diff --git a/purchase/products/media/reordering-button.png b/purchase/products/media/reordering-button.png new file mode 100644 index 000000000..6c172d89c Binary files /dev/null and b/purchase/products/media/reordering-button.png differ diff --git a/purchase/products/media/reordering-create-rule.png b/purchase/products/media/reordering-create-rule.png new file mode 100644 index 000000000..7205d4ac5 Binary files /dev/null and b/purchase/products/media/reordering-create-rule.png differ diff --git a/purchase/products/media/reordering-product-routes.png b/purchase/products/media/reordering-product-routes.png new file mode 100644 index 000000000..308175079 Binary files /dev/null and b/purchase/products/media/reordering-product-routes.png differ diff --git a/purchase/products/media/reordering-product-vendor.png b/purchase/products/media/reordering-product-vendor.png new file mode 100644 index 000000000..d2fadcb95 Binary files /dev/null and b/purchase/products/media/reordering-product-vendor.png differ diff --git a/purchase/products/media/reordering-storable-product.png b/purchase/products/media/reordering-storable-product.png new file mode 100644 index 000000000..fb1ed9755 Binary files /dev/null and b/purchase/products/media/reordering-storable-product.png differ diff --git a/purchase/products/media/setup_stock_rule01.png b/purchase/products/media/setup_stock_rule01.png deleted file mode 100644 index ecf190ed1..000000000 Binary files a/purchase/products/media/setup_stock_rule01.png and /dev/null differ diff --git a/purchase/products/media/setup_stock_rule02.png b/purchase/products/media/setup_stock_rule02.png deleted file mode 100644 index 103804e1f..000000000 Binary files a/purchase/products/media/setup_stock_rule02.png and /dev/null differ diff --git a/purchase/products/media/setup_stock_rule03.png b/purchase/products/media/setup_stock_rule03.png deleted file mode 100644 index 488a2113f..000000000 Binary files a/purchase/products/media/setup_stock_rule03.png and /dev/null differ diff --git a/purchase/products/reordering.rst b/purchase/products/reordering.rst index 319b000c9..9fd267f27 100644 --- a/purchase/products/reordering.rst +++ b/purchase/products/reordering.rst @@ -1,51 +1,96 @@ -================================================= -Don’t run out of stock thanks to reordering rules -================================================= +============================================ +Don’t run out of stock with reordering rules +============================================ -To make sure you never run out of stock, you might want to define -*Reordering Rules* on products. Thanks to reordering rules, Odoo will -help you to replenish your stock when it reaches a minimum stock level. +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. -Set a reordering rule -===================== +.. important:: You need to install the *Inventory app* to use reordering rules. -Open a stockable product, you'll find the *Reordering Rules* tab. +Configure your storable product +=============================== + +Open or create a product with its *Product Type* set to *Storable Product*. + +.. image:: media/reordering-storable-product.png + :align: center + :alt: Set the product type 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. .. note:: - You can also access all your reordering rules from - :menuselection:`Inventory --> Master Data --> Reordering Rules`. + 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. -.. image:: media/setup_stock_rule01.png - :align: center - -Once in the next menu, you can create the reordering rules linked to -your product. From now on, every time this product reaches the minimum -quantity it will replenish your stock to your **maximum quantity**. - -.. image:: media/setup_stock_rule02.png - :align: center +.. image:: media/reordering-product-vendor.png + :align: center + :alt: Add vendor to a product in Odoo .. tip:: - The replenishments will take place when the scheduler in the - *Inventory* module runs. By default in Odoo, the schedulers will run - every night at 12:00PM. + 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:`../agreements/call_for_tender` - See also: :doc:`../../../inventory/management/planning/schedulers` +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*. -From now on, every time a product with a reordering rule reaches the -minimum stock, the system will automatically see how to fulfill that -need based on the product configuration (e.g create an RfQ, create an -MO, etc.). +.. image:: media/reordering-product-routes.png + :align: center + :alt: Choose product routes in Odoo -Troubleshooting -=============== +Set up your reordering rule +=========================== -For your reordering rules to work, your product needs to be correctly -configured. If you are using *Buy* route, you need a vendor on the -product. If you are using *Manufacturing* route you will been a BoM -on the product. If the product is not fully configured or there is a -mistake in your routes, a next activity will be logged on the product -informing you there is an issue with the configuration. +Open your product and click on the *Reordering Rules* button. -.. image:: media/setup_stock_rule03.png - :align: center +.. image:: media/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:: media/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` \ No newline at end of file