diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst index 8660dda596..272d4df1ea 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst @@ -8,9 +8,6 @@ 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:`About removal strategies <../removal_strategies>` - .. _inventory/warehouses_storage/sequence: To understand *location sequence* in the closest removal strategy, consider the following example: @@ -20,29 +17,38 @@ To understand *location sequence* in the closest removal strategy, consider the 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`. +Enabling the Closest Location removal strategy +============================================== -.. seealso:: - :ref:`Set up removal strategy ` +**Storage locations** and **multi-step routes** are necessary features for setting all types of +removal strategies on a location. However, these features are specifically required for the closest +location removal strategy since it is only applied at the location level. + +To activate these features, navigate to :menuselection:`Inventory app --> Configuration --> +Settings`. Under the :guilabel:`Warehouse` heading, enable the :guilabel:`Storage Locations` and +:guilabel:`Multi-Step Routes` features. Be sure to :guilabel:`Save` your changes. + +.. image:: closest_location/enable-configuration-settings.png + :alt: Enable Storage Locations and Multi-Step Routes in the inventory settings. .. _inventory/warehouses_storage/location-name: -Location names -============== +Configure 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. +Set the removal strategy +------------------------ + 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 `. @@ -53,46 +59,52 @@ named storage locations. Doing so opens the form for the parent location. In the :guilabel:`Removal Strategy` field, select :guilabel:`Closest Location`. +.. image:: closest_location/set-closest-location.png + :alt: Set Closest Location as the location's removal strategy. + .. 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'. + To use the 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`. +the popular product, `iPhone Charger`, which is stored in `WH/Stock/Shelf A/Pallets`, +`WH/Stock/Shelf A/Rack 1`, and `WH/Stock/Shelf A/Rack2`. 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. + To check the on-hand stock at each storage location, open the :guilabel:`Locations` report by + clicking :menuselection:`Inventory app --> Reporting --> Locations`. Filter by :guilabel:`On + Hand`, as well as product (if necessary). .. image:: closest_location/on-hand-stock.png - :align: center :alt: Show on-hand stock at all locations. Create a :ref:`delivery order ` for eighteen units of the `iPhone -charger` by navigating to the :menuselection:`Sales app` and creating a new quotation. +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. +For more details about *where* the units were picked, click the :guilabel:`Details` link, located on +the far right. Doing so opens the :guilabel:`Detailed Operations` 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 +In the :guilabel:`Detailed Operations` 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`. +closest location, `WH/Stock/Shelf A/Pallets`, are picked first. The remaining three units are then +selected from the second closest location, `WH/Stock/Shelf A/Rack 1`. -.. image:: closest_location/stock-move-window.png - :align: center - :alt: Display *Pick From* quantities for the order for iPhone chargers. +.. image:: closest_location/detailed-operations-window.png + :alt: Display Pick From quantities for the order for iPhone chargers. + +.. seealso:: + - :doc:`About removal strategies <../removal_strategies>` + - :ref:`Set up removal strategy ` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/detailed-operations-window.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/detailed-operations-window.png new file mode 100644 index 0000000000..590ec5b086 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/detailed-operations-window.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/enable-configuration-settings.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/enable-configuration-settings.png new file mode 100644 index 0000000000..926df614fc Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/enable-configuration-settings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/on-hand-stock.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/on-hand-stock.png index cd3dab48c1..c2aa808ca4 100644 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/on-hand-stock.png and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/on-hand-stock.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/set-closest-location.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/set-closest-location.png new file mode 100644 index 0000000000..a799267ce2 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/set-closest-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/stock-move-window.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/stock-move-window.png deleted file mode 100644 index c00e70b047..0000000000 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location/stock-move-window.png and /dev/null differ