diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting.rst b/content/applications/inventory_and_mrp/manufacturing/subcontracting.rst index 5f0f86207..67adbcdf0 100644 --- a/content/applications/inventory_and_mrp/manufacturing/subcontracting.rst +++ b/content/applications/inventory_and_mrp/manufacturing/subcontracting.rst @@ -126,8 +126,8 @@ variables. For example, if the product is not dropshipped to the end customer, t to factor in the cost of dropshipping. .. toctree:: - :titlesonly: subcontracting/subcontracting_basic + subcontracting/basic_subcontracting_lead_times subcontracting/subcontracting_resupply subcontracting/subcontracting_dropship diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst b/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst new file mode 100644 index 000000000..f48185faa --- /dev/null +++ b/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst @@ -0,0 +1,101 @@ +=============================== +Basic subcontracting lead times +=============================== + +.. |PO| replace:: :abbr:`PO (Purchase Order)` +.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)` + +In Odoo, lead times are used to predict how long it takes to complete a certain action. For example, +a *delivery lead time* can be set for a purchased product, which specifies the number of days it +usually takes for the product's vendor to delivery the product to the purchasing company. + +For subcontracted products specifically, delivery lead times can be configured to take into account +the amount of time required for the subcontractor to manufacture a product. Doing so allows the +contracting company to better predict the delivery dates of subcontracted products. + +.. important:: + Like all lead times in Odoo, lead times for subcontracted products are only an estimate, and are + based on how long actions are *expected* to take. + + Unforeseen circumstances can impact the completion of these actions, which means that lead times + should not be viewed as guarantees. + +Configuration +============= + +When using the :doc:`basic subcontracting ` workflow to manufacture a product, +a company is not responsible for supplying the subcontractor with the necessary components. This +means that the only factors affecting the delivery date of a product are the amount of time it takes +the subcontractor to manufacture and deliver it. + +By assigning a product's subcontractor a delivery lead time that considers both of these factors, +the *Expected Arrival* date displayed on purchase orders (POs) for the product more accurately +reflects the amount of time required for both manufacturing and delivery. + +Product delivery lead time +-------------------------- + +To set a delivery lead time for a product's subcontractor, navigate to :menuselection:`Inventory app +--> Products --> Products`, and select a subcontracted product. + +Then, select the :guilabel:`Purchase` tab on the product's page. If the subcontractor has not +already been added as a vendor, do so now by clicking :guilabel:`Add a line`, and selecting the +subcontractor in the :guilabel:`Vendor` column. + +Once the subcontractor has been added, enter the number of days it takes them to manufacture and +deliver the product, in the :guilabel:`Delivery Lead Time` column. + +.. image:: basic_subcontracting_lead_times/delivery-lead-time.png + :align: center + :alt: The Delivery Lead Time field for a subcontractor, on the Purchase tab of a product page. + +.. note:: + Multiple subcontractors can be added to the :guilabel:`Purchase` tab on a product's page, and a + different :guilabel:`Delivery Lead Time` can be set for each. + +Lead time workflow +================== + +After setting a delivery lead time for a product's vendor, create an |RfQ| by navigating to +:menuselection:`Purchase app --> Orders --> Purchase Orders`, and clicking :guilabel:`New`. + +Specify the subcontractor in the :guilabel:`Vendor` field. Then, add the product in the +:guilabel:`Products` tab by clicking :guilabel:`Add a product`, selecting the product in the +:guilabel:`Product` column, and adding a quantity in the :guilabel:`Quantity` column. + +Once a product has been added, the :guilabel:`Expected Arrival` field on the |RfQ| auto-populates +with a date that reflects the vendor's delivery lead time, as specified on the product's page. + +If the date needs to be adjusted, click on the :guilabel:`Expected Arrival` field to open a calendar +popover, and select the desired date. Make sure not to choose a date sooner than the one that was +auto-populated, unless the subcontractor has confirmed that they are able to deliver the product by +that date. + +Finally, click :guilabel:`Confirm Order` on the |RfQ| to turn it into a |PO|. At this point, the +subcontractor should begin manufacturing the subcontracted product, before delivering it to the +contracting company. + +.. example:: + Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — to produce units of + their *Tricycle* product. + + On average, Bike Friends requires three days to manufacture a tricycle, plus an additional two + days to deliver it to Mike's Bikes. + + As a result, Mike's Bikes sets a delivery lead time of five days for tricycles manufactured by + Bike Friends: three days for manufacturing, plus two days for delivery. + + On May 3rd, Mike's Bikes confirms a |PO| to purchase one tricycle from Bike Friends. + + The :guilabel:`Expected Arrival` date listed on the |PO| is May 8th, five days after the + :guilabel:`Confirmation Date`. + + .. image:: basic_subcontracting_lead_times/expected-arrival.png + :align: center + :alt: The Expected Arrival date on a PO for a subcontracted product. + + Bike Friends begins manufacturing the tricycle on May 3rd — the day that the |PO| is confirmed — + and finishes on May 6th, three days later. + + The tricycle is then shipped to Mike's Bikes the same day, and they receive it on May 8th, two + days later. diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times/delivery-lead-time.png b/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times/delivery-lead-time.png new file mode 100644 index 000000000..7fb5ac5b8 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times/delivery-lead-time.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times/expected-arrival.png b/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times/expected-arrival.png new file mode 100644 index 000000000..de55d2d77 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times/expected-arrival.png differ