odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.md

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+---
+title: "Using inventory valuation"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.html"
+---
+
+=========================
+# Using inventory valuation
+
+.. _inventory/reporting/using_inventory_val:
+
+*Inventory valuation* is a quintessential accounting procedure that calculates the value of on-hand
+stock. Once determined, the inventory valuation amount is then incorporated into a company's overall
+value.
+
+In Odoo, this process can be conducted manually— by warehouse employees physically counting the
+products— or automatically through the database.
+
+# Automatic inventory valuation
+
+To use Odoo to automatically generate a trail of inventory valuation entries, first navigate to the
+:menuselection:`Product Categories` list by going to :menuselection:`Inventory app --> Configuration
+--> Product Categories` and select the desired product category. On the form, set the
+:guilabel:`Inventory Valuation` as :guilabel:`Automated` and the :guilabel:`Costing Method` to any
+of the three options.
+
+.. seealso::
+   :doc:`Set up inventory valuation <inventory_valuation_config>`
+
+In order to understand how moving products in and out of stock affects the company's overall value,
+consider the following product and stock moves scenario below.
+
+## Receive a product
+
+To track the value of incoming products, such as a simple *table*, configure the product category on
+the the product itself. To get there, navigate to :menuselection:`Inventory app --> Products -->
+Products` and click the desired product. On the product form, click the :guilabel:`➡️ (right arrow)`
+icon beside the :guilabel:`Product Category` field, which opens an internal link to edit the product
+category. Next, set the :guilabel:`Costing Method` as :guilabel:`First In First Out (FIFO)` and
+:guilabel:`Inventory Valuation` as :guilabel:`Automated`.
+
+> **tip**:
+>    Alternatively access the :guilabel:`Product Categories` dashboard by navigating to
+   :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired
+   product category.
+
+Next, assume 10 tables are purchased at a price of $10.00, each. The :abbr:`PO (Purchase Order)` for
+those tables will show the subtotal of the purchase as $100, plus any additional costs or taxes.
+
+.. image:: using_inventory_valuation/purchase-order.png
+   :align: center
+   :alt: Purchase order with 10 tables products valued at $10.00 each.
+
+After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, the :guilabel:`Valuation`
+smart button is enabled. Clicking on this button displays a report showing how the inventory
+valuation for the table was affected by this purchase.
+
+> **important**:
+>    :ref:`Developer mode <developer-mode>` **must** be turned on to see the :guilabel:`Valuation`
+   smart button.
+
+> **tip**:
+>    The :doc:`consignment <../../shipping_receiving/daily_operations/owned_stock>` feature allows
+   ownership to items in stock. Thus, products owned by other companies are not accounted for in the
+   host company's inventory valuation.
+
+.. image:: using_inventory_valuation/valuation-smart-button.png
+   :align: center
+   :alt: See Valuation smart button on a receipt, with Developer mode enabled.
+
+For a comprehensive dashboard that includes the inventory valuation of all product shipments,
+inventory adjustments, and warehouse operations, refer to the :ref:`stock valuation report
+<inventory/management/reporting/valuation-report>`.
+
+## Deliver a product
+
+In the same logic, when a table is shipped to a customer and leaves the warehouse, the stock
+valuation decreases. The :guilabel:`Valuation` smart button on the :abbr:`DO (Delivery Order)`,
+likewise, displays the stock valuation record as it does on a :abbr:`PO (Purchase Order)`.
+
+.. image:: using_inventory_valuation/decreased-stock-valuation.png
+   :align: center
+   :alt: Decreased stock valuation after a product is shipped.
+
+.. _inventory/management/reporting/valuation-report:
+
+# Inventory valuation report
+
+To view the current value of all products in the warehouse, first turn on :ref:`Developer mode
+<developer-mode>` and navigate to :menuselection:`Inventory app --> Reporting --> Valuation`. The
+:guilabel:`Stock Valuation` dashboard displays detailed records of products with the
+:guilabel:`Date`, :guilabel:`Quantity`, :guilabel:`Unit Value`, and :guilabel:`Total Value` of the
+inventory.
