[IMP] inventory: fix lot assignment

closes odoo/documentation#8951

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst

@@ -1,201 +1,180 @@
-=====================================
-Use lots to manage groups of products
-=====================================
+===========
+Lot numbers
+===========
 
-*Lots* are one of the two ways to identify and track products in Odoo. A lot usually indicates a
-specific batch of an item that was received, is currently stored, or was shipped from a warehouse,
-but can also pertain to a batch of products manufactured in-house, as well.
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |SO| replace:: :abbr:`SO (Sales Order)`
 
-Manufacturers assign lot numbers to groups of products that have common properties; this can lead to
-multiple goods sharing the same lot number. This helps to identify a number of products in a single
-group, and allows for end-to-end traceability of these products through each step in their
-lifecycles.
+*Lots* are one of the two ways to identify and track products in Odoo. They typically represent a
+specific batch of products that were received, stored, shipped, or manufactured in-house.
 
-Lots are useful for products that are manufactured or received in large quantities (such as clothes
-or food), and can be used to trace a product back to a group. This is especially useful when
-managing product recalls or expiration dates.
+Manufacturers assign lot numbers to groups of products sharing common properties, facilitating
+end-to-end traceability through their lifecycles.
+
+Lots are useful for managing large quantities of manufactured or received products, aiding in
+tracing items back to their group, particularly for product recalls or :doc:`expiration dates
+<expiration_dates>`.
 
 .. seealso::
-   :doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`
+   :doc:`serial_numbers`
+
+Configuration
+=============
+
+To track products by lots, enable the *Lots & Serial Numbers* feature. Then, configure each product
+to be tracked by serial numbers on the product form.
 
 Enable lots & serial numbers
-============================
+----------------------------
 
-To track products using lots, the *Lots & Serial Numbers* feature must be enabled. Go to
-the :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the
-:guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial Numbers`. Then,
-click the :guilabel:`Save` button to save changes.
+To track products using lots, enable the *Lots & Serial Numbers* feature. Go to the
+:menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the
+:guilabel:`Traceability` section, and tick the checkbox next to :guilabel:`Lots & Serial Numbers`.
+Then, click :guilabel:`Save`.
 
-.. image:: lots/lots-enabled-lots-setting.png
+.. seealso::
+   - :doc:`Tracking expiration dates <expiration_dates>`
+   - :ref:`Print GS1 barcodes for lots and serial numbers <barcode/operations/gs1-lots>`
+
+.. image:: lots/enabled-lots-setting.png
    :align: center
    :alt: Enabled lots and serial numbers feature in inventory settings.
 
 .. _inventory/management/track_products_by_lots:
 
-Track products by lots
-======================
+Track by lots
+-------------
 
-Once the :guilabel:`Lots & Serial Numbers` setting has been activated, individual products can now
-be configured to be tracked using lots. To do this, go to the :menuselection:`Inventory app -->
-Products --> Products`, and choose a product.
+Once the :guilabel:`Lots & Serial Numbers` feature is activated, configure individual products to be
+tracked using lots. To do this, go to :menuselection:`Inventory app --> Products --> Products`, and
+choose a product to configure.
 
-Once on the product form, click :guilabel:`Edit` to make changes to the form. Then, click the
-:guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, click :guilabel:`By Lots`. Then,
-click :guilabel:`Save` to save changes. Existing or new lot numbers can now be assigned to
-newly-received or manufactured batches of this product.
+On the product form, go to the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section,
+select the :guilabel:`By Lots` option in the :guilabel:`Tracking` field. Now, new or existing lot
+numbers can be assigned to newly-received or manufactured batches of this product.
 
 .. important::
-   If a product has stock on-hand prior to activating tracking by lots or serial numbers, an
-   inventory adjustment might need to be performed to assign lot numbers to the existing stock.
+   If a product has stock on-hand prior to activating tracking by lots or serial numbers, use an
+   :doc:`inventory adjustment <../../warehouses_storage/inventory_management/count_products>` to
+   assign lot numbers to existing products in stock.
 
