diff --git a/content/applications/inventory_and_mrp/inventory/management/products.rst b/content/applications/inventory_and_mrp/inventory/management/products.rst index 393a034dd..4246dfdb2 100644 --- a/content/applications/inventory_and_mrp/inventory/management/products.rst +++ b/content/applications/inventory_and_mrp/inventory/management/products.rst @@ -11,3 +11,4 @@ Products products/uom products/usage products/strategies + products/reordering_rules diff --git a/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst new file mode 100644 index 000000000..b50c63b8f --- /dev/null +++ b/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. diff --git a/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/bom-smart-button.png b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/bom-smart-button.png new file mode 100644 index 000000000..07de78f4d Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/bom-smart-button.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/product-type.png b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/product-type.png new file mode 100644 index 000000000..ee5a94342 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/product-type.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/reordering-rule-form.png b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/reordering-rule-form.png new file mode 100644 index 000000000..1d33e9aac Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/reordering-rule-form.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/select-preferred-route.png b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/select-preferred-route.png new file mode 100644 index 000000000..466a383bd Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/select-preferred-route.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/select-routes.png b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/select-routes.png new file mode 100644 index 000000000..0f593cb47 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/select-routes.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/specify-vendor.png b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/specify-vendor.png new file mode 100644 index 000000000..49f63c080 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/reordering_rules/specify-vendor.png differ