[FIX] Inventory: Fixing reordering rules navigation for 18.0

closes odoo/documentation#11710

X-original-commit: b6b6cf9de8
Signed-off-by: Liz Bender (beli) <beli@odoo.com>
This commit is contained in:
benderliz 2024-12-19 18:36:40 +00:00
parent 325d5cda17
commit 97ae039524

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@ -26,19 +26,17 @@ In order to use reordering rules for a product, it must first be correctly confi
navigating to :menuselection:`Inventory app --> Products --> Products`, then select an existing navigating to :menuselection:`Inventory app --> Products --> Products`, then select an existing
product, or create a new one by clicking :guilabel:`New`. product, or create a new one by clicking :guilabel:`New`.
On the product form, under the :guilabel:`General Information` tab, make sure the :guilabel:`Product On the product form, under the :guilabel:`General Information` tab, make sure the
Type` is set to :guilabel:`Storable Product`. This is necessary because Odoo only tracks stock :guilabel:`Track Inventory` checkbox is ticked. This is necessary for Odoo to track the product's
quantities for storable products, and this number is used to trigger reordering rules. stock levels and trigger reordering rules.
.. image:: reordering_rules/product-type.png .. image:: reordering_rules/product-type.png
:align: center
:alt: Set the Product Type as Storable. :alt: Set the Product Type as Storable.
Next, click on the :guilabel:`Inventory` tab and select one or more routes from the Next, click on the :guilabel:`Inventory` tab and select one or more routes from the
:guilabel:`Routes` section. Doing so tells Odoo which route to use to replenish the product. :guilabel:`Routes` section. Doing so tells Odoo which route to use to replenish the product.
.. image:: reordering_rules/select-routes.png .. image:: reordering_rules/select-routes.png
:align: center
:alt: Select one or more routes on the Inventory tab. :alt: Select one or more routes on the Inventory tab.
If the product is reordered using the :guilabel:`Buy` route, confirm that the :guilabel:`Can be If the product is reordered using the :guilabel:`Buy` route, confirm that the :guilabel:`Can be
@ -47,7 +45,6 @@ appear. Click on the :guilabel:`Purchase` tab, and specify at least one vendor,
they sell the product for, so that Odoo knows which company the product should be purchased from. they sell the product for, so that Odoo knows which company the product should be purchased from.
.. image:: reordering_rules/specify-vendor.png .. image:: reordering_rules/specify-vendor.png
:align: center
:alt: Specify a vendor and price on the Purchase tab. :alt: Specify a vendor and price on the Purchase tab.
If the product is replenished using the :guilabel:`Manufacture` route, it needs to have at least one If the product is replenished using the :guilabel:`Manufacture` route, it needs to have at least one
@ -59,30 +56,40 @@ If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, sel
:guilabel:`New` to configure a new :abbr:`BoM (Bill of Materials)`. :guilabel:`New` to configure a new :abbr:`BoM (Bill of Materials)`.
.. image:: reordering_rules/bom-smart-button.png .. image:: reordering_rules/bom-smart-button.png
:align: center
:alt: The Bill of Materials smart button on a product form. :alt: The Bill of Materials smart button on a product form.
Create new reordering rules Create new reordering rules
=========================== ===========================
To create a new reordering rule, navigate to :menuselection:`Inventory app --> Configuration --> To create a new reordering rule, navigate to :menuselection:`Inventory app --> Operations -->
Reordering Rules`, then click :guilabel:`New`, and fill out the new line as follows: Replenishment`, then click :guilabel:`New`, and fill out the following fields for the new reordering
rule line item:
- :guilabel:`Product`: The product that is replenished by the rule. - :guilabel:`Product`: The product that is replenished by the rule.
- :guilabel:`Location`: The location where the product is stored. - :guilabel:`Location`: The location where the product is stored.
- :guilabel:`Min Quantity`: The minimum quantity that can be forecasted without the rule being - :guilabel:`Min`: The minimum quantity that can be forecasted without the rule being
triggered. When forecasted stock falls below this number, a replenishment order for the product is triggered. When forecasted stock falls below this number, a replenishment order for the product is
created. created.
- :guilabel:`Max Quantity`: The maximum quantity that stock is replenished up to. - :guilabel:`Max`: The maximum quantity at which the stock is replenished.
- :guilabel:`Multiple Quantity`: Specify if the product should be replenished in batches of a - :guilabel:`To Order`: The number of units, according to the *UoM*, that should be replenished for
certain quantity (e.g., a product could be replenished in batches of 20). this reordering rule (e.g., a product could be replenished in batches of 20).
- :guilabel:`UoM`: The unit of measure used for reordering the product. This value can simply be - :guilabel:`UoM`: The unit of measure used for reordering the product. This value can simply be
`Units` or a specific unit of measurement for weight, length, etc. `Units` or a specific unit of measurement for weight, length, etc.
.. image:: reordering_rules/reordering-rule-form.png .. image:: reordering_rules/reordering-rule-form.png
:align: center
:alt: The form for creating a new reordering rule. :alt: The form for creating a new reordering rule.
