[IMP] inventory: update strategies second person and images
closes odoo/documentation#3804 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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==============================================
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How to select the right replenishment strategy
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==============================================
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==================================
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Selecting a replenishment strategy
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==================================
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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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.. |MTO| replace:: :abbr:`MTO (Make to Oder)`
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.. |PO| replace:: :abbr:`PO (Purchase Order)`
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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.. |SO| replace:: :abbr:`SO (Sales Order)`
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In Odoo, there are two strategies for automatically replenishing inventory: *reordering rules* and
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the *make to order (MTO)* route. Although these strategies differ slightly, they both have similar
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consequences: triggering the automatic creation of a |PO| or |MO|. The choice of which strategy to
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use depends on the business's manufacturing and delivery processes.
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Terminology
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===========
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Minimum stock rule
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------------------
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Replenishment report and reordering rules
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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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The replenishment report is a list of all products that have a negative forecast quantity.
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Make to Order
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*Reordering rules* are used to ensure there's always a minimum amount of a product in-stock, in
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order to manufacture products and/or fulfill sales orders. When the stock level of a product reaches
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its minimum, Odoo automatically generates a purchase order with the quantity needed to reach the
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maximum stock level.
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Reordering rules can be created and managed in the replenishment report, or from the product form.
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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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*Make to order (MTO)* is a procurement route that creates a draft purchase order (or manufacturing
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order) each time a sales order is confirmed, **regardless of the current stock level**.
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Unlike products replenished using reordering rules, Odoo automatically links the sales order to the
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|PO| or |MO| generated by the |MTO| route.
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Another difference between reordering rules and |MTO| is, with |MTO|, Odoo generates a draft |PO| or
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|MO| immediately after the |SO| is confirmed. With reordering rules, Odoo generates a draft |PO| or
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|MO| when the product's forecasted stock falls below the set minimum quantity.
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In addition, Odoo automatically adds quantities to the |PO| or |MO| as the forecast changes, so long
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as the |PO| or |MO| is not confirmed.
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The |MTO| route is the best replenishment strategy for products that are customized, and/or for
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products that have no stock kept on-hand.
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Configuration
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=============
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Minimum stock rules
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-------------------
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Replenishment report and reordering 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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To access the replenishment report, go to :menuselection:`Inventory app --> Operations -->
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Replenishment.`
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.. image:: strategies/strategies01.png
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:align: center
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By default, the replenishment report dashboard shows every product that needs to be manually
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reordered. If there is no specific rule for a product, Odoo assumes the :guilabel:`Min Quantity` and
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:guilabel:`Max Quantity` stock are both `0.00`
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.. note::
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Show tooltips for "minimum quantity", "maximum quantity" and "quantity multiple" fields
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For products that don't have a set reordering rule, Odoo calculates the forecast based on
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confirmed sales orders, deliveries, and receipts. For products that have a set reordering rule,
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Odoo calculates the forecast normally, but also takes into account the purchase/manufacturing
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lead time and security lead time.
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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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.. important::
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Before creating a new reordering rule, make sure the product has a *vendor* or a *bill of
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materials* configured on the product form. To check this, go to :menuselection:`Inventory app
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--> Products --> Products`, and select the product to open its product form. The vendor, if
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configured, is listed in the :guilabel:`Purchase` tab, and the bill on materials, if configured,
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is found in the :guilabel:`Bill of Materials` smart button at the top of the form.
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.. image:: strategies/strategies02.png
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The :guilabel:`Product Type`, located in the :guilabel:`General Information` tab on the product
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form, **must** be set to :guilabel:`Storable Product`. By definition, a consumable product does
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not have its inventory levels tracked, so Odoo cannot account for a consumable product in the
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replenishment report.
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.. image:: strategies/replenishment-report-dashboard.png
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:align: center
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:alt: Replenishment report listing all items needing to be purchased to meet current needs.
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.. tip::
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Don't forget to select the right product type. A consumable can not be stocked and will thus not
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be accounted for in the stock valuation.
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To create a new reordering rule from the replenishment report, go to :menuselection:`Inventory app
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--> Operations --> Replenishment`, click :guilabel:`Create`, and select the desired product from the
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drop-down menu in the :guilabel:`Product` column. If necessary, a :guilabel:`Min Quantity` and a
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:guilabel:`Max Quantity` can be configured in the corresponding columns on the
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:guilabel:`Replenishment` report page, as well.
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Make to Order
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-------------
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To create a new reordering rule from the product form, go to :menuselection:`Inventory app -->
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Products --> Products`, and select a product to open its product form. Click the
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:guilabel:`Reordering Rules` smart button, click :guilabel:`Create`, and fill out the fields.
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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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Replenishment report fields
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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On the product form, under Inventory, click on "Make To Order".
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The following fields are on the :guilabel:`Replenishment` report. If any of these fields are not
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visible, click the :guilabel:`⋮ (additional options)` icon on the far right side of the report, then
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click the checkbox next to a field to make it visible.
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.. image:: strategies/strategies03.png
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- :guilabel:`Product`: the product that requires a replenishment.
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- :guilabel:`Location`: the specific location where the product is stored.
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- :guilabel:`Warehouse`: the warehouse where the product is stored.
