diff --git a/manufacturing.rst b/manufacturing.rst index bce63e703..8aac46b88 100644 --- a/manufacturing.rst +++ b/manufacturing.rst @@ -8,3 +8,4 @@ Manufacturing :titlesonly: manufacturing/overview + manufacturing/operations diff --git a/manufacturing/operations.rst b/manufacturing/operations.rst new file mode 100644 index 000000000..a3160b9d3 --- /dev/null +++ b/manufacturing/operations.rst @@ -0,0 +1,8 @@ +======================== +Manufactufing Operations +======================== + +.. toctree:: + :titlesonly: + + operations/replenishment \ No newline at end of file diff --git a/manufacturing/operations/replenishment.rst b/manufacturing/operations/replenishment.rst new file mode 100644 index 000000000..ac437cf6d --- /dev/null +++ b/manufacturing/operations/replenishment.rst @@ -0,0 +1,8 @@ +======================== +Replenishment Strategies +======================== + +.. toctree:: + :titlesonly: + + replenishment/strategies \ No newline at end of file diff --git a/manufacturing/operations/replenishment/media/strategies01.png b/manufacturing/operations/replenishment/media/strategies01.png new file mode 100644 index 000000000..f0c4bc939 Binary files /dev/null and b/manufacturing/operations/replenishment/media/strategies01.png differ diff --git a/manufacturing/operations/replenishment/media/strategies02.png b/manufacturing/operations/replenishment/media/strategies02.png new file mode 100644 index 000000000..8619e7eea Binary files /dev/null and b/manufacturing/operations/replenishment/media/strategies02.png differ diff --git a/manufacturing/operations/replenishment/media/strategies03.png b/manufacturing/operations/replenishment/media/strategies03.png new file mode 100644 index 000000000..e4e310ac7 Binary files /dev/null and b/manufacturing/operations/replenishment/media/strategies03.png differ diff --git a/manufacturing/operations/replenishment/strategies.rst b/manufacturing/operations/replenishment/strategies.rst new file mode 100644 index 000000000..71d6440ab --- /dev/null +++ b/manufacturing/operations/replenishment/strategies.rst @@ -0,0 +1,76 @@ +============================================== +How to select the right replenishment strategy +============================================== + +Minimum Stock rules and Make to Order have similar consequences but +different rules. They should be used depending on your manufacturing and +delivery strategies. + +Terminology +=========== + +Minimum stock rule +------------------- + +Minimum Stock rules are used to ensure that you always have the 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 +order with the quantity needed 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. This means that a draft purchase order will be +generated regardless of the quantity on hand of the product. + +Configuration +============= + +Minimum stock rules +------------------- + +The Minimum Stock Rules configuration is available through your +Inventory module. In the Inventory Control menu select "Reordering Rule" +in the drop down menu. There, click on "Create" to set minimum and +maximum stock values for a given product. + +.. image:: media/strategies01.png + :align: center + +.. note:: + Show tooltips for "minimum quantity", "maximum quantity" and "quantity multiple" + fields + +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/strategies02.png + :align: center + +.. tip:: + Don't forget to select the right product type. A consumable + can not be stocked and will thus not be accounted for in the stock valuation. + +Make to Order +-------------- + +The Make to Order configuration is available on your product form +through your :menuselection:`Inventory --> Inventory control --> Products` (or any +other module where products are available). + +On the product form, under Inventory, click on "Make To Order". + +.. image:: media/strategies03.png + :align: center + +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.