[FIX] Inventory: Fixing reordering rules navigation for 18.0
closes odoo/documentation#11614 Signed-off-by: Liz Bender (beli) <beli@odoo.com>
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@ -26,19 +26,17 @@ In order to use reordering rules for a product, it must first be correctly confi
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navigating to :menuselection:`Inventory app --> Products --> Products`, then select an existing
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product, or create a new one by clicking :guilabel:`New`.
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On the product form, under the :guilabel:`General Information` tab, make sure the :guilabel:`Product
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Type` is set to :guilabel:`Storable Product`. This is necessary because Odoo only tracks stock
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quantities for storable products, and this number is used to trigger reordering rules.
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On the product form, under the :guilabel:`General Information` tab, make sure the
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:guilabel:`Track Inventory` checkbox is ticked. This is necessary for Odoo to track the product's
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stock levels and trigger reordering rules.
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.. image:: reordering_rules/product-type.png
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:align: center
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:alt: Set the Product Type as Storable.
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Next, click on the :guilabel:`Inventory` tab and select one or more routes from the
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:guilabel:`Routes` section. Doing so tells Odoo which route to use to replenish the product.
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.. image:: reordering_rules/select-routes.png
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:align: center
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:alt: Select one or more routes on the Inventory tab.
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If the product is reordered using the :guilabel:`Buy` route, confirm that the :guilabel:`Can be
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@ -47,7 +45,6 @@ appear. Click on the :guilabel:`Purchase` tab, and specify at least one vendor,
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they sell the product for, so that Odoo knows which company the product should be purchased from.
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.. image:: reordering_rules/specify-vendor.png
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:align: center
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:alt: Specify a vendor and price on the Purchase tab.
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If the product is replenished using the :guilabel:`Manufacture` route, it needs to have at least one
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@ -59,30 +56,40 @@ If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, sel
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:guilabel:`New` to configure a new :abbr:`BoM (Bill of Materials)`.
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.. image:: reordering_rules/bom-smart-button.png
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:align: center
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:alt: The Bill of Materials smart button on a product form.
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Create new reordering rules
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===========================
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To create a new reordering rule, navigate to :menuselection:`Inventory app --> Configuration -->
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Reordering Rules`, then click :guilabel:`New`, and fill out the new line as follows:
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To create a new reordering rule, navigate to :menuselection:`Inventory app --> Operations -->
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Replenishment`, then click :guilabel:`New`, and fill out the following fields for the new reordering
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rule line item:
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- :guilabel:`Product`: The product that is replenished by the rule.
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- :guilabel:`Location`: The location where the product is stored.
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- :guilabel:`Min Quantity`: The minimum quantity that can be forecasted without the rule being
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- :guilabel:`Min`: The minimum quantity that can be forecasted without the rule being
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triggered. When forecasted stock falls below this number, a replenishment order for the product is
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created.
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- :guilabel:`Max Quantity`: The maximum quantity that stock is replenished up to.
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- :guilabel:`Multiple Quantity`: Specify if the product should be replenished in batches of a
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certain quantity (e.g., a product could be replenished in batches of 20).
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- :guilabel:`Max`: The maximum quantity at which the stock is replenished.
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- :guilabel:`To Order`: The number of units, according to the *UoM*, that should be replenished for
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this reordering rule (e.g., a product could be replenished in batches of 20).
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- :guilabel:`UoM`: The unit of measure used for reordering the product. This value can simply be
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`Units` or a specific unit of measurement for weight, length, etc.
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.. image:: reordering_rules/reordering-rule-form.png
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:align: center
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:alt: The form for creating a new reordering rule.
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.. note::
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Two other fields are automatically populated: :guilabel:`On Hand` (the number of units currently
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available in inventory) and :guilabel:`Forecast` (the number of units expected to be available in
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inventory after all orders are taken into account). These numbers will only change when an
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:doc:`inventory adjustment <../inventory_management/count_products>` is made.
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Also, additional fields can be accessed by clicking the :icon:`oi-settings-adjust`
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:guilabel:`(additional options slider icon)`. For example, :guilabel:`Multiple Quantity`
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specifies if the product should be replenished in batches of a certain quantity (e.g., a product
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could be replenished in batches of 20).
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.. tip::
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Reordering rules can also be created from each product form. To do so, navigate to
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:menuselection:`Inventory app --> Products --> Products`, and select a product. Then, click the
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@ -137,7 +144,6 @@ In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, leave
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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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@ -183,7 +189,6 @@ titles, and enable the :guilabel:`Trigger` option from the additional options dr
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appears.
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.. image:: reordering_rules/enable-trigger.png
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:align: center
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:alt: Enable the Trigger field by toggling it in the additional options menu
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In the :guilabel:`Trigger` column, select :guilabel:`Auto` or :guilabel:`Manual`. Refer to the
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@ -215,7 +220,6 @@ Automatic reordering rules, configured by setting the reordering rule's :guilabe
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:guilabel:`Forecast` is `55.00`, the reordering rule is **not** triggered.
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.. image:: reordering_rules/auto.png
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:align: center
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:alt: Show automatic reordering rule from the Reordering Rule page.
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If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated.
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@ -252,7 +256,6 @@ When a product appears on the replenishment dashboard, clicking the :guilabel:`O
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generates the purchase or manufacturing order with the specified amounts :guilabel:`To Order`.
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.. image:: reordering_rules/manual.png
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:align: center
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:alt: Click the Order Once button on the replenishment dashboard to replenish stock.
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.. _inventory/product_management/visibility-days:
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@ -284,11 +287,10 @@ advance.
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is February 27th.
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.. image:: reordering_rules/need-dates.png
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:align: center
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:alt: Graphic representing when the need appears on the replenishment dashboard: Feb 27th.
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To see the product on the replenishment dashboard for the current date, February 20, set
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the :guilabel:`Visibility Days` to `7.00`.
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To see the product on the replenishment dashboard for the current date, February 20, set the
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:guilabel:`Visibility Days` to `7.00`.
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To determine the amount of visibility days needed to see a product on the replenishment dashboard,
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subtract *today's date* from the *date the need appears* on the replenishment dashboard.
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@ -307,7 +309,6 @@ subtract *today's date* from the *date the need appears* on the replenishment da
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the need **not** appearing on the replenishment dashboard.
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.. image:: reordering_rules/visibility-days.png
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:align: center
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:alt: Show the replenishment dashboard with the correct and incorrect visibility days set.
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.. _inventory/product_management/route:
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@ -332,7 +333,6 @@ Click inside of the column on the row of a reordering rule, and a drop-down menu
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routes for that rule. Select one to set it as the preferred route.
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.. image:: reordering_rules/select-preferred-route.png
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:align: center
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:alt: Select a preferred route from the drop-down.
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.. important::
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