-.. image:: lots/lots-tracking-product-form.png
+.. image:: lots/tracking-product-form.png
    :align: center
    :alt: Enabled tracking by lots feature on product form.
 
-Create new lots for products already in stock
----------------------------------------------
-
-New lots can be created for products already in stock with no assigned lot number. To do this, go to
-the :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`, and click
-:guilabel:`Create`. Doing so reveals a separate page where a new :guilabel:`Lot/Serial Number` is
-generated automatically.
-
-.. tip::
-   While Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent
-   number, it can be edited and changed to any desired number, by clicking the line under the
-   :guilabel:`Lot/Serial Number` field, and changing the generated number.
-
-Once the new :guilabel:`Lot/Serial Number` is generated, click the blank field next to
-:guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new
-number will be assigned.
-
-This form also provides the option to adjust the :guilabel:`Quantity`, assign a unique
-:guilabel:`Internal Reference` number (for traceability purposes), and assign this specific lot or
-serial number configuration to a specific website in the :guilabel:`Website` field (if working in a
-multi-website environment).
-
-A detailed description of this specific lot or serial number can also be added in the
-:guilabel:`Description` tab below.
-
-When all desired configurations are complete, click the :guilabel:`Save` button to save all changes.
-
-.. image:: lots/lots-new-lot-number.png
-   :align: center
-   :alt: New lot number creation form with assigned product.
-
-After a new lot number has been created, saved, and assigned to the desired product, navigate back
-to the product form in the :menuselection:`Inventory` app, by going to :menuselection:`Products -->
-Products`, and selecting the product to which this newly-created lot number was just assigned.
-
-On that product's detail form, click the :guilabel:`Lot/Serial Numbers` smart button to view the new
-lot number. When additional quantity of this product is received or manufactured, this new lot
-number can be selected and assigned to it.
-
-Manage lots for shipping and receiving
+Assign lots for shipping and receiving
 ======================================
 
-Lot numbers can be assigned for both **incoming** and **outgoing** goods. For incoming goods, lot
-numbers are assigned directly on the purchase order form. For outgoing goods, lot numbers are
-assigned directly on the sales order form.
+Assign new lot numbers to :ref:`incoming goods <inventory/product_management/assign-lots>` on the
+receipt form. When shipping :ref:`outgoing goods
+<inventory/product_management/assign-lots-delivery>`, select products with specific lot numbers on
+the delivery order form.
 
-Manage lots on receipts
------------------------
+.. _inventory/product_management/assign-lots:
 
-Assigning lot numbers to **incoming** goods can be done directly from the purchase order (PO).
+On receipts
+-----------
 
-To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app --> Create`. Doing so
-reveals a new, blank request for quotation (RFQ) form.
+Assigning new or existing lot numbers to incoming goods can be done directly on receipts.
 
-On this :abbr:`RFQ (request for quotation)`, fill out the necessary information by adding a
-:guilabel:`Vendor`, and adding the desired products to the :guilabel:`Product` lines, by clicking
-:guilabel:`Add a product` (under the :guilabel:`Products` tab).
-
-Choose the desired quantity of the product to order by changing the number in the
-:guilabel:`Quantity` column.
-
-Once the :abbr:`RFQ (request for quotation)` has been filled out, click :guilabel:`Confirm Order`.
-When the :abbr:`RFQ (request for quotation)` is confirmed, it becomes a :guilabel:`Purchase Order`,
-and a :guilabel:`Receipt` smart button appears. Click the :guilabel:`Receipt` smart button to be
-taken to the warehouse receipt form.
+To begin, go to the :menuselection:`Purchase` app to `create and confirm
+<https://www.youtube.com/watch?v=o_uI718P1Dc>`_ 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.
 
 .. note::
-   Clicking :guilabel:`Validate` before assigning a lot number to the ordered product quantities
-   will result in a :guilabel:`User Error` pop-up. The pop-up requires entry of a lot or serial
-   number for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be validated
-   without a lot number being assigned.
+   Alternatively, navigate to an existing receipt by going to the :menuselection:`Inventory` app,
+   clicking the :guilabel:`Receipts` Kanban card, and choosing the desired receipt.
 
