[ADD] purchase: add new temp rr doc
closes odoo/documentation#7576 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -8,4 +8,5 @@ Products
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:titlesonly:
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products/reordering
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products/temporary_reordering
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products/uom
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@ -0,0 +1,130 @@
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==========================
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Temporary reordering rules
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==========================
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Some businesses require certain products to always have a minimum quantity of stock on-hand at any
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given time. To avoid stock falling below a certain threshold, companies can create *reordering
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rules* in Odoo to automate purchase orders for specific products.
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Reordering rules keep the forecasted stock levels above a certain threshold, without exceeding a
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specified upper limit, or maximum amount. When a product with a reordering rule falls below a
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specified quantity, Odoo generates an order using the specified *route* (e.g. *Buy* or
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*Manufacture*) to replenish the stock.
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In certain cases, businesses might opt for *temporary reordering rules* when they do not want
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specific products to be replenished automatically.
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In Odoo, a "temporary" reordering rule is created in the replenishment dashboard when a product:
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#. is configured with a *Buy* route
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#. has no reordering rule configured
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#. has `0` quantity in stock
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#. is included in a sales order (SO).
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This rule is deleted upon confirmation of the purchase order (PO) generated for the product.
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.. seealso::
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- :doc:`../../inventory/product_management/product_replenishment/reordering_rules`
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- :doc:`../../purchase/products/reordering`
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Configuration
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=============
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To configure a product that triggers temporary reordering rules when its stock reaches `0`, begin by
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going to :menuselection:`Inventory app --> Products --> Products`, and click :guilabel:`New`.
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.. note::
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The same configurations can also be made on an existing product, by going to
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:menuselection:`Inventory app --> Products --> Products`, and selecting an existing product.
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On the product form, enter the product name, and ensure the :guilabel:`Can be Sold` and
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:guilabel:`Can be Purchased` options are enabled, located beneath the :guilabel:`Product Name`
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field.
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Then, set the :guilabel:`Product Type` to `Storable Product`, under the :guilabel:`General
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Information` tab.
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Next, click the :guilabel:`Purchase` tab, and under :guilabel:`Vendor`, click :guilabel:`Add a line`
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to select a vendor from the drop-down menu. Then, set a purchase price under :guilabel:`Price`.
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.. important::
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A vendor **must** be set for temporary reordering rules to work. While a :abbr:`PO (purchase
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order)` can still be created automatically, attempting to replenish the product from the
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:guilabel:`Replenishment` dashboard in the *Inventory* app triggers a warning to add a vendor on
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the product form.
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.. image:: temporary_reordering/temporary-reordering-warning-popup.png
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:align: center
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:alt: Warning pop-up upon clicking to replenish product with no set vendor.
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Before creating a :abbr:`SO (sales order)` for the product, ensure the :guilabel:`On Hand` smart
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button on the product form reads `0.00 Units`. Then, ensure that the :guilabel:`Reordering Rules`
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smart button reads `0`, indicating there are no rules applied to this product.
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.. image:: temporary_reordering/temporary-reordering-smart-buttons.png
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:align: center
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:alt: Product form smart button row displaying reordering rules and on hand buttons.
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Trigger temporary reordering rule
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=================================
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To trigger a temporary reordering rule, create a new sales order for a product by navigating to
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:menuselection:`Sales app --> New`.
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Then, add a customer in the :guilabel:`Customer` field, and click :guilabel:`Add a product` under
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the :guilabel:`Product` column in the :guilabel:`Order Lines` tab. Next, select the desired product
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from the drop-down menu. Lastly, :guilabel:`Confirm` the :abbr:`SO (sales order)`.
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.. image:: temporary_reordering/temporary-reordering-sales-order.png
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:align: center
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:alt: Sales order for product with no set reordering rules.
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Check replenishment report
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==========================
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To see the temporary reordering rule created for the out-of-stock product included in the sales
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order, navigate to :menuselection:`Inventory app --> Operations --> Replenishment`. Doing so opens
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the :guilabel:`Replenishment` dashboard.
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On this dashboard, locate the product for which the temporary reordering rule was created. On its
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product line, its :guilabel:`On Hand` quantity, negative :guilabel:`Forecast` quantity, *Buy*
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:guilabel:`Route`, and :guilabel:`To Order` quantity to replenish can be seen.
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Additionally, two replenishment options are located to the far-right of the row: :guilabel:`Order
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Once` and :guilabel:`Automate`.
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.. image:: temporary_reordering/temporary-reordering-replenishment-dashboard.png
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:align: center
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:alt: Replenishment report displaying temporary reordering rule and options.
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To use the one-time, temporary reordering rule, click :guilabel:`Order Once`. This action triggers a
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confirmation pop-up window in the top-right corner, reading :guilabel:`The following replenishment
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order has been generated`, along with a new purchase order number.
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.. tip::
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Once the purchase order has been generated after clicking :guilabel:`Order Once`, refresh the
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page. The temporary reordering rule for the product no longer appears in the
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:guilabel:`Replenishment` dashboard.
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Complete purchase order
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=======================
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To view the purchase order created from the :guilabel:`Replenishment` dashboard, navigate to the
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:menuselection:`Purchase app`, and select the generated :abbr:`PO (purchase order)` from the
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:guilabel:`Requests for Quotation` overview.
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From here, click :guilabel:`Confirm Order`, then click :guilabel:`Receive Products`. Finally, click
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:guilabel:`Validate` to complete the purchase order.
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.. image:: temporary_reordering/temporary-reordering-purchase-order.png
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:align: center
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:alt: Purchase order for product ordered with temporary reordering rule.
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Now, the original sales order can be delivered and invoiced.
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.. note::
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Once the :abbr:`SO (sales order)` is delivered and invoiced, ensure there are no reordering rules
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on the product form.
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Go to :menuselection:`Inventory app --> Products --> Products`, select the product, and confirm
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that the :guilabel:`Reordering Rules` smart button displays `0`.
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