+
+> **important**:
+>    :ref:`Developer mode <developer-mode>` **must** be enabled to see the :guilabel:`Valuation`
+   option under :guilabel:`Reporting`.
+
+.. image:: using_inventory_valuation/inventory-valuation-products.png
+   :align: center
+   :alt: Inventory valuation report showing multiple products.
+
+The :guilabel:`Valuation At Date` button, located in the top-left corner of the :guilabel:`Stock
+Valuation` page, reveals a pop-up window. In this pop-up, the inventory valuation of products
+available during a prior specified date can be seen and selected.
+
+> **tip**:
+>    View a detailed record of a product's inventory value, stock move, and on-hand stock by selecting
+   the teal :guilabel:`➡️ (right arrow)` button to the right of the :guilabel:`Reference` column
+   value.
+
+.. _inventory/product_management/update-unit-price:
+
+## Update product unit price
+
+For any company: lead times, supply chain failures, and other risk factors can contribute to
+invisible costs. Although Odoo attempts to accurately represent the stock value, *manual valuation*
+serves as an additional tool to update the unit price of products.
+
+> **important**:
+>    Manual valuation is intended for products that can be purchased and received for a cost greater
+   than 0, or have product categories set with :guilabel:`Costing Method` set as either
+   :guilabel:`Average Cost (AVCO)` or :guilabel:`First In First Out (FIFO)`.
+
+.. image:: using_inventory_valuation/add-manual-valuation.png
+   :align: center
+   :alt: Add manual valuation of stock value to a product.
+
+Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard by first navigating to
+:menuselection:`Inventory app --> Reporting --> Valuation`. Next, to enable the *product
+revaluation* feature, select :menuselection:`Group by --> Product` to organize all the records by
+product. Click on the gray :guilabel:`▶️ (drop-down triangle)` icon to reveal stock valuation line
+items below, as well as a teal :guilabel:`➕ (plus)` button on the right.
+
+Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product Revaluation` form.
+Here, the inventory valuation for a product can be recalculated, by increasing or decreasing the
+unit price of each product.
+
+> **note**:
+>    The :guilabel:`▶️ (drop-down triangle)` and :guilabel:`➕ (plus)` buttons are only visible after
+   grouping entries by product.
+
+.. image:: using_inventory_valuation/product-revaluation.png
+   :align: center
+   :alt: Product revaluation form adding a value of $1.00 with the reason being inflation.
+
+## Inventory valuation journal entries
+
+In Odoo, automatic inventory valuation records are also recorded in the :menuselection:`Accounting
+app --> Accounting --> Journal Entries` dashboard. On this comprehensive list of accounting entries,
+inventory valuation records are identified by checking values in the :guilabel:`Journal` column, or
+looking for the :guilabel:`Reference` column value which matches the warehouse operation reference
+(e.g. `WH/IN/00014` for receipts).
+
+Clicking on an inventory valuation journal entry opens a *double-entry accounting* record. These
+records are generated by Odoo to track the change of value in inventory valuation as products are
+moved in and out of the warehouse.
+
+.. example::
+   To view the inventory valuation of 10 *tables*, costing $10.00 each, upon reception from the
+   vendor, go to the :menuselection:`Journal Entries` page found in :menuselection:`Accounting app
+   --> Accounting --> Journal Entries`. Here, click the journal line where the :guilabel:`Reference`
+   column value matches the reference on the receipt, `WH/IN/00014`.
+
+   .. image:: using_inventory_valuation/stock-valuation-product.png
+      :align: center
+      :alt: Stock valuation page depicting the products within a shipment.
+
+   `Stock interim` is a holding account for money intended to pay vendors for the product. The
+   `stock valuation` account stores the value of all on-hand stock.
+
+   .. image:: using_inventory_valuation/inventory-valuation-entry.png
+      :align: center
+      :alt: Accounting entry for the inventory valuation of 10 tables.
+
+.. seealso::
+   [Odoo Tutorial: Inventory Valuation ](https://www.odoo.com/slides/slide/2795/share)

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.md

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+---
+title: "Valuation by lots/serial numbers"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.html"
+---
+
+================================
+# Valuation by lots/serial numbers
+
+Track :doc:`inventory valuation <using_inventory_valuation>` by :doc:`lots or serial numbers
+<../../product_management/product_tracking>` to:
+
+#. :ref:`Compare and differentiate purchasing cost <inventory/product_management/view-valuation>`,
+   based on lot or serial numbers.