-.. image:: lots/lots-user-error-popup.png
+.. important::
+   Clicking :guilabel:`Validate` before assigning a lot number triggers a :guilabel:`User Error`,
+   indicating that a lot number **must** be assigned before validating the receipt.
+
+   .. image:: lots/user-error.png
+      :align: center
+      :alt: Add lot/serial number user error popup.
+
+On the receipt form, on the product line in the :guilabel:`Operations` tab, select the :guilabel:`⦙≣
+(bulleted list)` icon to the right of the product that is tracked by lot numbers.
+
+.. figure:: lots/bulleted-list-icon.png
    :align: center
-   :alt: Add lot/serial number user error popup.
+   :alt: Show the bulleted list icon on the product line.
 
-From here, click the :guilabel:`Additional Options` menu, represented by a :guilabel:`hamburger
-(four horizontal lines)` icon, located to the right of the :guilabel:`Unit of Measure` column in the
-:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
+   The bulleted list icon on the product line.
 
-In this pop-up, configure a number of different fields, including the assignation of a lot number,
-under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of the pop-up.
+Doing so opens the :guilabel:`Detailed Operations` pop-up window, where the :guilabel:`Lot/Serial
+Number` and :guilabel:`Done` quantity are assigned.
 
-There are two ways to assign lot numbers: **manually** and **copy/paste**.
+The two ways to assign lot numbers are **manually** and **copy/paste**.
 
-- **Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the location the products
-  will be stored in under the :guilabel:`To` column. Then, type a new :guilabel:`Lot Number Name`
-  and set the :guilabel:`Done` quantity.
+Manual assignment
+~~~~~~~~~~~~~~~~~
 
-   .. image:: lots/lots-assign-lot-number-popup.png
-      :align: center
-      :alt: Assign lot number detailed operations popup.
+To manually assign lot numbers, click :guilabel:`Add a line`, and choose the location the products
+will be stored in under the :guilabel:`To` column. Then, type a new :guilabel:`Lot/Serial Number`,
+and specify the :guilabel:`Done` quantity.
 
-   .. note::
-      If quantities should be processed in multiple locations and lots, click :guilabel:`Add a line`
-      and type a new :guilabel:`Lot Number Name` for additional quantities. Repeat until the
-      :guilabel:`Quantity Done` matches the :guilabel:`Demand`.
+.. 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:`Done` column matches the :guilabel:`Quantity Done` at the top.
 
-- **Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with all of the lot numbers
-  received from the supplier (or manually chosen to assign upon receipt). Then, copy and paste them
-  in the :guilabel:`Lot/Serial Number Name` column. Odoo will automatically create the necessary
-  number of lines based on the amount of numbers pasted in the column. From here, the :guilabel:`To`
-  locations and :guilabel:`Done` quantities can be manually entered in each of the lot number lines.
+.. image:: lots/assign-lot-number-popup.png
+   :align: center
+   :alt: Assign lot number detailed operations popup.
 
-   .. image:: lots/lots-excel-spreadsheet.png
-      :align: center
-      :alt: List of lot numbers copied on excel spreadsheet.
+Copy and paste
+~~~~~~~~~~~~~~
+
+From a spreadsheet with all of the lot numbers received from the supplier (or manually chosen to
+assign upon receipt), click :guilabel:`Add a line`, and proceed to copy and paste the lot numbers,
+in the :guilabel:`Lot/Serial Number` column.
+
+.. image:: lots/lots-excel-spreadsheet.png
+   :align: center
+   :alt: List of lot numbers copied on excel spreadsheet.
+
+.. figure:: lots/bulk-sn.png
+   :align: center
+   :alt: Lot numbers copied to the lot number line.
+
+   Lot numbers copied to the lot number line, with each lot number on its own line.
+
+After clicking away from the text field, Odoo automatically generates the necessary lot number
+lines. The quantities in the :guilabel:`Done` column match the first entry. Manually adjust the
+:guilabel:`To` locations and :guilabel:`Done` quantities for each lot number, as needed.
 
