diff --git a/purchase/replenishment/flows/media/purchase_triggering01.png b/purchase/replenishment/flows/media/purchase_triggering01.png new file mode 100644 index 000000000..e87100239 Binary files /dev/null and b/purchase/replenishment/flows/media/purchase_triggering01.png differ diff --git a/purchase/replenishment/flows/media/purchase_triggering02.png b/purchase/replenishment/flows/media/purchase_triggering02.png new file mode 100644 index 000000000..9d95eb3fe Binary files /dev/null and b/purchase/replenishment/flows/media/purchase_triggering02.png differ diff --git a/purchase/replenishment/flows/media/purchase_triggering03.png b/purchase/replenishment/flows/media/purchase_triggering03.png new file mode 100644 index 000000000..29d09f033 Binary files /dev/null and b/purchase/replenishment/flows/media/purchase_triggering03.png differ diff --git a/purchase/replenishment/flows/media/purchase_triggering04.png b/purchase/replenishment/flows/media/purchase_triggering04.png new file mode 100644 index 000000000..11e876633 Binary files /dev/null and b/purchase/replenishment/flows/media/purchase_triggering04.png differ diff --git a/purchase/replenishment/flows/media/purchase_triggering05.png b/purchase/replenishment/flows/media/purchase_triggering05.png new file mode 100644 index 000000000..dcc1d3c27 Binary files /dev/null and b/purchase/replenishment/flows/media/purchase_triggering05.png differ diff --git a/purchase/replenishment/flows/media/purchase_triggering06.png b/purchase/replenishment/flows/media/purchase_triggering06.png new file mode 100644 index 000000000..82dafede3 Binary files /dev/null and b/purchase/replenishment/flows/media/purchase_triggering06.png differ diff --git a/purchase/replenishment/flows/media/purchase_triggering07.png b/purchase/replenishment/flows/media/purchase_triggering07.png new file mode 100644 index 000000000..2e4bb506a Binary files /dev/null and b/purchase/replenishment/flows/media/purchase_triggering07.png differ diff --git a/purchase/replenishment/flows/media/purchase_triggering08.png b/purchase/replenishment/flows/media/purchase_triggering08.png new file mode 100644 index 000000000..e443c435c Binary files /dev/null and b/purchase/replenishment/flows/media/purchase_triggering08.png differ diff --git a/purchase/replenishment/flows/purchase_triggering.rst b/purchase/replenishment/flows/purchase_triggering.rst index d98c37ebb..396d50c94 100644 --- a/purchase/replenishment/flows/purchase_triggering.rst +++ b/purchase/replenishment/flows/purchase_triggering.rst @@ -2,4 +2,112 @@ How to trigger the purchase of products based on sales? ======================================================= -*Coming soon...* \ No newline at end of file +Overview +======== + +When you work in just-in-time, you don't manage stock so you directly +order the product you need from your vendor. + +The usual flow is: + +1. Create a sale order + +2. Purchase the product + +3. Receive and pay the bill + +4. Deliver your product + +5. Invoice your customer + +Product configuration +===================== + +In the purchases application, open the **Purchase** menu and click on +**Products**. Open the product on which you want to do your purchases based +on sales. + +Next to Routes, tick **Buy** and **Make to order** as a procurement method. +When you are generating sales order, Odoo will automatically reorder the +same quantity through procurement. + +.. image:: media/purchase_triggering01.png + :align: center + +Don't forget to set a vendor otherwise the rule won't be triggered. + +You can also configure minimum stock rules that will trigger the +purchase orders. + +.. note:: + To know how to configure a minimum stock rule, please read the document + :doc:`setup_stock_rule`. + +Process +======= + +Sale order +---------- + +To create a sale order, go to the **Sales** application, +:menuselection:`Sales --> Sales order` and create a new sale order. + +.. image:: media/purchase_triggering02.png + :align: center + +After confirming it, you will see one **Delivery** associated with this +sale order on the **button** on the top of it. + +.. image:: media/purchase_triggering03.png + :align: center + +Click on the **Delivery** button to see the transfer order. The status +of the outgoing shipment is **Waiting Another Operation**. It won't be done +until the purchase order is confirmed and received. + +Purchase order +-------------- + +The purchase order is automatically created. Go to the **Purchase** +application :menuselection:`Purchase --> Request for Quotation`. +The source document is the sale order that triggered the procurement. + +.. image:: media/purchase_triggering04.png + :align: center + +.. note:: + If you make some more sales that trigger procurements to the same + vendor, it will be added to the existing request for quotation. Once it + is confirmed, the next procurements will create a new request for + quotation. + +Receipt and delivery +-------------------- + +Go the the **Inventory** application. Click on **# To Receive** on the +**Receipts** tile. + +.. image:: media/purchase_triggering05.png + :align: center + +Select the receipt from your vendor and **Validate** it. + +.. image:: media/purchase_triggering06.png + :align: center + +Go back to the **Inventory** dashboard. In the delivery order, click on **# +To Do**. The delivery order is now ready to ship. + +.. image:: media/purchase_triggering07.png + :align: center + +The status of the delivery changed from **Waiting Availability** to +**Available**. Validate the transfer to confirm the delivery. + +.. image:: media/purchase_triggering08.png + :align: center + +.. seealso:: + * :doc:`replenishment_methods` + * :doc:`setup_stock_rule` + * :doc:`warning_triggering` \ No newline at end of file