diff --git a/inventory/management/incoming/handle_receipts.rst b/inventory/management/incoming/handle_receipts.rst index 86fa08396..339313c45 100644 --- a/inventory/management/incoming/handle_receipts.rst +++ b/inventory/management/incoming/handle_receipts.rst @@ -66,4 +66,4 @@ Please read documentation on :doc:`three_steps` .. seealso:: - :doc:`../delivery/inventory_flow` - - :doc:`../../../purchase/purchases/rfq/analyze` \ No newline at end of file + - :doc:`../../../purchase/advanced/analyze` \ No newline at end of file diff --git a/purchase.rst b/purchase.rst index d36acf30a..2059ac869 100644 --- a/purchase.rst +++ b/purchase.rst @@ -7,5 +7,6 @@ Purchase .. toctree:: :titlesonly: - purchase/purchases - purchase/replenishment + purchase/products + purchase/agreements + purchase/advanced diff --git a/purchase/advanced.rst b/purchase/advanced.rst new file mode 100644 index 000000000..7cbafa6ce --- /dev/null +++ b/purchase/advanced.rst @@ -0,0 +1,10 @@ +======== +Advanced +======== + +.. toctree:: + :titlesonly: + + advanced/3_way_matching + advanced/dropshipping + advanced/analyze \ No newline at end of file diff --git a/purchase/purchases/rfq/3_way_matching.rst b/purchase/advanced/3_way_matching.rst similarity index 100% rename from purchase/purchases/rfq/3_way_matching.rst rename to purchase/advanced/3_way_matching.rst diff --git a/purchase/purchases/rfq/analyze.rst b/purchase/advanced/analyze.rst similarity index 96% rename from purchase/purchases/rfq/analyze.rst rename to purchase/advanced/analyze.rst index 3b43a998a..c8f8a4835 100644 --- a/purchase/purchases/rfq/analyze.rst +++ b/purchase/advanced/analyze.rst @@ -1,6 +1,6 @@ -===================================== -Analyze the performance of my vendors -===================================== +======================================= +Analyze the performance of your vendors +======================================= If your company regularly buys products from several suppliers, it would be useful to get statistics on your purchases. There are several reasons diff --git a/purchase/purchases/rfq/dropshipping.rst b/purchase/advanced/dropshipping.rst similarity index 96% rename from purchase/purchases/rfq/dropshipping.rst rename to purchase/advanced/dropshipping.rst index a9874f1a2..a16885333 100644 --- a/purchase/purchases/rfq/dropshipping.rst +++ b/purchase/advanced/dropshipping.rst @@ -1,6 +1,6 @@ -================= -Dropship products -================= +============ +Dropshipping +============ Dropshipping is a method in which the vendor does not keep products in stock but instead transfers the products directly from the supplier to diff --git a/purchase/purchases/rfq/media/3_way_matching01.png b/purchase/advanced/media/3_way_matching01.png similarity index 100% rename from purchase/purchases/rfq/media/3_way_matching01.png rename to purchase/advanced/media/3_way_matching01.png diff --git a/purchase/purchases/rfq/media/3_way_matching02.png b/purchase/advanced/media/3_way_matching02.png similarity index 100% rename from purchase/purchases/rfq/media/3_way_matching02.png rename to purchase/advanced/media/3_way_matching02.png diff --git a/purchase/purchases/rfq/media/analyze01.png b/purchase/advanced/media/analyze01.png similarity index 100% rename from purchase/purchases/rfq/media/analyze01.png rename to purchase/advanced/media/analyze01.png diff --git a/purchase/purchases/rfq/media/analyze02.png b/purchase/advanced/media/analyze02.png similarity index 100% rename from purchase/purchases/rfq/media/analyze02.png rename to purchase/advanced/media/analyze02.png diff --git a/purchase/purchases/rfq/media/analyze03.png b/purchase/advanced/media/analyze03.png similarity index 100% rename from purchase/purchases/rfq/media/analyze03.png rename to purchase/advanced/media/analyze03.png diff --git a/purchase/purchases/rfq/media/analyze04.png b/purchase/advanced/media/analyze04.png similarity index 100% rename from purchase/purchases/rfq/media/analyze04.png rename to purchase/advanced/media/analyze04.png diff --git a/purchase/purchases/rfq/media/dropshipping01.png b/purchase/advanced/media/dropshipping01.png similarity index 100% rename from purchase/purchases/rfq/media/dropshipping01.png rename to purchase/advanced/media/dropshipping01.png diff --git a/purchase/purchases/rfq/media/dropshipping02.png b/purchase/advanced/media/dropshipping02.png similarity index 100% rename from purchase/purchases/rfq/media/dropshipping02.png rename to purchase/advanced/media/dropshipping02.png diff --git a/purchase/purchases/rfq/media/dropshipping03.png b/purchase/advanced/media/dropshipping03.png similarity index 100% rename from purchase/purchases/rfq/media/dropshipping03.png rename to purchase/advanced/media/dropshipping03.png diff --git a/purchase/purchases/rfq/media/dropshipping04.png b/purchase/advanced/media/dropshipping04.png similarity index 100% rename from purchase/purchases/rfq/media/dropshipping04.png rename to purchase/advanced/media/dropshipping04.png diff --git a/purchase/purchases/rfq/media/dropshipping05.png b/purchase/advanced/media/dropshipping05.png similarity index 100% rename from purchase/purchases/rfq/media/dropshipping05.png rename to purchase/advanced/media/dropshipping05.png diff --git a/purchase/purchases/tender.rst b/purchase/agreements.rst similarity index 61% rename from purchase/purchases/tender.rst