diff --git a/purchase.rst b/purchase.rst index 1d95db11e..3ddd270b5 100644 --- a/purchase.rst +++ b/purchase.rst @@ -9,3 +9,4 @@ Purchase purchase/overview purchase/purchases + purchase/replenishment diff --git a/purchase/replenishment.rst b/purchase/replenishment.rst new file mode 100644 index 000000000..45270b147 --- /dev/null +++ b/purchase/replenishment.rst @@ -0,0 +1,8 @@ +============= +Replenishment +============= + +.. toctree:: + :titlesonly: + + replenishment/flows \ No newline at end of file diff --git a/purchase/replenishment/flows.rst b/purchase/replenishment/flows.rst new file mode 100644 index 000000000..cf43cc18d --- /dev/null +++ b/purchase/replenishment/flows.rst @@ -0,0 +1,9 @@ +=================== +Replenishment Flows +=================== + +.. toctree:: + :titlesonly: + + flows/replenishment_methods + flows/setup_stock_rule diff --git a/purchase/replenishment/flows/media/setup01.png b/purchase/replenishment/flows/media/setup01.png new file mode 100644 index 000000000..7d4e9e7b9 Binary files /dev/null and b/purchase/replenishment/flows/media/setup01.png differ diff --git a/purchase/replenishment/flows/media/setup02.png b/purchase/replenishment/flows/media/setup02.png new file mode 100644 index 000000000..a539c5f60 Binary files /dev/null and b/purchase/replenishment/flows/media/setup02.png differ diff --git a/purchase/replenishment/flows/replenishment_methods.rst b/purchase/replenishment/flows/replenishment_methods.rst new file mode 100644 index 000000000..d79a45792 --- /dev/null +++ b/purchase/replenishment/flows/replenishment_methods.rst @@ -0,0 +1,4 @@ +======================================================= +What are the available automated replenishment methods? +======================================================= + diff --git a/purchase/replenishment/flows/setup_stock_rule.rst b/purchase/replenishment/flows/setup_stock_rule.rst new file mode 100644 index 000000000..eb08250f1 --- /dev/null +++ b/purchase/replenishment/flows/setup_stock_rule.rst @@ -0,0 +1,147 @@ +================================== +How to setup a minimum stock rule? +================================== + +For some items you hold in stock, it might be useful to have rules +making sure you never run out of stocks (for example, products with a +high demand, or large items requiring a lot of storage space meaning +they're harder to stock). + +Odoo allows you to set up rules so that an automatic replenishment for +those items is made, based on minimum stocks available. + +When should I use Reordering Rules? +=================================== + +Reordering Rules work best for items that have a high demand and high +flow. It will relieve you from a lot of work to focus on the rest of +your activities knowing that stocks will always be right. + +It can also be used when you have limited storage space and you need to +keep large items in stock. In this case, you can keep as little as 1 +item in stock, and have a new one ordered as a stock replenishment as +soon as the item in stock is sold. + +When should I avoid Reordering Rules? +===================================== + +If you are offering a new product and don't know yet how fast it will +go, you should handle stocks yourself first, and setup reordering rules +only a few months into the sale to have better forecasts of the demand. + +If you sell items that have a limited lifetime, such as fashion items, +technology items, or products working together with a system that is +meant to evolve, you have to be very well informed on when to stop +automated replenishments, in order to avoid having to sell these items +at a price that will not allow you to break even. + +Example +======= + +My company sells modern furniture. We sell a set of table and chairs +that are available in 4 seatings and 6 seatings. + +To keep things simple, we stock tables and chairs separately, but sell +them all together to our clients as a kit. In order to make sure we can +always deliver a complete set of table and chairs, I setup a Reordering +Rule for the chairs to make sure I always have at least 10 chairs in +stock, but no more than 20. This way, I can sell up to 5 sets of table +at once while keeping my stock low enough not to eat up all my storage +space. + +The last table I sold was a 4 seatings, and there were 12 chairs left in +my stock. Because the stock in chairs is now only 8 chairs, Odoo will +automatically order 12 new chairs to fill up my stock to the maximum +amount. + +Configuration +============= + +Set up your product +------------------- + +In the Purchases module, open the Purchase menu and click on Products. +Open the product to which you would like to add a Reordering Rule (or +create a new one). + +3 conditions for correct reordering rule : + +1. In :menuselection:`General information --> Product type`, make the product + stockable (as soon as