diff --git a/content/applications/inventory_and_mrp/purchase/products/reordering.rst b/content/applications/inventory_and_mrp/purchase/products/reordering.rst index e4fa3a8dc..126b21fbf 100644 --- a/content/applications/inventory_and_mrp/purchase/products/reordering.rst +++ b/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. diff --git a/content/applications/inventory_and_mrp/purchase/products/reordering/product-configured-for-reordering.png b/content/applications/inventory_and_mrp/purchase/products/reordering/product-configured-for-reordering.png index 211371c69..fd0eb83b8 100644 Binary files a/content/applications/inventory_and_mrp/purchase/products/reordering/product-configured-for-reordering.png and b/content/applications/inventory_and_mrp/purchase/products/reordering/product-configured-for-reordering.png differ diff --git a/content/applications/inventory_and_mrp/purchase/products/reordering/reordering-rule-configuration.png b/content/applications/inventory_and_mrp/purchase/products/reordering/reordering-rule-configuration.png index d48852089..76697fe3e 100644 Binary files a/content/applications/inventory_and_mrp/purchase/products/reordering/reordering-rule-configuration.png and b/content/applications/inventory_and_mrp/purchase/products/reordering/reordering-rule-configuration.png differ diff --git a/content/applications/inventory_and_mrp/purchase/products/reordering/reordering-rules-tab.png b/content/applications/inventory_and_mrp/purchase/products/reordering/reordering-rules-tab.png deleted file mode 100644 index 0ed9f6f34..000000000 Binary files a/content/applications/inventory_and_mrp/purchase/products/reordering/reordering-rules-tab.png and /dev/null differ