+#. Track the actual cost of manufactured products, based on the real cost of each tracked component
+   used.
+#. Depreciate specific lot or serial numbers when they :doc:`sit in stock for too long
+   <../../warehouses_storage/reporting/aging>`.
+
+> **important**:
+>    Please read this :doc:`introduction to inventory valuation <inventory_valuation_config>` before
+   setting up valuation by lot/serial numbers.
+
+# Configuration
+
+To enable valuation by lots or serial numbers, begin by enabling the :doc:`Lots and Serial Numbers
+feature <../product_tracking>`. After that, go to :menuselection:`Inventory app --> Products -->
+Products`, and select the desired product, or create a new product, by clicking :guilabel:`New`.
+
+On the product form, in the :guilabel:`Category` field, choose a product category. Ensure the
+product category's :ref:`Costing Method <inventory/warehouses_storage/costing_methods>` is set to
+*First In First Out (FIFO)* or *Average Cost (AVCO)*.
+
+> **tip**:
+>    To check the costing method set on the product category, hover over the :guilabel:`Category`
+   field, and click the :icon:`oi-arrow-right` :guilabel:`(Internal Link)` icon.
+
+.. seealso::
+   :ref:`Costing methods <inventory/warehouses_storage/costing_methods>`
+
+Next, activate the product to be tracked by lots or serial numbers by ticking the :guilabel:`Track
+Inventory` checkbox. Then, click the adjacent field that appears, and choose either :guilabel:`By
+Lots` or :guilabel:`By Unique Serial Number` from the resulting drop-down menu.
+
+Doing so makes the :guilabel:`Valuation by Lot/Serial number` checkbox appear below it. Tick that
+checkbox, and the configuration to track valuation by lot or serial numbers is complete.
+
+.. figure:: valuation_by_lots/product-form.png
+   :alt: Product form showing the Valuation by Lot or Serial Number feature.
+
+   Product form showing the Valuation by Lot or Serial Number feature
+
+# Valuation layers
+
+To understand how valuation by lots and serial numbers works, consider these scenarios:
+
+#. :ref:`Purchase and sell products <inventory/product_management/valuation-cost-example>`: cost is
+   calculated based on the *product category's* costing method.
+#. :ref:`Create new lot/serial numbers <inventory/product_management/valuation-cost-new>` using an
+   inventory adjustment: value of the new lot/serial number is assigned to the cost from the product
+   form.
+#. Inventory adjustment to update quantities for an :ref:`existing lot/serial number
+   <inventory/product_management/valuation-cost-existing>`: value is assigned based on the most
+   recent cost for that lot/serial number.
+
+For both :abbr:`AVCO (Average Cost)` and :abbr:`FIFO (First In First Out)` methods, the *Cost* field
+on the product form is calculated using this formula:
+
+:math:`Avg~Cost = \frac{Total~Value}{Total~Qty}`
+
+.. _inventory/product_management/valuation-cost-example:
+
+## Purchase products
+
+Consider how purchasing products affect the inventory valuation, in the table below.
+
+.. list-table::
+   :header-rows: 1
+   :stub-columns: 1
+
+   * -
+     - Quantity
+     - Lot number
+     - Math
+     - Average cost on product form
+   * - Empty stock
+     - 0.00
+     -
+     -
+     - $0
+   * - Day 1: Receive one product at $10/unit
+     - 1.00
+     - LOT 1
+     - :math:`\frac{10}{1}`
+     - $10
+   * - Day 2: Receive another product at $20/unit
+     - 1.00
+     - LOT 2
+     - :math:`\frac{10+20}{2}`
+     - $15
+
+.. figure:: valuation_by_lots/lip-gloss.png
+   :alt: Show Cost on the product form.
+
+   As a result, the product form displays an average cost of $15 in the **Cost** field.
+
+.. _inventory/product_management/valuation-cost-new:
+
+## Create new lot/serial number
+
+Creating a new lot/serial number through an :doc:`inventory adjustment
+<../../warehouses_storage/inventory_management/count_products>` assigns the same value as the cost
+on the product form.