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- :guilabel:`On Hand`: the amount of product currently available.
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- :guilabel:`Forecast`: the amount of product available after all current orders (sales,
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manufacturing, purchase, etc.) are taken into account.
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- :guilabel:`Preferred Route`: how the product is procured, either :guilabel:`Buy`,
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:guilabel:`Manufactured`, :guilabel:`Dropship`, etc.
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- :guilabel:`Vendor`: the company from which the product is acquired.
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- :guilabel:`Bill of Materials`: the bill of materials for the product (if one is configured).
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- :guilabel:`Trigger`: how the replenishment is created, either :guilabel:`Auto` (automatically,
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once the :guilabel:`On Hand` quantity goes below the :guilabel:`Min Quantity`) or
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:guilabel:`Manual` (only when the replenishment is requested).
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- :guilabel:`Procurement Group`: the reference number for how the product is being acquired, such as
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a sales order, purchase order, or manufacturing order.
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- :guilabel:`Min Quantity`: the minimum amount of product that should be available. When inventory
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levels goes below this number, the replenishment is triggered.
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- :guilabel:`Max Quantity`: the amount of product that should be available after replenishing the
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product.
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- :guilabel:`Multiple Quantity`: if the product should be ordered in specific quantities, enter the
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number that should be ordered. For example, if the :guilabel:`Multiple Quantity` is set to `5`,
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and only 3 are needed, 5 products are replenished.
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- :guilabel:`To Order`: the amount of product that is currently needed, and will be ordered, if the
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:guilabel:`Order Once` or :guilabel:`Automate Orders` button is clicked.
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- :guilabel:`UoM`: the unit of measure used to acquire the product.
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- :guilabel:`Company`: the company for which the product is acquired.
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By default, the quantity in the :guilabel:`To Order` field is the quantity required to reach the set
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:guilabel:`Max Quantity`. However, the :guilabel:`To Order` quantity can be adjusted by clicking on
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the field and, changing the value, and clicking :guilabel:`Save`. To replenish a product manually,
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click :guilabel:`Order Once`.
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To automate a replenishment from the :guilabel:`Replenishment` page, click :guilabel:`Automate
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Orders` on the right-side of the line, represented by a :guilabel:`🔄 (circular arrow)` icon.
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When this button is clicked, Odoo will automatically generate a draft |PO|/|MO| every time the
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forecasted stock level falls below the set :guilabel:`Min Quantity` of the reordering rule.
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On the :guilabel:`Replenishment` page, a reordering rule or manual replenishment can be temporarily
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deactivated for a given period, by clicking the :guilabel:`🔕 (snooze)` icon on the far-right of the
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line.
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.. image:: strategies/reordering-rule-snooze-settings.png
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:align: center
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:alt: Snooze options to turn off notifications for reordering for a period of time.
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Choice between the two options
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------------------------------
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A |PO| or |MO| created by a manual replenishment has a :guilabel:`Replenishment Report` as the
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source document. A |PO| or |MO| created by an automated reordering rule has the |SO| reference
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number(s) that triggered the rule as the source document.
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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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.. image:: strategies/rfq-source-document.png
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:align: center
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:alt: Quote request list shows which quotes are directly from the replenishment report.
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Make to order (MTO) route
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=========================
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Since the |MTO| route is recommended for customized products, the route is hidden by default.
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To activate the |MTO| route in Odoo:
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#. Go to :menuselection:`Inventory app --> Configuration --> Settings`.
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#. Activate the :guilabel:`Multi-Step Routes` setting, located under the :guilabel:`Warehouse`
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section, and click :guilabel:`Save`.
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#. Then, go to :menuselection:`Inventory app --> Configuration --> Routes`.
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#. Click on :menuselection:`Filters --> Archived` to show archived routes.
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#. Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click on
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:menuselection:`Action --> Unarchive`.
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.. note::
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Activating the :guilabel:`Multi-Step Routes` setting also activates :guilabel:`Storage
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Locations`. If these features aren't applicable to the warehouse, disable these settings after
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unarchiving the |MTO| route.
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To set a product's procurement route to |MTO|, go to :menuselection:`Inventory app --> Products -->
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Products`, click on the desired product to open its product form, and click :guilabel:`Edit`.
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Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` section of options, select
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:guilabel:`Replenish on Order (MTO)`.
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For products purchased directly from a vendor, make sure the :guilabel:`Buy` route is selected, in
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addition to the :guilabel:`Replenish on Order (MTO)` route. Also, make sure a vendor is configured
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in the :guilabel:`Purchase` tab of the product form.
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For products manufactured in-house, make sure the :guilabel:`Manufacture` route is selected, in
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addition to the :guilabel:`Replenish on Order (MTO)` route. Also, make sure a bill of materials is
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configured for the product, which is accessible via the :guilabel:`Bill of Materials` smart button
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on the product form.
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Finally, when all configurations are complete, click :guilabel:`Save`.
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.. note::
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The |MTO| route cannot be selected alone. |MTO| **only** works if the :guilabel:`Manufacture` or
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:guilabel:`Buy` route is also selected.
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.. image:: strategies/acoustic-block-screen-replenish.png
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:align: center
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:alt: Replenish on Order selected on the product form.
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