diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst index a7a3d9a52..acc0400f1 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst @@ -2,106 +2,124 @@ Putaway rules ============= -What is a Putaway Rule? -======================= +Putaway is the process of routing products to appropriate storage locations upon shipment arrival. -A good warehouse implementation makes sure that products automatically move to their appropriate -destination location. To make that process easier, Odoo uses *Putaway Rules*. Putaway is the -process of taking products from the received shipments and putting them into the appropriate -location. +Odoo can accomplish this seamlessly using *putaway rules*, which dictate how products move through +specified warehouse locations. -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. +Upon shipment arrival, operations are generated based on putaway rules to efficiently move products +to specified locations, and ensure easy retrieval for future delivery orders. + +In warehouses that process specific kinds of products, 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:: + `Odoo Tutorials: Putaway Rules `_ Configuration -------------- +============= -In the :guilabel:`Inventory` app, go to :menuselection:`Configuration --> Settings` and activate -the :guilabel:`Multi-Step Routes` feature. By doing so, the :guilabel:`Storage Locations` feature -is also automatically activated. +To use putaway rules, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and +activate the :guilabel:`Multi-Step Routes` feature under the :guilabel:`Warehouse` section. By doing +so, the :guilabel:`Storage Locations` feature is also automatically activated. + +Finally, click :guilabel:`Save`. .. image:: putaway/activate-multi-step-routes.png :align: center :alt: Activate Multi-Step Routes in Inventory configuration settings. -Setting up a putaway rule -------------------------- +.. _inventory/routes/putaway-rule: -In some cases, like for a retail shop storing fruits and vegetables, products should be stored in -different locations depending on several factors like frequency, size, product category, specific -environment needs, and so on. +Define putaway rule +------------------- -In this example, suppose there is one warehouse location, **WH/Stock**, with the following -sub-locations: - -- WH/Stock/Pallets - - - WH/Stock/Pallets/PAL1 - - WH/Stock/Pallets/PAL2 - - WH/Stock/Pallets/PAL3 - -- WH/Stock/Shelf 1 - -- WH/Stock/Shelf 2 - - - WH/Stock/Shelf 2/Small Refrigerator - -- WH/Stock/Shelf 3 - -Manage those locations with putaway rules. To create a putaway rule, open the :guilabel:`Inventory` -app and go to :menuselection:`Configuration --> Putaway Rules`. Then, click on :guilabel:`Create` -and configure a putaway rule that indicated the main location the product will enter before being -redirected to the right storage location. +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. .. important:: - The putaway rules can be defined either per product/product category and/or package type (the - :guilabel:`Packages` setting must be enabled for that). Putaway rules are read sequentially - until a match is found. + Putaway rules can be defined either per product/product category, and/or package type (the + *Packages* setting must be enabled in :menuselection:`Inventory app --> Configuration --> + Settings` for that). -Take the following example: +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. -- If water (category All/drinks) is received, whatever the package, it will be redirected to - WH/Stock/Shelf 2/Small Refrigerator. -- If orange juice cans, packaged in boxes, are received, they will be redirected to - WH/Stock/Shelf 2. -- If water or apple juice bottles, packaged in boxes, are received, they will be redirected to - WH/Stock/Shelf 3. -- If a pallet of lemonade cans are receieved, it will be redirected to WH/Stock/Pallets/PAL1. +For this to work, the :guilabel:`Store to` location must be a *sub-location* 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). -.. image:: putaway/putaway-example.png - :align: center - :alt: Some examples of putaway rules. +.. example:: + In a warehouse location, **WH/Stock**, there are the following sub-locations: -Using Storage Categories -======================== + - WH/Stock/Fruits + - WH/Stock/Vegetables -A *Storage Category* is an extra location attribute. Storage categories allow the user to define -the quantity of products that can be stored in the location and how the location will be selected + 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. + +Putaway rule priority +--------------------- + +Odoo selects a putaway rule based on the following priority list (from highest to lowest) until a +match is found: + +#. Package type and product +#. Package type and product category +#. Package type +#. Product +#. Product category + +.. example:: + The product `Lemonade can` has the following putaway rules configured: + + #. When receiving a `Pallet` (:guilabel:`Package Type`) of `Lemonade cans`, it is redirected to + `WH/Stock/Pallets/PAL1`. + #. `Lemonade