[ADD] inventory: closest locations removal strat

closes odoo/documentation#7367

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>
This commit is contained in:
Felicious 2024-01-05 18:50:13 +00:00
parent d0b7363de5
commit fc98af5814
6 changed files with 103 additions and 4 deletions

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@ -19,3 +19,4 @@ Advanced operations
advanced_operations_warehouse/removal advanced_operations_warehouse/removal
advanced_operations_warehouse/fifo advanced_operations_warehouse/fifo
advanced_operations_warehouse/fefo advanced_operations_warehouse/fefo
advanced_operations_warehouse/closest_location

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@ -0,0 +1,98 @@
========================
Closest location removal
========================
For the *Closest Location* removal strategy, products are picked based on the alphanumeric order of
storage location titles.
The goal of this strategy is to save the warehouse worker from taking a long journey to a farther
shelf when the product is also available at a closer location.
.. seealso::
:doc:`Other removal strategies <removal>`
.. _inventory/warehouses_storage/sequence:
To understand *location sequence* in the closest removal strategy, consider the following example:
.. example::
A product is stored in the following locations: `Shelf A/Pallet`, `Shelf A/Rack 1`, and `Shelf
A/Rack 2`.
.. image:: closest_location/locations.png
:align: center
:alt: Show a mockup of real storage location in a warehouse.
The sublocation, `Pallet`, is on the ground level. Products stored here are easier to retrieve,
compared to requiring a forklift to reach `Rack 1` and `Rack 2`. The storage locations were
strategically named in alphabetic order, based on ease of access.
.. important::
To use this removal strategy, the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes`
settings **must** be enabled in :menuselection:`Inventory app --> Configuration --> Settings`.
.. seealso::
:ref:`Set up removal strategy <inventory/warehouses_storage/removal-config>`
.. _inventory/warehouses_storage/location-name:
Location names
==============
To configure location names, begin by navigating to :menuselection:`Inventory app --> Configuration
--> Locations`. Then, select an existing location, or click :guilabel:`New` to create a new one, and
then enter the desired name in the :guilabel:`Location Name` field.
Once the locations are named in alphabetical order, based on their proximity to the output or
packing location, set the removal strategy on the :ref:`parent location
<inventory/location-hierarchy>`.
To do that, in the :guilabel:`Locations` list, select the parent location of the alphabetically
named storage locations.
Doing so opens the form for the parent location. In the :guilabel:`Removal Strategy` field, select
:guilabel:`Closest Location`.
.. example::
In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest to the packing area,
where products retrieved from shelves are packed for shipment. The popular product, `iPhone
charger` is stored in three locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and
`WH/Stock/Shelf 3`.
To use closest location, set the removal strategy on the parent location, 'WH/Stock'.
Workflow
========
To see how the closest location removal strategy works, consider the following example, featuring
the popular product, `iPhone charger`, which is stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`,
and `WH/Stock/Shelf 3`.
Fifteen, five, and thirty units are in stock at each respective location.
.. tip::
To check the on-hand stock at each storage location, navigate to the product form, and click the
:guilabel:`On Hand` smart button.
.. image:: closest_location/on-hand-stock.png
:align: center
:alt: Show on-hand stock at all locations.
Create a :ref:`delivery order <inventory/delivery/one-step>` for eighteen units of the `iPhone
charger` by navigating to the :menuselection:`Sales app` and creating a new quotation.
After adding the products, clicking :guilabel:`Confirm` creates a delivery order that reserves items
stored at the closest location, using the removal strategy.
For more details about *where* the units were picked, select the :guilabel:`⦙≣ (bulleted list)`
icon, located on the far-right. Doing so opens the :guilabel:`Open: Stock move` pop-up window that
displays how the reserved items were picked, according to the removal strategy.
In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from` field displays where
the quantities to fulfill the :guilabel:`Demand` are picked. All fifteen of the units stored at the
closest location, `WH/Stock/Shelf 1`, are picked first. The remaining three units are then selected
from the second closest location, `WH/Stock/Shelf 2`.
.. image:: closest_location/stock-move-window.png
:align: center
: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:
- :doc:`FIFO <fifo>` - :doc:`FIFO <fifo>`
- LIFO - LIFO
- :doc:`FEFO <fefo>` - :doc:`FEFO <fefo>`
- Closest Location - :doc:`Closest Location <closest_location>`
- Least Packages - Least Packages
* - Based on * - Based on
- :ref:`Incoming date <inventory/warehouses_storage/arrival_date>` - :ref:`Incoming date <inventory/warehouses_storage/arrival_date>`
- :ref:`Incoming date <inventory/warehouses_storage/arrival_date>` - :ref:`Incoming date <inventory/warehouses_storage/arrival_date>`
- :ref:`Removal date <inventory/warehouses_storage/removal-date>` - :ref:`Removal date <inventory/warehouses_storage/removal-date>`
- Location sequence - :ref:`Location sequence <inventory/warehouses_storage/sequence>`
- Package quantity - Package quantity
* - Selection order * - Selection order
- First in - First in
- Last in - Last in
- :ref:`First to expire <inventory/warehouses_storage/exp-date>` - :ref:`First to expire <inventory/warehouses_storage/exp-date>`
- Alphanumeric name of location - :ref:`Alphanumeric name of location <inventory/warehouses_storage/location-name>`
- Quantity closest to fulfilling demand - Quantity closest to fulfilling demand
For comprehensive examples for how to use each removal strategy, refer to each individual For comprehensive examples for how to use each removal strategy, refer to each individual
@ -144,7 +144,7 @@ and alert dates on a lot or serial number by navigating to :menuselection:`Inven
Configuration --> Settings`. Configuration --> Settings`.
Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & Serial Numbers` feature is Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & Serial Numbers` feature is
selected, and then select the checkbox for :guilabel:`Expiration Dates` to enable the feature. selected, and then select the check box for :guilabel:`Expiration Dates` to enable the feature.
.. image:: removal/enable-expiration.png .. image:: removal/enable-expiration.png
:align: center :align: center