[IMP] Inventory: new doc about the routes and push/pull rules (#693)

inventory/routes/concepts.rst

@@ -6,9 +6,7 @@ Concepts
    :titlesonly:
    :glob:
 
-   concepts/use_routes
+   concepts/use-routes
-   concepts/procurement_rule
-   concepts/push_rule
    concepts/inter_warehouse
    concepts/cross_dock
    concepts/stock_warehouses

inventory/routes/concepts/procurement_rule.rst

@@ -1,73 +0,0 @@
-===========================
-What is a procurement rule?
-===========================
-
-Overview
-========
-
-The procurement inventory control system begins with a customer's order.
-With this strategy, companies only make enough product to fulfill
-customer's orders. One advantage to the system is that there will be no
-excess of inventory that needs to be stored, thus reducing inventory
-levels and the cost of carrying and storing goods. However, one major
-disadvantage to the pull system is that it is highly possible to run
-into ordering dilemmas, such as a supplier not being able to get a
-shipment out on time. This leaves the company unable to fulfill the
-order and contributes to customer dissatisfaction.
-
-An example of a pull inventory control system is the make-to-order. The
-goal is to keep inventory levels to a minimum by only having enough
-inventory, not more or less, to meet customer demand. The MTO system
-eliminates waste by reducing the amount of storage space needed for
-inventory and the costs of storing goods.
-
-Configuration
-=============
-
-Procurement rules are part of the routes. Go to the Inventory
-application>Configuration>Settings and tick "Advance routing of products
-using rules".
-
-.. image:: media/procurement_rule01.png
-    :align: center
-
-Procurement rules settings
-==========================
-
-The procurement rules are set on the routes. In the inventory
-application, go to :menuselection:`Configuration --> Routes`.
-
-In the Procurement rules section, click on Add an item.
-
-.. image:: media/procurement_rule02.png
-    :align: center
-
-Here you can set the conditions of your rule. There are 3 types of
-action possible :
-
--   Move from another location rules
-
--   Manufacturing rules that will trigger the creation of manufacturing
-    orders
-
--   Buy rules that will trigger the creation of purchase orders
-
-.. note:: 
-    The Manufacturing application has to be installed in order to
-    trigger manufacturing rules.
-
-.. note:: 
-    The Purchase application has to be installed in order to trigger
-    **buy** rules.
-
-.. image:: media/procurement_rule03.png
-    :align: center
-
-.. note:: 
-    Some Warehouse Configuration creates routes with procurement
-    rules already defined.
-
-.. seealso::
-    * :doc:`push_rule`
-    * :doc:`inter_warehouse`
-    * :doc:`cross_dock`

inventory/routes/concepts/push_rule.rst

@@ -1,81 +0,0 @@
-====================
-What is a push rule?
-====================
-
-Overview 
-=========
-
-The push system of inventory control involves forecasting inventory
-needs to meet customer demand. Companies must predict which products
-customers will purchase along with determining what quantity of goods
-will be purchased. The company will in turn produce enough product to
-meet the forecast demand and sell, or push, the goods to the consumer.
-Disadvantages of the push inventory control system are that forecasts
-are often inaccurate as sales can be unpredictable and vary from one
-year to the next. Another problem with push inventory control systems is
-that if too much product is left in inventory, this increases the
-company's costs for storing these goods. An advantage to the push system
-is that the company is fairly assured it will have enough product on
-hand to complete customer orders, preventing the inability to meet
-customer demand for the product.
-
-A push flow indicates how locations are chained with the other ones. As
-soon as a given quantity of products is moved in the source location, a
-chained move is automatically foreseen according to the parameters set
-on the flow specification (destination location, delay, type of move,
-journal). It can be triggered automatically or manually.
-
-Configuration
-=============
-
-Push rules are part of the routes. Go to the menu 
-:menuselection:`Inventory --> Configuration --> Settings` 
-and tick **Advance routing of products using rules**.
-
-.. image:: media/push_rule01.png
-    :align: center
-
-Push rules settings
-===================
-
-The push rules are set on the routes. 
-Go to :menuselection:`Configuration --> Routes`.
-
-In the push rule section, click on **Add an item**.
-
-.. image:: media/push_rule02.png
-    :align: center
-
-Here you can set the conditions of your rule. In this example, when a
-good is in **Input location**, it needs to be moved to the quality control.
-In the 3 steps receipts, another push rule will make the goods that are
-in the quality control location move to the stock.
-
-.. image:: media/push_rule03.png
-    :align: center
-
-.. note::
-    Some warehouse configuration creates routes with push rules
-    already defined.
-
-Stock transfers
-===============
-
-The push rule will trigger stock transfer. According to the rule set on
-your route, you will see that some transfers might be ready and other
-are waiting.
-
-The push rule that was set above will create moves from **WH/Input**
-location to the **WH/Quality Control** location.
-
-.. image:: media/push_rule04.png
-    :align: center
-
-In this example, another move is waiting according to the second push
-rule, it defines that when the quality control is done, the goods will
-be moved to the main stock.
-
-.. seealso::
-    * :doc:`procurement_rule`
-    * :doc:`inter_warehouse`
-    * :doc:`cross_dock`