 Once all product quantities have been assigned a lot number, click :guilabel:`Confirm` to close the
-pop-up. Then, click :guilabel:`Validate`.
+pop-up window. Then, click :guilabel:`Validate` on the receipt form.
 
-A :guilabel:`Traceability` smart button appears upon validating the receipt. Click the
-:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which
-includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the
-:guilabel:`Lot/Serial #` assigned, and more.
+.. seealso::
+   :ref:`Traceability report for lot numbers <inventory/product_management/lot-traceability>`
 
-Manage lots on delivery orders
-------------------------------
+.. _inventory/product_management/assign-lots-delivery:
 
-Assigning lot numbers to **outgoing** goods can be done directly from the sales order (SO).
+On delivery orders
+------------------
 
-To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app --> Create`. Doing so
-reveals a new, blank quotation form.
+Odoo makes it possible to specify which lot numbers for a product are chosen for outgoing shipment
+on a delivery order form.
 
-On this blank quotation form, fill out the necessary information by adding a :guilabel:`Customer`,
-and adding products to the :guilabel:`Product` lines (in the :guilabel:`Order Lines` tab) by
-clicking :guilabel:`Add a product`.
+To begin, create or select an existing quotation from the :menuselection:`Sales` app. After
+confirming the |SO|, the :guilabel:`Delivery` smart button becomes available. Click the
+:guilabel:`Delivery` smart button to view the warehouse receipt form for that specific |SO|.
 
-Then, choose the desired quantity to sell by changing the number in the :guilabel:`Quantity` column.
+.. note::
+   Alternatively, navigate to delivery orders by going to the :menuselection:`Inventory` app, and
+   clicking the :guilabel:`Delivery Orders` Kanban card.
 
-Once the quotation has been filled out, click the :guilabel:`Confirm` button to confirm the
-quotation. When the quotation is confirmed, it becomes an :abbr:`SO (sales order)`, and a
-:guilabel:`Delivery` smart button appears.
+Clicking the :guilabel:`Delivery` smart button opens the the delivery order form, where lot numbers
+are picked for delivery. In the :guilabel:`Operations` tab, click the :guilabel:`⦙≣ (bulleted list)`
+icon to the right of the product that is tracked by lot numbers. Clicking that icon reveals a
+:guilabel:`Detailed Operations` pop-up window.
 
-Click the :guilabel:`Delivery` smart button to view the warehouse receipt form for that specific
-:abbr:`SO (sales order)`.
-
-From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four
-horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the
-:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
-
-In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, with the full
-:guilabel:`Reserved` quantity taken from that specific lot (if there is enough stock in that
-particular lot).
+In the :guilabel:`Detailed Operations` pop-up window, a :guilabel:`Lot/Serial Number` is chosen,
+with the full :guilabel:`Reserved` quantity taken from that specific lot (if there is enough stock
+in that particular lot).
 
 If there is insufficient stock in that lot, or if partial quantities of the :guilabel:`Demand`
 should be taken from multiple lots, change the quantity in the :guilabel:`Done` column to only
@@ -204,51 +183,131 @@ include that specific part of the total quantity.
 .. note::
    The lot automatically chosen for delivery orders varies, depending on the selected removal
    strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO
-   (First Expiry, First Out)`). It will also depend on the quantity ordered, and if there is enough
-   quantity in one lot to fulfill the order.
+   (First Expiry, First Out)`). It also depends on the ordered quantity, and whether the lot's
+   on-hand quantity is enough to fulfill the order.
 
 .. seealso::
-   :doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`
+   :doc:`../../warehouses_storage/advanced_operations_warehouse/removal`
 
-Then, click :guilabel:`Add a line`, select an additional (different) :guilabel:`Lot/Serial Number`,
-apply the rest of the :guilabel:`Done` quantities, and click :guilabel:`Confirm` to close the
-pop-up. Lastly, click the :guilabel:`Validate` button to deliver the products.
+Next, click :guilabel:`Add a line`, select a different :guilabel:`Lot/Serial Number`, apply the
+remaining :guilabel:`Done` quantities, and click :guilabel:`Confirm` to close the pop-up window.
+Lastly, click the :guilabel:`Validate` button to deliver the products.
 
