[IMP] Inventory: Bringing least packages current

content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst

@@ -5,68 +5,130 @@ Least packages removal
 The *Least Packages* removal strategy fulfills an order by opening the fewest number of packages,
 which is ideal for maintaining organized stock without needing to open multiple boxes.
 
-.. seealso::
-   - :doc:`About removal strategies <../removal_strategies>`
-   - `Odoo Tutorials: Least Packages <https://www.odoo.com/slides/slide/5477/share>`_
+.. _inventory/warehouses_storage/pkg-qty:
 
-To understand how the removal strategy works, consider the following example, featuring a warehouse
-that stores packages of flour in bulk packages of `100 kg`.
+.. example::
 
-To minimize moisture, and/or prevent pests from entering open packages, the least packages removal
-strategy is used to pick from a single, opened package.
+   To understand how the removal strategy works, consider the following example, featuring a
+   warehouse that stores packages of flour in bulk packages of `100 kg`.
 
-.. _inventory/warehouses_storage/pkg-qty:
+   To minimize moisture and prevent possible loss of product due to spillage and repacking, the
+   least packages removal strategy is used to fill the order by opening the fewest packages of
+   flour, instead of opening multiple packages.
 
-.. example::
    A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some orders. There are
    other packages of `100 kg` in stock.
 
-   #. When an order for `14 kg` of flour is placed, the package of `54 kg` is selected.
-   #. When an order for *more* than `54 kg` of flour is placed, an unopened `100 kg` package is used
-      to fulfill the order. While this temporarily results in two open packages, these open packages
-      are prioritized in the next picking.
+   When an order for `14 kg` of flour is placed, the package of `54 kg` is selected, leaving `40 kg`
+   of flour in the bag. Another order for `80 kg` of flour is placed. An unopened `100 kg` package
+   is used to fulfill the order.
 
-Workflow
-========
+   While this temporarily results in two open packages, one for `40 kg` and another for `20 kg`,
+   these open packages are prioritized in the next pickings that are those sizes or smaller.
+
+Enabling the least packages removal strategy
+============================================
+
+A *package* is a physical container holding one or more products. Packages can also be used to store
+items in bulk.
+
+The packages feature is used to group products together and is required for the *least packages*
+removal strategy.
+
+Navigate to :menuselection:`Inventory app --> Configuration --> Settings` and in the
+:guilabel:`Operations` section, select the check box for the :guilabel:`Packages` feature.
+
+Store products in packages
+--------------------------
+
+First, products are received either in packages or individually. Next, the received products are
+stored in packages created :ref:`during a transfer <inventory/warehouses_storage/pack>`.
+
+Set the removal strategy
+------------------------
+
+After you have configured your product inventory, set the removal strategy on the :ref:`storage
+location <inventory/warehouses_storage/lp-location>` or :ref:`product category
+<inventory/warehouses_storage/lp-category>`.
 
-Using the least package removal strategy, the fewest number of packages is used to fulfill an order.
+.. _inventory/warehouses_storage/lp-location:
+
+On the storage location
+~~~~~~~~~~~~~~~~~~~~~~~
+
+To set a removal strategy on a storage location, you must first enable a couple settings in the
+**Inventory** configuration settings. Open :menuselection:`Inventory app --> Configuration -->
+Settings`, and in the :guilabel:`Warehouse` section, enable :guilabel:`Storage Locations` and
+:guilabel:`Multi-Step Routes`.
+
+Next, open :menuselection:`Inventory app --> Configuration --> Locations`. Open an existing location
+or create a new location. On the location form, under the :guilabel:`Logistics` heading, set
+the :guilabel:`Removal Strategy`. to :guilabel:`Least Packages`
+
+.. image:: least_packages/location-removal-strategy.png
+   :alt: Set Least Packages as the location's removal strategy.
+
+.. _inventory/warehouses_storage/lp-category:
+
+On the product category
+~~~~~~~~~~~~~~~~~~~~~~~
+
+Configure removal strategies on product categories by going to :menuselection:`Inventory app -->
+Configuration --> Categories` and selecting the intended product category. Next, in the
+:guilabel:`Force Removal Strategy` field, select :guilabel:`Least Packages`.
+
+.. image:: least_packages/category-removal-strategy.png
+   :alt: Set Least Packages as the category's removal strategy.
 
