[IMP] inventory: visibility days

closes odoo/documentation#7995

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst

@@ -13,16 +13,20 @@ product uses the *Buy* route, then a Request for Quotation (RFQ) is created when
 is triggered. If a product uses the *Manufacture* route, then a Manufacturing Order (MO) is created
 instead. This is the case regardless of the selected replenishment route.
 
+.. seealso::
+   - `Odoo Tutorials: Automatic Reordering Rules <https://www.youtube.com/watch?v=XEJZrCjoXaU>`_
+   - `Odoo Tutorials: Manual Reordering Rules <https://www.youtube.com/watch?v=deIREJ1FFj4>`_
+
 Configure products for reordering rules
 =======================================
 
 In order to use reordering rules for a product, it must first be correctly configured. Begin by
-navigating to :guilabel:`Inventory --> Products --> Products`, then select an existing product, or
-create a new one by clicking :guilabel:`Create`.
+navigating to :menuselection:`Inventory app --> Products --> Products`, then select an existing
+product, or create a new one by clicking :guilabel:`New`.
 
-First, on the :guilabel:`General Information` tab, make sure that the :guilabel:`Product Type` is
-set to :guilabel:`Storable Product`. This is necessary because Odoo only tracks stock quantities for
-storable products, and this number is used to trigger reordering rules.
+On the product form, under the :guilabel:`General Information` tab, make sure that the
+:guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is necessary because Odoo only
+tracks stock quantities for storable products, and this number is used to trigger reordering rules.
 
 .. image:: reordering_rules/product-type.png
    :align: center
@@ -50,7 +54,7 @@ manufacturing orders for products with a :abbr:`BoM (Bill of Materials)`.
 
 If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, select the
 :guilabel:`Bill of Materials` smart button at the top of the product form, then click
-:guilabel:`Create` to configure a new :abbr:`BoM (Bill of Materials)`.
+:guilabel:`New` to configure a new :abbr:`BoM (Bill of Materials)`.
 
 .. image:: reordering_rules/bom-smart-button.png
    :align: center
@@ -59,8 +63,8 @@ If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, sel
 Create new reordering rules
 ===========================
 
-To create a new reordering rule, navigate to :menuselection:`Inventory --> Configuration -->
-Reordering Rules`, then click :guilabel:`Create`, and fill out the new line as follows:
+To create a new reordering rule, navigate to :menuselection:`Inventory app --> Configuration -->
+Reordering Rules`, then click :guilabel:`New`, and fill out the new line as follows:
 
 - :guilabel:`Product`: The product that is replenished by the rule.
 - :guilabel:`Location`: The location where the product is stored.
@@ -79,28 +83,173 @@ Reordering Rules`, then click :guilabel:`Create`, and fill out the new line as f
 
 .. tip::
    Reordering rules can also be created from each product form. To do so, navigate to
-   :menuselection:`Inventory --> Products --> Products`, then select a product. Click on
-   :menuselection:`Reordering Rules --> Create`, then fill out the new line as detailed above.
+   :menuselection:`Inventory app --> Products --> Products`, then select a product. Click on
+   :menuselection:`Reordering Rules smart button --> New`, then fill out the new line, as detailed
+   above.
 
-Once a reordering rule has been created for a product, if its forecasted quantity is below the
-rule's minimum quantity when the scheduler runs, a replenishment order for the product is
-automatically generated. By default, the scheduler runs once each day.
+For advanced usage of reordering rules, learn about the following reordering rule fields:
+
+- :ref:`Trigger <inventory/product_management/trigger>`
+- :ref:`Visibility days <inventory/product_management/visibility-days>`
+- :ref:`Preferred route <inventory/product_management/route>`
+
+.. note::
+   The fields above are not available by default, and must be enabled by selecting the
+   :guilabel:`(slider)` icon in the far-right corner, and selecting the desired column from the
+   drop-down menu.
+
+.. _inventory/product_management/trigger:
+
+Trigger
+=======
+
+When stock falls below the reordering rule's minimum, set the reordering rule's *trigger* to
+*automatic* to automatically create purchase or manufacturing orders to replenish stock.
+
+Alternatively, setting the reordering rule's trigger to *manual* displays the product and forecasted
+stock on the *replenishment dashboard*, where the procurement manager can review the stock levels,
+lead times, and forecasted dates of arrival.
+
+.. seealso::
+   :doc:`strategies`
 