rename to purchase/agreements.rst index f808a3e76..6ac65158a 100644 --- a/purchase/purchases/tender.rst +++ b/purchase/agreements.rst @@ -5,5 +5,5 @@ Purchase Agreements .. toctree:: :titlesonly: - tender/blanket_orders - tender/call_for_tender + agreements/blanket_order + agreements/call_for_tender diff --git a/purchase/purchases/tender/blanket_orders.rst b/purchase/agreements/blanket_order.rst similarity index 98% rename from purchase/purchases/tender/blanket_orders.rst rename to purchase/agreements/blanket_order.rst index ad23dd3be..a555f023d 100644 --- a/purchase/purchases/tender/blanket_orders.rst +++ b/purchase/agreements/blanket_order.rst @@ -1,5 +1,5 @@ ===================== -Manage Blanket Orders +Manage blanket orders ===================== A Blanket Order is a purchase order which a customer places with its diff --git a/purchase/purchases/tender/call_for_tender.rst b/purchase/agreements/call_for_tender.rst similarity index 95% rename from purchase/purchases/tender/call_for_tender.rst rename to purchase/agreements/call_for_tender.rst index dbd70dc41..389364ec8 100644 --- a/purchase/purchases/tender/call_for_tender.rst +++ b/purchase/agreements/call_for_tender.rst @@ -1,6 +1,6 @@ -====================== -Manage Call for Tender -====================== +======================== +Manage calls for tenders +======================== A Call for Tender is a special procedure to request offers from multiple vendors to obtain the most interesting price. diff --git a/purchase/purchases/tender/media/blanket_orders01.png b/purchase/agreements/media/blanket_orders01.png similarity index 100% rename from purchase/purchases/tender/media/blanket_orders01.png rename to purchase/agreements/media/blanket_orders01.png diff --git a/purchase/purchases/tender/media/blanket_orders02.png b/purchase/agreements/media/blanket_orders02.png similarity index 100% rename from purchase/purchases/tender/media/blanket_orders02.png rename to purchase/agreements/media/blanket_orders02.png diff --git a/purchase/purchases/tender/media/blanket_orders03.png b/purchase/agreements/media/blanket_orders03.png similarity index 100% rename from purchase/purchases/tender/media/blanket_orders03.png rename to purchase/agreements/media/blanket_orders03.png diff --git a/purchase/purchases/tender/media/blanket_orders04.png b/purchase/agreements/media/blanket_orders04.png similarity index 100% rename from purchase/purchases/tender/media/blanket_orders04.png rename to purchase/agreements/media/blanket_orders04.png diff --git a/purchase/purchases/tender/media/call_for_tender01.png b/purchase/agreements/media/call_for_tender01.png similarity index 100% rename from purchase/purchases/tender/media/call_for_tender01.png rename to purchase/agreements/media/call_for_tender01.png diff --git a/purchase/purchases/tender/media/call_for_tender02.png b/purchase/agreements/media/call_for_tender02.png similarity index 100% rename from purchase/purchases/tender/media/call_for_tender02.png rename to purchase/agreements/media/call_for_tender02.png diff --git a/purchase/purchases/tender/media/call_for_tender03.png b/purchase/agreements/media/call_for_tender03.png similarity index 100% rename from purchase/purchases/tender/media/call_for_tender03.png rename to purchase/agreements/media/call_for_tender03.png diff --git a/purchase/purchases/tender/media/call_for_tender04.png b/purchase/agreements/media/call_for_tender04.png similarity index 100% rename from purchase/purchases/tender/media/call_for_tender04.png rename to purchase/agreements/media/call_for_tender04.png diff --git a/purchase/products.rst b/purchase/products.rst new file mode 100644 index 000000000..e24e29954 --- /dev/null +++ b/purchase/products.rst @@ -0,0 +1,9 @@ +======== +Products +======== + +.. toctree:: + :titlesonly: + + products/reordering + products/uom diff --git a/purchase/replenishment/flows/media/setup_stock_rule01.png b/purchase/products/media/setup_stock_rule01.png similarity index 100% rename from purchase/replenishment/flows/media/setup_stock_rule01.png rename to purchase/products/media/setup_stock_rule01.png diff --git a/purchase/replenishment/flows/media/setup_stock_rule02.png b/purchase/products/media/setup_stock_rule02.png similarity index 100% rename from purchase/replenishment/flows/media/setup_stock_rule02.png rename to purchase/products/media/setup_stock_rule02.png diff --git a/purchase/replenishment/flows/media/setup_stock_rule03.png b/purchase/products/media/setup_stock_rule03.png similarity index 100% rename from purchase/replenishment/flows/media/setup_stock_rule03.png rename to purchase/products/media/setup_stock_rule03.png diff --git a/purchase/purchases/master/media/uom01.png b/purchase/products/media/uom01.png similarity index 100% rename from purchase/purchases/master/media/uom01.png rename to purchase/products/media/uom01.png diff --git a/purchase/purchases/master/media/uom02.png b/purchase/products/media/uom02.png similarity index 100% rename from purchase/purchases/master/media/uom02.png rename to purchase/products/media/uom02.png diff --git a/purchase/purchases/master/media/uom03.png b/purchase/products/media/uom03.png similarity index 100% rename from purchase/purchases/master/media/uom03.png rename to purchase/products/media/uom03.png diff --git a/purchase/purchases/master/media/uom04.png b/purchase/products/media/uom04.png