inventory/routes/concepts/use-routes.rst

@@ -0,0 +1,375 @@
+================================
+Using Routes and Pull/Push Rules
+================================
+
+In inventory management, the supply chain strategy determines when
+products should be fabricated, delivered to distribution centers, and
+made available in the retail channel.
+
+This kind of strategic process can be configured using *Routes*,
+featuring *Pull and Push Rules*. Once everything is properly
+configured, the inventory app can automatically generate transfers
+following the instructions given by the rules. Yes, Odoo simplifies your
+life.
+
+Inside the warehouse
+====================
+
+Let’s imagine a generic warehouse plan, where you can find receiving
+docks, a quality control area, storage locations, picking and
+packing areas, and shipping docks. All products go
+through all these locations, which also trigger all the route's rules.
+
+.. image:: media/stock-example.png
+   :align: center
+   :alt: view of a generic warehouse with stock and quality control area
+
+In this example, vendor trucks unload pallets of ordered goods at receiving docks. 
+Operators then scan the products in the receiving area. Some of these products are sent to a 
+quality control area (those devoted to being used during the manufacturing process, for
+example), while others are directly stored in their respective locations.
+
+.. image:: media/push-to-rule-example.png
+   :align: center
+   :alt: view of a generic push to rule when receiving products
+
+Here is an example of a fulfillment route. In the morning, items are picked
+for all the orders that need to be prepared during the day. These items
+are picked from storage locations and moved to the picking area, close
+to where the orders are packed. Then, the orders are packed in their
+respective boxes and conveyors bring them close to the shipping docks,
+ready to be delivered to customers.
+
+.. image:: media/pull-from-rule-example.png
+   :align: center
+   :alt: view of a generic pull from rule when preparing deliveries
+
+How does it work?
+=================
+
+Pull Rules
+----------
+
+With *Pull Rules*, a demand for some products triggers procurements,
+while *Push Rules* are triggered by products arriving in a specific
+location.
+
+We can say that *Pull Rules* are used to fulfill a customer
+order, a sale order. So, Odoo generates a need at the *Customer
+Location* for each product in the order. Because *Pull Rules*
+are triggered by a need, Odoo looks for a *Pull Rule* defined on the
+*Customer Location*. In our case, a delivery order pull rule that
+transfers products from the *Shipping Area* to the *Customer
+Location* is found, and a transfer between the two locations is created.
+
+Then, Odoo finds another pull rule that tries to fulfill the need for
+the *Shipping Area*: the *Packing Rule* that transfers products from
+the *Packing Area* to the *Shipping Area*. And, finally, other rules
+are triggered until a transfer between the *Stock* and the *Picking
+Area* is created.
+
+.. note::
+   All theses transfers are pre-generated by Odoo, starting from the end and going backwards.
+   While working, the operator process these transfers in the opposite order: first the picking, 
+   then the packing, then the delivery order.
+
+Push Rules
+----------
+
+On the other hand, *Push Rules* are much easier to understand. Instead
+of pre-generating documents based on needs, they are live-triggered when
+products arrive in a specific location. *Push Rules* basically say: "when a
+product arrives at a specific location, move it to another location."
+
+A simple example would be: when a product arrives in the *Receipt
+Area*, move them to the *Storage Location*. As different rules can be
+applied to different products, you can assign different storage
+locations for different products.
+
+Another rule could be: when products arrive at a location, move them to the
+*Quality Control Area*. Then, once the quality check is done, move
