[IMP] Inventory: Bringing Closest location removal strategy current

closes #15785

X-original-commit: 17d5a91
Signed-off-by: Felicia Kuan (feku) <[email protected]>
Signed-off-by: Erin Jerison (erjer) <[email protected]>
Co-authored-by: Jess Rogers <[email protected]>

Author: erjer-odoo

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 <inventory/warehouses_storage/removal-config>`
+**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
 <inventory/location-hierarchy>`.
@@ -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 <inventory/delivery/one-step>` 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 <inventory/warehouses_storage/removal-config>`