[ADD] Inventory: Add reordering rules

closes odoo/documentation#4977

X-original-commit: eb347c2681
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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

@@ -11,3 +11,4 @@ Products
    products/uom
    products/usage
    products/strategies
+   products/reordering_rules

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

@@ -0,0 +1,126 @@
+================
+Reordering rules
+================
+
+Reordering rules are used to keep forecasted stock levels above a certain threshold without
+exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock
+should not fall below and a maximum quantity that stock should not exceed.
+
+Reordering rules can be configured for each product based on the route used to replenish it. If a
+product uses the *Buy* route, then a Request for Quotation (RFQ) is created when the reordering rule
+is triggered. If a product uses the *Manufacture* route, then a Manufacturing Order (MO) is created
+instead. This is the case regardless of the selected replenishment route.
+
+Configure products for reordering rules
+=======================================
+
+In order to use reordering rules for a product, it must first be correctly configured. Begin by
+navigating to :guilabel:`Inventory --> Products --> Products`, then select an existing product, or
+create a new one by clicking :guilabel:`Create`.
+
+First, on the :guilabel:`General Information` tab, make sure that 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.
+
+.. 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
+Purchased` checkbox is enabled under the product name. This makes the :guilabel:`Purchase` tab
+appear. Click on the :guilabel:`Purchase` tab, and specify at least one vendor, and the price that
+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
+Bill of Materials (BoM) associated with it. This is necessary because Odoo only creates
+manufacturing orders for products with a :abbr:`BoM (Bill of Materials)`.
+
+If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, select the
+:guilabel:`Bill of Materials` smart button at the top of the product form, then click
+:guilabel:`Create` 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 --> Configuration -->
+Reordering Rules`, then click :guilabel:`Create`, and fill out the new line as follows:
+
+- :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
+  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:`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.
+
+.. tip::
+   Reordering rules can also be created from each product form. To do so, navigate to
+   :menuselection:`Inventory --> Products --> Products`, then select a product. Click on
+   :menuselection:`Reordering Rules --> Create`, then fill out the new line as detailed above.
+
+Once a reordering rule has been created for a product, if its forecasted quantity is below the
+rule's minimum quantity when the scheduler runs, a replenishment order for the product is
+automatically generated. By default, the scheduler runs once each day.
+
+.. tip::
+   To manually trigger a reordering rule before the scheduler runs, select :menuselection:`Inventory
+   --> Operations --> Run Scheduler`. Then, select the green :guilabel:`Run Scheduler` button on the
+   pop-up that appears. Be aware that this also triggers any other scheduled actions.
+
+If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated.
+To view and manage :abbr:`RFQs (Requests for Quotation)`, navigate to :menuselection:`Purchase -->
+Orders --> Requests for Quotation`.
+
+If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO (Manufacturing Order)` is
+generated. To view and manage :abbr:`MOs (Manufacturing Orders)`, navigate to
+:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`.
+
+Set a preferred route for reordering
+====================================
+
+Odoo allows for multiple routes to be selected under the :guilabel:`Inventory` tab on each product
+form. For instance, it is possible to select both :guilabel:`Buy` and :guilabel:`Manufacture`, thus
+enabling the functionality of both routes.
+
+Odoo also enables users to set a preferred route for a product's reordering rule. This is the route
+that the rule defaults to if multiple are selected. To select a preferred route, begin by navigating
+to :menuselection:`Inventory --> Configuration --> Reordering Rules`.
+
+By default, the :guilabel:`Preferred Route` column is hidden on the :guilabel:`Reordering Rules`
+page. Enable it by selecting the :guilabel:`⋮ (three-dot)` option button on the right side of the
+page and checking the :guilabel:`Preferred Route` checkbox. Doing so reveals the
+:guilabel:`Preferred Route` column.
+
+Click inside of the column on the row of a reordering rule and a drop-down menu shows all available
+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::
+   If multiple routes are enabled for a product but no preferred route is set for its reordering
+   rule, the product is reordered using the selected route that is listed first on the
+   :guilabel:`Inventory` tab of the product form.