similarity index 100% rename from purchase/purchases/master/media/uom04.png rename to purchase/products/media/uom04.png diff --git a/purchase/purchases/master/media/uom05.png b/purchase/products/media/uom05.png similarity index 100% rename from purchase/purchases/master/media/uom05.png rename to purchase/products/media/uom05.png diff --git a/purchase/purchases/master/media/uom06.png b/purchase/products/media/uom06.png similarity index 100% rename from purchase/purchases/master/media/uom06.png rename to purchase/products/media/uom06.png diff --git a/purchase/purchases/master/media/uom07.png b/purchase/products/media/uom07.png similarity index 100% rename from purchase/purchases/master/media/uom07.png rename to purchase/products/media/uom07.png diff --git a/purchase/purchases/master/media/uom08.png b/purchase/products/media/uom08.png similarity index 100% rename from purchase/purchases/master/media/uom08.png rename to purchase/products/media/uom08.png diff --git a/purchase/purchases/master/media/uom09.png b/purchase/products/media/uom09.png similarity index 100% rename from purchase/purchases/master/media/uom09.png rename to purchase/products/media/uom09.png diff --git a/purchase/replenishment/flows/setup_stock_rule.rst b/purchase/products/reordering.rst similarity index 97% rename from purchase/replenishment/flows/setup_stock_rule.rst rename to purchase/products/reordering.rst index f6cd214de..319b000c9 100644 --- a/purchase/replenishment/flows/setup_stock_rule.rst +++ b/purchase/products/reordering.rst @@ -1,5 +1,5 @@ ================================================= -Don’t run out of stock thanks to Reordering Rules +Don’t run out of stock thanks to reordering rules ================================================= To make sure you never run out of stock, you might want to define diff --git a/purchase/purchases/master/uom.rst b/purchase/products/uom.rst similarity index 100% rename from purchase/purchases/master/uom.rst rename to purchase/products/uom.rst diff --git a/purchase/purchases.rst b/purchase/purchases.rst deleted file mode 100644 index ca43d5993..000000000 --- a/purchase/purchases.rst +++ /dev/null @@ -1,10 +0,0 @@ -========= -Purchases -========= - -.. toctree:: - :titlesonly: - - purchases/master - purchases/rfq - purchases/tender diff --git a/purchase/purchases/master.rst b/purchase/purchases/master.rst deleted file mode 100644 index 84da11693..000000000 --- a/purchase/purchases/master.rst +++ /dev/null @@ -1,10 +0,0 @@ -=========== -Master Data -=========== - -.. toctree:: - :titlesonly: - - master/uom - master/suppliers - master/import \ No newline at end of file diff --git a/purchase/purchases/master/import.rst b/purchase/purchases/master/import.rst deleted file mode 100644 index dd34730e0..000000000 --- a/purchase/purchases/master/import.rst +++ /dev/null @@ -1,34 +0,0 @@ -========================= -Import vendors pricelists -========================= - -It is key for companies to be able to import vendors pricelists to stay -up to date on products pricing. - -Configuration -============= - -For this feature to work, go to :menuselection:`Purchases --> -Configuration --> Settings` and tick the box in front of "Vendor -Pricelists". - -Don't forget to save your settings in the top left corner. - -.. image:: media/import01.png - :align: center - -Import a pricelist -================== - -To import go to :menuselection:`Purchase --> Vendor Pricelists` - -Load your file, then you can check if everything is correct before -clicking import. - -See below a template of the columns used. - -.. image:: media/import02.png - :align: center - -:download:`Click here to download the template -<../../../_static/example_files/vendor_pricelists_template.csv>` diff --git a/purchase/purchases/master/media/import01.png b/purchase/purchases/master/media/import01.png deleted file mode 100644 index f9510ae02..000000000 Binary files a/purchase/purchases/master/media/import01.png and /dev/null differ diff --git a/purchase/purchases/master/media/import02.png b/purchase/purchases/master/media/import02.png deleted file mode 100644 index b18c06701..000000000 Binary files a/purchase/purchases/master/media/import02.png and /dev/null differ diff --git a/purchase/purchases/master/media/suppliers01.png b/purchase/purchases/master/media/suppliers01.png deleted file mode 100644 index b877977b0..000000000 Binary files a/purchase/purchases/master/media/suppliers01.png and /dev/null differ diff --git a/purchase/purchases/master/media/suppliers02.png b/purchase/purchases/master/media/suppliers02.png deleted file mode 100644 index 3f268fbbe..000000000 Binary files a/purchase/purchases/master/media/suppliers02.png and /dev/null differ diff --git a/purchase/purchases/master/suppliers.rst b/purchase/purchases/master/suppliers.rst deleted file mode 100644 index cafb94dab..000000000 --- a/purchase/purchases/master/suppliers.rst +++ /dev/null @@ -1,35 +0,0 @@ -================================= -Set multiple vendors on a product -================================= - -If you find yourself with the need to buy from multiple vendors for one -product, Odoo can let you directly link them with a single product. - -Add vendors in a product -======================== - -To use this feature, go to :menuselection:`Purchases --> Products`, then -select a product. - -From there you can add