+them to their *Storage Location*.
+
+.. note::
+   *Push Rules* can be triggered only if no *Pull Rule* pre-generated
+   the upstream transfers.
+
+.. important::
+   Sets of rules like those are called routes. The grouping on the rule
+   defines how products are grouped in the same transfer or not. For
+   example, during the picking operation, all orders are grouped in one
+   transfer, whereas the packing operation respects the grouping per
+   customer order.
+
+Use Routes and Rules
+====================
+
+Since *Routes* are a collection of *Push and Pull Rules*, Odoo
+helps you manage advanced routes configuration such as:
+
+-  Manage product manufacturing chains;
+-  Manage default locations per product;
+-  Define routes within your warehouse according to business needs, such
+   as quality control, after-sales services, or supplier returns;
+-  Help rental management by generating automated return moves for
+   rented products.
+
+To configure a route such as one of those above, open the **Inventory
+Application** and go to :menuselection:`Configuration --> Settings`.
+Then, enable the *Multi-Step Routes* feature.
+
+.. image:: media/multi-steps-routes-feature.png
+   :align: center
+   :alt: activation of the multi-steps feature in Odoo Inventory
+
+.. note::
+   The *Storage Locations* feature is automatically activated with the
+   *Multi-Step Routes*.
+
+Once this first step is completed, you have the choice between
+pre-configured routes or custom ones. Both are explained below.
+
+Pre-configured Routes
+---------------------
+
+Odoo’s pre-configured routes are available in the warehouses’ menu. To
+find it, go to :menuselection:`Inventory --> Configuration -->
+Warehouses`. There, open your warehouse and edit it to see the
+pre-configured routes for incoming and outgoing shipments.
+
+.. image:: media/example-preconfigured-warehouse.png
+   :align: center
+   :alt: preconfigured warehouse in Odoo Inventory
+
+Some more advanced routes, such as pick-pack-ship, are already
+configured to make your life easier. Those are based on your choice for
+shipments. Once you made your choice, head to :menuselection:`Inventory -->
+Configuration --> Routes` to see the routes Odoo generated for you.
+
+.. image:: media/preconfigured-routes.png
+   :align: center
+   :alt: view of all the preconfigured routes Odoo offers
+
+Opening one of those routes allows you to see on what you can apply the route. 
+Here, all the selected product categories in the
+*YourCompany* warehouse are set up to follow the 3-steps route.
+
+.. image:: media/routes-example.png
+   :align: center
+   :alt: view of a route example applicable on category and warehouse
+
+Easier for many businesses, this process might not fit yours. Thus, 
+you can configure custom routes in which you can define your own
+rules, but also the source and destination location of each action. As
+an example, here are the rules for the pre-configured route.
+
+.. image:: media/rules-example.png
+   :align: center
+   :alt: rules example with push & pull actions in Odoo Inventory
+
+Custom Routes
+-------------
+
+To create a custom route, go to :menuselection:`Inventory -->
+Configuration --> Routes`, click on create, and choose the
+places where this route can be selected. Of course, combinations are
+available.
+
+.. image:: media/advanced-custom-route.png
+   :align: center
+   :alt: view of a pick - pack - ship route as an example
+
+Each place has a different behavior, so it is important to tick only the
+useful ones and adapt each route accordingly.
+
+When applying the route on a product category
+(:menuselection:`Inventory --> Configuration --> Product Categories`),
+all the rules configured in the route are applied to **every**
+product of the category. For example, this can be useful if you use the
+dropshipping process for all the products from the same category.
+
+.. image:: media/routes-logistic-tab.png
+   :align: center
