[IMP] Inventory: MTO update

closes odoo/documentation#10976

X-original-commit: 72c6e76906
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>

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

@@ -2,121 +2,138 @@
 Replenish on order (MTO)
 ========================
 
+.. |SO| replace:: :abbr:`SO (sales order)`
+.. |SOs| replace:: :abbr:`SOs (sales orders)`
+.. |MO| replace:: :abbr:`MO (manufacturing order)`
+.. |PO| replace:: :abbr:`PO (purchase order)`
 .. |MTO| replace:: :abbr:`MTO (make to order)`
 .. |RFQ| replace:: :abbr:`RFQ (request for quotation)`
 .. |BOM| replace:: :abbr:`BOM (bill of materials)`
 
 *Replenish on order*, also known as *MTO* (make to order), is a replenishment strategy that creates
-a draft order for a product every time a sales order is created for it. For products that are
-purchased from a vendor, a request for quotation (RFQ) is created, while a sales order for a product
-manufactured in-house triggers the creation of a manufacturing order. The creation of a |RFQ| or
-manufacturing order occurs every time a sales order is created, regardless of the current stock
-level of the product being ordered.
+a draft order for a product every time it is required to fulfill a sales order (SO), or when it is
+needed as a component in a manufacturing order (MO).
 
-Unarchive the Replenish on Order (MTO) route
-============================================
+For products that are purchased from a vendor, a request for quotation (RFQ) is created to replenish
+the product, while an |MO| is created for products that are manufactured. The creation of an |RFQ|
+or |MO| occurs every time an |SO| or |MO| that requires the product is confirmed, regardless of the
+current stock level of the product being ordered.
+
+.. important::
+   In order to use the |MTO| route, the :guilabel:`Multi-Step Routes` feature must be enabled. To do
+   so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and tick the
+   checkbox next to :guilabel:`Multi-Step Routes`, under the :guilabel:`Warehouse` heading.
+
+   Finally, click :guilabel:`Save` to save the change.
+
+Unarchive MTO route
+===================
 
 By default, Odoo sets the |MTO| route as *archived*. This is because |MTO| is a somewhat niche
 workflow that is only used by certain companies. However, it is easy to unarchive the route in just
 a few simple steps.
 
-To do so, begin by navigating to :menuselection:`Inventory --> Configuration --> Routes`. On the
-:guilabel:`Routes` page, click the :guilabel:`Filters` button and select the :guilabel:`Archived`
-option. This shows all routes that are currently archived.
+To do so, begin by navigating to :menuselection:`Inventory app --> Configuration --> Routes`. On the
+:guilabel:`Routes` page, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon on the right
+side of the search bar, and click the :guilabel:`Archived` filter to enable it.
 
 .. image:: mto/archived-filter.png
    :align: center
    :alt: The archived filter on the Routes page.
 
-Enable the checkbox next to :guilabel:`Replenish on Order (MTO)`, then click the :guilabel:`Action`
-button to reveal a drop-down menu. From the drop-down menu, select :guilabel:`Unarchive`.
+After enabling the :guilabel:`Archived` filter, the :guilabel:`Routes` page shows all routes which
+are currently archived. Tick the checkbox next to :guilabel:`Replenish on Order (MTO)`, then click
+the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu. From the drop-down menu,
+select :guilabel:`Unarchive`.
 
 .. image:: mto/unarchive-button.png
    :align: center
    :alt: The unarchive action on the Routes page.
 
-Finally, remove the :guilabel:`Archived` filter from the :guilabel:`Search...` bar. The
-:guilabel:`Routes` page will now show all available routes, including :guilabel:`Replenish on Order
-(MTO)`, which is now selectable on the inventory tab of each product page.
+Finally, remove the :guilabel:`Archived` filter from the search bar. The :guilabel:`Routes` page now
+shows all unarchived routes, including :guilabel:`Replenish on Order (MTO)`, which is selectable on
+the *Inventory* tab of each product page.
 
-.. image:: mto/unarchived-mto.png
-   :align: center
-   :alt: The MTO route appears on the Routes page after unarchiving it.
-
-Configure a product to use the MTO route
-========================================
+Configure product for MTO
+=========================
 
 With the |MTO| route unarchived, products can now be properly configured to use replenish on order.
-To do so, begin by going to :menuselection:`Inventory --> Products --> Products`, then select an
-existing product, or click :guilabel:`Create` to configure a new one.
+To do so, begin by going to :menuselection:`Inventory app --> Products --> Products`, then select an
+existing product, or click :guilabel:`New` to configure a new one.
 
 On the product page, select the :guilabel:`Inventory` tab and enable the :guilabel:`Replenish on
-Order (MTO)` route in the :guilabel:`Routes` section, along with one other route.
+Order (MTO)` route in the :guilabel:`Routes` section, along with the :guilabel:`Buy` or
+:guilabel:`Manufacture` route.
 
 .. important::
    The :guilabel:`Replenish on Order (MTO)` route **does not** work unless another route is selected
    as well. This is because Odoo needs to know how to replenish the product when an order is placed
-   for it (buy it, manufacture it, etc.).
+   for it (buy or manufacture it).
 
 .. image:: mto/select-routes.png
    :align: center
    :alt: Select the MTO route and a second route on the Inventory tab.
 
-If the product is purchased from a vendor to fulfill sales orders, enable the :guilabel:`Can be
-Purchased` checkbox under the product name. Doing so makes the :guilabel:`Purchase` tab appear
-alongside the other settings tabs below.
+If the product is purchased from a vendor to fulfill |SOs|, enable the :guilabel:`Can be Purchased`
+checkbox under the product name. Doing so makes the :guilabel:`Purchase` tab appear alongside the
+other tabs below.
 
