77 lines
2.5 KiB
ReStructuredText
77 lines
2.5 KiB
ReStructuredText
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How to select the right replenishment strategy
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Minimum Stock rules and Make to Order have similar consequences but
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different rules. They should be used depending on your manufacturing and
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delivery strategies.
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Terminology
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===========
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Minimum stock rule
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-------------------
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Minimum Stock rules are used to ensure that you always have the minimum
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amount of a product in stock in order to manufacture your products
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and/or answer to your customer needs. When the stock level of a product
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reaches its minimum the system will automatically generate a procurement
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order with the quantity needed to reach the maximum stock level.
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Make to Order
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-------------
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The Make to Order function will trigger a Purchase Order of the amount
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of the Sales Order related to the product. The system will **not** check
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the current stock. This means that a draft purchase order will be
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generated regardless of the quantity on hand of the product.
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Configuration
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=============
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Minimum stock rules
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-------------------
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The Minimum Stock Rules configuration is available through your
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Inventory module. In the Inventory Control menu select "Reordering Rule"
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in the drop down menu. There, click on "Create" to set minimum and
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maximum stock values for a given product.
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.. image:: media/strategies01.png
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:align: center
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.. note::
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Show tooltips for "minimum quantity", "maximum quantity" and "quantity multiple"
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fields
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Then, click on your product to access the related product form and, on
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the "Inventory submenu", do not forget to select a supplier.
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.. image:: media/strategies02.png
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:align: center
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.. tip::
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Don't forget to select the right product type. A consumable
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can not be stocked and will thus not be accounted for in the stock valuation.
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Make to Order
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--------------
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The Make to Order configuration is available on your product form
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through your :menuselection:`Inventory --> Inventory control --> Products` (or any
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other module where products are available).
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On the product form, under Inventory, click on "Make To Order".
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.. image:: media/strategies03.png
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:align: center
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Choice between the two options
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------------------------------
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The choice between the two options is thus dependent of your inventory
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strategy. If you prefer to have a buffer and always have at least a
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minimum amount, the minimum stock rule should be used. If you want to
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reorder your stocks only if your sale is confirmed it is better to use
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the Make to Order.
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