+
+To make an inventory adjustment, and assign a lot number, go to :menuselection:`Inventory app -->
+Operations --> Physical Inventory`. Then, click :guilabel:`New`.
+
+In the new inventory adjustment line that appears, set the :guilabel:`Product`, create the
+:guilabel:`Lot/Serial Number`, set the :guilabel:`Counted Quantity`, and click :icon:`fa-floppy-o`
+:guilabel:`Apply`.
+
+To view the valuation layer, go to :menuselection:`Inventory app --> Reporting --> Valuation`. The
+:guilabel:`Total Value` per unit matches the *Cost* on the product form.
+
+.. example::
+   Continuing the example in the table above, when the product cost is `$15`, the valuation for a
+   newly-created `LOT3` is also be `$15`.
+
+   .. image:: valuation_by_lots/create-new.png
+      :alt: Show inventory adjustment valuation.
+
+.. _inventory/product_management/valuation-cost-existing:
+
+## Existing lot/serial number
+
+When adjusting the quantity of an existing lot/serial number, the value is based on the most recent
+valuation layer for that specific lot/serial number.
+
+.. example::
+   Continuing the example in the table above, the value for `LOT 1` is `$10`.
+
+   So, when the quantity is updated from `1.00` to `2.00`, the additional quantity is also valued at
+   `$10`, reflecting the latest valuation layer for `LOT 1`.
+
+   .. figure:: valuation_by_lots/existing.png
+      :alt: Show valuation of LOT 1 getting updated.
+
+      The inventory adjustment (top line) is valued the same as LOT 1 (bottom line).
+
+.. _inventory/product_management/view-valuation:
+
+# View valuation
+
+To find the average cost of a specific lot/serial number, go to :menuselection:`Inventory app -->
+Products --> Lots/Serial Numbers`, and select the desired record.
+
+Both the :guilabel:`Cost` and :guilabel:`Average Cost` fields show a unit's average cost. The
+:guilabel:`Total Value` reflects the total on-hand value for that lot/serial number.
+
+> **important**:
+>    Ensure the costing method is set to *First In First Out (FIFO)* or *Average Cost (AVCO)* to
+   display the cost on this page.
+
+.. figure:: valuation_by_lots/lot.png
+   :alt: Show cost of the lot/serial number.
+
+   Lot form, displaying **Cost** field. The **Valuation** smart button is in the top-right.
+
+Valuation layers of a lot/serial number can be viewed through the :ref:`valuation report
+<inventory/product_management/valuation-report>`, or by clicking the lot/serial number's
+:guilabel:`Valuation` smart button. These detailed, line-by-line records can help determine how each
+inventory move of the specific lot/serial number affects its valuation.
+
+.. _inventory/product_management/valuation-report:
+
+## Valuation report
+
+Display the valuation of lots and serial numbers in the database by going to
+:menuselection:`Inventory app --> Reporting --> Valuation`.
+
+On the resulting :guilabel:`Stock Valuation` report, click the search bar, and in the
+:icon:`oi-group` :guilabel:`Group By` section of the resulting drop-down menu, select
+:guilabel:`Lot/Serial number`.
+
+> **tip**:
+>    Click the :icon:`fa-plus` :guilabel:`(plus)` icon to the right of a collapsed lot number line to
+   :ref:`manually modify the cost <inventory/product_management/update-unit-price>`.
+
+   This is useful for adjusting individual lot prices when a purchase order or bill includes
+   multiple lots/serial numbers, as initial prices are identical upon reception.
+
+.. image:: valuation_by_lots/stock-valuation.png
+   :alt: Show valuation report, by lots.
+
+## Valuation smart button
+
+To access a filtered part of the *Stock Valuation* report, specific to a lot or serial number, go to
+:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`, and select the desired item.
+
+On the :guilabel:`Lot/Serial Numbers` page, click the :guilabel:`Valuation` smart button.
+
+.. figure:: valuation_by_lots/lot-stock-valuation.png
+   :alt: All stock moves relating to `LOT 1`.
