[IMP] Inventory: Reordering rules 001 update
closes odoo/documentation#9906
X-original-commit: da4186c1c2
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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@ -3,8 +3,10 @@ Reordering rules
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================
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.. _inventory/management/reordering_rules:
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.. |SO| replace:: :abbr:`SO (sales order)`
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.. |PO| replace:: :abbr:`PO (purchase order)`
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Reordering rules are used to keep forecasted stock levels above a certain threshold without
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*Reordering rules* are used to keep forecasted stock levels above a certain threshold without
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exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock
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should not fall below and a maximum quantity that stock should not exceed.
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@ -93,6 +95,67 @@ For advanced usage of reordering rules, learn about the following reordering rul
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- :ref:`Visibility days <inventory/product_management/visibility-days>`
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- :ref:`Route <inventory/product_management/route>`
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0/0/1 reordering rule
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---------------------
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The *0/0/1* reordering rule is a specialty rule used to replenish a product that is not kept
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on-hand, each time a sales order (SO) is confirmed for that product.
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.. important::
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The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* route, in that both
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workflows are used to replenish a product upon confirmation of an |SO|.
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The main difference between the two methods is that the *Replenish on Order* route automatically
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reserves the product for the |SO| that caused it to be replenished. This means the product
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**cannot** be used for a different |SO|.
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The 0/0/1 reordering rule does not have this limitation. A product replenished using the rule is
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not reserved for any specific |SO|, and can be used as needed.
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Another key difference is that replenishment orders created by the *Replenish on Order* route are
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linked to the original |SO| by a smart button at the top of the order. When using the 0/0/1
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reordering rule, a replenishment order is created, but is not linked to the original |SO|.
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See the :doc:`Replenish on Order (MTO) <mto>` documentation for a full overview of the MTO route.
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To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app --> Products -->
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Products`, and select a product.
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At the top of the product's page, click the :icon:`fa-refresh` :guilabel:`Reordering Rules` smart
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button to open the :guilabel:`Reordering Rules` page for the product. On the resulting page, click
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:guilabel:`New` to begin configuring a new reordering rule.
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In the :guilabel:`Location` field of the new reordering rule, select the location in which
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replenished products should be stored. By default, this location is set to :guilabel:`WH/Stock`.
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In the :guilabel:`Route` field, select the route the rule should use to replenish the item. For
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example, if the product should be purchased from a vendor, select the :guilabel:`Buy` route.
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In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, leave the values set to
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`0.00`. In the :guilabel:`To Order` field, enter a value of `1.00`.
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.. image:: reordering_rules/001-rule.png
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:align: center
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:alt: A 0/0/1 reordering rule.
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With the reordering rule configured using these values, each time an |SO| causes the forecasted
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quantity of the product to fall below the :guilabel:`Min Quantity` of `0.00`, the selected
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:guilabel:`Route` is used to replenish the product in one-unit increments, back up to the
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:guilabel:`Max Quantity` of `0.00`.
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.. example::
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A picture frame is configured with a 0/0/1 reordering rule that uses the *Buy* route. Zero units
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of the picture frame are kept on-hand at any given time.
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An |SO| is confirmed for one unit of the picture frame, which causes the forecasted quantity to
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drop to `-1.00`. This triggers the reordering rule, which automatically creates a |PO| for one
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unit of the picture frame.
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Once the product is received from the vendor, the forecasted quantity of the picture frame
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returns to `0.00`. There is now one picture frame on-hand, but it is not reserved for the |SO|
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which triggered its purchase. It can be used to fulfill that |SO|, or reserved for a different
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order.
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.. _inventory/product_management/trigger:
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Trigger
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