[IMP] inventory: merge resupply

closes odoo/documentation#11204

X-original-commit: 7f24a51d7d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Liz Bender <92882399+benderliz@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst

@@ -26,6 +26,8 @@ current stock level of the product being ordered.
 
    Finally, click :guilabel:`Save` to save the change.
 
+.. _inventory/warehouses_storage/unarchive-mto:
+
 Unarchive MTO route
 ===================
 

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst

@@ -95,6 +95,8 @@ For advanced usage of reordering rules, learn about the following reordering rul
 - :ref:`Visibility days <inventory/product_management/visibility-days>`
 - :ref:`Route <inventory/product_management/route>`
 
+.. _inventory/warehouses_storage/zero-zero:
+
 0/0/1 reordering rule
 ---------------------
 

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst

@@ -1,70 +1,172 @@
-===============================
-Resupply from another warehouse
-===============================
+=============================
+Inter-warehouse replenishment
+=============================
 
-A common use case for multiple warehouses is to have one central warehouse that resupplies multiple
-shops, and in this case, each shop is considered a local warehouse. When a shop wants to replenish
-a product, the product is ordered to the central warehouse. Odoo allows the user to easily set
-which warehouse(s) can resupply another warehouse.
+.. |MTO| replace:: :abbr:`MTO (Make to Order)`
+
+When a business operates multiple locations, such as warehouses, retail shops, or manufacturing
+facilities, resupplying stock from a central warehouse is sometimes necessary. Odoo uses a *Route*
+configuration that enables locations to replenish from a central distribution center, automatically
+generating *inter-warehouse transfers*. Odoo :guilabel:`Inventory` manages these transfers to keep
+stores in stock.
+
+This guide explains how to conduct inter-warehouse transfers using two replenishment strategies:
+
+#. :ref:`Make to order (MTO) <inventory/warehouses_storage/MTO>`
+#. :ref:`Reordering rule <inventory/warehouses_storage/reordering-rule>`
+
+.. seealso::
+   :doc:`Difference between MTO and reordering rules <../replenishment>`
 
 Configuration
 =============
 
-To resupply from another warehouse, first go to :menuselection:`Inventory --> Configuration -->
-Settings --> Warehouse` and activate :guilabel:`Multi-Step Routes`. Then, click :guilabel:`Save` to
-apply the setting.
+The initial configuration for both replenishment strategies is the same. First go to
+:menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse` section,
+activate :guilabel:`Storage Locations`. Then, click :guilabel:`Save` to apply the setting.
 
-.. image:: resupply_warehouses/virtual-warehouses-settings.png
+.. image:: resupply_warehouses/storage-locations.png
    :align: center
-   :alt: Enable Multi-Step Routes in Inventory settings.
+   :alt: Enable Storage Locations in Inventory settings.
 
-View all the configured warehouses by going to :menuselection:`Inventory --> Configuration -->
-Warehouses`.
+Warehouses
+----------
 
-Create a new warehouse by clicking :guilabel:`Create`. Then, give the warehouse a name and a
-:guilabel:`Short Name`. Finally, click :guilabel:`Save` to finish creating the warehouse.
+Configure the settings for the central warehouse and connecting storage locations by going to
+:menuselection:`Inventory app --> Configuration --> Warehouses`.
 
-After that, go back to the :guilabel:`Warehouses` page and open the warehouse that will be
-resupplied by the second warehouse. Then, click :guilabel:`Edit`. In the :guilabel:`Warehouse
-Configuration` tab, locate the :guilabel:`Resupply From` field, and check the box next to the
-second warehouse's name. If the warehouse can be resupplied by more than one warehouse, make sure
-to check those warehouses' boxes too. Finally, click :guilabel:`Save` to apply the setting. Now,
-Odoo knows which warehouses can resupply this warehouse.
+.. important::
+   Each central warehouse and other locations *must* have its own warehouse. For example, each shop
+   is considered a local warehouse.
 
-.. image:: resupply_warehouses/resupply-from-second-warehouse.png
+Select an existing warehouse, or create a new one to be resupplied from the central warehouse, by
+clicking :guilabel:`New`. Then, give the warehouse a name and a :guilabel:`Short Name`, which will
+appear on that warehouse's transfers.
+
+In the :guilabel:`Warehouse Configuration` tab, locate the :guilabel:`Resupply From` field. Check
+the box next to the central warehouse's name. If the warehouse can be resupplied by more than one
+warehouse, make sure to check those warehouses' boxes too. Now, Odoo knows which warehouses can
+resupply this warehouse.
+
+.. example::
+   The central warehouse that will supply the shops is called `Central warehouse`. The
+   :guilabel:`Resupply From` field is set to this warehouse on the shop's warehouse configuration
+   page.
+
+.. seealso::
+   :doc:`../inventory_management/warehouses`
+
+.. image:: resupply_warehouses/warehouse.png
    :align: center
    :alt: Supply one warehouse with another in the Warehouse Configuration tab.
 
 Set route on a product
-======================
+----------------------
 
-After configuring which warehouse(s) to resupply from, a new route is now available on all product
-forms. The new route appears as :guilabel:`Supply Product from [Warehouse Name]` under the
-:guilabel:`Inventory` tab on a product form. Use the :guilabel:`Supply Product from [Warehouse
-Name]` route with a reordering rule or the make to order (MTO) route to replenish stock by moving
-the product from one warehouse to another.
+Products must also be configured properly in order for them to be transferred between warehouses.
 
-.. image:: resupply_warehouses/product-resupply-route-settings.png
-   :align: center
-   :alt: Route setting which enables a product to resupplied from a second warehouse.
+Go to :menuselection:`Inventory app --> Products --> Products` and select the desired product.
 
