[ADD] Inventory: Add reordering rules
closes odoo/documentation#4973
X-original-commit: eb347c2681
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -11,3 +11,4 @@ Products
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products/uom
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products/usage
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products/strategies
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products/reordering_rules
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================
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Reordering rules
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================
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Reordering rules are used to keep forecasted stock levels above a certain threshold without
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exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock
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should not fall below and a maximum quantity that stock should not exceed.
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Reordering rules can be configured for each product based on the route used to replenish it. If a
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product uses the *Buy* route, then a Request for Quotation (RFQ) is created when the reordering rule
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is triggered. If a product uses the *Manufacture* route, then a Manufacturing Order (MO) is created
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instead. This is the case regardless of the selected replenishment route.
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Configure products for reordering rules
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=======================================
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In order to use reordering rules for a product, it must first be correctly configured. Begin by
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navigating to :guilabel:`Inventory --> Products --> Products`, then select an existing product, or
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create a new one by clicking :guilabel:`Create`.
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First, on the :guilabel:`General Information` tab, make sure that the :guilabel:`Product Type` is
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set to :guilabel:`Storable Product`. This is necessary because Odoo only tracks stock quantities for
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storable products, and this number is used to trigger reordering rules.
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.. image:: reordering_rules/product-type.png
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:align: center
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:alt: Set the Product Type as Storable.
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Next, click on the :guilabel:`Inventory` tab and select one or more routes from the
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:guilabel:`Routes` section. Doing so tells Odoo which route to use to replenish the product.
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.. image:: reordering_rules/select-routes.png
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:align: center
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:alt: Select one or more routes on the Inventory tab.
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If the product is reordered using the :guilabel:`Buy` route, confirm that the :guilabel:`Can be
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Purchased` checkbox is enabled under the product name. This makes the :guilabel:`Purchase` tab
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appear. Click on the :guilabel:`Purchase` tab, and specify at least one vendor, and the price that
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they sell the product for, so that Odoo knows which company the product should be purchased from.
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.. image:: reordering_rules/specify-vendor.png
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:align: center
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:alt: Specify a vendor and price on the Purchase tab.
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If the product is replenished using the :guilabel:`Manufacture` route, it needs to have at least one
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Bill of Materials (BoM) associated with it. This is necessary because Odoo only creates
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manufacturing orders for products with a :abbr:`BoM (Bill of Materials)`.
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If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, select the
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:guilabel:`Bill of Materials` smart button at the top of the product form, then click
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:guilabel:`Create` to configure a new :abbr:`BoM (Bill of Materials)`.
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.. image:: reordering_rules/bom-smart-button.png
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:align: center
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:alt: The Bill of Materials smart button on a product form.
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Create new reordering rules
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===========================
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To create a new reordering rule, navigate to :menuselection:`Inventory --> Configuration -->
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Reordering Rules`, then click :guilabel:`Create`, and fill out the new line as follows:
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- :guilabel:`Product`: The product that is replenished by the rule.
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- :guilabel:`Location`: The location where the product is stored.
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- :guilabel:`Min Quantity`: The minimum quantity that can be forecasted without the rule being
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triggered. When forecasted stock falls below this number, a replenishment order for the product is
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created.
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- :guilabel:`Max Quantity`: The maximum quantity that stock is replenished up to.
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- :guilabel:`Multiple Quantity`: Specify if the product should be replenished in batches of a
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certain quantity (e.g., a product could be replenished in batches of 20).
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- :guilabel:`UoM`: The unit of measure used for reordering the product. This value can simply be
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`Units` or a specific unit of measurement for weight, length, etc.
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.. image:: reordering_rules/reordering-rule-form.png
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:align: center
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:alt: The form for creating a new reordering rule.
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.. tip::
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Reordering rules can also be created from each product form. To do so, navigate to
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:menuselection:`Inventory --> Products --> Products`, then select a product. Click on
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:menuselection:`Reordering Rules --> Create`, then fill out the new line as detailed above.
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Once a reordering rule has been created for a product, if its forecasted quantity is below the
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rule's minimum quantity when the scheduler runs, a replenishment order for the product is
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automatically generated. By default, the scheduler runs once each day.
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.. tip::
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To manually trigger a reordering rule before the scheduler runs, select :menuselection:`Inventory
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--> Operations --> Run Scheduler`. Then, select the green :guilabel:`Run Scheduler` button on the
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pop-up that appears. Be aware that this also triggers any other scheduled actions.
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If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated.
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To view and manage :abbr:`RFQs (Requests for Quotation)`, navigate to :menuselection:`Purchase -->
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Orders --> Requests for Quotation`.
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If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO (Manufacturing Order)` is
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generated. To view and manage :abbr:`MOs (Manufacturing Orders)`, navigate to
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:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`.
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Set a preferred route for reordering
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====================================
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Odoo allows for multiple routes to be selected under the :guilabel:`Inventory` tab on each product
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form. For instance, it is possible to select both :guilabel:`Buy` and :guilabel:`Manufacture`, thus
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enabling the functionality of both routes.
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Odoo also enables users to set a preferred route for a product's reordering rule. This is the route
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that the rule defaults to if multiple are selected. To select a preferred route, begin by navigating
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to :menuselection:`Inventory --> Configuration --> Reordering Rules`.
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By default, the :guilabel:`Preferred Route` column is hidden on the :guilabel:`Reordering Rules`
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page. Enable it by selecting the :guilabel:`⋮ (three-dot)` option button on the right side of the
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page and checking the :guilabel:`Preferred Route` checkbox. Doing so reveals the
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:guilabel:`Preferred Route` column.
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Click inside of the column on the row of a reordering rule and a drop-down menu shows all available
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routes for that rule. Select one to set it as the preferred route.
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.. image:: reordering_rules/select-preferred-route.png
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:align: center
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:alt: Select a preferred route from the drop-down.
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.. important::
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If multiple routes are enabled for a product but no preferred route is set for its reordering
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rule, the product is reordered using the selected route that is listed first on the
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:guilabel:`Inventory` tab of the product form.
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