
-In the *Inventory* app, go to :menuselection:`Configuration --> Settings` and activate the
-*Multi-Step Routes*. By doing so, the *Storage Locations* will be automatically activated.
+Putaway is the process of routing products to appropriate storage locations upon shipment arrival.
+Odoo can accomplish this seamlessly using *putaway rules*, which dictate how products move through
+specified warehouse locations.
 
-.. image:: putaway/putaw1.png
+Upon shipment arrival, operations are generated based on putaway rules to efficiently move products
+to specified locations and ensure easy retrieval. Putaway rules can also prevent volatile substances
+from being stored in close proximity by directing them to different locations determined by the
+warehouse manager.
+
+.. seealso::
+   - :ref:`How push rules work <inventory/routes/concepts/use-routes/push>`
+   - :ref:`Warehouse locations <inventory/warehouses/location-definition>`
+
+Enable putaway rules
+====================
+
+Begin by navigating to :menuselection:`Inventory app --> Configuration --> Settings`, then activate
+the :guilabel:`Multi-Step Routes` checkbox under the :guilabel:`Warehouse` heading. By doing so, the
+:guilabel:`Storage Locations` setting is automatically enabled as well. Finally, click
+:guilabel:`Save`.
+
+.. image:: putaway/multi-step-routes.png
    :align: center
+   :alt: In configs, for the Inventory app, check multi-step routes box to enable Putaway rules.
 
-Setting up a Putaway Rule
-=========================
+Put away products
+=================
 
-In some cases, like for a retail shop storing vegetables and fruits, we have to store products in
-different locations to maintain product quality.
+Putaway rules are commonly used to move products to specific locations for easy retrieval. Thus,
+products are grouped in the same *product category* when a single putaway rule captures the group's
+storage needs.
 
-Let’s suppose there are one warehouse location *WH/Stock* and two sub-locations
-*WH/Stock/Vegetables* and *WH/Stock/Fruits*.
+To manage where specific products are routed for storage, navigate to :menuselection:`Inventory app
+--> Configuration --> Putaway Rules`. Use the :guilabel:`Create` button to configure a new putaway
+rule on a :guilabel:`Product` or :guilabel:`Product Category` that the rule affects.
 
-To manage those locations, we will create putaway rules. To do so, open the *Inventory* app and go
-to :menuselection:`Configuration --> Putaway Rules`. Then, click on create and configure your first
-rule indicating the main location the product will enter before being redirected to the right
-location.
+In the same line, the :guilabel:`When product arrives in` location is where the putaway rule is
+triggered to create an operation to move the product to the :guilabel:`Store to` location. The
+:guilabel:`Store to` location must be a sublocation of the first (e.g. `WH/Stock/Fruits` is a
+specific, named location inside `WH/Stock` to make the products stored here easier to find).
+
+.. example::
+   Ensure all apples are stored in the fruits section by filling the field :guilabel:`Store to` with
+   the location `WH/Stock/Fruits` when the :guilabel:`Product`, `Apple` arrives in `WH/Stock`.
+   Repeat this for all products and hit :guilabel:`Save`.
+
+   .. image:: putaway/create-putaway-rules.png
+      :align: center
+      :alt: Create putaway rules for apples and carrots.
 
 .. note::
-   The putaway rules can be defined either per product or per product category.
+   It is also possible to create and manage putaway rules for a single product by going to the
+   product page and clicking the :guilabel:`Putaway Rules` smart button at the top of the page. If
+   the button is not visible at first glance, select the :guilabel:`More` button at the top right to
+   view additional smart buttons.
 
-.. image:: putaway/putaw2.png
+.. _inventory/routes/strategies/putaway/internal-stock-moves:
+
+.. tip::
+   Check whether putaway rules work as intended using the summary of internal product movements. In
+   the :menuselection:`Inventory` app, select :menuselection:`Reporting --> Product Moves` and
+   enable the :guilabel:`Internal` search filter on the :guilabel:`Filters` drop-down menu under the
+   search bar at the top of the page. In this view, confirm that products are moved to the
+   :guilabel:`Store to` location detailed in the putaway rule. More details in :ref:`this section
+   <inventory/routes/strategies/putaway/wrong-location>`.
+
+Use putaway rules
+-----------------
+
+Once a putaway rule is configured, the product it specifies is automatically routed to the
+:guilabel:`Store to` location upon arriving in the :guilabel:`When product arrives in` location.
+
+For example, on a putaway rule with the :guilabel:`When product arrives in` location set to
+`WH/Stock`, internal stock moves are automatically created when products first enter the warehouse.
+To trigger this putaway rule, begin by creating a :ref:`purchase order
+<inventory/purchase/manage_deals/manage>` (PO) to bring products into the warehouse.
+
+To create a :guilabel:`Request for Quotation` (RFQ), go to the :menuselection:`Purchase` app, and
+click :guilabel:`Create`. Then, add products to the :abbr:`RFQ (Request for Quotation)` by clicking
+:guilabel:`Add a line`, and selecting the desired product(s) from the drop-down menu in the
+:guilabel:`Product` column.
+
+Once ready, click :guilabel:`Confirm`. Doing so turns the :abbr:`RFQ (Request for Quotation)` into a
+:abbr:`PO (Purchase Order)`. Next, click :guilabel:`Send by Email` to send the :abbr:`PO (Purchase
+Order)` to the vendor, if needed.
+
+.. image:: putaway/purchase-apples-and-carrots.png
    :align: center
+   :alt: View purchase order for apples and carrots.
 
