diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto01.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto01.png deleted file mode 100644 index fcab53cfd..000000000 Binary files a/inventory/management/adjustment/media/min_stock_rule_vs_mto01.png and /dev/null differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto02.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto02.png deleted file mode 100644 index 126770762..000000000 Binary files a/inventory/management/adjustment/media/min_stock_rule_vs_mto02.png and /dev/null differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto03.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto03.png deleted file mode 100644 index 1668a0bf6..000000000 Binary files a/inventory/management/adjustment/media/min_stock_rule_vs_mto03.png and /dev/null differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto_01.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto_01.png new file mode 100644 index 000000000..20a9a7ced Binary files /dev/null and b/inventory/management/adjustment/media/min_stock_rule_vs_mto_01.png differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto_02.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto_02.png new file mode 100644 index 000000000..c37651ab7 Binary files /dev/null and b/inventory/management/adjustment/media/min_stock_rule_vs_mto_02.png differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto_03.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto_03.png new file mode 100644 index 000000000..e8e65788d Binary files /dev/null and b/inventory/management/adjustment/media/min_stock_rule_vs_mto_03.png differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto_04.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto_04.png new file mode 100644 index 000000000..3ce84b185 Binary files /dev/null and b/inventory/management/adjustment/media/min_stock_rule_vs_mto_04.png differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto_05.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto_05.png new file mode 100644 index 000000000..52251c0f1 Binary files /dev/null and b/inventory/management/adjustment/media/min_stock_rule_vs_mto_05.png differ diff --git a/inventory/management/adjustment/min_stock_rule_vs_mto.rst b/inventory/management/adjustment/min_stock_rule_vs_mto.rst index 9ebdec711..fbbdeebe2 100644 --- a/inventory/management/adjustment/min_stock_rule_vs_mto.rst +++ b/inventory/management/adjustment/min_stock_rule_vs_mto.rst @@ -1,74 +1,86 @@ -=========================================================== -How to choose between minimum stock rule and make to order? -=========================================================== +================================================= +Choose Between Reordering Rules and Make to Order +================================================= -**Minimum Stock rules** and **Make to Order** have similar consequences but -different rules. They should be used depending on your manufacturing and -delivery strategies. +*Reordering rules* and *make to order* do both allow to +automatically replenish products when necessary. The difference between +those tools is how they are triggered. -Terminology -=========== - -Minimum stock rule -------------------- - -**Minimum Stock** rules are used to ensure that you always have the minimum +*Reordering rules* are used to ensure that you always have a minimum amount of a product in stock in order to manufacture your products and/or answer to your customer needs. When the stock level of a product reaches its minimum the system will automatically generate a procurement -with the quantity needed to reach the maximum stock level. +with the needed quantity to reach the maximum stock level. -Make to Order -------------- - -The **Make to Order** function will trigger a **Purchase Order** of the amount -of the **Sales Order** related to the product. The system will **not** check -the current stock valuation. This means that a draft purchase order will -be generated regardless of the quantity on hand of the product. +The *Make to Order* route will trigger a procurement (purchase order +or manufacturing order) with the necessary quantity to fulfill a product +request (coming from a sale order or a manufacturing order). The system +will check the quantity on hand for the corresponding product and if the +available quantity is higher or equal to the necessary quantity, Odoo +will use what is in stock to fulfill the request. In case you don’t have +enough available stock to fully fulfill the product request, procurement +will be generated for the total quantity requested. Configuration ============= -Minimum stock rules -------------------- +Reordering Rules +---------------- -The Minimum Stock Rules configuration is available through the menu -:menuselection:`Inventory --> Inventory Control --> Reordering Rule` -in the drop down menu. There, click on **Create** to set minimum and -maximum stock values for a given product. +The *Reordering Rules* configuration is available through the menu +*Inventory > Master Data > Reordering Rules*. There, click on +*Create* to set minimum and maximum stock values for a given product. -.. image:: media/min_stock_rule_vs_mto01.png +.. image:: media/min_stock_rule_vs_mto_01.png :align: center -.. demo:fields:: stock.action_orderpoint_form +When the forecasted stock goes below the *Minimum Quantity* specified +in this field, Odoo generates a procurement to bring the forecasted +quantity to the *Maximum Quantity*. The *Quantity Multiple* is used +to round the procurement quantity up to this multiple. If it is 0, the +exact quantity will be used. -Then, click on your product to access the related product form and, on -the **Inventory submenu**, do not forget to select a supplier. +.. image:: media/min_stock_rule_vs_mto_02.png + :align: center -.. image:: media/min_stock_rule_vs_mto02.png +The *Lead time* is the number of days after the order point is +triggered to receive the products or to order them to the vendor. + +In case you work with multi-warehouses and/or multi-locations, you will +be able to specify different reordering rules for the same product in +each location. + +.. tip:: + For the reordering rules to be triggered, on the corresponding product, + a route should be specified. In case you manufacture your products, make + sure to select the route *Manufacture* and create a *Bill of Material* for the product. In case you purchase your products, make + sure to select the route *Buy* and add a *Vendor Pricelist*. + +.. image:: media/min_stock_rule_vs_mto_03.png + :align: center + +.. image:: media/min_stock_rule_vs_mto_04.png :align: center .. tip:: - Don't forget to select the right product type in the product form. - A consumable can not be stocked and will thus not be accounted for in the stock valuation. + Don't forget to select the product type *storable* in the product + form. A consumable can not be stocked and won’t trigger reordering + rules. -Make to Order --------------- +Make to Order +------------- -The Make to Order configuration is available on your product form -through your :menuselection:`Inventory module --> Inventory control --> Products` -(or any other module where products are available). +The *Make To Order* configuration is available on your product form +through your *Inventory module > Master Data > Products* (or in any +other module where products are available). -On the product form, under **Inventory**, click on **Make To Order**. +On the product form, in the *Inventory tab*, you can set a route. You +can choose *Make To Order* and another route, either *Buy* or +*Manufacture*. -.. image:: media/min_stock_rule_vs_mto03.png - :align: center +Again, if the *Buy* route is selected, make sure to set a *Vendor +pricelist* in the *Purchase tab*. In case you have set a +*Manufacture* route, male sure you have a *BoM* for this product. -Choice between the two options ------------------------------- - -The choice between the two options is thus dependent of your inventory -strategy. If you prefer to have a buffer and always have at least a -minimum amount, the minimum stock rule should be used. If you want to -reorder your stocks only if your sale is confirmed it is better to use -the Make to Order. +.. image:: media/min_stock_rule_vs_mto_05.png + :align: center \ No newline at end of file diff --git a/inventory/overview/process/initial_stock.rst b/inventory/overview/process/initial_stock.rst index 3b5c7a3f6..46ab6cb86 100644 --- a/inventory/overview/process/initial_stock.rst +++ b/inventory/overview/process/initial_stock.rst @@ -1,6 +1,6 @@ -======================== -Create Storable Products -======================== +====================== +Set your Initial Stock +====================== The first step to use the inventory application is to create products in your database via the menu *Master Data > Products*. Click the Create