[IMP] purchase: update reordering rules config doc

closes odoo/documentation#4071

X-original-commit: 728a462762
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/inventory_and_mrp/purchase/products/reordering.rst

@@ -1,96 +1,94 @@
-============================================
-Don’t run out of stock with reordering rules
-============================================
+==========================
+Configure reordering rules
+==========================
 
-To make sure you never run out of stock, you can define *Reordering Rules* on products. Thanks to
-them, Odoo can help you replenish your stock automatically when it reaches set quantities or
-whenever a sales order is created.
+For certain products, it is necessary to ensure that there is always a minimum amount available on
+hand at any given time. By adding a reordering rule to a product, it is possible to automate the
+reordering process so that a purchase order is automatically created whenever the amount on hand
+falls below a set threshold.
 
-.. important:: You need to install the *Inventory app* to use reordering rules.
+.. important::
+   The *Inventory* module must be installed to use reordering rules.
 
-Configure your storable product
-===============================
+Configure products for reordering
+=================================
 
-Open or create a product with its *Product Type* set to *Storable Product*.
+Products must be configured in a specific way before a reordering rule can be added to them.
 
-.. image:: reordering/reordering-storable-product.png
+Starting from the :menuselection:`Inventory`, :menuselection:`Manufacturing`,
+:menuselection:`Purchase`, or :menuselection:`Sales` module, navigate to :menuselection:`Products
+--> Products` and then click :guilabel:`Create` to make a new product. Alternatively, find a product
+that already exists in the database and click into it's product form.
+
+Next, on the product form, enable reordering by checking the :guilabel:`Can be Purchased` option
+underneathe the :guilabel:`Product Name` field. Finally, set the :guilabel:`Product Type` to
+`Storable Product` under the :guilabel:`General Information` tab.
+
+.. image:: reordering/product-configured-for-reordering.png
    :align: center
-   :alt: Set the product type in Odoo
+   :alt: Configure a product for reordering in Odoo.
 
-As you are purchasing this product from a vendor, go to the product's *Purchase tab* and add a
-vendor by clicking on *Add a line*. You can add multiple vendors, but make sure to order them
-correctly, since reordering rules always use the first vendor in a list. You can add a price, but it
-isn't necessary for the reordering rule to work. In addition, you can add a minimum quantity you
-must order to benefit from that price.
+Add a reordering rule to a product
+==================================
+
+After properly configuring a product, a reordering rule can be added to it by selecting the now
+visible :guilabel:`Reordering Rules` tab at the top of that product's form, and then clicking
+:guilabel:`Create` on the :guilabel:`Reordering Rules` dashboard.
+
+.. image:: reordering/reordering-rules-tab.png
+   :align: center
+   :alt: Access reordering rules for a product from the product page in Odoo.
+
+Once created, the reordering rule can be configured to generate purchase orders automatically by
+defining the following fields:
+
+- :guilabel:`Location` specifies where the ordered quantities should be stored once they are
+  received and entered into stock.
+- :guilabel:`Min Quantity` sets the lower threshold for the reordering rule while :guilabel:`Max
+  Quantity` sets the upper threshold. If the stock on hand falls below the minimum quantity, a new
+  purchase order will be created to replenish it up to the maximum quantity.
+
+   .. example::
+      If :guilabel:`Min Quantity` is set to `5` and :guilabel:`Max Quantity` is set to `25` and the
+      stock on hand falls to four, a purchase order will be created for 21 units of the product.
+
+- :guilabel:`Multiple Quantity` can be configured so that products are only ordered in batches of a
+  certain quantity. Depending on the number entered, this can result in the creation of a purchase
+  order that would put the resulting stock on hand above what is specified in the :guilabel:`Max
+  Quantity` field.
+
+   .. example::
+      If :guilabel:`Max Quantity` is set to `100` but :guilabel:`Multiple Quantity` is set to order
+      the product in batches of `200`, a purchase order will be created for 200 units of the
+      product.
+
+- :guilabel:`UoM` specifies the unit of measurement by which the quantity will be ordered. For
+  discrete products, this should be set to `Units`. However, it can also be set to units of
+  measurement like `Volume` or `Weight` for non-discrete products like water or bricks.
+
+.. image:: reordering/reordering-rule-configuration.png
+   :align: center
+   :alt: Configure the reordering rule in Odoo.
+
+Manually trigger reordering rules using the scheduler
+=====================================================
+
+Reordering rules will be automatically triggered by the scheduler, which runs once a day by
+default. To trigger reordering rules manually, navigate to :menuselection:`Inventory --> Operations
+--> Run Scheduler`. On the pop-up window, confirm the manual action by clicking :guilabel:`Run
+Scheduler`.
 