-Now, if I purchase apples and carrots to my supplier, they will be grouped in the same receipt but
-redirected to the right location automatically, thanks to putaway rules. This information is
-available from *Inventory Report*, under the reporting menu.
+Begin receiving the incoming shipment by selecting the :guilabel:`Receipt` smart button on the
+:abbr:`PO (Purchase Order)`. Click :guilabel:`Receive products` and then :guilabel:`Validate` to
+move products into the warehouse. Since the putaway rule is set to trigger when products arrive in
+stock, internal transfers are automatically created when products arrive in the
+:guilabel:`Destination Location`, `WH/Stock`. This ensures products entering the warehouse are
+stored in specific locations suitable for their storage needs.
 
-.. image:: putaway/putaw3.png
+.. image:: putaway/receive-incoming-stock.png
    :align: center
+   :alt: In the WH reception operation, receive package of apples and carrots.
 
-.. image:: putaway/putaw4.png
-   :align: center
+Verify stock moves
+==================
 
-.. image:: putaway/putaw5.png
+Confirm whether the putaway rule worked as intended and that the products have been moved to the
+correct location using the :guilabel:`Stock On Hand` dashboard. View all products in stock in
+:menuselection:`Inventory app --> Reporting --> Inventory Report`. By default, the products are
+grouped by location.
+
+Select a product's collapsable drop-down menu, which displays the current location(s) of the
+product. Then, select a :guilabel:`Location` drop-down menu to view a list of all stock movements in
+and out of each location. Each of these lines are records of a stock move, called a *stock move
+line*.
+
+.. image:: putaway/destination-locations.png
    :align: center
+   :alt: Verify stock moves triggered by putaway rule in the Inventory Report.
+
+.. _inventory/routes/strategies/putaway/wrong-location:
+
+Trace products in wrong locations
+---------------------------------
+
+To trace products and associated documents for warehouse operations, use the :guilabel:`Product
+Moves` report in :menuselection:`Inventory app --> Reporting --> Product Moves`. View a product's
+warehouse operation history by selecting a product's drop-down menu. Each stock move line contains
+details about any movement of stock, such as manufacturing orders, inventory adjustments, or
+internal transfers. Click on a stock move line to view all the information in a comprehensive
+report.
+
+The stock move line is useful because the :guilabel:`Reference` displays the warehouse operation
+associated to the :guilabel:`Product`. Use the :guilabel:`From` and :guilabel:`To` location and
+associated :guilabel:`Source` documents to trace the product path and identify the type of
+operation.
+
+.. tip::
+   It is also possible to view the stock moves of a product directly from the product page. Open the
+   desired product page by navigating to :menuselection:`Inventory --> Products --> Products` and
+   select the product. From there, click on the :guilabel:`Product Moves` smart button, then click
+   the product's collapsable drop-down menu from the list. This displays the stock moves history of
+   the product.
+
+.. _inventory/strategies/putaway/stock-moves:
+
+.. example::
+   A putaway rule was purposely set up incorrectly on `Apple`, so the product was moved from
+   `WH/Stock` to `WH/Stock/Shelf 1` instead of the expected location, `WH/Stock/Fruits`. To trace
+   the path the apple moved and identify the cause of the wrong stock move, open the
+   :guilabel:`Product Moves` report in :menuselection:`Inventory app --> Reporting --> Product
+   Moves`. The apple's drop-down menu, when opened, displays a list of stock moves of the apple.
+   line to open a report that is useful to trace the path the product moved and identify the cause
+   of the wrong stock move.
+
+   The :guilabel:`To` field displays where the product currently is, `WH/Stock/Shelf 1`, which is
+   the wrong location. The :guilabel:`From` location is the vendor's location, which is expected
+   since the :guilabel:`Source` of the stock move is a :abbr:`PO (Purchase Order)`.
+
+   The :guilabel:`Reference` operation, `WH/IN/00015`, which is a warehouse reception of products
+   from the vendor, would further explain why the apples were moved to the wrong location.
+
+   .. image:: putaway/stock-move-report.png
+      :align: center
+      :alt: Open stock move report
+
+To follow an operation identified from the :guilabel:`Product Moves` report, navigate to
