diff --git a/purchase/replenishment/flows/media/purchase_triggering01.png b/purchase/replenishment/flows/media/purchase_triggering01.png index e87100239..39320d37c 100644 Binary files a/purchase/replenishment/flows/media/purchase_triggering01.png 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 index 9d95eb3fe..fe5b39903 100644 Binary files a/purchase/replenishment/flows/media/purchase_triggering02.png 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 index 29d09f033..22a70806d 100644 Binary files a/purchase/replenishment/flows/media/purchase_triggering03.png 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 deleted file mode 100644 index 11e876633..000000000 Binary files a/purchase/replenishment/flows/media/purchase_triggering04.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/purchase_triggering05.png b/purchase/replenishment/flows/media/purchase_triggering05.png deleted file mode 100644 index dcc1d3c27..000000000 Binary files a/purchase/replenishment/flows/media/purchase_triggering05.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/purchase_triggering06.png b/purchase/replenishment/flows/media/purchase_triggering06.png deleted file mode 100644 index 82dafede3..000000000 Binary files a/purchase/replenishment/flows/media/purchase_triggering06.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/purchase_triggering07.png b/purchase/replenishment/flows/media/purchase_triggering07.png deleted file mode 100644 index 2e4bb506a..000000000 Binary files a/purchase/replenishment/flows/media/purchase_triggering07.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/purchase_triggering08.png b/purchase/replenishment/flows/media/purchase_triggering08.png deleted file mode 100644 index e443c435c..000000000 Binary files a/purchase/replenishment/flows/media/purchase_triggering08.png and /dev/null differ diff --git a/purchase/replenishment/flows/purchase_triggering.rst b/purchase/replenishment/flows/purchase_triggering.rst index c2230905c..2bfd2f58b 100644 --- a/purchase/replenishment/flows/purchase_triggering.rst +++ b/purchase/replenishment/flows/purchase_triggering.rst @@ -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`