 .. important::
-   The :ref:`Packages feature <inventory/warehouses_storage/pack-setup>` **must** be enabled to use
-   this strategy.
+   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.
 
-Consider the following example, featuring the product, `Flour`. The product's :guilabel:`Units of
-Measure` field, located on the product form, is set to `kg`. The product is stored in packages of
-`100 kg`, with one remaining package containing `54 kg`. The product category's :guilabel:`Force
-Removal Strategy` is set to :guilabel:`Least Packages`.
+   For example, flour is stored in 100-kilogram packages. It is stored in a location with other
+   heavy items. To minimize how far pickers have to walk, the location uses the :doc:`closest
+   location removal strategy <closest_location>`. To further optimize the picking time, and to
+   reduce the number of packages opened during picking, the flour's product category, `Baking
+   Materials`, uses the least packages removal strategy.
 
-.. seealso::
-   - :ref:`Set removal strategy on product category <inventory/warehouses_storage/removal-config>`
+Workflow
+========
+
+Using the *least packages* removal strategy, the fewest number of packages is used to fulfill an
+order.
+
+Consider the following example, featuring the product, `Flour (kg)`. The product's
+:doc:`unit of measure <../../product_management/configure/uom>`, located on the product form, is set
+to `kg`. The product is stored in packages of `100 kg`, with one remaining package containing `54
+kg`. The product category's :guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`.
 
 .. tip::
-   To check the product's on-hand stock, navigate to the product form, and click the :guilabel:`On
-   Hand` smart button.
+   You can verify the product's on-hand stock in the :guilabel:`Locations` report. Open
+   :menuselection:`Inventory app --> Reporting --> Locations`. Click in the :guilabel:`Search` field
+   to filter by :guilabel:`On Hand`, as well as product.
 
-   .. image:: least_packages/on-hand-flour.png
-      :align: center
+   .. image:: least_packages/on-hand-quantities.png
       :alt: Show on-hand stock in each package.
 
-Create a :ref:`delivery order <inventory/delivery/one-step>` for eighty kilograms of flour by going
-to the :menuselection:`Sales app` and creating a new quotation. After clicking :guilabel:`Confirm`,
-the delivery order is created.
+A sales order is created for eighty kilograms of flour by going to the :menuselection:`Sales app`
+and creating a new quotation. After clicking :guilabel:`Confirm`, the :ref:`delivery order
+<inventory/delivery/one-step>` is created.
 
 On the delivery order, the :guilabel:`Quantity` field displays the amount automatically picked,
 according to 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,
-displaying how the reserved items were picked, according to the removal strategy.
+For more details about *where* the units were picked, click  :guilabel:`Details` on the product
+line. Doing so opens the :guilabel:`Detailed Operations` pop-up window, displaying 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
-the quantities to fulfill the :guilabel:`Demand` are picked. Since the order demanded eighty
+In the :guilabel:`Detailed Operations` pop-up window, the :guilabel:`Pick From` field displays where
+the quantities to fulfill the :guilabel:`Demand` are picked. Because the order demands eighty
 kilograms, which exceeds the quantity in the opened package of `54 kg`, an unopened package of `100
 kg` is selected.
 
 .. image:: least_packages/least-package.png
-   :align: center
    :alt: Show which package was picked in the *Pick From* field.
+
+.. seealso::
+   - :doc:`About removal strategies <../removal_strategies>`
+   - `Odoo Tutorials: Least Packages <https://www.odoo.com/slides/slide/5477/share>`_