[IMP] purchase: Update setup_stock_rule to 12.0

purchase/replenishment/flows/setup_stock_rule.rst

@@ -1,140 +1,51 @@
-==========================
+=================================================
-Setup a minimum stock rule
+Don’t run out of stock thanks to Reordering Rules
-==========================
+=================================================
 
-For some items you hold in stock, it might be useful to have rules
+To make sure you never run out of stock, you might want to define
-making sure you never run out of stocks (for example, products with a
+*Reordering Rules* on products. Thanks to reordering rules, Odoo will
-high demand, or large items requiring a lot of storage space meaning
+help you to replenish your stock when it reaches a minimum stock level.
-they're harder to stock).
 
-Odoo allows you to set up rules so that an automatic replenishment for
+Set a reordering rule
-those items is made, based on minimum stocks available.
+=====================
 
-When should I use Reordering Rules?
+Open a stockable product, you'll find the *Reordering Rules* tab.
-===================================
 
-Reordering Rules work best for items that have a high demand and high
+.. note::
-flow. It will relieve you from a lot of work to focus on the rest of
+  You can also access all your reordering rules from
-your activities knowing that stocks will always be right.
+  :menuselection:`Inventory --> Master Data --> Reordering Rules`.
 
-It can also be used when you have limited storage space and you need to
+.. image:: media/setup_stock_rule01.png
-keep large items in stock. In this case, you can keep as little as 1
-item in stock, and have a new one ordered as a stock replenishment as
-soon as the item in stock is sold.
-
-When should I avoid Reordering Rules?
-=====================================
-
-If you are offering a new product and don't know yet how fast it will
-go, you should handle stocks yourself first, and setup reordering rules
-only a few months into the sale to have better forecasts of the demand.
-
-If you sell items that have a limited lifetime, such as fashion items,
-technology items, or products working together with a system that is
-meant to evolve, you have to be very well informed on when to stop
-automated replenishments, in order to avoid having to sell these items
-at a price that will not allow you to break even.
-
-Example
-=======
-
-My company sells modern furniture. We sell a set of table and chairs
-that are available in 4 seatings and 6 seatings.
-
-To keep things simple, we stock tables and chairs separately, but sell
-them all together to our clients as a kit. In order to make sure we can
-always deliver a complete set of table and chairs, I setup a Reordering
-Rule for the chairs to make sure I always have at least 10 chairs in
-stock, but no more than 20. This way, I can sell up to 5 sets of table
-at once while keeping my stock low enough not to eat up all my storage
-space.
-
-The last table I sold was a 4 seatings, and there were 12 chairs left in
-my stock. Because the stock in chairs is now only 8 chairs, Odoo will
-automatically order 12 new chairs to fill up my stock to the maximum
-amount.
-
-Configuration
-=============
-
-Set up your product
--------------------
-
-In the Purchases module, open the Purchase menu and click on Products.
-Open the product to which you would like to add a Reordering Rule (or
-create a new one).
-
-3 conditions for correct reordering rule :
-
-1. In :menuselection:`General information --> Product type`, make the product
-   stockable (as soon as this is done, the icon "Reordering rule will appear)
-2. In :menuselection:`Inventory --> route`, tick the "Buy" box (and untick the
-   Make To Order box)
-3. Select a vendor (don't forget to put a minimal quantity greater than 0)
-
-Create a reordering rule
-------------------------
-
-Click on the Reordering Rules tab, click on Create. A new page opens.
-
-.. image:: media/setup01.png
   :align: center
 
-By default, Reordering Rules in Odoo are named as "OP/XXXXX" but you are
+Once in the next menu, you can create the reordering rules linked to
-free to use any nomenclature. You can modify it via the **Name** field.
+your product. From now on, every time this product reaches the minimum
+quantity it will replenish your stock to your **maximum quantity**.
 
-The **Product** field is the product you are creating the rule for.
+.. image:: media/setup_stock_rule02.png
-
-Select the warehouse to which the product should be delivered in the
-**Warehouse** field.
-
-If you have configured multiple warehouses and location, specify the
-location in which the product will be stored in the **Location** field.
-
-.. seealso::
-
-  :doc:`../../../inventory/settings/warehouses/difference_warehouse_location`
-
-
-.. image:: media/setup02.png
   :align: center
 
-In the **Minimum Quantity** field, insert the quantity to which the
+.. tip::
-system will trigger a new order for replenishment.
+  The replenishments will take place when the scheduler in the
+  *Inventory* module runs. By default in Odoo, the schedulers will run
+  every night at 12:00PM.
 
-In the **Maximum Quantity** field, insert the maximum of items that has
+  See also: :doc:`../../../inventory/management/misc/schedulers`
-to be stocked. The replenishing order will be based on that quantity to
-reorder.
-
-The **Quantity Multiple** is the lowest number of items that can be
-ordered at once. For instance, some items may be only available for
-purchase in a set of 2.
-
-In the Misc section, the **Active** box allows you to activate or
-deactivate the rule.
-
-In the **Lead Time** section, you can enter:
-
--  the number of Day(s) to purchase: correspond to the number of days
-   for the supplier to receive the order
--  the number of Day(s) to get the products
-
-.. tip:: By default, the lead times are in calendar days. You can change that
-         in :menuselection:`Inventory --> Configuration --> Settings --> Minimum Stock Rules`
-
-When you have entered all the info, click on Save.
 
 From now on, every time a product with a reordering rule reaches the
-minimum stock, the system will automatically send a RfQ to your supplier
+minimum stock, the system will automatically see how to fulfill that
-based on your maximum quantity to replenish your stock.
+need based on the product configuration (e.g create an RfQ, create an
+MO, etc.).
 
-.. tip:: The replenishments will take place when the scheduler in the Inventory
+Troubleshooting
-         module runs. By default in Odoo, the schedulers will run every night at
+===============
-         12:00PM.
 
-         To know how to configure and run the schedulers manually, read the
+For your reordering rules to work, your product needs to be correctly
-         document on :doc:`../../../inventory/management/misc/schedulers`
+configured. If you are using *Buy* route, you need a vendor on the
+product. If you are using *Manufacturing* route you will been a BoM
+on the product. If the product is not fully configured or there is a
+mistake in your routes, a next activity will be logged on the product
+informing you there is an issue with the configuration.
 
-.. seealso::
+.. image:: media/setup_stock_rule03.png
-  
+  :align: center
-  :doc:`../../../inventory/management/misc/schedulers`