existing vendors to your product or create a new -one on the fly. - -Note that every first time the product is purchased from a new vendor, -Odoo will automatically link the contact and price with the product. - -.. image:: media/suppliers01.png - :align: center - -Add price & quantity as well as a validity period -------------------------------------------------- - -When you're adding a vendor to a product, you're able to add the vendor -product name & code as well as set the minimal quantity, price and -validity period. - -.. image:: media/suppliers02.png - :align: center - -.. tip:: - This Odoo feature also works with variants of your products, such as one - t-shirt in different sizes! diff --git a/purchase/purchases/rfq.rst b/purchase/purchases/rfq.rst deleted file mode 100644 index 7883bf97e..000000000 --- a/purchase/purchases/rfq.rst +++ /dev/null @@ -1,17 +0,0 @@ -========================================= -Request for Quotation and Purchase Orders -========================================= - -.. toctree:: - :titlesonly: - - rfq/create - rfq/bills - rfq/reception - rfq/lock_orders - rfq/cancel - rfq/approvals - rfq/analyze - rfq/3_way_matching - rfq/warning - rfq/dropshipping diff --git a/purchase/purchases/rfq/approvals.rst b/purchase/purchases/rfq/approvals.rst deleted file mode 100644 index 3a05750ac..000000000 --- a/purchase/purchases/rfq/approvals.rst +++ /dev/null @@ -1,40 +0,0 @@ -============================================== -Request managers approval for expensive orders -============================================== - -In case of expensive purchases you may want a manager approval to -validate the orders, Odoo let's you easily set that up. - -Configuration -============= - -For this feature to work, go to :menuselection:`Purchases --> -Configuration --> Settings` and activate the *Order Approval* feature. -From there you can also set the minimum amount required to activate this -feature. - -.. image:: media/approvals01.png - :align: center - -Create a new Request for Quotation -================================== - -While working on a new RfQ, if the order is made by a user and not a -manager and the amount of the order is above the minimum amount you -specified, a new *To Approve* status will be introduced in the -process. - -.. image:: media/approvals02.png - :align: center - -Approve the order ------------------ - -If you are a purchase manager, you can now go to the purchase order and -approve the order if everything is alright with it. Giving you full -control of what your users can or can't do. - -Once approved, the purchase order follows the normal process. - -.. image:: media/approvals03.png - :align: center diff --git a/purchase/purchases/rfq/bills.rst b/purchase/purchases/rfq/bills.rst deleted file mode 100644 index 01bdbe166..000000000 --- a/purchase/purchases/rfq/bills.rst +++ /dev/null @@ -1,50 +0,0 @@ -============ -Bill Control -============ - -With Odoo, you can define a setting to help the control of your bills. -*Bill Control* lets you choose if the supplier sends you the bill -before or after you receive the goods. - -Configuration -============= - -For this feature to work, go to :menuselection:`Purchases --> -Configuration --> Settings` and select which way you want to control your -bills. - -.. image:: media/bills01.png - :align: center - -Change the control policy -========================= - -While the setting above will be your default method of bill control, you -can always select which way you want to invoice your product on each -product page under the *Purchase* tab. - -You might want to use different settings for different types of -products. - -.. image:: media/bills02.png - :align: center - - -Verify your Vendor Bill -======================= - -If you didn’t receive any of your product yet on *Purchase Order* -under the *Shipment* tab, - -.. image:: media/bills03.png - :align: center - - -Depending on the billing policy defined above. If you're supposed to be -billed based on ordered quantity, Odoo will suggest a bill for the -number of units ordered. If you're supposed to be billed based on the -received quantities, Odoo will suggest a bill for 0 as shown above. - -.. image:: media/bills04.png - :align: center - diff --git a/purchase/purchases/rfq/cancel.rst b/purchase/purchases/rfq/cancel.rst deleted file mode 100644 index cb43b42fe..000000000 --- a/purchase/purchases/rfq/cancel.rst +++ /dev/null @@ -1,100 +0,0 @@ -======================= -Cancel a purchase order -======================= - -Due to misunderstandings, human errors or change of plans, it is -sometimes necessary to cancel purchase orders sent to suppliers. Odoo -allows you to do it, even if some or even all of the ordered goods -already arrived in your warehouse. - -We will first take as example the case where you order **3 iPad mini** that -haven't arrived in your transfers yet. As the installation of the -inventory application is required when using the **Purchase** module, it is -also interesting to see the case of partially delivered goods that you -want to cancel. - -Create a Purchase Order -======================= - -The first step to create a **Purchase Order** is to create a **Request for -Quotation (RFQ)** from the menu -:menuselection:`Purchases --> Purchase --> Requests for quotation`. -Confirm your RFQ to have a confirmed purchase