diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst index 6b0f14a7d7..5424e94237 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst @@ -9,23 +9,85 @@ Every time an order is placed for products using the :abbr:`LIFO (Last In, First transfer is created for the lot/serial number that has most recently entered the stock (the **last** lot/serial number that entered the warehouse's inventory). -.. seealso:: - :doc:`About removal strategies <../removal_strategies>` - .. warning:: In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is banned, since it can potentially result in old, expired, or obsolete products being delivered to customers. -Consider the following example, with the product, `Cinder Block`, which is tracked :guilabel:`By -Lots` in the :guilabel:`Inventory` tab of the product form. The :guilabel:`Force Removal Strategy` -for the cinder block's product category is set to :guilabel:`Last In, First Out (LIFO)`. +.. _inventory/warehouses_storage/lifo_enable: -.. seealso:: - - :ref:`Set up force removal strategy ` - - :ref:`Enable lots tracking ` - - :ref:`Check arrival date ` +Enabling the LIFO removal strategy +================================== + +Lots and serial numbers differentiate identical products and track information like arrival or +expiration dates. To enable this feature, navigate to :menuselection:`Inventory --> Configuration +--> Settings`. Under the :guilabel:`Traceability` section, check the box beside :guilabel:`Lots & +Serial Numbers` to enable the feature. + +.. image:: lifo/enable-lots-serial-numbers.png + :alt: Enable Lots & Serial Numbers in the Inventory settings. + +Enable tracking by lots or serial numbers +----------------------------------------- + +Next, ensure the intended product is tracked by lots or serial numbers by navigating to the product +form in the :menuselection:`Inventory app --> Products --> Products`, then selecting the desired +product. On the product form, open the :guilabel:`General Information` tab, select the checkbox next +to the :guilabel:`Track Inventory` field, then choose either :guilabel:`By Unique Serial Number` or +:guilabel:`By Lots`. + +.. image:: lifo/track-by-serial-number.png + :alt: Enable tracking by serial number. + +Assigning lots and serial numbers +--------------------------------- + +After enabling the features, assign lot or serial numbers to products using an :doc:`inventory +adjustment <../../warehouses_storage/inventory_management/count_products>` or :ref:`during reception +`. + +Setting removal strategies +-------------------------- + +After lots or serial numbers have been assigned, set the removal strategy on the product category or +storage location. + +.. image:: lifo/location-categories.png + :alt: Find the Locations or Categories from the Configuration menu. -The following table represents the cinder blocks in stock, and their various lot number details. +On the storage location +~~~~~~~~~~~~~~~~~~~~~~~ + +Open :menuselection:`Inventory app --> Configuration --> Locations`. Select the desired location. On +the location form, under the :guilabel:`Logistics` heading, select :guilabel:`Last In First Out +(LIFO)` from the list of removal strategies. + +.. image:: lifo/lifo-on-location.png + :alt: Set Last In First Out as the location removal strategy. + +On the product category +~~~~~~~~~~~~~~~~~~~~~~~ + +Configure removal strategies on product categories by going to :menuselection:`Inventory app --> +Configuration --> Categories` and selecting the intended product category. In the +:guilabel:`Logistics` section, specify :guilabel:`Last In First Out (LIFO)` in the :guilabel:`Force +Removal Strategy` field. + +.. image:: lifo/lifo-on-category.png + :alt: Set Last In First Out as the product category removal strategy. + +.. important:: + When there are different removal strategies applied on both the location and product category for + a product, the value set on the :guilabel:`Force Removal Strategy` field set on a product + category form is applied as top priority. + +Workflow +======== + +Consider the following example, with the product, `Cinder Block`, which is tracked :guilabel:`By +Lots` in the :guilabel:`General Information` tab of the product form. The :guilabel:`Force Removal +Strategy` for the cinder block's product category is set to :guilabel:`Last In, First Out (LIFO)`. + +The following table lists the cinder blocks in stock and their respective lot numbers. .. list-table:: :header-rows: 1 @@ -45,21 +107,28 @@ The following table represents the cinder blocks in stock, and their various lot - June 6 To see the removal strategy in action, create a :ref:`delivery order ` -for seven cinder blocks by navigating to the :menuselection:`Sales app` and creating a new -quotation. +for seven cinder blocks by navigating to the **Sales** app and creating a new quotation. + +Click :guilabel:`Confirm` on the sales order form to create a delivery order. Doing so reserves the +newest lot numbers using the :abbr:`LIFO (Last In, First Out)` removal strategy. + +To view the detailed pickings, click the :guilabel:`Details` link at the far-right of the cinder +block's product line in the :guilabel:`Operations` tab of the delivery order. -:guilabel:`Confirm` the sales order to create a delivery order. Doing so reserves the newest lot -numbers are using the :abbr:`LIFO (Last In, First Out)` removal strategy. +.. image:: lifo/details-link.png + :alt: Find the Details link in the Operations tab of the delivery order. -To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` icon, located on the -far-right of the cinder block's product line in the :guilabel:`Operations` tab of the delivery -order. Doing so opens the :guilabel:`Open: Stock move` pop-up window. +Clicking the :guilabel:`Details` link opens the :guilabel:`Detailed Operations` pop-up window. -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 from. Since the order demanded seven -cinder blocks, the newest cinder blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, -First Out)` removal strategy. +In the :guilabel:`Detailed Operations` pop-up window, the :guilabel:`Pick From` field shows where +the quantities to fulfill the :guilabel:`Demand` are picked. Since the order demanded seven cinder +blocks, the newest cinder blocks from `LOT3` are selected using the :abbr:`LIFO (Last In, First +Out)` removal strategy. .. image:: lifo/cinder-block-picking.png - :align: center :alt: The detailed operations shows which lots are being selected for the picking. + +.. seealso:: + - :doc:`Removal strategies <../removal_strategies>` + - :ref:`Enable lots tracking ` + - :ref:`Check arrival date ` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/cinder-block-picking.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/cinder-block-picking.png index 926f6cd75a..fbdbdc05a9 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/cinder-block-picking.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/cinder-block-picking.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/details-link.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/details-link.png new file mode 100644 index 0000000000..7be1e7bce4 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/details-link.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/enable-lots-serial-numbers.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/enable-lots-serial-numbers.png new file mode 100644 index 0000000000..6154bd44d1 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/enable-lots-serial-numbers.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/lifo-on-category.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/lifo-on-category.png new file mode 100644 index 0000000000..bd11994f62 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/lifo-on-category.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/lifo-on-location.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/lifo-on-location.png new file mode 100644 index 0000000000..6b9fdcad13 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/lifo-on-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/location-categories.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/location-categories.png new file mode 100644 index 0000000000..8684edc931 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/location-categories.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/track-by-serial-number.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/track-by-serial-number.png new file mode 100644 index 0000000000..476f4bbafd Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo/track-by-serial-number.png differ