-.. image:: lots/lots-detailed-operations-popup.png
+.. image:: lots/detailed-operations.png
    :align: center
    :alt: Detailed operations popup for source lot number on sales order.
 
-Upon validating the delivery order, a :guilabel:`Traceability` smart button appears. Click the
-:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which
-includes a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the
-:guilabel:`Date`, and the :guilabel:`Lot/Serial #` assigned.
+.. seealso::
+   :ref:`Traceability report for lot numbers <inventory/product_management/lot-traceability>`
 
-The :guilabel:`Traceability Report` can also include a :guilabel:`Reference` receipt from the
-previous purchase order, if the product quantities shared the same lot number.
+Lot management
+==============
+
+Manage and view existing lot numbers for products in the :guilabel:`Lot/Serial Numbers` dashboard by
+going to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`.
+
+By default, lot numbers are grouped by product, and selecting the drop-down menu for each product
+displays the existing lot numbers. Select a lot number to :ref:`modify or add details
+<inventory/product_management/edit-lot>` linked to the lot. Lot numbers can also be :ref:`created
+<inventory/product_management/create-new-lot>` from this page, by clicking the :guilabel:`New`
+button.
+
+.. figure:: lots/lot-dashboard.png
+   :align: center
+   :alt: Show the "Lot/Serial Number" dashboard.
+
+   Display lot numbers, grouped by products, on the **Lot/Serial Number** dashboard.
+
+.. _inventory/product_management/edit-lot:
+
+Modify lot
+----------
+
+Clicking a lot from the :guilabel:`Lot/Serial Number` dashboard reveals a separate page where
+additional information can be provided about the lot.
+
+.. tip::
+   Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent
+   number. However, it can be edited, by clicking the line under the :guilabel:`Lot/Serial Number`
+   field, and changing the generated number to any desired one.
+
+On the lot number form, the following fields can be modified:
+
+- :guilabel:`Lot/Serial Number`: Change the lot number linked to the :guilabel:`Product`
+- :guilabel:`Internal Reference`: Records an alternative lot/serial number used within the warehouse
+  that differs from the one used by the supplier manufacturer.
+- :guilabel:`Company`: Specify the company where the lot number is available.
+- :guilabel:`Description`: Add extra details about the lot or serial number in this text field.
+
+.. important::
+   The :guilabel:`Product` and :guilabel:`Quantity` fields **cannot** be modified, as the lot
+   numbers are linked with existing stock moves.
+
+.. image:: lots/lot-number.png
+   :align: center
+   :alt: Show the lot number form.
+
+.. seealso::
+   :doc:`Set expiration dates for lots <expiration_dates>`
+
+.. _inventory/product_management/create-new-lot:
+
+Reserve lot number for a product
+--------------------------------
+
+To create a lot number for a product, begin by going to :menuselection:`Inventory app --> Products
+--> Lot/Serial Numbers`, and click :guilabel:`New`.
+
+.. important::
+   Creating a lot number reserves it for a product but **does not** assign it. To assign lot
+   numbers, refer to the section on :ref:`assigning lot numbers on receipts
+   <inventory/product_management/assign-lots>`.
+
+.. tip::
+   While Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent
+   number, it can be edited and changed to any desired number, by clicking the line under the
+   :guilabel:`Lot/Serial Number` field on the lot form, and changing the generated number.
+
+Once the new :guilabel:`Lot/Serial Number` is generated, click the blank field next to
+:guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new
+number will be assigned.
+
+.. example::
+   The lot number, `0000011`, is created for the product, `Drawer Black`.
+
+   .. image:: lots/new-lot-number.png
+      :align: center
+      :alt: New lot number creation form with assigned product.
+
+After a new lot number has been created, saved, and assigned to the desired product, the lot number
+is saved as an existing lot number linked to the product, and can be selected when :ref:`assigning
+lot numbers to products on a receipt <inventory/product_management/assign-lots>`, or when making an
+inventory adjustment.
+
+.. example::
+   After creating the lot number, `0000011` appears as an option for `Drawer Black` when assigning
+   lot numbers on the :guilabel:`Inventory Adjustment` page.
+
+   .. image:: lots/inventory-adjustment.png
+      :align: center
+      :alt: Show how to assign serial numbers on the Inventory Adjustment page.
 
