[IMP] Purchase: Reordering Rules Update

closes odoo/documentation#12135

X-original-commit: 035e0ec1e8
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Dina Klarisse Dugar <dikd@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/purchase/products/reordering.rst

@@ -3,12 +3,20 @@ Configure reordering rules
 ==========================
 
 For certain products, it is necessary to ensure that there is always a minimum amount available on
-hand at any given time. By adding a reordering rule to a product, it is possible to automate the
-reordering process so that a purchase order is automatically created whenever the amount on hand
-falls below a set threshold.
+hand at any given time. Maintaining a minimum stock level ensures that businesses can meet customer
+demand without delays, and keep operations running smoothly. It also helps buffer against supply
+chain disruptions and unexpected spikes in demand. Inefficiencies may arise from inaccurate demand
+forecasting, supply chain delays, and warehouse mismanagement, all of which can lead to increased
+operational costs and wasted resources.
+
+Keep highly demanded products in-stock at all times using reordering rules, that trigger a RFQ
+(Request for Quotation) each time the forecasted stock quantities fall below the minimum.
+:abbr:`RFQs (Requests for Quotation)` generated from reordering rules have the vendor, price,
+quantity needed to reorder, which makes things faster and more convenient.
 
 .. important::
-   The *Inventory* module must be installed to use reordering rules.
+   The **Inventory** app must be installed to use reordering rules, as it keeps track of stock
+   quantity.
 
 Configure products for reordering
 =================================
@@ -16,28 +24,29 @@ Configure products for reordering
 Products must be configured in a specific way before a reordering rule can be added to them.
 
 Starting from the :menuselection:`Inventory`, :menuselection:`Manufacturing`,
-:menuselection:`Purchase`, or :menuselection:`Sales` module, navigate to :menuselection:`Products
---> Products` and then click :guilabel:`Create` to make a new product. Alternatively, find a product
-that already exists in the database and click into it's product form.
+:menuselection:`Purchase`, or :menuselection:`Sales` app, navigate to :menuselection:`Products -->
+Products` and then click :guilabel:`New` to make a new product. Alternatively, find a product that
+already exists in the database and click into it's product form.
 
-Next, on the product form, enable reordering by checking the :guilabel:`Can be Purchased` option
-underneathe the :guilabel:`Product Name` field. Finally, set the :guilabel:`Product Type` to
-`Storable Product` under the :guilabel:`General Information` tab.
+Next, on the product form, enable reordering by ticking the :guilabel:`Purchase` checkbox
+underneath the :guilabel:`Product` name field. Then, under the :guilabel:`General Information` tab,
+set the :guilabel:`Product Type` to :guilabel:`Goods`. Finally, tick the checkbox labeled
+:guilabel:`Track Inventory`, and select an :doc:`option
+<../../inventory/product_management/product_tracking>` from the drop-down.
 
 .. image:: reordering/product-configured-for-reordering.png
-   :align: center
    :alt: Configure a product for reordering in Odoo.
 
 Add a reordering rule to a product
 ==================================
 
 After properly configuring a product, a reordering rule can be added to it by selecting the now
-visible :guilabel:`Reordering Rules` tab at the top of that product's form, and then clicking
-:guilabel:`Create` on the :guilabel:`Reordering Rules` dashboard.
+visible :icon:`fa-refresh` :guilabel:`Reordering Rules` smart button at the top of that product's
+form, then clicking :guilabel:`Create` on the :guilabel:`Reordering Rules` dashboard.
 
-.. image:: reordering/reordering-rules-tab.png
-   :align: center
-   :alt: Access reordering rules for a product from the product page in Odoo.
+.. tip::
+   If the :icon:`fa-refresh` :guilabel:`Reordering Rules` smart button is not visible, click
+   :guilabel:`More`.
 
 Once created, the reordering rule can be configured to generate purchase orders automatically by
 defining the following fields:
@@ -46,11 +55,11 @@ defining the following fields:
   received and entered into stock.
 - :guilabel:`Min Quantity` sets the lower threshold for the reordering rule while :guilabel:`Max
   Quantity` sets the upper threshold. If the stock on hand falls below the minimum quantity, a new
-  purchase order will be created to replenish it up to the maximum quantity.
+  purchase order is then created to replenish it up to the maximum quantity.
 
    .. example::
       If :guilabel:`Min Quantity` is set to `5` and :guilabel:`Max Quantity` is set to `25` and the
-      stock on hand falls to four, a purchase order will be created for 21 units of the product.
+      stock on hand falls to four, a purchase order is then created for 21 units of the product.
 
 - :guilabel:`Multiple Quantity` can be configured so that products are only ordered in batches of a
   certain quantity. Depending on the number entered, this can result in the creation of a purchase
@@ -59,24 +68,26 @@ defining the following fields:
 
    .. example::
       If :guilabel:`Max Quantity` is set to `100` but :guilabel:`Multiple Quantity` is set to order
-      the product in batches of `200`, a purchase order will be created for 200 units of the
+      the product in batches of `200`, a purchase order is then created for 200 units of the
       product.
 
-- :guilabel:`UoM` specifies the unit of measurement by which the quantity will be ordered. For
+- :guilabel:`Unit` specifies the unit of measurement by which the quantity is to be ordered. For
   discrete products, this should be set to `Units`. However, it can also be set to units of
   measurement like `Volume` or `Weight` for non-discrete products like water or bricks.
 
 .. image:: reordering/reordering-rule-configuration.png
-   :align: center
    :alt: Configure the reordering rule in Odoo.
 
+.. seealso::
+   :doc:`../../inventory/warehouses_storage/replenishment/reordering_rules`
+
 Manually trigger reordering rules using the scheduler
 =====================================================
 
-Reordering rules will be automatically triggered by the scheduler, which runs once a day by
-default. To trigger reordering rules manually, navigate to :menuselection:`Inventory --> Operations
---> Run Scheduler`. On the pop-up window, confirm the manual action by clicking :guilabel:`Run
-Scheduler`.
+Reordering rules are automatically triggered by the scheduler, which runs once a day by default. To
+trigger reordering rules manually, turn on developer mode, navigate to :menuselection:`Inventory app
+--> Operations --> Procurement: Run Scheduler`. On the pop-up window, confirm the manual action by
+clicking :guilabel:`Run Scheduler`.
 
 .. note::
    Manually triggering reordering rules will also trigger any other scheduled actions.
@@ -85,10 +96,10 @@ Manage reordering rules
 =======================
 
 To manage the reordering rules for a single product, navigate to that product page's form and select
-the :guilabel:`Reordering Rules` tab at the top of the form.
+the :guilabel:`Reordering Rules` smart button at the top of the form.
 
-To manage all reordering rules for every product, go to :menuselection:`Inventory --> Configuration
---> Reordering Rules`. From this dashboard, typical bulk actions in Odoo can be performed such as
+To manage all reordering rules for every product, go to :menuselection:`Inventory app --> Operations
+--> Replenishment`. From this dashboard, typical bulk actions in Odoo can be performed such as
 exporting data or archiving rules that are no longer needed. As well, the :guilabel:`Filters`,
 :guilabel:`Group By` or triple-dotted menu on the form are available to search for and/or organize
 the reordering rules as desired.