[ADD] inventory: closest locations removal strat
closes odoo/documentation#7396
X-original-commit: a926fbf998
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
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@ -19,3 +19,4 @@ Advanced operations
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advanced_operations_warehouse/removal
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advanced_operations_warehouse/fifo
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advanced_operations_warehouse/fefo
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advanced_operations_warehouse/closest_location
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@ -0,0 +1,98 @@
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========================
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Closest location removal
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========================
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For the *Closest Location* removal strategy, products are picked based on the alphanumeric order of
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storage location titles.
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The goal of this strategy is to save the warehouse worker from taking a long journey to a farther
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shelf when the product is also available at a closer location.
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.. seealso::
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:doc:`Other removal strategies <removal>`
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.. _inventory/warehouses_storage/sequence:
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To understand *location sequence* in the closest removal strategy, consider the following example:
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.. example::
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A product is stored in the following locations: `Shelf A/Pallet`, `Shelf A/Rack 1`, and `Shelf
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A/Rack 2`.
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.. image:: closest_location/locations.png
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:align: center
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:alt: Show a mockup of real storage location in a warehouse.
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The sublocation, `Pallet`, is on the ground level. Products stored here are easier to retrieve,
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compared to requiring a forklift to reach `Rack 1` and `Rack 2`. The storage locations were
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strategically named in alphabetic order, based on ease of access.
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.. important::
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To use this removal strategy, the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes`
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settings **must** be enabled in :menuselection:`Inventory app --> Configuration --> Settings`.
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.. seealso::
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:ref:`Set up removal strategy <inventory/warehouses_storage/removal-config>`
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.. _inventory/warehouses_storage/location-name:
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Location names
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==============
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To configure location names, begin by navigating to :menuselection:`Inventory app --> Configuration
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--> Locations`. Then, select an existing location, or click :guilabel:`New` to create a new one, and
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then enter the desired name in the :guilabel:`Location Name` field.
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Once the locations are named in alphabetical order, based on their proximity to the output or
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packing location, set the removal strategy on the :ref:`parent location
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<inventory/location-hierarchy>`.
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To do that, in the :guilabel:`Locations` list, select the parent location of the alphabetically
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named storage locations.
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Doing so opens the form for the parent location. In the :guilabel:`Removal Strategy` field, select
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:guilabel:`Closest Location`.
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.. example::
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In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest to the packing area,
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where products retrieved from shelves are packed for shipment. The popular product, `iPhone
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charger` is stored in three locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and
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`WH/Stock/Shelf 3`.
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To use closest location, set the removal strategy on the parent location, 'WH/Stock'.
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Workflow
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========
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To see how the closest location removal strategy works, consider the following example, featuring
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the popular product, `iPhone charger`, which is stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`,
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and `WH/Stock/Shelf 3`.
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Fifteen, five, and thirty units are in stock at each respective location.
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.. tip::
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To check the on-hand stock at each storage location, navigate to the product form, and click the
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:guilabel:`On Hand` smart button.
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.. image:: closest_location/on-hand-stock.png
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:align: center
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:alt: Show on-hand stock at all locations.
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Create a :ref:`delivery order <inventory/delivery/one-step>` for eighteen units of the `iPhone
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charger` by navigating to the :menuselection:`Sales app` and creating a new quotation.
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After adding the products, clicking :guilabel:`Confirm` creates a delivery order that reserves items
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stored at the closest location, using the removal strategy.
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For more details about *where* the units were picked, select the :guilabel:`⦙≣ (bulleted list)`
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icon, located on the far-right. Doing so opens the :guilabel:`Open: Stock move` pop-up window that
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displays how the reserved items were picked, according to the removal strategy.
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In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from` field displays where
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the quantities to fulfill the :guilabel:`Demand` are picked. All fifteen of the units stored at the
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closest location, `WH/Stock/Shelf 1`, are picked first. The remaining three units are then selected
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from the second closest location, `WH/Stock/Shelf 2`.
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.. image:: closest_location/stock-move-window.png
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:align: center
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:alt: Display *Pick From* quantities for the order for iPhone chargers.
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@ -18,19 +18,19 @@ Odoo automatically select how products are selected for orders:
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- :doc:`FIFO <fifo>`
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- LIFO
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- :doc:`FEFO <fefo>`
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- Closest Location
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- :doc:`Closest Location <closest_location>`
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- Least Packages
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* - Based on
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- :ref:`Incoming date <inventory/warehouses_storage/arrival_date>`
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- :ref:`Incoming date <inventory/warehouses_storage/arrival_date>`
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- :ref:`Removal date <inventory/warehouses_storage/removal-date>`
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- Location sequence
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- :ref:`Location sequence <inventory/warehouses_storage/sequence>`
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- Package quantity
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* - Selection order
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- First in
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- Last in
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- :ref:`First to expire <inventory/warehouses_storage/exp-date>`
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- Alphanumeric name of location
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- :ref:`Alphanumeric name of location <inventory/warehouses_storage/location-name>`
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- Quantity closest to fulfilling demand
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For comprehensive examples for how to use each removal strategy, refer to each individual
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