diff --git a/inventory/routes/concepts/media/procurement_rule01.png b/inventory/routes/concepts/media/procurement_rule01.png new file mode 100644 index 000000000..5e47542ec Binary files /dev/null and b/inventory/routes/concepts/media/procurement_rule01.png differ diff --git a/inventory/routes/concepts/media/procurement_rule02.png b/inventory/routes/concepts/media/procurement_rule02.png new file mode 100644 index 000000000..8a582a563 Binary files /dev/null and b/inventory/routes/concepts/media/procurement_rule02.png differ diff --git a/inventory/routes/concepts/media/procurement_rule03.png b/inventory/routes/concepts/media/procurement_rule03.png new file mode 100644 index 000000000..870fa4fa4 Binary files /dev/null and b/inventory/routes/concepts/media/procurement_rule03.png differ diff --git a/inventory/routes/concepts/procurement_rule.rst b/inventory/routes/concepts/procurement_rule.rst index f705b29e9..8a3718c92 100644 --- a/inventory/routes/concepts/procurement_rule.rst +++ b/inventory/routes/concepts/procurement_rule.rst @@ -1,3 +1,77 @@ =========================== What is a procurement rule? -=========================== \ No newline at end of file +=========================== + +Overview +======== + +The procurement inventory control system begins with a customer's order. +With this strategy, companies only make enough product to fulfill +customer's orders. One advantage to the system is that there will be no +excess of inventory that needs to be stored, thus reducing inventory +levels and the cost of carrying and storing goods. However, one major +disadvantage to the pull system is that it is highly possible to run +into ordering dilemmas, such as a supplier not being able to get a +shipment out on time. This leaves the company unable to fulfill the +order and contributes to customer dissatisfaction. + +An example of a pull inventory control system is the make-to-order. The +goal is to keep inventory levels to a minimum by only having enough +inventory, not more or less, to meet customer demand. The MTO system +eliminates waste by reducing the amount of storage space needed for +inventory and the costs of storing goods. + +Configuration +============= + +Procurement rules are part of the routes. Go to the Inventory +application>Configuration>Settings and tick “Advance routing of products +using rules”. + +.. image:: media/procurement_rule01.png + :align: center + +Procurement rules settings +========================== + +The procurement rules are set on the routes. In the inventory +application, go to Configuration > Routes. + +In the Procurement rules section, click on Add an item. + +.. image:: media/procurement_rule02.png + :align: center + +Here you can set the conditions of your rule. There are 3 types of +action possibles : + +- Move from another location rules + +- Manufacturing rules that will trigger the creation of manufacturing + orders. + +- Buy rules that will trigger the creation of purchase orders. + +.. note:: + The Manufacturing application has to be installed in order to + trigger manufacturing rules. + +.. note:: + The Purchase application has to be installed in order to trigger + **buy** rules. + +.. image:: media/procurement_rule03.png + :align: center + +.. demo:action:: stock.action_routes_form + + Try to create a procurement rule in our demo instance. + +.. note:: + Some Warehouse Configuration creates routes with procurement + rules already defined. + +.. seealso:: + * :doc:`push_rule` + * :doc:`inter_warehouse` + * :doc:`cross_dock` \ No newline at end of file