[IMP] Inventory: Updating LIFO removal strategy

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 <inventory/warehouses_storage/removal-config>`
-   - :ref:`Enable lots tracking <inventory/warehouses_storage/lots-setup>`
-   - :ref:`Check arrival date <inventory/warehouses_storage/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
+<inventory/product_management/assign-lots>`.
+
+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 <inventory/delivery/one-step>`
-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 <inventory/warehouses_storage/lots-setup>`
+   - :ref:`Check arrival date <inventory/warehouses_storage/arrival_date>`