 .. tip::
-   To manually trigger a reordering rule before the scheduler runs, select :menuselection:`Inventory
-   --> Operations --> Run Scheduler`. Then, select the green :guilabel:`Run Scheduler` button on the
-   pop-up that appears. Be aware that this also triggers any other scheduled actions.
+   The :guilabel:`Replenishment` dashboard is accessible by going to :menuselection:`Inventory app
+   --> Operations --> Replenishment`.
+
+To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app --> Configuration -->
+Reordering Rules`. Then, click the :guilabel:`(slider)` icon, located to the far-right of the column
+titles, and enable the :guilabel:`Trigger` option from the additional options drop-down menu that
+appears.
+
+.. image:: reordering_rules/enable-trigger.png
+   :align: center
+   :alt: Enable the Trigger field by toggling it in the additional options menu.
+
+In the :guilabel:`Trigger` column, select :guilabel:`Auto` or :guilabel:`Manual`. Refer to the
+sections below to learn about the different types of reordering rules.
+
+Auto
+----
+
+Automatic reordering rules, enabled by setting the reordering rule's :guilabel:`Trigger` field to
+:guilabel:`Auto`, generate purchase or manufacturing orders when:
+
+#. the scheduler runs, and the *On Hand* quantity is below the minimum
+#. a sales order is confirmed, and lowers the *Forecasted* quantity of the product below the minimum
+
+.. tip::
+   The scheduler is set to run once a day, by default.
+
+   To manually trigger a reordering rule before the scheduler runs, ensure :ref:`developer mode
+   <developer-mode>` is enabled, and then select :menuselection:`Inventory app --> Operations -->
+   Run Scheduler`. Then, select the green :guilabel:`Run Scheduler` button on the pop-up window that
+   appears.
+
+   Be aware that this also triggers *any other* scheduled actions.
+
+.. example::
+   The product, `Office Lamp`, has an automatic reordering rule set to trigger when the forecasted
+   quantity falls below the :guilabel:`Min Quantity` of `5.00`. Since the current
+   :guilabel:`Forecast` is `55.00`, the reordering rule is **not** triggered.
+
+   .. image:: reordering_rules/auto.png
+      :align: center
+      :alt: Show automatic reordering rule from the Reordering Rule page.
 
 If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated.
-To view and manage :abbr:`RFQs (Requests for Quotation)`, navigate to :menuselection:`Purchase -->
-Orders --> Requests for Quotation`.
+To view and manage :abbr:`RFQs (Requests for Quotation)`, navigate to :menuselection:`Purchase app
+--> Orders --> Requests for Quotation`.
 
 If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO (Manufacturing Order)` is
 generated. To view and manage :abbr:`MOs (Manufacturing Orders)`, navigate to
-:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`.
+:menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`.
 
