[IMP] purchase: Update purchase_triggering.rst to 12.0

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Yannick Tivisse 2018-05-11 09:54:56 +02:00
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@ -1,111 +1,57 @@
===============================================
Trigger the purchase of products based on sales
===============================================
===========================================================
Trigger purchase of products based on sales (Make to Order)
===========================================================
Overview
========
If you don't keep stock of your products, you may need to trigger
purchase orders on each sale you make.
When you work in just-in-time, you don't manage stock so you directly
order the product you need from your vendor.
Thanks to being a fully integrated solution, Odoo lets you do that
easily in just one step.
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
Configure the product
=====================
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.
Open a product form and, under the inventory tab, tick the routes
*Buy* and *Make To Order*.
.. 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.
Don't forget to also set a vendor under the *Purchase* tab.
.. note::
To know how to configure a minimum stock rule, please read the document
:doc:`setup_stock_rule`.
The *Inventory*, *Sales* and *Purchases* modules have to be
installed in Odoo for this feature to work.
Process
=======
Create a sales order using Buy & MTO
====================================
Sale order
----------
Create a new sales order with your product. When you confirm the order,
a delivery order is created with the status *Waiting for another
operation*.
To create a sale order, go to the **Sales** application,
:menuselection:`Sales --> Sales order` and create a new sale order.
A new RfQ will automatically be created in your *Purchases* module.
Note that you can see for which SO this RfQ has been created thanks to
the *Source Document* field, visible on the RfQ.
.. 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.
When you confirm the RfQ into a purchase order, a receipt is
automatically created and directly accessible from your purchase order
with the use of the *Shipment* button.
.. 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.
You can validate the receipt of your products. When you will go back to
the delivery order, you will see that the products are now ready to be
shipped.
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
.. tip::
As long as your RfQ is not confirmed, Odoo will keep adding PO Lines
automatically under it.
.. seealso::
* :doc:`setup_stock_rule`
* :doc:`../../../purchase/replenishment/flows/setup_stock_rule`