[ADD] Inventory: Add Replenish on order (MTO)

closes odoo/documentation#4984

X-original-commit: d9ece7b353
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/inventory_and_mrp/inventory/management/products.rst

@@ -8,6 +8,7 @@ Products
    :titlesonly:
    :glob:
 
+   products/mto
    products/uom
    products/usage
    products/strategies

content/applications/inventory_and_mrp/inventory/management/products/mto.rst

@@ -0,0 +1,122 @@
+========================
+Replenish on order (MTO)
+========================
+
+.. |MTO| replace:: :abbr:`MTO (make to order)`
+.. |RFQ| replace:: :abbr:`RFQ (request for quotation)`
+.. |BOM| replace:: :abbr:`BOM (bill of materials)`
+
+*Replenish on order*, also known as *MTO* (make to order), is a replenishment strategy that creates
+a draft order for a product every time a sales order is created for it. For products that are
+purchased from a vendor, a request for quotation (RFQ) is created, while a sales order for a product
+manufactured in-house triggers the creation of a manufacturing order. The creation of a |RFQ| or
+manufacturing order occurs every time a sales order is created, regardless of the current stock
+level of the product being ordered.
+
+Unarchive the Replenish on Order (MTO) route
+============================================
+
+By default, Odoo sets the |MTO| route as *archived*. This is because |MTO| is a somewhat niche
+workflow that is only used by certain companies. However, it is easy to unarchive the route in just
+a few simple steps.
+
+To do so, begin by navigating to :menuselection:`Inventory --> Configuration --> Routes`. On the
+:guilabel:`Routes` page, click the :guilabel:`Filters` button and select the :guilabel:`Archived`
+option. This shows all routes that are currently archived.
+
+.. image:: mto/archived-filter.png
+   :align: center
+   :alt: The archived filter on the Routes page.
+
+Enable the checkbox next to :guilabel:`Replenish on Order (MTO)`, then click the :guilabel:`Action`
+button to reveal a drop-down menu. From the drop-down menu, select :guilabel:`Unarchive`.
+
+.. image:: mto/unarchive-button.png
+   :align: center
+   :alt: The unarchive action on the Routes page.
+
+Finally, remove the :guilabel:`Archived` filter from the :guilabel:`Search...` bar. The
+:guilabel:`Routes` page will now show all available routes, including :guilabel:`Replenish on Order
+(MTO)`, which is now selectable on the inventory tab of each product page.
+
+.. image:: mto/unarchived-mto.png
+   :align: center
+   :alt: The MTO route appears on the Routes page after unarchiving it.
+
+Configure a product to use the MTO route
+========================================
+
+With the |MTO| route unarchived, products can now be properly configured to use replenish on order.
+To do so, begin by going to :menuselection:`Inventory --> Products --> Products`, then select an
+existing product, or click :guilabel:`Create` to configure a new one.
+
+On the product page, select the :guilabel:`Inventory` tab and enable the :guilabel:`Replenish on
+Order (MTO)` route in the :guilabel:`Routes` section, along with one other route.
+
+.. important::
+   The :guilabel:`Replenish on Order (MTO)` route **does not** work unless another route is selected
+   as well. This is because Odoo needs to know how to replenish the product when an order is placed
+   for it (buy it, manufacture it, etc.).
+
+.. image:: mto/select-routes.png
+   :align: center
+   :alt: Select the MTO route and a second route on the Inventory tab.
+
+If the product is purchased from a vendor to fulfill sales orders, enable the :guilabel:`Can be
+Purchased` checkbox under the product name. Doing so makes the :guilabel:`Purchase` tab appear
+alongside the other settings tabs below.
+
+Select the :guilabel:`Purchase` tab and specify a :guilabel:`Vendor` and the :guilabel:`Price` they
+sell the product for.
+
+.. image:: mto/specify-vendor.png
+   :align: center
+   :alt: Enable "Can be Purchased" and specify a vendor.
+
+If the product is manufactured, make sure that it has a bill of materials (BOM) configured for it.
+To do so, click the :guilabel:`Bill of Materials` smart button at the top of the screen, then click
+:guilabel:`Create` on the :guilabel:`Bill of Materials` page to configure a new |BOM| for the
+product.
+
+On the blank |BOM| form, add the components used to manufacture the product on the
+:guilabel:`Components` tab, along with the operations required for the manufacturing workflow on the
+:guilabel:`Operations` tab.
+
+Finally, click :guilabel:`Save` to save the |BOM|.
+
+Fulfill a sales order using the MTO route
+=========================================
+
+After configuring a product to use the |MTO| route, a replenishment order is created for it every
+time a sales order including the product is confirmed. The type of order created depends on the
+second route selected in addition to |MTO|.
+
+For example, if *Buy* was the second route selected, then a purchase order is created upon
+confirmation of a sales order.
+
+.. important::
+   When the |MTO| route is enabled for a product, a replenishment order is always created upon
+   confirmation of a sales order. This is the case even if there is enough stock of the product
+   on-hand to fulfill the sales order, without buying or manufacturing additional units of it.
+
+While the |MTO| route can be used in unison with a variety of other routes, the *Buy* route is used
+as the example for this workflow. Begin by navigating to the :menuselection:`Sales` app, then click
+:guilabel:`Create`, which opens a blank quotation form.
+
+On the blank quotation form, add a :guilabel:`Customer`, then click :guilabel:`Add a product` under
+the :guilabel:`Order Lines` tab, and enter a product that has been configured to use the *MTO* and
+*Buy* routes. Click :guilabel:`Confirm` and the quotation is turned into a sales order.
+
+A :guilabel:`Purchase` smart button now appears in the top-right corner of the sales order. Clicking
+it opens the |RFQ| associated with the sales order.
+
+Click :guilabel:`Confirm Order` to confirm the |RFQ|, and turn it into a purchase order. A green
+:guilabel:`Receive Products` button now appears at the top of the purchase order. Once the products
+are received, click :guilabel:`Receive Products` to register them into inventory.
+
+Return to the sales order by clicking the :guilabel:`SO` breadcrumb, or by navigating to
+:menuselection:`Sales --> Orders --> Orders`, and selecting the sales order.
+
+Finally, click the :guilabel:`Delivery` smart button in the top-right of the order to be taken to
+the delivery order. Once the products have been shipped to the customer, click :guilabel:`Validate`
+to confirm the delivery.