-Set a preferred route for reordering
-====================================
+When no route is selected, Odoo selects the :guilabel:`Route` specified in the :guilabel:`Inventory`
+tab of the product form.
+
+.. _inventory/product_management/manual-rr:
+
+Manual
+------
+
+Manual reordering rules, configured by setting the reordering rule's :guilabel:`Trigger` field to
+:guilabel:`Manual`, list a product on the replenishment dashboard when the forecasted quantity
+falls below a specified minimum. Products on this dashboard are called *needs*, because they are
+needed to fulfill upcoming sales orders, for which the forecasted quantity is not enough.
+
+The replenishment dashboard, accessible by navigating to :menuselection:`Inventory app -->
+Operations --> Replenishment`, considers sales order deadlines, forecasted stock levels, and vendor
+lead times. It displays needs **only** when it is time to reorder items.
+
+.. note::
+   If the one-day window for ordering products is too short, skip to the :ref:`visibility days
+   <inventory/product_management/visibility-days>` section to make the need appear on the
+   replenishment dashboard a specified number of days in advance.
+
+.. image:: reordering_rules/manual.png
+   :align: center
+   :alt: Click the Order Once button on the replenishment dashboard to replenish stock.
+
+.. _inventory/product_management/visibility-days:
+
+Visibility days
+===============
+
+.. important::
+   Ensure :doc:`lead times <../../shipping_receiving/advanced_operations_shipping/scheduled_dates>`
+   are understood before proceeding with this section.
+
+When :ref:`manual reordering rules <inventory/product_management/manual-rr>` are assigned to a
+product, *visibility days* make the product appear on the replenishment dashboard
+(:menuselection:`Inventory app --> Operations --> Replenishment`) a certain number of days in
+advance.
+
+.. example::
+   A product has a manual reordering rule set to trigger when the stock level falls below four
+   units. The current on-hand quantity is ten units.
+
+   The current date is February twentieth, and the *delivery date* on a sales order (in the
+   :guilabel:`Other Info` tab) is March third — twelve days from the current date.
+
+   The :ref:`vendor lead time <inventory/management/purchase-lt>` is four days, and the
+   :ref:`purchase security lead time <inventory/management/purchase-security-lt>` is one day.
+
+   When the :guilabel:`Visibility Days` field of the reordering rule is set to zero, the product
+   appears on the replenishment dashboard five days before the delivery date, which, in this case,
+   is February twenty-seventh.
+
+   .. image:: reordering_rules/need-dates.png
+      :align: center
+      :alt: Graphic representing when the need appears on the replenishment dashboard: Feb 27.
+
+   To see the product on the replenishment dashboard for the current date, February twentieth, set
+   the :guilabel:`Visibility Days` to `7.00`.
+
+To determine the number of visibility days needed to see a product on the replenishment dashboard,
+subtract *today's date* from the *date the need appears* on the replenishment dashboard.
+
+.. math::
+
+   Visibility~days = Need~appears~date - Today's~date
+
+.. example::
+   Referring to the example above, today's date is February twentieth, and the need for the product
+   appears on February twenty-seventh.
+
+   (February 27 - February 20 = 7 days)
+
+   Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in this case results in
+   the need **not** appearing on the replenishment dashboard.
+
+   .. image:: reordering_rules/visibility-days.png
+      :align: center
+      :alt: Show the replenishment dashboard with the correct and incorrect visibility days set.
+
+.. _inventory/product_management/route:
+
+Preferred route
+===============
 
 Odoo allows for multiple routes to be selected under the :guilabel:`Inventory` tab on each product
 form. For instance, it is possible to select both :guilabel:`Buy` and :guilabel:`Manufacture`, thus
@@ -108,14 +257,10 @@ enabling the functionality of both routes.
 
 Odoo also enables users to set a preferred route for a product's reordering rule. This is the route
 that the rule defaults to if multiple are selected. To select a preferred route, begin by navigating
-to :menuselection:`Inventory --> Configuration --> Reordering Rules`.
+to :menuselection:`Inventory app --> Configuration --> Reordering Rules` or
+:menuselection:`Inventory app --> Operations --> Replenishment`.
 
-By default, the :guilabel:`Preferred Route` column is hidden on the :guilabel:`Reordering Rules`
-page. Enable it by selecting the :guilabel:`⋮ (three-dot)` option button on the right side of the
-page and checking the :guilabel:`Preferred Route` checkbox. Doing so reveals the
-:guilabel:`Preferred Route` column.
-
-Click inside of the column on the row of a reordering rule and a drop-down menu shows all available
+Click inside of the column on the row of a reordering rule, and a drop-down menu shows all available
 routes for that rule. Select one to set it as the preferred route.
 
 .. image:: reordering_rules/select-preferred-route.png