+
+   All stock moves that affect the valuation of `LOT 1`.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/product_management/inventory_valuation.md

@@ -0,0 +1,17 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/product_management/inventory_valuation.html"
+---
+
+:nosearch:
+# 
+# Inventory valuation
+
+.. toctree::
+   :titlesonly:
+
+   inventory_valuation/inventory_valuation_config
+   inventory_valuation/using_inventory_valuation
+   inventory_valuation/landed_costs
+   inventory_valuation/valuation_by_lots
+

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.md

@@ -0,0 +1,254 @@
+---
+title: "Expiration dates"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.html"
+---
+
+================
+# Expiration dates
+
+.. |RFQ| replace:: :abbr:`RFQ (request for quotation)`
+
+.. _inventory/product_management/product_tracking/expiration_dates:
+
+In Odoo, *expiration dates* can be used to manage and track the lifecycles of perishable products,
+from purchase to sale. Using expiration dates reduces product loss due to unexpected expiry, and
+helps to avoid sending expired products to customers.
+
+In Odoo, only products that are tracked using *lots* and *serial numbers* can be assigned expiration
+information. Once a lot or serial number has been assigned, an expiration date can be set. This is
+especially helpful for companies (such as food manufacturers) that consistently, or exclusively, buy
+and sell perishable products.
+
+.. seealso::
+   - :doc:`../product_tracking/lots`
+   - :doc:`../product_tracking/serial_numbers`
+
+# Enable expiration dates
+
+To enable the use of *expiration dates*, go to :menuselection:`Inventory app --> Configuration -->
+Settings`, and scroll down to the :guilabel:`Traceability` section. Then, click the checkbox to
+enable the :guilabel:`Lots & Serial Numbers` feature.
+
+Once that feature is activated, a new option will appear to enable :guilabel:`Expiration Dates`.
+Click that checkbox to enable the feature, and be sure to :guilabel:`Save` changes.
+
+.. image:: expiration_dates/expiration-dates-enabled-settings.png
+   :alt: Enabled lots and serial numbers and expiration dates settings.
+
+> **tip**:
+>    Once the :guilabel:`Lots & Serial Numbers` feature is activated, an additional feature appears to
+   :guilabel:`Display Lots & Serial Numbers on Delivery Slips`. Activating these features helps with
+   end-to-end traceability, making it easier to manage product recalls, identify batches of faulty
+   products, and more.
+
+# Configure expiration dates on products
+
+Once the :guilabel:`Lots & Serial Numbers` and :guilabel:`Expiration Dates` features have been
+enabled in the **Inventory** app settings, expiration information can be configured on individual
+products.
+
+To do so, go to :menuselection:`Inventory app --> Products --> Products`, and select a product to
+edit. Selecting a product reveals the product form for that particular item.
+
+> **important**:
+>    To be tracked using lots or serial numbers, or to configure expiration information, products
+   *must* have their :guilabel:`Product Type` set as :guilabel:`Goods` under the :guilabel:`General
+   Information` tab. Then, in the :guilabel:`Track Inventory` field, select either :guilabel:`By
+   Unique Serial Number` or :guilabel:`By Lots`.
+
+Then, click the :guilabel:`Inventory` tab, and scroll down to the :guilabel:`Traceability` section.
+Tick the :guilabel:`Expiration Date` checkbox.
+
+> **note**:
+>    If a product has stock on-hand prior to activating tracking by lots or serial numbers, an
+   inventory adjustment might need to be performed in order to assign lot numbers to the existing
+   stock.
+
+> **tip**:
+>    For processing large quantities of products on receipts or deliveries, it is recommended to track
+   using lots, so multiple products can be traced back to the same lot, if any issues arise.
+
+.. image:: expiration_dates/expiration-dates-product-configuration.png
+   :alt: Expiration dates configuration on the product form.
+
+Under the :guilabel:`Dates` section, there are four categories of expiration information to
+configure for the product:
+
+- :guilabel:`Expiration Time`: the number of days after receiving products (either from a vendor or
+  in stock after production) in which goods may become dangerous and should not be used or consumed.
+- :guilabel:`Best Before Time`: the number of days before the expiration date in which the goods
+  start deteriorating, **without** being dangerous yet.
