[IMP] inventory: fix lot assignment

closes odoo/documentation#9392

X-original-commit: 7e37903b8f
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@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>
Co-authored-by: Timothy Kukulka <91896312+tiku-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

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

@@ -1,19 +1,21 @@
-=====================================
-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)`
+.. |DO| replace:: :abbr:`DO (Delivery Order)`
+.. |list| replace:: :icon:`fa-list` :guilabel:`(list)`
 
-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:`serial_numbers`
@@ -21,236 +23,313 @@ managing product recalls or expiration dates.
 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.
+
+.. seealso::
+   :doc:`expiration_dates`
 
 .. 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, a warning
+   message appears. Use an :doc:`inventory adjustment <reassign>` 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
----------------------------------------------
+Assign lots for shipping and receiving
+======================================
 
-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.
+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.
+
+.. _inventory/product_management/assign-lots:
+
+On receipts
+-----------
+
+Assigning new or existing lot numbers to incoming goods can be done directly on receipts.
+
+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::
+   Alternatively, navigate to an existing receipt by going to the :menuselection:`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:: 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 |list| icon
+to the right of the product that is tracked by lot numbers.
+
+.. image:: lots/list-icon.png
+   :align: center
+   :alt: Show the bulleted list icon on the product line.
+
+Doing so opens the :guilabel:`Open: Stock move` pop-up window, where the :guilabel:`Lot/Serial
+Number` and :guilabel:`Quantity` are assigned.
+
+The two ways to assign lot numbers: **manually** and **importing**.
+
+Manual assignment
+~~~~~~~~~~~~~~~~~
+
+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.
+
+.. image:: lots/assign-lots-popup.png
+   :align: center
+   :alt: Assign lot number detailed operations popup.
+
+Import lots
+~~~~~~~~~~~
+
+In the :guilabel:`Open: Stock move` pop-up window, click :guilabel:`Import Serials/Lots`, then paste
+the bulk lot numbers, in the :guilabel:`Lots/Serial numbers` field.
+
+.. figure:: lots/lots-excel-spreadsheet.png
+   :align: center
+   :alt: List of lot numbers copied on excel spreadsheet.
+
+   List of lot numbers copied on *Google* spreadsheets.
+
+.. figure:: lots/bulk-sn.png
+   :align: center
+   :alt: Lot numbers copied to the lot number line.
+
+   Lot numbers pasted to the "Lots/Serial numbers" field, in the **Import Lots** pop-up window.
+
+Tick the :guilabel:`Keep current lines` checkbox to generate *additional* lot numbers in the
+:guilabel:`Open: Stock move` pop-up window. To replace the lot numbers in the list, leave the
+:guilabel:`Keep current lines` option unticked.
+
+Finally, click :guilabel:`Generate`.
+
+Once all product quantities have been assigned a lot number, click :guilabel:`Save` to close the
+pop-up window. Then, click :guilabel:`Validate` on the receipt form.
+
+.. seealso::
+   :ref:`Traceability report for lot numbers <inventory/product_management/lot-traceability>`
+
+.. _inventory/product_management/assign-lots-delivery:
+
+On delivery orders
+------------------
+
+Odoo makes it possible to specify which lot numbers for a product are chosen for outgoing shipment
+on a delivery order form.
+
+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|.
+
+.. note::
+   Alternatively, navigate to delivery orders by going to the :menuselection:`Inventory` app, and
+   clicking the :guilabel:`Delivery Orders` kanban card.
+
+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 |list| icon to the right of
+the product that is tracked by lot numbers. Clicking that icon reveals a :guilabel:`Open: Stock
+move` pop-up window.
+
+In the pop-up window, the chosen lot number and its storage location is displayed in the
+:guilabel:`Pick From` column, with the with the full :guilabel:`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 :guilabel:`Quantity` directly.
+
+.. 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 also depends on the ordered quantity, and whether the lot's
+   on-hand quantity is enough to fulfill the order.
+
+.. seealso::
+   :doc:`../../warehouses_storage/removal_strategies`
+
+Repeat the above steps to select enough lots to fulfill the :guilabel:`Demand`, and click
+:guilabel:`Save` to close the pop-up window. Lastly, click the :guilabel:`Validate` button on the
+|DO| to deliver the products.
+
+.. image:: lots/pick-from-lots.png
+   :align: center
+   :alt: Popup for source lot number on sales order.
+
+.. seealso::
+   :ref:`Traceability report for lot numbers <inventory/product_management/lot-traceability>`
+
+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::
+   On existing lots, the :guilabel:`Product` and :guilabel:`On Hand 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>`
+
+Add property
+~~~~~~~~~~~~
+
+To add custom fields to lots for enhanced traceability, there are two methods of adding properties
+on a lot number form:
+
+#. Click the :icon:`fa-cog` :guilabel:`(cog)` icon at the top-left of the page, then select
+   :icon:`fa-cogs` :guilabel:`Add Properties` from the drop-down menu.
+#. Click the :icon:`fa-plus` :guilabel:`Add a Property` button, located below the existing fields.
+
+Name and :doc:`configure the new field <../../../../productivity/knowledge/properties>`. Once
+finished, enter the property value in the new field.
+
+.. example::
+   The new property, `Wood type`, is added. The value is recorded as `Cherry wood`.
+
+   .. image:: lots/add-properties.png
+      :align: center
+      :alt: Show the "Add Properties" button on a lot number form.
+
+.. seealso::
+   :doc:`Configuring custom properties <../../../../productivity/knowledge/properties>`
+
+.. _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, and changing the generated number.
+   :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.
 
