[ADD] inventory: storage categories

closes odoo/documentation#10412

X-original-commit: c70a77153e
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: pabr-odoo <pabr@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse.rst

@@ -13,4 +13,5 @@ Advanced operations
    advanced_operations_warehouse/cross_dock
    advanced_operations_warehouse/stock_warehouses
    advanced_operations_warehouse/putaway
+   advanced_operations_warehouse/storage_category
    advanced_operations_warehouse/cluster_picking

content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst

@@ -93,85 +93,3 @@ match is found:
      :align: center
      :alt: Some examples of putaway rules.
 
-.. _inventory/warehouses_storage/storage-category:
-
-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
--------------
-
-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`.
-
-.. important::
-   The :guilabel:`Storage Locations` feature **must** be enabled to enable :guilabel:`Storage
-   Categories`.
-
-Define storage category
------------------------
-
-To create a storage category, go to :menuselection:`Inventory app --> Configuration --> Storage
-Categories` and click :guilabel:`Create`.
-
-On the storage category form, type a name for the :guilabel:`Storage Category` field.
-
-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:
-
-- :guilabel:`If location is empty`: a product can be added there only if the location is empty.
-- :guilabel:`If products are the same`: a product can be added there only if the same product is
-  already there.
-- :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.
-
-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 :ref:`rework the putaway rules <inventory/routes/putaway-rule>` as follows:
-
-Assume one pallet of lemonade cans is received:
-
-- If PAL1 and PAL2 are empty, the pallet will be redirected to WH/Stock/Pallets/PAL1.
-- If PAL1 is full, the pallet will be redirected to WH/Stock/Pallets/PAL2.
-- If PAL1 and 2 are full, the pallet will be redirected to WH/Stock/Pallets.
-
-.. image:: putaway/smart-putaways.png
-   :align: center
-   :alt: Storage Categories used in a variety of putaway rules.

content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/storage_category.rst