+- :guilabel:`Removal Time`: the number of days before the expiration date in which the goods should
+  be removed from stock.
+- :guilabel:`Alert Time`: the number of days before the expiration date in which an alert should be
+  raised on goods in a particular lot or containing a particular serial number.
+
+> **note**:
+>    The values entered into these fields automatically compute the expiration date for goods entered
+   into stock, whether purchased from a vendor or manufactured in-house.
+
+> **tip**:
+>    If the :guilabel:`Dates` field is not populated with any values for expiration information, dates
+   (and lots) can be manually assigned upon receipts and deliveries in and out of the warehouse.
+   Even when assigned, they can still be overwritten and changed manually if needed, as well.
+
+# Set expiration dates on receipts with lots & serial numbers
+
+Generating expiration dates for *incoming* goods can be done directly on the :guilabel:`Receipt`.
+Navigate to :menuselection:`Inventory app --> Operations --> Receipts`, then click on a line to
+open the :guilabel:`Receipt` record.
+
+> **important**:
+>    Clicking :guilabel:`Validate` before assigning a serial number to the ordered product quantities
+   causes a :guilabel:`User Error` popup to appear. The popup requires entry of a lot or serial
+   number for the ordered products. The receipt cannot be validated without an assigned lot or
+   serial number.
+
+   .. image:: expiration_dates/expiration-dates-user-error-popup.png
+      :alt: User error popup when validating an order with no lot number.
+
+From here, click the :icon:`fa-list` :guilabel:`(Details)` icon located on the of the product line.
+When clicked, a :guilabel:`Detailed Operations` pop-up will appear.
+
+In the pop-up, the :guilabel:`Expiration Date` automatically populates, based on the configuration
+on the product form. Click the :guilabel:`Lot/Serial Number` field on the appropriate line, then
+enter the lot or serial number.
+
+> **tip**:
+>    If the :guilabel:`Dates` field on the product form has not been configured, the
+   :guilabel:`Expiration Date` can be manually entered.
+
+Click :guilabel:`Save` when finished to close the pop-up. Finally, click :guilabel:`Validate`.
+
+.. image:: expiration_dates/expiration-dates-detailed-operations-popup.png
+   :alt: Detailed operations popup showing expiration dates for ordered products.
+
+A :guilabel:`Traceability` smart button will appear upon validating the receipt. Click the
+:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which
+includes: a :guilabel:`Reference` document; the :guilabel:`Product` being traced; the
+:guilabel:`Lot/Serial #`; and more.
+
+# Set expiration dates on manufactured products
+
+Expiration dates can also be generated for products manufactured in-house. To assign expiration
+dates to manufactured products, a manufacturing order (MO) needs to be completed.
+
+To create a :abbr:`MO (manufacturing order)`, go to :menuselection:`Manufacturing app --> Operations
+--> Manufacturing Orders`, and click :guilabel:`New`. Choose a product to manufacture from the
+:guilabel:`Product` field drop-down menu, then select the :guilabel:`Quantity` to produce.
+
+.. image:: expiration_dates/expiration-dates-manufacturing-order.png
+   :alt: Manufacturing order for product with expiration date.
+
+> **note**:
+>    To manufacture a product, there must be materials to consume in the lines in the
+   :guilabel:`Product` column. This can be achieved either by creating a :guilabel:`Bill of
+   Material` for the :guilabel:`Product`, or manually adding materials to consume by clicking
+   :guilabel:`Add a line`.
+
+Once ready, click :guilabel:`Confirm`.
+
+The appropriate number of :guilabel:`Lots/Serial Numbers` automatically populated in the field.
+Click the :icon:`fa-list` :guilabel:`(Details)` icon to reveal additional information for those
+specific numbers. On that pop-up, all expiration information that was previously configured for the
+product is displayed.
+
+.. image:: expiration_dates/components-popup.png
+   :alt: Components pop-up with expiration information for specific lot number.
+
+# Sell products with expiration dates
+
+Selling perishable products with expiration dates is done the same as any other type of product. The
+first step in selling perishable products is to create a sales order.
+
+To do that, go to :menuselection:`Sales app --> New` to create a new quotation, and fill out the
+information on the sales order form.