order - -Cancel your Purchase Order -========================== - -Use case 1 : you didn't receive your goods yet ----------------------------------------------- - -If you confirmed your purchase order and did not received your goods -yet, you can simply cancel the PO it by clicking the cancel button. - -.. image:: media/cancel05.png - :align: center - -Odoo will automatically cancel the outstanding shipments related to this -PO and the status bar will switch from **Purchase order** to **Cancelled**. - -.. image:: media/cancel03.png - :align: center - -Use case 2 : partially delivered goods --------------------------------------- - -In this case, **2** of the **3 iPad Mini** arrived before you needed to cancel -the PO. - -Register good received and cancel backorder -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -The first thing to do will be to register the goods received and to -cancel the arrival of the **third iPad Mini** that is still supposed to be -shipped. From the PO, click on **Receive products** and, on the **iPad Mini -order line**, manually change the received quantities under the Column -**Done**. - -.. image:: media/cancel02.png - :align: center - -.. note:: - To learn more, see :doc:`reception` - -When clicking on **Validate**, Odoo will warn you that you have processed -less products than the initial demand (2 instead of 3 in our case) and -will ask you the permission to create a backorder. - -.. image:: media/cancel07.png - :align: center - -Click on **No backorder** to cancel the supply of the remaining product. -You will notice than the quantity to receive has been changed -accordingly and, therefore, the delivery status has switched to **Done**. - -.. image:: media/cancel04.png - :align: center - -Create reverse transfer -~~~~~~~~~~~~~~~~~~~~~~~ - -Now, you need to return the iPad Minis that you have received to your -vendor location. To do so, click on the **Reverse** button from the same -document. A reverse transfer window will pop up. Enter the quantity to -return and the corresponding location and click on **Return**. - -.. image:: media/cancel06.png - :align: center - -Process the return shipment and control that the stock move is from your -stock to your vendor location. - -.. image:: media/cancel01.png - :align: center - -When the reverse transfer is done, the status of your purchase order -will be automatically set to done, meaning that your PO has been -completely cancelled. - -.. seealso:: - * :doc:`bills` - * :doc:`reception` \ No newline at end of file diff --git a/purchase/purchases/rfq/create.rst b/purchase/purchases/rfq/create.rst deleted file mode 100644 index 9a94cdd30..000000000 --- a/purchase/purchases/rfq/create.rst +++ /dev/null @@ -1,61 +0,0 @@ -============================== -Create a Request for Quotation -============================== - -A Request for Quotation (RfQ) is used when you plan to purchase some -products and you would like to receive a quote for those products. In -Odoo, the Request for Quotation is used to send your list of desired -products to your supplier. Once your supplier has answered your request, -you can choose to go ahead with the offer and purchase or to turn down -the offer. - -Configuration -============= - -Creating a Request for Quotation --------------------------------- - -In the Purchases module, open :menuselection:`Purchase --> Requests for Quotation` -and click on **Create**. - -.. image:: ./media/image04.png - :align: center - -Select your supplier in the **Vendor** menu, or create it on-the-fly by -clicking on **Create and Edit**. In the **Order Date** field, select -the date to which you wish to proceed to the actual order. - -In **Products**, click on Add an item. Select the product you wish to order -in the **Product** menu. Specify the **Quantity** by inserting the -number and selecting the unit of measure. In the **Unit Price** field, -specify the price you would like to be offered (you can also leave the -field blank if you don't know what the price should be) , and add the -expected delivery date in the Scheduled Date field. Click on **Save**, then -**Print Rfq** or **Send Rfq by email** (make sure an email address is specified -for this supplier or enter a new one). - -.. image:: ./media/image08.png - :align: center - -After having clicked on **Send**, you will notice that the RFQ's status will -switch from **Draft** to **RFQ Sent**. - -.. image:: ./media/image06.png - :align: center - -Once your supplier has replied with an offer, update the RfQ by clicking -on **Edit** to fit the quotation (prices, taxes, expected delivery lead -time, payment terms, etc.), then click on **Save** to issue a Purchase -Order. - -To proceed with the order, click on **Confirm Order** to send the order to -the supplier. The RfQ's status will switch to **Purchase Order**. - -.. image:: ./media/image11.png - :align: center - -The status of the RfQ will change to PURCHASE ORDER. Tabs in the upper -right corner of the order will show 1 Shipment and 0 Invoice. - -.. image:: ./media/image10.png - :align: center diff --git a/purchase/purchases/rfq/lock_orders.rst b/purchase/purchases/rfq/lock_orders.rst deleted file mode 100644 index c0f6d0498..000000000 --- a/purchase/purchases/rfq/lock_orders.rst +++ /dev/null @@ -1,28 +0,0 @@ -===================== -Lock a purchase order -===================== - -Once an order is confirmed, you can lock it preventing any further -editing. - -Configuration -============= - -For this feature to work, go to :menuselection:`Purchases --> -Configuration --> Settings` and activate the *Lock Confirmed Orders* -feature - -.. image:: media/lock_orders01.png - :align: center - -Lock an order -============= - -While working on a purchase order, when you confirm it, you can then -lock the order preventing any further modification on the document. - -.. image:: media/lock_orders02.png - :align: center - -.. note:: - You can unlock the 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files a/purchase/purchases/rfq/media/warning02.png and /dev/null differ diff --git a/purchase/purchases/rfq/media/warning03.png b/purchase/purchases/rfq/media/warning03.png deleted file mode 100644 index d0de19321..000000000 Binary files a/purchase/purchases/rfq/media/warning03.png and /dev/null differ diff --git a/purchase/purchases/rfq/media/warning04.png b/purchase/purchases/rfq/media/warning04.png deleted file mode 100644 index bf4b0e1b4..000000000 Binary files a/purchase/purchases/rfq/media/warning04.png and /dev/null differ diff --git a/purchase/purchases/rfq/reception.rst b/purchase/purchases/rfq/reception.rst deleted file mode 100644 index 5818d3243..000000000 --- a/purchase/purchases/rfq/reception.rst +++ /dev/null @@ -1,117 +0,0 @@ -=============================================== -Control product received (entirely & partially) -=============================================== - -The **Purchase** app allows you to manage your purchase orders, to control -products to receive and to control supplier bills. - -If you want to get product forecasts and receptions under control, the -first thing to do is to deploy the Odoo purchase process. Knowing what -have been purchased is the basis of forecasting and controlling -receptions. - -Configuration -============= - -Install the Purchase and Inventory applications ------------------------------------------------ - -Start by installing the Purchase application from the **Apps** module. -This will automatically trigger the installation of the **Inventory** app -(among others), which is required with **Purchase**. - -.. image:: media/reception02.png - :align: center - -Create products ---------------- - -Then, you need to create the products you want to purchase. Go to the -**Purchase** app, then :menuselection:`Purchase --> Products`, -and click on **Create**. - -.. image:: media/reception05.png - :align: center - -When creating the product, the **Product Type** field is important: - -- **Stockable & Consumable**: products need to be received in the - inventory. - -- **Services & Digital Products** (only when the **eCommerce** app is - installed): there is no control about what you receive or not. - -.. tip:: - It's always good to create a **Miscellaneous** product for all - the products you purchased rarely and for which you don't want - to manage the stocks or have purchase/sale statistics. - If you create such a product, we recommend to set his product - type field as **Service**. - -Control products receptions -=========================== - -Purchase products ------------------ - -From the purchase application, create a purchase order with a few -products. If the vendor sent you a sale order or a quotation, put its -reference in the **Vendor Reference** field. This will allow you to easily -do the matching with the delivery order later on (as the delivery order -will probably include the **Vendor Reference** of his sale order). - -.. image:: media/reception03.png - :align: center - -Receive Products ----------------- - -If you purchased physical goods (stockable or consumable products), you -can receive the products from the **Inventory** application. From the -**Inventory** dashboard, you should see a button **X To Receive**, on the -receipt box of the related warehouse. - -.. image:: media/reception01.png - :align: center - -Click on this button and you access a list of all awaiting orders for -this warehouse. - -.. image:: media/reception07.png - :align: center - -If you have a lot of awaiting orders, you can use the filter bar to -search on the **Vendor** (also called **Partner** in Odoo), the product or the -source document, which is the reference of your purchase order. You can -open the document that matches with the received delivery order and -process all the lines within it. - -.. image:: media/reception04.png - :align: center - -You may validate the whole document at once by clicking on the -**Validate** button or you can control all products, one by one, by -manually change the **Done** quantity (what has actually been received). -When a line is green, it means the quantity received matches to what -have been expected. - -.. note:: - If you work with lots or serial numbers, you can not set - the processed quantity, but you have to provide all the - lots or serial numbers to record the quantity received. - -When you validate the reception, if you have received less products than -the initial demand, Odoo will ask youthe permission to create a -backorder. - -.. image:: media/reception06.png - :align: center - -If you plan to receive the remaining product in the future, select -**Create Backorder**. Odoo will create a new documents for the awaiting -products. If