[FIX] Inventory: Fixing reordering rules navigation for 18.0

closes odoo/documentation#11614

Signed-off-by: Liz Bender (beli) <beli@odoo.com>
This commit is contained in:
benderliz 2024-12-19 10:36:40 -08:00
parent 38d6b71519
commit b6b6cf9de8

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