[ADD] purchase: How to setup a minimum stock rule?
From https://docs.google.com/document/d/1qKlaXxOqM0EJT8TF6sspmhS692o9qR9f2s5uFuEdpnA/edit?pli=1#
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purchase/overview
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purchase/overview
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purchase/purchases
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purchase/purchases
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purchase/replenishment
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purchase/replenishment.rst
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purchase/replenishment.rst
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=============
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Replenishment
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=============
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.. toctree::
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:titlesonly:
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replenishment/flows
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purchase/replenishment/flows.rst
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purchase/replenishment/flows.rst
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===================
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Replenishment Flows
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===================
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.. toctree::
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:titlesonly:
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flows/replenishment_methods
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flows/setup_stock_rule
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purchase/replenishment/flows/replenishment_methods.rst
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purchase/replenishment/flows/replenishment_methods.rst
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=======================================================
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What are the available automated replenishment methods?
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purchase/replenishment/flows/setup_stock_rule.rst
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==================================
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How to setup a minimum stock rule?
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==================================
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For some items you hold in stock, it might be useful to have rules
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making sure you never run out of stocks (for example, products with a
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high demand, or large items requiring a lot of storage space meaning
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they're harder to stock).
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Odoo allows you to set up rules so that an automatic replenishment for
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those items is made, based on minimum stocks available.
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When should I use Reordering Rules?
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===================================
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Reordering Rules work best for items that have a high demand and high
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flow. It will relieve you from a lot of work to focus on the rest of
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your activities knowing that stocks will always be right.
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It can also be used when you have limited storage space and you need to
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keep large items in stock. In this case, you can keep as little as 1
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item in stock, and have a new one ordered as a stock replenishment as
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soon as the item in stock is sold.
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When should I avoid Reordering Rules?
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=====================================
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If you are offering a new product and don't know yet how fast it will
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go, you should handle stocks yourself first, and setup reordering rules
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only a few months into the sale to have better forecasts of the demand.
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If you sell items that have a limited lifetime, such as fashion items,
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technology items, or products working together with a system that is
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meant to evolve, you have to be very well informed on when to stop
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automated replenishments, in order to avoid having to sell these items
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at a price that will not allow you to break even.
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Example
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=======
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My company sells modern furniture. We sell a set of table and chairs
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that are available in 4 seatings and 6 seatings.
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To keep things simple, we stock tables and chairs separately, but sell
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them all together to our clients as a kit. In order to make sure we can
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always deliver a complete set of table and chairs, I setup a Reordering
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Rule for the chairs to make sure I always have at least 10 chairs in
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stock, but no more than 20. This way, I can sell up to 5 sets of table
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at once while keeping my stock low enough not to eat up all my storage
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space.
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The last table I sold was a 4 seatings, and there were 12 chairs left in
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my stock. Because the stock in chairs is now only 8 chairs, Odoo will
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automatically order 12 new chairs to fill up my stock to the maximum
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amount.
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Configuration
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=============
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Set up your product
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-------------------
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In the Purchases module, open the Purchase menu and click on Products.
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Open the product to which you would like to add a Reordering Rule (or
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create a new one).
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3 conditions for correct reordering rule :
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1. In :menuselection:`General information --> Product type`, make the product
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stockable (as soon as this is done, the icon "Reordering rule will appear)
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2. In :menuselection:`Inventory --> route`, tick the "Buy" box (and untick the
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Make To Order box)
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3. Select a vendor (don't forget to put a minimal quantity greater than 0)
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Create a reordering rule
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------------------------
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Click on the Reordering Rules tab, click on Create. A new page opens.
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.. image:: media/setup01.png
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:align: center
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By default, Reordering Rules in Odoo are named as "OP/XXXXX" but you are
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free to use any nomenclature. You can modify it via the **Name** field.
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The **Product** field is the product you are creating the rule for.
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Select the warehouse to which the product should be delivered in the
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**Warehouse** field.
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If you have configured multiple warehouses and location, specify the
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location in which the product will be stored in the **Location** field.
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.. seealso::
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:doc:`../../../warehouse/settings/warehouses/difference_warehouse_location`
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.. image:: media/setup02.png
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:align: center
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In the **Minimum Quantity** field, insert the quantity to which the
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system will trigger a new order for replenishment.
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In the **Maximum Quantity** field, insert the maximum of items that has
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to be stocked. The replenishing order will be based on that quantity to
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reorder.
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The **Quantity Multiple** is the lowest number of items that can be
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ordered at once. For instance, some items may be only available for
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purchase in a set of 2.
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In the Misc section, the **Active** box allows you to activate or
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deactivate the rule.
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In the **Lead Time** section, you can enter:
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- the number of Day(s) to purchase: correspond to the number of days
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for the supplier to receive the order
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- the number of Day(s) to get the products
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.. tip:: By default, the lead times are in calendar days. You can change that
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in :menuselection:`Inventory --> Configuration --> Settings --> Minimum Stock Rules`
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When you have entered all the info, click on Save.
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From now on, every time a product with a reordering rule reaches the
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minimum stock, the system will automatically send a RfQ to your supplier
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based on your maximum quantity to replenish your stock.
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.. tip:: The replenishments will take place when the scheduler in the Inventory
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module runs. By default in Odoo, the schedulers will run every night at
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12:00PM.
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To know how to configure and run the schedulers manually, read the
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document on :doc:`../../../warehouse/management/miscellaneous/schedulers`
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.. seealso::
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:doc:`replenishment_methods`
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:doc:`../../../warehouse/management/miscellaneous/schedulers`
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.. rst-class:: text-muted
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| Written by Samuel Cabodi (Odoo)
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| Proofread by Geoffrey Bressan (Odoo)
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:titlesonly:
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:titlesonly:
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warehouse/overview
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warehouse/overview
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warehouse/settings
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warehouse/management
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9
warehouse/management.rst
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====================
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Warehouse Management
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====================
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.. toctree::
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:titlesonly:
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:glob:
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management/miscellaneous
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warehouse/management/miscellaneous.rst
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========================
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Miscellaneous Operations
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========================
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.. toctree::
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:titlesonly:
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:glob:
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miscellaneous/schedulers
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3
warehouse/management/miscellaneous/schedulers.rst
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====================================
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How to configure and run schedulers?
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====================================
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warehouse/settings.rst
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========
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Settings
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========
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.. toctree::
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:titlesonly:
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:glob:
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settings/*
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==========
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Warehouses
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==========
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.. toctree::
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:titlesonly:
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:glob:
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warehouses/*
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========================================================
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What is the difference between warehouses and locations?
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========================================================
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