+
+Add a :guilabel:`Customer`, then click :guilabel:`Add a product` to add the desired products to the
+:guilabel:`Product` lines, and set a :guilabel:`Quantity` for the products.
+
+Then, click the :guilabel:`Other Info` tab. Under the :guilabel:`Delivery` section, change the
+:guilabel:`Delivery Date` to a date after the expected date, and click :guilabel:`Apply` to confirm
+the date. Finally, click :guilabel:`Confirm` to confirm the sales order.
+
+> **important**:
+>    If the products are delivered before the :guilabel:`Alert Date` set on the product form, then no
+   alerts are created.
+
+Next, click the :guilabel:`Delivery` smart button at the top of the sales order to see the warehouse
+receipt form.
+
+On the warehouse receipt form, click :guilabel:`Validate`, and then :guilabel:`Apply` in the
+accompanying pop-up window, to automatically process all :guilabel:`Done` quantities, and deliver
+the products to the customer.
+
+> **important**:
+>    To sell perishable products with expiration dates, the :guilabel:`Removal Strategy` for the
+   :guilabel:`Location` the products are stored in must be set to :abbr:`FEFO (First Expiry, First
+   Out)`. If there is not enough stock of perishable products in one lot, Odoo will automatically
+   take the remaining quantity required from a second lot with the next-soonest expiration date.
+   Removal strategies can also be set on :guilabel:`Product Categories`.
+
+.. seealso::
+   :doc:`../../shipping_receiving/removal_strategies`
+
+# View expiration dates for lots & serial numbers
+
+To view (and/or group) all products with expiration dates by lot number, go to
+:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`.
+
+Once there, remove any default search filters from the search bar. Then, click :guilabel:`Group By`,
+choose :guilabel:`Add Custom Group`, and select the :guilabel:`Expiration Date` parameter from the
+drop-down menu. Doing so breaks down all perishable products, their expiration dates, and the
+assigned lot number.
+
+.. image:: expiration_dates/expiration-dates-group-by-dates.png
+   :alt: Group by expiration dates on lots and serial numbers page.
+
+> **tip**:
+>    Customers can also view the expiration date alert in their customer portal.
+
+.. _inventory/product_management/expiration-alerts:
+
+## Expiration alerts
+
+To see expiration alerts, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`.
+
+Then, click into a :guilabel:`Lot/Serial Number` with perishable products. Doing so reveals the
+serial number detail form.
+
+> **tip**:
+>    To view expiration date information in the list view, click the :icon:`oi-settings-adjust`
+   :guilabel:`(adjust settings)` icon at the top of the list of records, then tick the
+   :guilabel:`Expiration Date` checkbox.
+
+On the :guilabel:`Lot/Serial Number` detail form, the :guilabel:`Dates` lists all expiration
+information related to the products.
+
+If the expiration date for a lot/serial number has passed, the form displays a red
+:guilabel:`Expiration Alert` at the top of the page to indicate that the products in this lot are
+either expired or expiring soon.
+
+From here, click back to the :guilabel:`Lots/Serial Numbers` page (via the breadcrumbs).
+
+To see the new expiration alert, or any expiration alerts for products that are expired (or will
+expire soon), click back to the :guilabel:`Lots/Serial Numbers` page via the breadcrumbs. Remove
+all of the search filters from the search bar on the :guilabel:`Lots/Serial Numbers` dashboard.
+
+Then, click :guilabel:`Filters`, and choose :guilabel:`Expiration Alerts`.
+
+.. image:: expiration_dates/expiration-dates-expiration-alert.png
+   :alt: Expiration alert for product past the expiration date.
+
+## Expiration notifications
+
+Users can be notified when the expiration date for a product has passed. This can help keep specific
+employees up to date on the status of items under their purview.
+
+To configure a notification, navigate to :menuselection:`Inventory app --> Products --> Products`.
+Select a product configured with lot/serial numbers and expiration date tracking. Navigate to the
+:guilabel:`Inventory` tab. Under the :guilabel:`Logistics` section, select a user in the
+:guilabel:`Responsible` field.
+
+When the expiation date passes for a lot/serial number for this product, a notification is sent to
+the user in this field.