[IMP] inventory: New V13 doc about min stock rules and mto
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How to choose between minimum stock rule and make to order?
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Choose Between Reordering Rules and Make to Order
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**Minimum Stock rules** and **Make to Order** have similar consequences but
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different rules. They should be used depending on your manufacturing and
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delivery strategies.
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*Reordering rules* and *make to order* do both allow to
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automatically replenish products when necessary. The difference between
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those tools is how they are triggered.
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Terminology
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===========
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Minimum stock rule
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-------------------
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**Minimum Stock** rules are used to ensure that you always have the minimum
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*Reordering rules* are used to ensure that you always have a minimum
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amount of a product in stock in order to manufacture your products
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and/or answer to your customer needs. When the stock level of a product
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reaches its minimum the system will automatically generate a procurement
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with the quantity needed to reach the maximum stock level.
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with the needed quantity to reach the maximum stock level.
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Make to Order
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-------------
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The **Make to Order** function will trigger a **Purchase Order** of the amount
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of the **Sales Order** related to the product. The system will **not** check
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the current stock valuation. This means that a draft purchase order will
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be generated regardless of the quantity on hand of the product.
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The *Make to Order* route will trigger a procurement (purchase order
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or manufacturing order) with the necessary quantity to fulfill a product
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request (coming from a sale order or a manufacturing order). The system
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will check the quantity on hand for the corresponding product and if the
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available quantity is higher or equal to the necessary quantity, Odoo
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will use what is in stock to fulfill the request. In case you don’t have
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enough available stock to fully fulfill the product request, procurement
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will be generated for the total quantity requested.
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Configuration
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=============
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Minimum stock rules
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-------------------
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Reordering Rules
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----------------
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The Minimum Stock Rules configuration is available through the menu
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:menuselection:`Inventory --> Inventory Control --> Reordering Rule`
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in the drop down menu. There, click on **Create** to set minimum and
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maximum stock values for a given product.
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The *Reordering Rules* configuration is available through the menu
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*Inventory > Master Data > Reordering Rules*. There, click on
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*Create* to set minimum and maximum stock values for a given product.
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.. image:: media/min_stock_rule_vs_mto01.png
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.. image:: media/min_stock_rule_vs_mto_01.png
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:align: center
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.. demo:fields:: stock.action_orderpoint_form
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When the forecasted stock goes below the *Minimum Quantity* specified
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in this field, Odoo generates a procurement to bring the forecasted
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quantity to the *Maximum Quantity*. The *Quantity Multiple* is used
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to round the procurement quantity up to this multiple. If it is 0, the
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exact quantity will be used.
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Then, click on your product to access the related product form and, on
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the **Inventory submenu**, do not forget to select a supplier.
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.. image:: media/min_stock_rule_vs_mto_02.png
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:align: center
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.. image:: media/min_stock_rule_vs_mto02.png
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The *Lead time* is the number of days after the order point is
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triggered to receive the products or to order them to the vendor.
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In case you work with multi-warehouses and/or multi-locations, you will
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be able to specify different reordering rules for the same product in
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each location.
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.. tip::
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For the reordering rules to be triggered, on the corresponding product,
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a route should be specified. In case you manufacture your products, make
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sure to select the route *Manufacture* and create a *Bill of Material* for the product. In case you purchase your products, make
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sure to select the route *Buy* and add a *Vendor Pricelist*.
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.. image:: media/min_stock_rule_vs_mto_03.png
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:align: center
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.. image:: media/min_stock_rule_vs_mto_04.png
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:align: center
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.. tip::
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Don't forget to select the right product type in the product form.
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A consumable can not be stocked and will thus not be accounted for in the stock valuation.
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Don't forget to select the product type *storable* in the product
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form. A consumable can not be stocked and won’t trigger reordering
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rules.
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Make to Order
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--------------
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Make to Order
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-------------
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The Make to Order configuration is available on your product form
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through your :menuselection:`Inventory module --> Inventory control --> Products`
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(or any other module where products are available).
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The *Make To Order* configuration is available on your product form
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through your *Inventory module > Master Data > Products* (or in any
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other module where products are available).
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On the product form, under **Inventory**, click on **Make To Order**.
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On the product form, in the *Inventory tab*, you can set a route. You
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can choose *Make To Order* and another route, either *Buy* or
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*Manufacture*.
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.. image:: media/min_stock_rule_vs_mto03.png
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:align: center
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Again, if the *Buy* route is selected, make sure to set a *Vendor
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pricelist* in the *Purchase tab*. In case you have set a
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*Manufacture* route, male sure you have a *BoM* for this product.
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Choice between the two options
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------------------------------
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The choice between the two options is thus dependent of your inventory
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strategy. If you prefer to have a buffer and always have at least a
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minimum amount, the minimum stock rule should be used. If you want to
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reorder your stocks only if your sale is confirmed it is better to use
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the Make to Order.
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.. image:: media/min_stock_rule_vs_mto_05.png
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:align: center
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@ -1,6 +1,6 @@
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========================
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Create Storable Products
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========================
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======================
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Set your Initial Stock
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======================
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The first step to use the inventory application is to create products in
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your database via the menu *Master Data > Products*. Click the Create
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