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[IMP] Inventory: bringing Locations current with 19.0
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content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst

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@@ -17,7 +17,6 @@ section, tick the :guilabel:`Storage Locations` checkbox. Then, click :guilabel:
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locations.
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.. image:: use_locations/enable-location.png
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:align: center
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:alt: Show Storage Locations feature.
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Create new location
@@ -27,7 +26,6 @@ After enabling *Storage Locations*, go to :menuselection:`Inventory app --> Conf
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Locations`.
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.. image:: use_locations/locations.png
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:align: center
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:alt: List of internal locations.
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On this page, click :guilabel:`New`. The new location form can then be configured as follows:
@@ -38,7 +36,7 @@ On this page, click :guilabel:`New`. The new location form can then be configure
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describe how a specific location fits within larger areas of the warehouse.
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.. example::
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In `WH/Stock/Zone A/Refrigerator 1`, "Refrigerator 1" is the location name, "Zone A" is the
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In `WH/Stock/Zone A/Refrigerator 1`, `Refrigerator 1` is the location name, `Zone A` is the
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parent location, and everything before it is the path showing where this spot is within the
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warehouse.
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@@ -48,47 +46,29 @@ Additional Information section
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In addition to the required fields above, configure the following location fields to ensure the
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location serves its intended purpose in the database:
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- :guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor Location`,
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:guilabel:`View`, :guilabel:`Internal Location`, :guilabel:`Customer Location`,
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:guilabel:`Inventory Loss`, :guilabel:`Production`, or :guilabel:`Transit Location` to categorize
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the location. For details on each location type, refer to the :ref:`Location Types section
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- :guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor`,
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:guilabel:`Virtual`, :guilabel:`Internal`, :guilabel:`Customer`, :guilabel:`Inventory Loss`,
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:guilabel:`Production`, or :guilabel:`Transit` to categorize the location. For details on each
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location type, refer to the :ref:`Location Types section
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<inventory/warehouses_storage/location-type>`.
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- :guilabel:`Storage Category`: only available with the :doc:`Storage Categories
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<../../shipping_receiving/daily_operations/storage_category>` feature enabled in
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:menuselection:`Inventory app --> Configuration --> Settings`.
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- :guilabel:`Company`: the company the location belongs to.
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- :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be
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stored in this location.
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- :guilabel:`Is a Return Location?`: tick this checkbox to allow products to be returned to this
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location.
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- :guilabel:`Barcode`: used with the *Barcode* app, enter the barcode to :ref:`identify actions
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<barcode/setup/location>` at this location when scanned.
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- :guilabel:`Replenish Location`: used for :doc:`configuring routes
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- :guilabel:`Replenishments`: used for :doc:`configuring routes
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<../../shipping_receiving/daily_operations/use_routes>`, tick this checkbox to set the location as
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a destination for receiving products from *Buy*, *Manufacture*, or other procurement routes,
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ensuring products are correctly supplied to the warehouse.
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.. image:: use_locations/new-location.png
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:align: center
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:alt: Additional Information section of new location creation form.
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Configure the remaining fields in the :guilabel:`Additional Information` section as follows:
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- :guilabel:`Company`: the company whose warehouse the location is inside of. Leave this field blank
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if this location is shared between companies.
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- :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be
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stored in this location.
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- :guilabel:`Is a Return Location?`: tick this checkbox to allow products to be returned to this
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location.
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- :guilabel:`Barcode`: the barcode assigned to the location.
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- :guilabel:`Replenish Location`: tick this checkbox to get all quantities to replenish at this
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location.
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In the :guilabel:`Cyclic Counting` section, change the value in the :guilabel:`Inventory Frequency
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(Days)` field from the default `0`, if necessary.
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In the :guilabel:`Cyclic Counting` section, change the value in the :guilabel:`Inventory Frequency`
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field from the default `0`, if necessary.
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.. image:: use_locations/use-locations-cyclic-counting.png
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:align: center
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:alt: Cyclic Counting section of new location creation form.
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When different than `0`, the inventory count dates for products stored at this location are
@@ -103,22 +83,21 @@ items should be removed from this location.
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Cyclic Counting section
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-----------------------
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To schedule regular inventory counts at this location, set the :guilabel:`Inventory Frequency
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(Days)` field to the desired interval. By default, it is set to `0` (no scheduled counts).
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To schedule regular inventory counts at this location, set the :guilabel:`Inventory Frequency` field
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to the desired interval. By default, it is set to `0` (no scheduled counts).
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For example, setting this field to `30`, schedules a count every thirty days. For more specifics on
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For example, setting this field to `30` schedules a count every thirty days. For more specifics on
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setting up and using this feature, refer to the :doc:`Cycle Counts documentation <cycle_counts>`.
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The :guilabel:`Last Effective Inventory` field displays the date the last inventory count at this
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location occurred. When scheduled inventory counts are enabled, the :guilabel:`Next Expected
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Inventory` field displays the date of the next inventory count.
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The :guilabel:`Last Inventory` field displays the date the last inventory count at this location
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occurred. When scheduled inventory counts are enabled, the :guilabel:`Next Expected` field displays
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the date of the next inventory count.
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.. example::
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With inventory counts scheduled to occur every `30` days, and the :guilabel:`Last Effective
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Inventory` count occurring on July 16, the :guilabel:`Next Expected Inventory` is August 15.
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With inventory counts scheduled to occur every `30` days, and the :guilabel:`Last Inventory`
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count occurring on November 13, the :guilabel:`Next Expected` is December 13.
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.. image:: use_locations/scheduled-count.png
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:align: center
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:alt: Show Cyclic Count section of the locations form.
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Logistics section
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In the :guilabel:`Logistics` section of the locations form, optionally select a :guilabel:`Removal
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Strategy` to determine the order and priority of how products are picked from inventory. The options
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are: :guilabel:`First In First Out (FIFO)`, :guilabel:`Last In First Out (LIFO)`, :guilabel:`Closest
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Location`, and :guilabel:`First Expiry First Out (FEFO)`.
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Location`, :guilabel:`Least Packages`, and :guilabel:`First Expiry First Out (FEFO)`.
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.. seealso::
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:doc:`../../shipping_receiving/removal_strategies`
@@ -138,12 +117,10 @@ Current stock at location
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To view the current stock at a single location, go to :menuselection:`Inventory app -->
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Configuration --> Locations`, and select the desired location.
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Next, click the :guilabel:`Current Stock` smart button to get a list of all products at the
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location.
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Next, click the :guilabel:`Products` smart button to get a list of all products at the location.
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.. example::
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A list of current stock at `Shelf 1` consists of `266` cabinets and `39` desks.
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A list of current stock at `Shelf 2` consists of `90` cable management boxes.
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.. image:: use_locations/current-stock.png
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:align: center
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.. image:: use_locations/products.png
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:alt: Show stock at Shelf 1.
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