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Original file line number Diff line number Diff line change
Expand Up @@ -12,34 +12,88 @@ Configuration
In the *Inventory* app, go to :menuselection:`Configuration --> Settings` and activate the
*Multi-Step Routes*. By doing so, the *Storage Locations* will be automatically activated.

.. image:: media/putaw1.png
.. image:: putaway/putaw1.png
:align: center

Setting up a Putaway Rule
==========================

In some cases, like for a retail shop storing vegetables and fruits, we have to store products in different locations to maintain product quality.
In some cases, like for a retail shop storing vegetables and fruits, we have to store products in different locations depending on several factors like
frequency, size, product category, need to be in specific environment etc...

Let’s suppose there are one warehouse location *WH/Stock* and two sub-locations *WH/Stock/Vegatable* and *WH/Stock/Fruits*.
Let’s suppose there are one warehouse location *WH/Stock* with following sub-locations:
- WH/Stock/Pallets
-- WH/Stock/Pallets/PAL1
-- WH/Stock/Pallets/PAL2
-- WH/Stock/Pallets/PAL3
- WH/Stock/Shelf 1
- WH/Stock/Shelf 2
-- WH/Stock/Shelf 2/Small Refrigerator
- WH/Stock/Shelf 3

To manage those locations, we will create putaway rules. To do so, open the *Inventory* app and go
to :menuselection:`Configuration --> Putaway Rules`. Then, click on create and configure your first
rule indicating the main location the product will enter before being redirected to the right
location.

.. note::
The putaway rules can be defined either per product or per product category.
.. important::
The putaway rules can be defined either per product/product category and or Package Type (Packages setting must be enabled for that).
Putaway rules are read sequetially until a match is found.

.. image:: media/putaw2.png
.. image:: putaway/putaway-example.png
:align: center

Now, if I purchase apples and carrots to my supplier, they will be grouped in the same receipt but redirected to the right location automatically, thanks to putaway rules. This information is available from *Inventory Report*, under the reporting menu.
I the following exampple:
- If I receive water (category All/drinks), whatever the package, it will be redirected to WH/Stock/Shelf 2/Small Refrigerator
- If I receive orange juice cans in a box, it will be redirected to WH/Stock/Shelf 2
- If I receive water or apple juice in a box, it will be redirected to WH/Stock/Shelf 3
- If I receive a Pallet of Lemonade cans, it will be redirected to WH/Stock/pallets/PAL1

.. image:: media/putaw3.png
========================
Using Storage Categories
========================

A **Storage category** is an extra location attribute. It allows to define the quantity of products that can be stored
in the location and how the location will be selected with putaway rules.

Configuration
==============

In the *Inventory* app, go to :menuselection:`Configuration --> Settings` and activate the
*Storage Categories*. By doing so, the *Storage Locations* will be automatically activated.

Create a Storage Category
=========================

In the *Inventory* app go to :menuselection:`Configuration --> Storage Categories`.
Hit *Create*.

.. image:: putaway/storage-category.png
:align: center

.. image:: media/putaw4.png
Fill a name. You can limit the capacity by weight, by product or package type.
The *Allow New Product* define when the location is considered available to store
a product:
- If location is empty: a product can be added there only if the location is empty
- If products are the same: a product can be added there only if the same product is already there
- Allow mixed products: several different products can be stored in this location at the same time

Now we can link a storage category to a location.

.. image:: putaway/location-storage-category.png
:align: center

Storage Categories in putaway rules
===================================

Lets continue our example from above we applied our 'High Frequency Pallets' on locations
PAL1 and PAL2 and reworked the putaway rules as follows.
Assume I receive 1 pallet of lemonade cans:
- if PAL1 and PAL2 are empty, the pallet will be redirected to Stock/pallets/PAL1
- if PAL1 is full, the pallet will be redirected to stock/pallets/PAL2
- if PAL1 and 2 are full, the pallet will be redirected to stock/Pallets

.. image:: media/putaw5.png
.. image:: putaway/smart-putaways.png
:align: center


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Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
==================================================
What is a Removal Strategy (FIFO, LIFO, and FEFO)?
==================================================
================================================================
What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?
================================================================

Usually, *Removal Strategies* are defined in picking operations to select the best products to
optimize the distance for the worker, for quality control purposes, or to first move the products
Expand Down Expand Up @@ -98,6 +98,14 @@ The transfer also requests one box from 20001 because it’s the lot that expire
Then, you can remember that for every order of a product with the *FEFO* strategy, a transfer is
requested for the product that has the nearest expiration date from the order date.

Closest Location
----------------
The **Closest location** strategy is completely different from the others. It's not related with the
date of entry in the warehouse, but rather on the location of the product. It's commonly used for products
that don't deteriorate with time. The aim is to avoid a long journey at the bottom of the stock when the
product is also located at a near location. This method is only available if you have the *storage locations*
setting on. The closest location is actually the one that comes first in the alphabetic order.

Use Removal Strategies
======================

Expand Down Expand Up @@ -219,4 +227,4 @@ automatically reserved by Odoo are the ones with the closest expiration date, me

.. image:: media/reserved-hand-cream.png
:align: center
:alt: two hand cream lots reserved for sell with the FEFO strategy.
:alt: two hand cream lots reserved for sell with the FEFO strategy.