you choose **No Backorder**, the order is considered as -fulfilled. - -.. seealso:: - * :doc:`bills` - * :doc:`cancel` diff --git a/purchase/purchases/rfq/warning.rst b/purchase/purchases/rfq/warning.rst deleted file mode 100644 index fa8031f85..000000000 --- a/purchase/purchases/rfq/warning.rst +++ /dev/null @@ -1,53 +0,0 @@ -================================= -Raise warnings on purchase orders -================================= - -The *Warnings* feature allows you to raise warnings or blocking -messages on purchase orders based on a vendor or a product. - -For example, if you often have a problem with a vendor, you might want -to raise a warning when purchasing from that vendor. If a product is -about to be discontinued, you may want to raise a blocking message on -the purchase order. - -Configuration -============= - -For this feature to work, go to -:menuselection:`Purchases --> Configuration --> Settings` and activate -the *Warnings* feature. - -.. image:: media/warning01.png - :align: center - -Add a warning on a vendor -========================= - -When you activate the feature, you get a new option under the *Internal -Notes* tab on vendors. You can decide to write a simple warning or a -blocking message. - -.. image:: media/warning02.png - :align: center - -Add a warning on a product -========================== - -When you activate the feature, you get a new option under the -*Purchase* tab on the product page where you can add a warning or a -blocking message. - -.. image:: media/warning03.png - :align: center - -Trying to buy with warnings or blocking messages ------------------------------------------------- - -If you try to validate a *Purchase Order* from a vendor or with a -product with a warning, a message will be raised. You can ignore it by -clicking ok. - -.. image:: media/warning04.png - :align: center - -However, if it is a blocking message, you can not ignore it. diff --git a/purchase/replenishment.rst b/purchase/replenishment.rst deleted file mode 100644 index c4b26ddc0..000000000 --- a/purchase/replenishment.rst +++ /dev/null @@ -1,9 +0,0 @@ -============= -Replenishment -============= - -.. toctree:: - :titlesonly: - - replenishment/flows - replenishment/multicompany diff --git a/purchase/replenishment/flows.rst b/purchase/replenishment/flows.rst deleted file mode 100644 index 1e656b8de..000000000 --- a/purchase/replenishment/flows.rst +++ /dev/null @@ -1,11 +0,0 @@ -=================== -Replenishment Flows -=================== - -.. toctree:: - :titlesonly: - - flows/dropshipping - flows/setup_stock_rule - flows/purchase_triggering - flows/compute_date diff --git a/purchase/replenishment/flows/compute_date.rst b/purchase/replenishment/flows/compute_date.rst deleted file mode 100644 index 5ed98d049..000000000 --- a/purchase/replenishment/flows/compute_date.rst +++ /dev/null @@ -1,91 +0,0 @@ -===================================== -Schedule your receipts and deliveries -===================================== - -To manage your supply chain scheduling, you will need to use Odoo *Lead -Times*. - -*Lead Times* are the expected times needed to receive, deliver or -manufacture products. - -Configure Lead Times -==================== - -Vendor Lead Time ----------------- - -The vendor lead time is the time needed by your vendor to deliver the -product to you. - -To configure your vendor lead times, go to a product page, under the -purchase tab, click on a *Vendor* once there you can change the -delivery lead time for that Vendor & Product. - -.. image:: media/compute_date01.png - :align: center - -Customer Lead Time ------------------- - -The customer lead time, on the other hand, is the time you need to -deliver the product to your customer. - -To configure your customer lead time open a product and go under the -*Inventory* tab. You can then add how many days you need. - -.. image:: media/compute_date02.png - :align: center - -Manufacturing lead time ------------------------ - -The manufacturing lead time is the time you need to manufacture the -product. - -To configure your manufacturing lead time open a product and go under -the *Inventory* tab. You can then add how many days you need. - -.. image:: media/compute_date03.png - :align: center - -Configure Security Lead Times -============================= - -Odoo also lets you configure *Security Days* allowing you to cope with -potential delays along the supply chain and make sure you meet your -engagements. - -The easiest way is to go to *Settings* from any module and type -**Lead Time** in the search bar. From there, tick each box and -configure your various *Security Lead Time* for your needs. - -.. image:: media/compute_date04.png - :align: center - -Alternatively, you can go in the settings of the *Inventory* module -and *Manufacturing* module to configure those settings. - -Lead & security times in a use case -=================================== - -For example you sell a car today (January 1st), that is purchased on -order, and you promise to deliver your customer within 20 days (January -20). Here is your product’s configuration: - -- Security lead time for sales : 1 day - -- Security lead time for purchase : 1 day - -- Vendor delivery lead time : 9 days - -In such a scenario, the scheduler will trigger the following events -based on your configuration. - -- January 19: scheduled