+   :alt: view of a route applied to the "all" product category
+
+The same behavior applies to the warehouses. If you tick *Warehouses*,
+all the transfers occurring inside the chosen warehouse, and meeting the
+conditions of the linked rules, then follow that route.
+
+.. image:: media/applicable-on-warehouse.png
+   :align: center
+   :alt: view of the route menu when selecting applicable on warehouse
+
+For the *Sales Order Lines*, it is more or less the opposite. You have
+to choose the route yourself when creating a quotation. This is pretty useful if
+some products go through different routes.
+
+.. image:: media/applicable-on-sales-order-lines.png
+   :align: center
+   :alt: view of the route menu when selecting applicable on sales order lines
+
+If you work with this kind of route, it is important to keep in mind
+that it must be selected on the sales order, such as below.
+
+.. image:: media/add-routes-to-sales-lines.png
+   :align: center
+   :alt: view of the menu allowing to add new lines to sales orders
+
+Then, the route can be chosen on each line of the document.
+
+.. image:: media/sales-order-lines-routes-application.png
+   :align: center
+   :alt: view of the routes added to the sales orders
+
+Finally, there are routes that can be applied to products. Those work more or less
+like the product categories: once selected, you have to
+manually set on which product it must be applied.
+
+.. image:: media/applicable-on-products.png
+   :align: center
+   :alt: view of the menu when selecting applicable on products
+
+To do so, go to :menuselection:`Inventory --> Master Data -->
+Products` and open the one on which you want to apply the route. Then
+go to the *Inventory tab* and select the route you’ve created.
+
+.. image:: media/on-product-route.png
+   :align: center
+   :alt: view of a product form, where the route must be selected
+
+If, prima facie, the routes’ configuration can appear quite easy, don’t
+forget that we haven’t set up any rule yet. If not harder to set up, those
+are vital to have working routings.
+
+Rules
+~~~~~
+
+The rules are to be defined on the routes. To do so, go to
+:menuselection:`Inventory --> Configuration --> Routes`, then to the *Rules* section, 
+and click on *Add a line* button.
+
+.. image:: media/add-new-rules.png
+   :align: center
+   :alt: view of the rules menu, where it is possible to add new rules
+
+The available rules trigger various actions. If Odoo offers *Push* and
+*Pull* rules, others are also available. Here are some explanations for
+all of them:
+
+-  **Pull From**: this rule is triggered by a need for the product
+   in a specific stock location. The need can come from a sale order
+   which has been validated or for a manufacturing order which
+   requires a specific component. When the need appears in the
+   source location, Odoo generates a picking to fulfill this need.
+-  **Push To**: this rule is triggered by the arrival of some
+   products in the defined source location. In case you move
+   products to the source location, Odoo generates a picking to move
+   those products to the destination location.
+-  **Push & Pull**: it allows to generate pickings in the two
+   different situations explained above. It means that when products are
+   required at a specific location, a transfer is created from the previous location to fulfill 
+   that need. Then, a need is created in the previous location and a rule is triggered to fulfill 
+   it. Once the second need fulfilled, the products are pushed to the first location and all the
+   needs are fulfilled.
+-  **Buy**: when products are needed at the source location, a
+   request for quotation is created to fulfill the need.
+-  **Manufacture**: when products are needed in the source location,
+   a manufacturing order is created to fulfill the need.
+
+.. image:: media/pull-from-rule-stock-to-packing.png
+   :align: center
+   :alt: overview of a transfer requested between the stock and the packing zone
+