this is done, the icon "Reordering rule will appear) +2. In :menuselection:`Inventory --> route`, tick the "Buy" box (and untick the + Make To Order box) +3. Select a vendor (don't forget to put a minimal quantity greater than 0) + +Create a reordering rule +------------------------ + +Click on the Reordering Rules tab, click on Create. A new page opens. + +.. image:: media/setup01.png + :align: center + +By default, Reordering Rules in Odoo are named as "OP/XXXXX" but you are +free to use any nomenclature. You can modify it via the **Name** field. + +The **Product** field is the product you are creating the rule for. + +Select the warehouse to which the product should be delivered in the +**Warehouse** field. + +If you have configured multiple warehouses and location, specify the +location in which the product will be stored in the **Location** field. + +.. seealso:: + + :doc:`../../../warehouse/settings/warehouses/difference_warehouse_location` + + +.. image:: media/setup02.png + :align: center + +In the **Minimum Quantity** field, insert the quantity to which the +system will trigger a new order for replenishment. + +In the **Maximum Quantity** field, insert the maximum of items that has +to be stocked. The replenishing order will be based on that quantity to +reorder. + +The **Quantity Multiple** is the lowest number of items that can be +ordered at once. For instance, some items may be only available for +purchase in a set of 2. + +In the Misc section, the **Active** box allows you to activate or +deactivate the rule. + +In the **Lead Time** section, you can enter: + +- the number of Day(s) to purchase: correspond to the number of days + for the supplier to receive the order +- the number of Day(s) to get the products + +.. tip:: By default, the lead times are in calendar days. You can change that + in :menuselection:`Inventory --> Configuration --> Settings --> Minimum Stock Rules` + +When you have entered all the info, click on Save. + +From now on, every time a product with a reordering rule reaches the +minimum stock, the system will automatically send a RfQ to your supplier +based on your maximum quantity to replenish your stock. + +.. 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. + + To know how to configure and run the schedulers manually, read the + document on :doc:`../../../warehouse/management/miscellaneous/schedulers` + +.. seealso:: + + :doc:`replenishment_methods` + + :doc:`../../../warehouse/management/miscellaneous/schedulers` + +.. rst-class:: text-muted + +| Written by Samuel Cabodi (Odoo) +| Proofread by Geoffrey Bressan (Odoo) diff --git a/warehouse.rst b/warehouse.rst index a79187e7e..d5e67c3d9 100644 --- a/warehouse.rst +++ b/warehouse.rst @@ -8,3 +8,5 @@ Warehouse :titlesonly: warehouse/overview + warehouse/settings + warehouse/management diff --git a/warehouse/management.rst b/warehouse/management.rst new file mode 100644 index 000000000..444c2af49 --- /dev/null +++ b/warehouse/management.rst @@ -0,0 +1,9 @@ +==================== +Warehouse Management +==================== + +.. toctree:: + :titlesonly: + :glob: + + management/miscellaneous diff --git a/warehouse/management/miscellaneous.rst b/warehouse/management/miscellaneous.rst new file mode 100644 index 000000000..ffc72edd2 --- /dev/null +++ b/warehouse/management/miscellaneous.rst @@ -0,0 +1,9 @@ +======================== +Miscellaneous Operations +======================== + +.. toctree:: + :titlesonly: + :glob: + + miscellaneous/schedulers diff --git a/warehouse/management/miscellaneous/schedulers.rst b/warehouse/management/miscellaneous/schedulers.rst new file mode 100644 index 000000000..1944a0c2c --- /dev/null +++ b/warehouse/management/miscellaneous/schedulers.rst @@ -0,0 +1,3 @@ +==================================== +How to configure and run schedulers? +==================================== diff --git a/warehouse/settings.rst b/warehouse/settings.rst new file mode 100644 index 000000000..73c62e79c --- /dev/null +++ b/warehouse/settings.rst @@ -0,0 +1,9 @@ +======== +Settings +======== + +.. toctree:: + :titlesonly: + :glob: + + settings/* diff --git a/warehouse/settings/warehouses.rst b/warehouse/settings/warehouses.rst new file mode 100644 index 000000000..3b84c3e0d --- /dev/null +++ b/warehouse/settings/warehouses.rst @@ -0,0 +1,9 @@ +========== +Warehouses +========== + +.. toctree:: + :titlesonly: + :glob: + + warehouses/* diff --git a/warehouse/settings/warehouses/difference_warehouse_location.rst b/warehouse/settings/warehouses/difference_warehouse_location.rst new file mode 100644 index 000000000..ecd7c304b --- /dev/null +++ b/warehouse/settings/warehouses/difference_warehouse_location.rst @@ -0,0 +1,3 @@ +======================================================== +What is the difference between warehouses and locations? +========================================================