 .. note::
-   If the quantity Odoo has to reorder doesn't match the minimum quantity specified, Odoo selects
-   the next vendor on your list. If you don't have another vendor on your list, the reordering rule
-   won't work. For that purpose, you can add the same vendor multiple times with different prices
-   for different quantities.
+   Manually triggering reordering rules will also trigger any other scheduled actions.
 
-.. image:: reordering/reordering-product-vendor.png
-   :align: center
-   :alt: Add vendor to a product in Odoo
+Manage reordering rules
+=======================
 
-.. tip::
-   By default, a draft purchase order is created. However, if you have enabled *Purchase
-   Agreements*, you can *Propose a call for tenders* instead as shown in the image above. For more
-   information, see :doc:`../manage_deals/agreements`
+To manage the reordering rules for a single product, navigate to that product page's form and select
+the :guilabel:`Reordering Rules` tab at the top of the form.
 
-Next, make sure the correct route is selected under the Inventory tab of your product. If you
-created your product within the Purchase app, the *Buy* route is selected by default. If you are
-looking to dropship your product, select *Dropship*.
-
-.. image:: reordering/reordering-product-routes.png
-   :align: center
-   :alt: Choose product routes in Odoo
-
-Set up your reordering rule
-===========================
-
-Open your product and click on the *Reordering Rules* button.
-
-.. image:: reordering/reordering-button.png
-   :align: center
-   :alt: Reordering rules button on a product in Odoo
-
-Once you are on the product's reordering rules page, click on *Create*.
-
-.. tip::
-   You can access and create reordering rules from :menuselection:`Inventory --> Configuration -->
-   Reordering Rules` and from :menuselection:`Inventory --> Operations --> Replenishment`. By
-   default, the replenishment view presents a summary of all the products that you might need to
-   purchase to fulfill your sales orders. From there, you can ask Odoo with a single click to order
-   a product once or automate all orders for that product, future orders included.
-
-Define quantities
------------------
-
-You can set a **minimum quantity** your stock should always have. Once set, if your stock goes below
-the minimum quantity, and if you selected the Buy route, a request for quotation is automatically
-generated to reach that minimum quantity, plus any additional quantity needed to fill in a sales
-order for example.
-
-If you set a **maximum quantity**, every time the product has to be replenished, enough products are
-reordered to reach the maximum quantity.
-
-If you want to order only the exact quantity needed to fill in a sales order for example, set both
-both the minimum and maximum quantity to **zero**. The quantity mentioned in the sales order is then
-used by the reordering rule.
-
-You can also add a **quantity multiple** to only order products in batches of a certain quantity.
-Click on the optional columns drop-down menu, and select *Multiple Quantity* to show the column.
-Bear in mind that you might go over the maximum quantity you set if your rule includes a quantity
-multiple, as Odoo orders enough products to reach the maximum quantity and respect the set quantity
-multiple.
-
-.. image:: reordering/reordering-create-rule.png
-   :align: center
-   :alt: Create a reordering rule in Odoo
-
-.. note:: If you selected multiple routes for the same product under its Inventory tab, make sure to
-   select your *Preferred Route* on your reordering rule by clicking on the optional columns
-   drop-down menu, adding the *Preferred Route* column, and selecting the right route.
-
-.. Add link when inventory doc on replenishment is updated for v14. .. seealso:: - :doc:`../../..inventory/xxx/xxx`
+To manage all reordering rules for every product, go to :menuselection:`Inventory --> Configuration
+--> Reordering Rules`. From this dashboard, typical bulk actions in Odoo can be performed such as
+exporting data or archiving rules that are no longer needed. As well, the :guilabel:`Filters`,
+:guilabel:`Group By` or triple-dotted menu on the form are available to search for and/or organize
+the reordering rules as desired.