+You must also define the *Operation Type*. This
+operation allows defining which kind of picking is created from the
+rule. With our above screenshot, the created picking is, for example, an
+internal transfer.
+
+On the other hand, the *Supply Method*, allows defining what happens at
+the source location:
+
+-  **Take From Stock**: the products are taken from the available
+   stock of the source location;
+-  **Trigger Another Rule**: the system tries to find a stock rule
+   to bring the products to the source location. The available stock
+   is ignored.
+-  **Take From Stock, if Unavailable, Trigger Another Rule**: the
+   products are taken from the available stock of the source
+   location. If there is no stock available, the system tries to
+   find a rule to bring the products to the source location.
+
+In the *Scheduling* section, you can determine how Odoo behaves when
+one of the chain's pickings is rescheduled. In case you decide to
+**Propagate Rescheduling**, the next move is also to be rescheduled.
+If you prefer having the choice to reschedule the next move, 
+you can decide to receive an alert in the form of a
+*next activity*.
+
+What about a full flow?
+=======================
+
+Do you remember our Pick - Pack - Ship custom route? Let’s use it to
+try a full flow with an advanced custom route.
+
+First, a quick look at our rules and their supply methods: we have three
+rules, all **Pull From** rules. The supply methods are the
+following:
+
+-  **Take From Stock**: When products are needed in WH/Packing Zone,
+   *Picks* (internal transfers from WH/Stock to WH/Packing Zone)
+   are created from WH/Stock to fulfill the need.
+-  **Trigger Another Rule**: When products are needed in WH/Output,
+   *Packs* (internal transfers from WH/Packing Zone to WH/Output)
+   are created from WH/Packing Zone to fulfill the need.
+-  **Trigger Another Rule**: When products are needed in Partner
+   Locations/Customers, Delivery Orders are created from WH/Output
+   to fulfill the need.
+
+.. image:: media/transfers-overview.png
+   :align: center
+   :alt: overview of all the transfers created by the pick - pack - ship route
+
+This means that, when a customer orders products, a delivery order is
+created to fulfill the order.
+
+.. image:: media/operations-on-transfers.png
+   :align: center
+   :alt: view of the operations created by a pull from transfer
+
+.. note::
+   If the source document is the same sale order, the status is not the
+   same. In fact, the status is **Waiting Another Operation** if the
+   previous transfer in the list is not done yet.
+
+.. image:: media/waiting-status.png
+   :align: center
+   :alt: view of the transfers various status at the beginning of the process
+
+To prepare the order, conveyors need products packed at the output area,
+so an internal transfer is requested from the packing zone.
+
+.. image:: media/detailed-operations-2.png
+   :align: center
+   :alt: view of the detailed operations for a transfer between the packing and output zones
+
+Obviously, the packing zone needs products ready to be packed. So, an
+internal transfer is requested to the stock and employees can gather the
+required products from the warehouse.
+
+.. image:: media/detailed-operations-transfer.png
+   :align: center
+   :alt: view of the detailed operations for a transfer between the stock and packing zones
+
+As explained in this documentation introduction, the last step in the
+process (here the delivery order) is the first to be triggered, which
+then triggers other rules until we reach the first step in the process
+(here, the internal transfer from to stock to the packing area). Now,
+everything is ready to be processed so the customer can get the ordered
+items.
+
+In our case, the product is delivered to the customer when all the rules
+have been triggered and the transfers done.
+
+.. image:: media/transfers-status.png
+   :align: center
+   :alt: view of the transfers' status when all the process is done