can`'s :guilabel:`Product Category` is `All/drinks`, and when receiving a `Box` of + any item in this product category, items are redirected to `WH/Stock/Shelf 1`. + #. Any product on a `Pallet` is redirected to `WH/Stock/Pallets` + #. The product `Lemonade can` is redirected to `WH/Stock/Shelf 2` + #. Items in the `All/drinks` product category are redirected to `WH/Stock/Small Refrigerator`. + + .. image:: putaway/putaway-example.png + :align: center + :alt: Some examples of putaway rules. + +Storage categories +================== + +A *storage category* is an extra location attribute. Storage categories allow the user to define +the quantity of products that can be stored in the location, and how the location will be selected with putaway rules. Configuration ------------- -In the :guilabel:`Inventory` app, go to :menuselection:`Configuration --> Settings` and activate -the :guilabel:`Storage Categories` feature. By doing so, the :guilabel:`Storage Locations` feature -is also automatically activated. +To enable storage categories, go to :menuselection:`Inventory app --> Configuration --> Settings`, +and activate the :guilabel:`Storage Categories` feature in the :guilabel:`Warehouse` section. Then, +click :guilabel:`Save`. -Create a Storage Category -------------------------- +.. important:: + The :guilabel:`Storage Locations` feature **must** be enabled to enable :guilabel:`Storage + Categories`. -To create a storage category, go to :menuselection:`Inventory --> Configuration --> Storage -Categories` and click :guilabel:`Create`. Then, click :guilabel:`Save` and click :guilabel:`Storage -Categories` or go to :menuselection:`Configuration --> Storage Categories` to create a new storage -category. +Define storage category +----------------------- -.. image:: putaway/storage-category.png - :align: center - :alt: Create Storage Categories inside Odoo Inventory configuration settings. +To create a storage category, go to :menuselection:`Inventory app --> Configuration --> Storage +Categories` and click :guilabel:`Create`. -First, click :guilabel:`Create` and type a name for the storage category. +On the storage category form, type a name for the :guilabel:`Storage Category` field. -Then, there are options to limit the capacity by weight, by product, or by package type. The +Options are available to limit the capacity by weight, by product, or by package type. The :guilabel:`Allow New Product` field defines when the location is considered available to store a product: @@ -111,17 +129,40 @@ product: - :guilabel:`Allow mixed products`: several different products can be stored in this location at the same time. +.. example:: + Create putaway rules for pallet-stored items and ensure real-time storage capacity checks by + creating the `High Frequency pallets` storage category. + + Name the :guilabel:`Storage Category`, and select :guilabel:`If all products are same` in the + :guilabel:`Allow New Product` field. + + Then, define package capacity in the :guilabel:`Capacity by Package` tab, specifying the number + of packages for the designated :guilabel:`Package Type` and setting a maximum of `2.00` `Pallets` + for a specific location. + + .. image:: putaway/storage-category.png + :align: center + :alt: Create a storage category on the page. + Once the storage category settings are saved, the storage category can be linked to a location. -.. image:: putaway/location-storage-category.png - :align: center - :alt: When a Storage Category is created, it can be linked to a warehouse location. +To do that, navigate to the location by going to :menuselection:`Inventory app --> Configuration --> +Locations`, and select the location. Click :guilabel:`Edit` and select the created category in the +:guilabel:`Storage Category` field. + +.. example:: + Assign the `High Frequency pallets` storage category to the `WH/Stock/pallets/PAL 1` + sub-location. + + .. image:: putaway/location-storage-category.png + :align: center + :alt: When a Storage Category is created, it can be linked to a warehouse location. Storage categories in putaway rules ----------------------------------- -To continue the example from above, apply the "High Frequency Pallets" on the PAL1 and PAL2 -locations and rework the putaway rules as follows: +To continue the example from above, apply the `High Frequency Pallets` on the `PAL1` and `PAL2` +locations and :ref:`rework the putaway rules ` as follows: Assume one pallet of lemonade cans is received: diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway/create-putaway-rules.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway/create-putaway-rules.png new file mode 100644 index 000000000..f45934ebc Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway/create-putaway-rules.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway/putaway-example.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway/putaway-example.png index b6aa7901b..6e80b5cc1 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway/putaway-example.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway/putaway-example.png differ