 Manage lots for different operations types
 ==========================================
 
-In Odoo, the creation of new lots is only allowed upon **receiving** products from a purchase order,
-by default. **Existing** lot numbers cannot be used.
-
-For sales orders, the opposite is true: new lot numbers cannot be created on the delivery order,
-only existing lot numbers can be used.
+By default, new lots can only be created when receiving products, and existing lot numbers cannot
+be used. For sales orders, only existing lot numbers can be utilized, and new ones cannot be created
+on the delivery order.
 
 To change the ability to use new (or existing) lot numbers on any operation type, go to the
 :menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired
-:guilabel:`Operation Type`.
+operation type.
 
-For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` page, the :guilabel:`Use
-Existing Lots/Serial Numbers` option can be enabled, by clicking :guilabel:`Edit`, and then clicking
-the checkbox beside the :guilabel:`Use Existing Lots/Serial Numbers` option (in the
-:guilabel:`Traceability` section). Lastly, click the :guilabel:`Save` button to save the changes.
+On the operation type form, under the :guilabel:`Lots/Serial Numbers` section, tick the
+:guilabel:`Create New` checkbox to enable new lot numbers to be created during this operation type.
+Choose :guilabel:`Use Existing ones` if only existing lot numbers can be selected.
 
-For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial Numbers` option can be
-enabled, by clicking :guilabel:`Edit`, and clicking the checkbox beside the :guilabel:`Create New
-Lots/Serial Numbers` option. Be sure to click the :guilabel:`Save` button to save all changes.
-
-.. image:: lots/lots-operations-type-form.png
+.. image:: lots/operations-type-form.png
    :align: center
    :alt: Enabled traceability setting on operations type form.
 
@@ -256,11 +315,13 @@ Lots/Serial Numbers` option. Be sure to click the :guilabel:`Save` button to sav
    For inter-warehouse transfers involving products tracked by lots, it can be useful to enable the
    :guilabel:`Use Existing Lots/Serial Numbers` option for warehouse receipts.
 
-Lots traceability
-=================
+.. _inventory/product_management/lot-traceability:
+
+Traceability
+============
 
 Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a
-product: where (and when) it came from, where it was stored, and who (and when) it went to.
+product: where it came from, when it arrived, where it was stored, who it went to (and when).
 
 To see the full traceability of a product, or group by lots, go to the :menuselection:`Inventory app
 --> Products --> Lots/Serial Numbers`. Doing so reveals the :menuselection:`Lots/Serial Numbers`
@@ -269,16 +330,27 @@ dashboard.
 From here, products with lot numbers assigned to them will be listed by default, and can be expanded
 to show the lot numbers those products have assigned to them.
 
-To group by lots (or serial numbers), begin by removing any filters in the search bar. Then, click
-the :guilabel:`Group By` drop-down, select :guilabel:`Add Custom Group`, and select
+To group by lots, begin by removing any filters in the :guilabel:`Search...` bar. Then, click the
+:guilabel:`Group By` drop-down menu, select :guilabel:`Add Custom Group`, and select
 :guilabel:`Lot/Serial Number` from the drop-down menu. Then, click :guilabel:`Apply`.
 
 Doing so displays all existing lots and serial numbers, and can be expanded to show all quantities
 of products with that assigned number.
 
-.. image:: lots/lots-traceability-report.png
+.. image:: lots/group-by-number.png
    :align: center
    :alt: Lots and serial numbers traceability report.
 
+Traceability report
+-------------------
+
+To view a full stock moves report for a lot number, select the lot number line from the
+:guilabel:`Lots/Serial Number` dashboard. On the lot number form, click the :guilabel:`Traceability`
+smart button.
+
+.. image:: lots/traceability-report.png
+   :align: center
+   :alt: Show the Traceability Report for a lot, that displays the stock moves.
+
 .. seealso::
-   :doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`
+   :doc:`differences`