inventory/routes/concepts/use_routes.rst

@@ -1,154 +0,0 @@
-==================
-How to use routes?
-==================
-
-Overview
-========
-
-A route is a collection of procurement rules and push rules. Odoo can
-manage advanced push/pull routes configuration, for example:
-
--   Manage product manufacturing chains
-
--   Manage default locations per product
-
--   Define routes within your warehouse according to business needs, such
-    as quality control, after sales services or supplier returns
-
--   Help rental management, by generating automated return moves for
-    rented products
-
-Configuration
-=============
-
-Procurement rules are part of the routes. Go to the **Inventory**
-application, :menuselection:`Configuration --> Settings` and tick 
-**Advance routing of products using rules**.
-
-.. image:: media/use_routes01.png
-    :align: center
-
-Pre-configured routes
-=====================
-
-Odoo has some pre-configured routes for your warehouses.
-
-In the Inventory application, go to 
-:menuselection:`Configuration --> Warehouses`.
-
-In the **Warehouse Configuration** tab, **Incoming Shipments** and **Outgoing
-Shippings** options set some routes according to your choices.
-
-.. image:: media/use_routes02.png
-    :align: center
-
-Custom Routes
-=============
-
-In the **Inventory** application, go to 
-:menuselection:`Configuration --> Routes`.
-
-.. image:: media/use_routes03.png
-    :align: center
-
-First, you have to select the places where this route can be selected.
-You can combine several choices.
-
-Routes applied on warehouses
-----------------------------
-
-If you tick **Warehouses**, you have to choose on which warehouse it will
-be applied. The route will be set for all transfer in that warehouse
-that would meet the conditions of the procurement and push rules.
-
-.. image:: media/use_routes04.png
-    :align: center
-
-Routes applied on products 
----------------------------
-
-If you tick **Products**, you have to manually set on which product it
-will be applied.
-
-.. image:: media/use_routes05.png
-    :align: center
-
-Open the product on which you want to apply the routes 
-(:menuselection:`Inventory --> Control --> Products`). 
-In the Inventory Tab, select the route(s):
-
-.. image:: media/use_routes06.png
-    :align: center
-
-Routes applied on Product Category
-----------------------------------
-
-If you tick **Product Categories**, you have to manually set on which
-categories it will be applied.
-
-.. image:: media/use_routes07.png
-    :align: center
-
-Open the product on which you want to apply the routes
-(:menuselection:`Configuration --> Product Categories`). 
-Select the route(s) under the **Logistics** section :
-
-.. image:: media/use_routes08.png
-    :align: center
-
-Routes applied on Sales Order lines
------------------------------------
-
-If you tick **Sales order lines**, you have to manually set the route
-every time you make a sale order.
-
-.. image:: media/use_routes09.png
-    :align: center
-
-In order to make it work, you also have to activate the use of the
-routes on the sales order.
-
-In the Sales application, go to 
-:menuselection:`Configuration --> Settings` and tick
-**Choose specific routes on sales order lines (advanced)**.
-
-.. image:: media/use_routes10.png
-    :align: center
-
-You can now choose the routes for each lines of your sales orders:
-
-.. image:: media/use_routes11.png
-    :align: center
-
-Procurement and push rules
-==========================
-
-Please refer to the documents:
-
--  :doc:`procurement_rule`
-
--  :doc:`push_rule`
-
-Procurement configuration
-=========================
-
-When doing a procurement request, you can force the route you want to
-use. On the product (:menuselection:`Inventory Control --> Products`), 
-click on **Procurement Request**. Choose the route you want to use next to
-**Preferred Routes**:
-
-.. image:: media/use_routes12.png
-    :align: center
-
-Make-to-Order Route
-===================
-
-If you work with no stock, or with minimum stock rules, it is better to
-use the **Make To Order** route. Combine it with the route **Buy** or
-**Manufacture** and it will trigger automatically the purchase order or
-the Manufacturing Order when your products are out-of-stock.
-
-.. seealso::
-    * :doc:`push_rule`
-    * :doc:`inter_warehouse`
-    * :doc:`cross_dock`

redirects.txt

@@ -138,7 +138,10 @@ inventory/settings/warehouses.rst inventory/management/warehouses.rst
 inventory/settings/warehouses/difference_warehouse_location.rst inventory/management/warehouses/difference_warehouse_location.rst   # settings/* --> management/* (#424)
 inventory/settings/warehouses/location_creation.rst inventory/management/warehouses/location_creation.rst 							# settings/* --> management/* (#424)
 inventory/management/delivery/scheduled_dates.rst inventory/management/planning/scheduled_dates.rst 								# delivery/scheduled_dates --> planning/scheduled_dates (#660)
-inventory/management/planning/scheduled_date.rst inventory/manamgent/planning/scheduled_dates.rst 									# scheduled_date --> scheduled_dates (#660)
+inventory/management/planning/scheduled_date.rst inventory/management/planning/scheduled_dates.rst 									# scheduled_date --> scheduled_dates (#660)
+inventory/routes/concept/procurement_rule.rst inventory/routes/concepts/use-routes.rst 												# procurement_rule --> use-routes (#693)
+inventory/routes/concept/push_rule.rst inventory/routes/concepts/use-routes.rst 													# push_rule --> use-routes (#693)
+inventory/routes/concept/use_routes.rst inventory/routes/concepts/use-routes.rst 													# use_routes --> use-routes (#693)
 
 helpdesk/getting_started.rst helpdesk/overview/getting_started.rst                               # (#565)
 helpdesk/after_sales.rst helpdesk/advanced/after_sales.rst                                       # (#565)