@@ -0,0 +1,177 @@
+==================
+Storage categories
+==================
+
+A *storage category* is used with :doc:`putaway rules <putaway>`, as an extra location attribute to
+automatically propose optimal storage locations for products.
+
+Follow these steps to complete the setup:
+
+#. :ref:`Enable the Storage Category feature <inventory/routes/enable-storage-categories>`
+#. :ref:`Define a storage category <inventory/routes/define-storage>` with specific limitations
+#. Assign a :ref:`category to storage locations <inventory/routes/assign-location>`
+#. Add the storage category as an attribute to a :ref:`putaway rule
+   <inventory/routes/set-putaway-attribute>`
+
+.. seealso::
+   :doc:`putaway`
+
+.. note::
+   Assigning categories to storage locations tells Odoo these locations meet specific
+   requirements, such as temperature or accessibility. Odoo then evaluates these locations, based on
+   defined capacity, and recommends the best one on the warehouse transfer form.
+.. _inventory/routes/enable-storage-categories:
+
+Configuration
+=============
+
+To enable storage categories, go to :menuselection:`Inventory app --> Configuration --> Settings`.
+Then, in the :guilabel:`Warehouse` section, ensure the :guilabel:`Storage Locations` and
+:guilabel:`Multi-Step Routes` features are enabled.
+
+Next, activate the :guilabel:`Storage Categories` feature. Finally, click :guilabel:`Save`.
+
+.. image:: storage_category/enable-categories.png
+   :align: center
+   :alt: Show the Storage Categories feature.
+
+.. _inventory/routes/define-storage:
+
+Define storage category
+=======================
+
+A storage category with specific limitations **must** be created first, before it is applied to
+locations, in order to decide the optimal storage location.
+
+To create a storage category, go to :menuselection:`Inventory app --> Configuration --> Storage
+Categories`, and click :guilabel:`Create`.
+
+On the storage category form, type a name for the category in the :guilabel:`Storage Category`
+field.
+
+Options are available to limit capacity by weight, product, and package type.
+
+.. note::
+   Weight limits can be combined with capacity by package or product (e.g. a maximum of one hundred
+   products with a total weight of two hundred kilograms).
+
+   While it is possible to limit capacity by product and package type at the same location, it may
+   be more practical to store items in different amounts across various locations, as shown in this
+   example of :ref:`capacity by package <inventory/routes/set-capacity-package>`.
+
+The :guilabel:`Allow New Product` field defines when the location is considered available to store a
+product:
+
+- :guilabel:`If location is empty`: a product can be added there only if the location is empty.
+- :guilabel:`If products are the same`: a product can be added there only if the same product is
+  already there.
+- :guilabel:`Allow mixed products`: several different products can be stored in this location at
+  the same time.
+
+.. tip::
+   When clicked, the :guilabel:`Location` smart button shows which storage locations the category
+   has been assigned to.
+
+Capacity by weight
+------------------
+
+On a storage category form (:menuselection:`Inventory app --> Configuration --> Storage
+Categories`), set a maximum product weight in the :guilabel:`Max Weight` field. This limit applies
+to each location assigned this storage category.
+
+Capacity by product
+-------------------
+
+In the :guilabel:`Capacity by Product` tab, click :guilabel:`Add a Line` to input items, and enter
+their capacities in the :guilabel:`Quantity` field.
+
+.. example::
+   Ensure only a maximum of five `Large Cabinets` and two `Corner Desk Right Sit` are stored at a
+   single storage location, by specifying those amounts in the :guilabel:`Capacity by Product` tab
+   of a storage category form.
+
+   .. image:: storage_category/capacity-by-product.png
+      :align: center
+      :alt: Show storage category limiting by product count.
+
+.. _inventory/routes/set-capacity-package:
+
+Capacity by package
+-------------------
+
+For companies using :doc:`packages <../../product_management/product_tracking/package>`, it becomes
+possible to ensure real-time storage capacity checks, based on package types (e.g., crates, bins,
+boxes, etc.).
+
+.. important::
+   Enable the :guilabel:`Packages` feature in :menuselection:`Inventory app --> Configuration -->
+   Settings` to show the :guilabel:`Capacity by Package` tab.
+
+.. example::
+   Create putaway rules for pallet-stored items, by creating the `High Frequency pallets` storage
+   category.
+
+   In the :guilabel:`Capacity by Package` tab, specify the number of packages for the designated
+   :guilabel:`Package Type`, and set a maximum of `2.00` `Pallets` for a specific location.
+
+   .. image:: storage_category/storage-category.png
+      :align: center
+      :alt: Create a storage category on the page.
+
+.. _inventory/routes/assign-location:
+
+Assign to location
+==================
+
+Once the storage category is created, assign it to a location. Navigate to the location by going to
+:menuselection:`Inventory app --> Configuration --> Locations`, and select the desired location.
+Then, select the created category in the :guilabel:`Storage Category` field.
+
+.. example::
+   Assign the `High Frequency pallets` storage category (which limits pallets stored at any location
+   to two pallets) to the `WH/Stock/pallets/PAL 1` sub-location.
+
+   .. image:: storage_category/location-storage-category.png
+      :align: center
+      :alt: When a Storage Category is created, it can be linked to a warehouse location.
+
+.. _inventory/routes/set-putaway-attribute:
+
+Putaway rule
+============
+
+With the :ref:`storage category <inventory/routes/define-storage>` and :ref:`location
+<inventory/routes/assign-location>` set up, create the :doc:`putaway rule <putaway>` by navigating
+to :menuselection:`Inventory app --> Configuration --> Putaway Rules`.
+
+Click the :guilabel:`Create` button to create the putaway rule. In the :guilabel:`Having Category`
+field of the new putaway rule form, select the storage category.
+
+.. example::
+   Continuing the example from above, the `High Frequency Pallets` storage category is assigned to
+   the putaway rule directing pallets of lemonade to locations with the `High Frequency Pallets`
+   storage category :ref:`assigned to them <inventory/routes/assign-location>`.
+
+   .. image:: storage_category/smart-putaways.png
+      :align: center
+      :alt: Storage Categories used in a variety of putaway rules.
+
+Use case: limit capacity by package
+===================================
+
+To limit the capacity of a storage location by a specific number of packages, :ref:`create a storage
+category with a Capacity By Package <inventory/routes/set-capacity-package>`.
+
+Continuing the example from above, the `High Frequency Pallets` storage category is assigned to the
+`PAL1` and `PAL2` locations.
+
+Then, :ref:`putaway rules <inventory/routes/putaway-rule>` are set, so that any pallets received in
+the warehouse are directed to be stored in `PAL1` and `PAL2` locations.
+
+Depending on the number of pallets on-hand at each of the storage locations, when one pallet of
+lemonade cans is received, the following scenarios happen:
+
+- If `PAL1` and `PAL2` are empty, the pallet is redirected to `WH/Stock/Pallets/PAL1`.
+- If `PAL1` is full, the pallet is redirected to `WH/Stock/Pallets/PAL2`.
+- If `PAL1` and `PAL2` are full, the pallet is redirected to `WH/Stock/Pallets`.
+

content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst

@@ -52,9 +52,9 @@ location serves its intended purpose in the database:
   :guilabel:`Inventory Loss`, :guilabel:`Production`, or :guilabel:`Transit Location` to categorize
   the location. For details on each location type, refer to the :ref:`Location Types section
   <inventory/warehouses_storage/location-type>`.
-- :guilabel:`Storage Category`: only available with the :ref:`Storage Categories
-  <inventory/warehouses_storage/storage-category>` feature enabled in :menuselection:`Inventory app
-  --> Configuration --> Settings`.
+- :guilabel:`Storage Category`: only available with the :doc:`Storage Categories
+  <../advanced_operations_warehouse/storage_category>` feature enabled in :menuselection:`Inventory
+  app --> Configuration --> Settings`.
 - :guilabel:`Company`: the company the location belongs to.
 - :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be
   stored in this location.