[IMP] purchase: Update purchase_triggering.rst to 12.0

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
+Thanks to being a fully integrated solution, Odoo lets you do that
-order the product you need from your vendor.
+easily in just one step.
 
-The usual flow is:
+Configure the product
-
-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
+Open a product form and, under the inventory tab, tick the routes
-**Products**. Open the product on which you want to do your purchases based
+*Buy* and *Make To Order*.
-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.
+Don't forget to also set a vendor under the *Purchase* tab.
-
-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 
+    The *Inventory*, *Sales* and *Purchases* modules have to be
-    :doc:`setup_stock_rule`.
+    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, 
+A new RfQ will automatically be created in your *Purchases* module.
-:menuselection:`Sales --> Sales order` and create a new sale order.
+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
+When you confirm the RfQ into a purchase order, a receipt is
-sale order on the **button** on the top of it.
+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
+You can validate the receipt of your products. When you will go back to
-of the outgoing shipment is **Waiting Another Operation**. It won't be done
+the delivery order, you will see that the products are now ready to be
-until the purchase order is confirmed and received.
+shipped.
 
-Purchase order
+.. tip::
---------------
+    As long as your RfQ is not confirmed, Odoo will keep adding PO Lines
-
+    automatically under it.
-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:`setup_stock_rule`
+
+    * :doc:`../../../purchase/replenishment/flows/setup_stock_rule`