.. note::
Two other fields are automatically populated: :guilabel:`On Hand` (the number of units currently
available in inventory) and :guilabel:`Forecast` (the number of units expected to be available in
inventory after all orders are taken into account). These numbers will only change when an
:doc:`inventory adjustment <../inventory_management/count_products>` is made.
Also, additional fields can be accessed by clicking the :icon:`oi-settings-adjust`
:guilabel:`(additional options slider icon)`. For example, :guilabel:`Multiple Quantity`
specifies if the product should be replenished in batches of a certain quantity (e.g., a product
could be replenished in batches of 20).
.. tip:: .. tip::
Reordering rules can also be created from each product form. To do so, navigate to Reordering rules can also be created from each product form. To do so, navigate to
:menuselection:`Inventory app --> Products --> Products`, and select a product. Then, click the :menuselection:`Inventory app --> Products --> Products`, and select a product. Then, click the
@ -137,7 +144,6 @@ In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, leave
`0.00`. In the :guilabel:`To Order` field, enter a value of `1.00`. `0.00`. In the :guilabel:`To Order` field, enter a value of `1.00`.
.. image:: reordering_rules/001-rule.png .. image:: reordering_rules/001-rule.png
:align: center
:alt: A 0/0/1 reordering rule. :alt: A 0/0/1 reordering rule.
With the reordering rule configured using these values, each time an |SO| causes the forecasted With the reordering rule configured using these values, each time an |SO| causes the forecasted
@ -183,7 +189,6 @@ titles, and enable the :guilabel:`Trigger` option from the additional options dr
appears. appears.
.. image:: reordering_rules/enable-trigger.png .. image:: reordering_rules/enable-trigger.png
:align: center
:alt: Enable the Trigger field by toggling it in the additional options menu :alt: Enable the Trigger field by toggling it in the additional options menu
In the :guilabel:`Trigger` column, select :guilabel:`Auto` or :guilabel:`Manual`. Refer to the In the :guilabel:`Trigger` column, select :guilabel:`Auto` or :guilabel:`Manual`. Refer to the
@ -215,7 +220,6 @@ Automatic reordering rules, configured by setting the reordering rule's :guilabe
:guilabel:`Forecast` is `55.00`, the reordering rule is **not** triggered. :guilabel:`Forecast` is `55.00`, the reordering rule is **not** triggered.
.. image:: reordering_rules/auto.png .. image:: reordering_rules/auto.png
:align: center
:alt: Show automatic reordering rule from the Reordering Rule page. :alt: Show automatic reordering rule from the Reordering Rule page.
If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated. If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated.
@ -252,7 +256,6 @@ When a product appears on the replenishment dashboard, clicking the :guilabel:`O
generates the purchase or manufacturing order with the specified amounts :guilabel:`To Order`. generates the purchase or manufacturing order with the specified amounts :guilabel:`To Order`.
.. image:: reordering_rules/manual.png .. image:: reordering_rules/manual.png
:align: center
:alt: Click the Order Once button on the replenishment dashboard to replenish stock. :alt: Click the Order Once button on the replenishment dashboard to replenish stock.
.. _inventory/product_management/visibility-days: .. _inventory/product_management/visibility-days:
@ -284,11 +287,10 @@ advance.
is February 27th. is February 27th.
.. image:: reordering_rules/need-dates.png .. image:: reordering_rules/need-dates.png
:align: center
:alt: Graphic representing when the need appears on the replenishment dashboard: Feb 27th. :alt: Graphic representing when the need appears on the replenishment dashboard: Feb 27th.
To see the product on the replenishment dashboard for the current date, February 20, set To see the product on the replenishment dashboard for the current date, February 20, set the
the :guilabel:`Visibility Days` to `7.00`. :guilabel:`Visibility Days` to `7.00`.
To determine the amount of visibility days needed to see a product on the replenishment dashboard, To determine the amount of visibility days needed to see a product on the replenishment dashboard,
subtract *today's date* from the *date the need appears* on the replenishment dashboard. subtract *today's date* from the *date the need appears* on the replenishment dashboard.
@ -307,7 +309,6 @@ subtract *today's date* from the *date the need appears* on the replenishment da
the need **not** appearing on the replenishment dashboard. the need **not** appearing on the replenishment dashboard.
.. image:: reordering_rules/visibility-days.png .. image:: reordering_rules/visibility-days.png
:align: center
:alt: Show the replenishment dashboard with the correct and incorrect visibility days set. :alt: Show the replenishment dashboard with the correct and incorrect visibility days set.
.. _inventory/product_management/route: .. _inventory/product_management/route:
@ -332,7 +333,6 @@ Click inside of the column on the row of a reordering rule, and a drop-down menu
routes for that rule. Select one to set it as the preferred route. routes for that rule. Select one to set it as the preferred route.
.. image:: reordering_rules/select-preferred-route.png .. image:: reordering_rules/select-preferred-route.png
:align: center
:alt: Select a preferred route from the drop-down. :alt: Select a preferred route from the drop-down.
.. important:: .. important::