-Select the :guilabel:`Purchase` tab and specify a :guilabel:`Vendor` and the :guilabel:`Price` they
+Click the :guilabel:`Purchase` tab and specify a :guilabel:`Vendor` and the :guilabel:`Price` they
 sell the product for.
 
-.. image:: mto/specify-vendor.png
-   :align: center
-   :alt: Enable "Can be Purchased" and specify a vendor.
+.. important::
+   Specifying a vendor is essential for this workflow, because Odoo cannot generate an |RFQ| without
+   knowing who the product is purchased from.
 
-If the product is manufactured, make sure that it has a bill of materials (BOM) configured for it.
-To do so, click the :guilabel:`Bill of Materials` smart button at the top of the screen, then click
-:guilabel:`Create` on the :guilabel:`Bill of Materials` page to configure a new |BOM| for the
-product.
+If the product is manufactured, make sure it has a bill of materials (BOM) configured for it. To do
+so, click the :guilabel:`Bill of Materials` smart button at the top of the screen, then click
+:guilabel:`New` on the :guilabel:`Bill of Materials` page to configure a new |BOM| for the product.
 
-On the blank |BOM| form, add the components used to manufacture the product on the
-:guilabel:`Components` tab, along with the operations required for the manufacturing workflow on the
-:guilabel:`Operations` tab.
+.. seealso::
+   For a full overview of |BOM| creation, see the documentation on :doc:`bills of materials
+   <../../../manufacturing/basic_setup/bill_configuration>`.
 
-Finally, click :guilabel:`Save` to save the |BOM|.
-
-Fulfill a sales order using the MTO route
-=========================================
+Replenish using MTO
+===================
 
 After configuring a product to use the |MTO| route, a replenishment order is created for it every
-time a sales order including the product is confirmed. The type of order created depends on the
+time an |SO| or |MO| including the product is confirmed. The type of order created depends on the
 second route selected in addition to |MTO|.
 
-For example, if *Buy* was the second route selected, then a purchase order is created upon
-confirmation of a sales order.
+For example, if *Buy* was the second route selected, then a |PO| is created upon confirmation of an
+|SO|.
 
 .. important::
    When the |MTO| route is enabled for a product, a replenishment order is always created upon
-   confirmation of a sales order. This is the case even if there is enough stock of the product
-   on-hand to fulfill the sales order, without buying or manufacturing additional units of it.
+   confirmation of an |SO| or |MO|. This is the case, even if there is enough stock of the product
+   on-hand to fulfill the |SO|, without buying or manufacturing additional units of it.
 
-While the |MTO| route can be used in unison with a variety of other routes, the *Buy* route is used
-as the example for this workflow. Begin by navigating to the :menuselection:`Sales` app, then click
-:guilabel:`Create`, which opens a blank quotation form.
+While the |MTO| route can be used in unison with the *Buy* or *Manufacture* routes, the *Buy* route
+is used as the example for this workflow. Begin by navigating to the :menuselection:`Sales` app,
+then click :guilabel:`New`, which opens a blank quotation form.
 
-On the blank quotation form, add a :guilabel:`Customer`, then click :guilabel:`Add a product` under
-the :guilabel:`Order Lines` tab, and enter a product that has been configured to use the *MTO* and
-*Buy* routes. Click :guilabel:`Confirm` and the quotation is turned into a sales order.
+On the blank quotation form, add a :guilabel:`Customer`. Then, click :guilabel:`Add a product` under
+the :guilabel:`Order Lines` tab, and enter a product configured to use the *MTO* and *Buy* routes.
+Click :guilabel:`Confirm`, and the quotation is turned into an |SO|.
 
-A :guilabel:`Purchase` smart button now appears in the top-right corner of the sales order. Clicking
-it opens the |RFQ| associated with the sales order.
+A :guilabel:`Purchase` smart button now appears at the top of the page. Clicking it opens the |RFQ|
+associated with the |SO|.
 
-Click :guilabel:`Confirm Order` to confirm the |RFQ|, and turn it into a purchase order. A green
-:guilabel:`Receive Products` button now appears at the top of the purchase order. Once the products
-are received, click :guilabel:`Receive Products` to register them into inventory.
+Click :guilabel:`Confirm Order` to confirm the |RFQ|, and turn it into a |PO|. A purple
+:guilabel:`Receive Products` button now appears above the |PO|. Once the products are received,
+click :guilabel:`Receive Products` to open the receipt order, and click :guilabel:`Validate` to
+enter the products into inventory.
 
-Return to the sales order by clicking the :guilabel:`SO` breadcrumb, or by navigating to
-:menuselection:`Sales --> Orders --> Orders`, and selecting the sales order.
+Return to the |SO| by clicking the :guilabel:`SO` breadcrumb, or by navigating to
+:menuselection:`Sales app --> Orders --> Orders`, and selecting the|SO|.
 
-Finally, click the :guilabel:`Delivery` smart button in the top-right of the order to be taken to
-the delivery order. Once the products have been shipped to the customer, click :guilabel:`Validate`
-to confirm the delivery.
+Finally, click the :guilabel:`Delivery` smart button at the top of the order to open the delivery
+order. Once the products have been shipped to the customer, click :guilabel:`Validate` to confirm
+the delivery.
+
+.. seealso::
+   For information on workflows that include the |MTO| route, see the following documentation:
+
+   - :doc:`resupply_warehouses`
+   - :doc:`../../../manufacturing/subcontracting/subcontracting_basic`
+   - :doc:`../../../manufacturing/advanced_configuration/sub_assemblies`