-When a product's reordering rule is triggered and the product has the :guilabel:`Supply Product
-from [Warehouse Name]` route set, Odoo automatically creates two pickings. One picking is a
-*delivery order* from the second warehouse, which contains all the necessary products, and the
-second picking is a *receipt* with the same products for the main warehouse. The product move from
-the second warehouse to the main warehouse is fully tracked in Odoo.
+In the :guilabel:`Inventory` tab, the new route appears as :guilabel:`X: Supply Product from Y` in
+the :guilabel:`Routes` section, where 'X' is the store's warehouse that receives products, and 'Y'
+is the warehouse that sends products.
 
-On the picking/transfer records created by Odoo, the :guilabel:`Source Document` is the product's
-reordering rule. The location between the delivery order and the receipt is a transit location.
+Tick the :guilabel:`X: Supply Product from Y` checkbox, which is intended to be used with the |MTO|
+route or a reordering rule to replenish stock by moving the product from one warehouse to another.
+Proceed to the dedicated sections below to continue the process.
 
-.. image:: resupply_warehouses/resupply-receipts-from-reordering-rule.png
-   :align: center
-   :alt: A reordering rule automatically creates two receipts for stock between warehouses.
+.. _inventory/warehouses_storage/MTO:
 
-.. image:: resupply_warehouses/second-warehouse-delivery-order.png
-   :align: center
-   :alt: A warehouse order for resupplying one warehouse's stock with another.
+MTO
+~~~
+
+To replenish products using the make-to-order method, go to the product form and ensure the
+:ref:`MTO route is unarchived <inventory/warehouses_storage/unarchive-mto>`, so it appears in the
+:guilabel:`Routes` section of the :guilabel:`Inventory` tab.
+
+With the resupply and |MTO| routes ticked, jump to the section titled: :ref:`Replenish from another
+warehouse <inventory/warehouses_storage/resupply-workflow>`.
+
+.. example::
+   The product, sold at the warehouse, `Store`, is resupplied from the central warehouse, named
+   `YourCompany`. To replenish the product using |MTO|, the following routes are selected:
+
+   - :guilabel:`Store: Supply Product from YourCompany`
+   - :guilabel:`Replenish on Order (MTO)`
+
+   .. image:: resupply_warehouses/resupply-route.png
+      :align: center
+      :alt: Route setting which enables a product to resupplied from a second warehouse.
+
+.. _inventory/warehouses_storage/reordering-rule:
+
+Reordering rule
+~~~~~~~~~~~~~~~
+
+To replenish products using reordering rules, first ensure the :guilabel:`X: Supply Product from Y`
+route is selected in the :guilabel:`Inventory` tab of the product form.
+
+Then, create a reordering rule to automate replenishment by clicking the :guilabel:`Reordering
+Rules` smart button.
+
+Click :guilabel:`New`, and set:
+
+- :guilabel:`Location`: the stock location of the retail store. For example, `SHOP/Stock`.
+- :guilabel:`Route`: :guilabel:`X: Supply Product from Y`.
+- :guilabel:`Min Quantity` and :guilabel:`Max Quantity` to trigger automatic stock transfers when
+  inventory falls below the set threshold.
+
+.. seealso::
+   :doc:`reordering_rules`
+
+.. example::
+   A :ref:`0/0 reordering rule <inventory/warehouses_storage/zero-zero>` to replenish the shop's
+   warehouse is created, with the :guilabel:`Location` set to `SHOP/Stock`, and the
+   :guilabel:`Route` set to :guilabel:`Store: Resupply from YourCompany`.
+
+   .. image:: resupply_warehouses/reordering-rule.png
+      :align: center
+      :alt: Show reordering rule configurations.
+
+.. _inventory/warehouses_storage/resupply-workflow:
+
+Replenish one warehouse from another
+====================================
+
+After completing the setup, trigger replenishment using one of several methods, such as:
+
+- Navigate to the product form of the product that is resupplied from another warehouse.
+
+  Click the :guilabel:`Replenish` button on the top-left of the product page. In the pop-up window,
+  set the warehouse to the retail shop, (e.g. `Store`), and click :guilabel:`Confirm`.
+
+  .. image:: resupply_warehouses/replenish.png
+     :align: center
+     :alt: Replenish pop-up window on the product form.
+
+- Create a quotation, and in the :guilabel:`Other Info` tab, set the :guilabel:`Warehouse` to the
+  retail shop (e.g. `Store`), when selling the product makes the on-hand quantity of the product go
+  below the minimum set on the reordering rule.
+
+  .. image:: resupply_warehouses/warehouse-field.png
+     :align: center
+     :alt: Create a quote at the store.
+
+Once triggered, Odoo creates two transfers: One is a *delivery order* from the central, supplying
+warehouse, which contains all the necessary products to the store, and the second is a *receipt* at
+the shop, from the main warehouse.
+
+While in transit, the product is located at `Physical Locations/Inter-warehouse transit`.
+
+.. example::
+   A sales order for the product at the shop is created. To replenish the product at the shop and
+   ship it from there, Odoo generates a delivery order from the central warehouse's stock,
+   `WH/Stock` to the shop's warehouse `SHOP/Stock`. While the products are traveling between
+   warehouses, they are in `Physical Locations/Inter-warehouse transit`.
+
+   The final delivery order is from the shop to the customer's delivery address, and is not
+   pertinent to the workflow in this guide.
+
+   .. image:: resupply_warehouses/transfers.png
+      :alt: Show shipments from warehouse to store.
 
-.. image:: resupply_warehouses/second-warehouse-stock-receipt.png
-   :align: center
-   :alt: A receipt for stock received to one warehouse from another.