diff --git a/content/applications/inventory_and_mrp/purchase/products/reordering.rst b/content/applications/inventory_and_mrp/purchase/products/reordering.rst index fb2900e8b..e4fa3a8dc 100644 --- a/content/applications/inventory_and_mrp/purchase/products/reordering.rst +++ b/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. 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