+:menuselection:`Inventory --> Operations --> Transfers`. This is the page that displays all
+warehouse transfers— internal or external. Search for and click on the corresponding
+:guilabel:`Reference` operation to view the document explaining why the product was moved to the
+wrong location.
+
+.. tip::
+   When there are too many records, use either the :guilabel:`Filters` or :guilabel:`Group by`
+   features to sort and :ref:`find desired records
+   <inventory/routes/strategies/putaway/use-advanced-filters>`. It is useful to search exclusively
+   for the receipt operation type because putaway rules store products *into* a specific stock
+   location.
+
+.. example::
+   Continuing to diagnose why the product, `Apple`, was placed in `WH/Stock/Shelf 1`, navigate to
+   the list of all transfers in :menuselection:`Inventory --> Operations --> Transfers`. Click on
+   the list item where the :guilabel:`Reference` field matches the `WH/IN/00015` operation
+   identified in the :ref:`previous example <inventory/strategies/putaway/stock-moves>` to open the
+   receipt.
+
+   .. image:: putaway/transfers.png
+      :align: center
+      :alt: In the Transfers page in the Inventory app, select the desired transfer to view the
+            record.
+
+   This receipt describes which products were received from the supplier, with the affiliated
+   :abbr:`PO (Purchase Order)` linked in the :guilabel:`Source Document` field. On the warehouse
+   reception document, the field :guilabel:`Destination Location` shows where the product is
+   received upon entering the warehouse.
+
+   Clicking on the :guilabel:`≣ (Detailed Operations)` icon to the right of the product line opens a
+   window that shows the product was moved to the wrong location. Based on this information it can
+   be gathered that the putaway rule was triggered but the location was set incorrectly. Rectify
+   this in :menuselection:`Inventory --> Configuration --> Putaway Rules`.
+
+   .. image:: putaway/detailed-operations.png
+      :align: center
+      :alt: Click Detailed Operations button on the right of warehouse transfers page to the right
+            of the WH reception document.
+
+   .. image:: putaway/automated.png
+      :align: center
+      :alt: Show putaway rule in detailed operations popup.
+
+.. _inventory/routes/strategies/putaway/use-advanced-filters:
+
+Advanced filter search
+----------------------
+
+Keep track of and trace products on the :guilabel:`Product Moves` report by navigating to
+:menuselection:`Inventory app --> Reporting --> Product Moves` and use the :guilabel:`Filters` and
+:guilabel:`Group by` features to stay updated on warehouse operations.
+
+Transfers based on putaway rules can be found by toggling on the :guilabel:`Internal` filter as
+mentioned in this :ref:`tip <inventory/routes/strategies/putaway/internal-stock-moves>` previously.
+Other useful filters and groupbys intended for reporting on the company's internal operations
+include:
+
+#. Filter by :guilabel:`Incoming` and :guilabel:`To Do` to display shipments from vendors yet to be
+   processed.
+
+   .. image:: putaway/product-moves-to-do.png
+      :align: center
+      :alt: Filter warehouse transfer records by Incoming shipments and processes ToDo.
+
+#. Use custom filters to search for a specific product by its name, :ref:`lot/serial number
+   <inventory/management/lots-serial-numbers>` or barcode. Create a custom filter by clicking on
+   :guilabel:`Filters`. Click :guilabel:`Add Custom Filter`, fill in the identifying information,
+   and click :guilabel:`Apply`. Now that the custom filter is active, click on the
+   :guilabel:`Filters` button again to create any additional filters.
+#. Group by :guilabel:`Date`: View all product moves on a specific date.
+#. Group by :guilabel:`From`: Create a custom filter that displays all locations that currently
+   store at least 1 product. This is useful to view all the locations and sublocations to optimize
+   storage space.
+#. :guilabel:`Favorite` the current search with filters applied. This feature is useful to apply the
+   filters promptly, especially if this search is often used.
+
+   .. image:: putaway/save-favorites.png
+      :align: center
+      :alt: Use the star button under the search bar to save current search as a favorite view.

content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst

@@ -2,6 +2,8 @@
 Manage vendor bills
 ===================
 
+.. _inventory/purchase/manage_deals/manage:
+
 The **Purchase** application allows you to manage your purchase orders,
 incoming products, and vendor bills all seamlessly in one place.