-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).
+.. example::
+   The lot number, `000001`, is created for the product, `Drawer Black`.
 
-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
-======================================
-
-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.
-
-.. _inventory/product_management/receipt-lots:
-
-Manage lots on receipts
------------------------
-
-Assigning lot numbers to **incoming** goods can be done directly from the purchase order (PO).
-
-To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app --> Create`. Doing so
-reveals a new, blank request for quotation (RFQ) form.
-
-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.
-
-.. 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.
-
-.. image:: lots/lots-user-error-popup.png
-   :align: center
-   :alt: Add lot/serial number user error popup.
-
-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.
-
-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.
-
-There are two ways to assign lot numbers: **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.
-
-   .. image:: lots/lots-assign-lot-number-popup.png
+   .. image:: lots/new-lot-number.png
       :align: center
-      :alt: Assign lot number detailed operations popup.
+      :alt: New lot number creation form with assigned product.
 
-   .. 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`.
+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.
 
-- **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.
+.. example::
+   After creating the lot number, `000001` appears as an option for `Drawer Black` when assigning
+   lot numbers on the :guilabel:`Inventory Adjustment` page.
 
-   .. image:: lots/lots-excel-spreadsheet.png
+   .. image:: lots/inventory-adjustment.png
       :align: center
-      :alt: List of lot numbers copied on excel spreadsheet.
-
-Once all product quantities have been assigned a lot number, click :guilabel:`Confirm` to close the
-pop-up. Then, click :guilabel:`Validate`.
-
-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.
-
-Manage lots on delivery orders
-------------------------------
-
-Assigning lot numbers to **outgoing** goods can be done directly from the sales order (SO).
-
-To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app --> Create`. Doing so
-reveals a new, blank quotation 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`.
-
-Then, choose the desired quantity to sell by changing the number in the :guilabel:`Quantity` column.
-
-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.
-
-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).
-
-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
-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.
-
-.. seealso::
-   :doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies`
-
-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.
-
-.. image:: lots/lots-detailed-operations-popup.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.
-
-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.
+      :alt: Show how to assign lot 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/operation-type-form.png
    :align: center
    :alt: Enabled traceability setting on operations type form.
 
@@ -258,11 +337,13 @@ 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`
@@ -271,16 +352,29 @@ 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
-:guilabel:`Lot/Serial Number` from the drop-down menu. Then, click :guilabel:`Apply`.
+To group by lots, begin by removing any filters in the :guilabel:`Search...` bar. Then, click the
+:icon:`fa-caret-down` :guilabel:`(caret down)` icon to open a drop-down menu of :guilabel:`Filters`,
+:guilabel:`Group By` options, and :guilabel:`Favorites`. Under the :guilabel:`Group By` section,
+click the :guilabel:`Add Custom Group` option, and select :guilabel:`Lot/Serial Number` from the
+drop-down menu.
 
-Doing so displays all existing lots and serial numbers, and can be expanded to show all quantities
-of products with that assigned number.
+Doing so reorganizes all the records on the page to display 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:`differences`

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

@@ -120,7 +120,7 @@ Lots` options.
 
 After enabling the features, assign lot or serial numbers to products using an :doc:`inventory
 adjustment <inventory_management/count_products>` or during :ref:`product reception
-<inventory/product_management/receipt-lots>`.
+<inventory/product_management/assign-lots>`.
 
 Locations and routes
 --------------------