diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst index 199afdc58..6e1e0e59c 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst @@ -3,8 +3,10 @@ Reordering rules ================ .. _inventory/management/reordering_rules: +.. |SO| replace:: :abbr:`SO (sales order)` +.. |PO| replace:: :abbr:`PO (purchase order)` -Reordering rules are used to keep forecasted stock levels above a certain threshold without +*Reordering rules* are used to keep forecasted stock levels above a certain threshold without exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock should not fall below and a maximum quantity that stock should not exceed. @@ -93,6 +95,67 @@ For advanced usage of reordering rules, learn about the following reordering rul - :ref:`Visibility days ` - :ref:`Route ` +0/0/1 reordering rule +--------------------- + +The *0/0/1* reordering rule is a specialty rule used to replenish a product that is not kept +on-hand, each time a sales order (SO) is confirmed for that product. + +.. important:: + The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* route, in that both + workflows are used to replenish a product upon confirmation of an |SO|. + + The main difference between the two methods is that the *Replenish on Order* route automatically + reserves the product for the |SO| that caused it to be replenished. This means the product + **cannot** be used for a different |SO|. + + The 0/0/1 reordering rule does not have this limitation. A product replenished using the rule is + not reserved for any specific |SO|, and can be used as needed. + + Another key difference is that replenishment orders created by the *Replenish on Order* route are + linked to the original |SO| by a smart button at the top of the order. When using the 0/0/1 + reordering rule, a replenishment order is created, but is not linked to the original |SO|. + + See the :doc:`Replenish on Order (MTO) ` documentation for a full overview of the MTO route. + +To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app --> Products --> +Products`, and select a product. + +At the top of the product's page, click the :icon:`fa-refresh` :guilabel:`Reordering Rules` smart +button to open the :guilabel:`Reordering Rules` page for the product. On the resulting page, click +:guilabel:`New` to begin configuring a new reordering rule. + +In the :guilabel:`Location` field of the new reordering rule, select the location in which +replenished products should be stored. By default, this location is set to :guilabel:`WH/Stock`. + +In the :guilabel:`Route` field, select the route the rule should use to replenish the item. For +example, if the product should be purchased from a vendor, select the :guilabel:`Buy` route. + +In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, leave the values set to +`0.00`. In the :guilabel:`To Order` field, enter a value of `1.00`. + +.. image:: reordering_rules/001-rule.png + :align: center + :alt: A 0/0/1 reordering rule. + +With the reordering rule configured using these values, each time an |SO| causes the forecasted +quantity of the product to fall below the :guilabel:`Min Quantity` of `0.00`, the selected +:guilabel:`Route` is used to replenish the product in one-unit increments, back up to the +:guilabel:`Max Quantity` of `0.00`. + +.. example:: + A picture frame is configured with a 0/0/1 reordering rule that uses the *Buy* route. Zero units + of the picture frame are kept on-hand at any given time. + + An |SO| is confirmed for one unit of the picture frame, which causes the forecasted quantity to + drop to `-1.00`. This triggers the reordering rule, which automatically creates a |PO| for one + unit of the picture frame. + + Once the product is received from the vendor, the forecasted quantity of the picture frame + returns to `0.00`. There is now one picture frame on-hand, but it is not reserved for the |SO| + which triggered its purchase. It can be used to fulfill that |SO|, or reserved for a different + order. + .. _inventory/product_management/trigger: Trigger diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules/001-rule.png b/content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules/001-rule.png new file mode 100644 index 000000000..8bd7a66bf Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules/001-rule.png differ