delivery date (20th January - 1 day of security - lead time for Sales) - -- January 18: scheduled receipt date (19th January - 1 day of security - lead time for Purchase) - -- January 10: order date = deadline to order from your vendor (19th - January - 9 days of vendor lead time) diff --git a/purchase/replenishment/flows/dropshipping.rst b/purchase/replenishment/flows/dropshipping.rst deleted file mode 100644 index 569d7388d..000000000 --- a/purchase/replenishment/flows/dropshipping.rst +++ /dev/null @@ -1,46 +0,0 @@ -=================== -Setup drop-shipping -=================== - -Overview -======== - -Drop shipping allows to deliver the goods directly from the supplier to -the customer. It means that the products does not transit through your -stock. - -Configuration -============= - -First, configure the **Routes** and **Dropshipping**. Go to -:menuselection:`Inventory --> Configuration --> Settings`. -Check **Advanced routing of products using rules** in the -**Routes** section and **Allow suppliers to deliver directly to -your customers** in the **Drop Shipping** section. - -.. image:: media/dropshipping01.png - :align: center - -You have to allow the choice of the route on the sale order. Go to the -**Sales** application, :menuselection:`Configuration --> Settings` and -tick **Choose specific routes on sales order lines (advanced)**. - -.. image:: media/dropshipping02.png - :align: center - -How to use drop-shipping? -========================= - -Create the sale order and select the route as **Dropshipping** on the -concerned order lines. - -.. image:: media/dropshipping03.png - :align: center - -Once the order has been confirmed, no move will be created from your -stock. The goods will be delivered directly from your vendor to your -customer. - -.. note:: - In order to be able to invoice the delivery, you must set the - invoice policy of your product on **Ordered quantities**. diff --git a/purchase/replenishment/flows/media/compute_date01.png b/purchase/replenishment/flows/media/compute_date01.png deleted file mode 100644 index ed44ad00c..000000000 Binary files a/purchase/replenishment/flows/media/compute_date01.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/compute_date02.png b/purchase/replenishment/flows/media/compute_date02.png deleted file mode 100644 index c59b66969..000000000 Binary files a/purchase/replenishment/flows/media/compute_date02.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/compute_date03.png b/purchase/replenishment/flows/media/compute_date03.png deleted file mode 100644 index dc1acacb7..000000000 Binary files a/purchase/replenishment/flows/media/compute_date03.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/compute_date04.png b/purchase/replenishment/flows/media/compute_date04.png deleted file mode 100644 index d6761831a..000000000 Binary files a/purchase/replenishment/flows/media/compute_date04.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/dropshipping01.png b/purchase/replenishment/flows/media/dropshipping01.png deleted file mode 100644 index d504b2e9e..000000000 Binary files a/purchase/replenishment/flows/media/dropshipping01.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/dropshipping02.png b/purchase/replenishment/flows/media/dropshipping02.png deleted file mode 100644 index 0b25d4670..000000000 Binary files a/purchase/replenishment/flows/media/dropshipping02.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/dropshipping03.png b/purchase/replenishment/flows/media/dropshipping03.png deleted file mode 100644 index acd99645b..000000000 Binary files a/purchase/replenishment/flows/media/dropshipping03.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/purchase_triggering01.png b/purchase/replenishment/flows/media/purchase_triggering01.png deleted file mode 100644 index 39320d37c..000000000 Binary files a/purchase/replenishment/flows/media/purchase_triggering01.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/purchase_triggering02.png b/purchase/replenishment/flows/media/purchase_triggering02.png deleted file mode 100644 index fe5b39903..000000000 Binary files a/purchase/replenishment/flows/media/purchase_triggering02.png and /dev/null differ diff --git a/purchase/replenishment/flows/media/purchase_triggering03.png b/purchase/replenishment/flows/media/purchase_triggering03.png deleted file mode 100644 index 22a70806d..000000000 Binary files a/purchase/replenishment/flows/media/purchase_triggering03.png and /dev/null differ diff --git a/purchase/replenishment/flows/purchase_triggering.rst b/purchase/replenishment/flows/purchase_triggering.rst deleted file mode 100644 index 2bfd2f58b..000000000 --- a/purchase/replenishment/flows/purchase_triggering.rst +++ /dev/null @@ -1,57 +0,0 @@ -=========================================================== -Trigger purchase of products based on sales (Make to Order) -=========================================================== - -If you don't keep stock of your products, you may need to trigger -purchase orders on each sale you make. - -Thanks to being a fully integrated solution, Odoo lets you do that -easily in just one step. - -Configure the product -===================== - -Open a product form and, under the inventory tab, tick the routes -*Buy* and *Make To Order*. - -.. image:: media/purchase_triggering01.png - :align: center - -Don't forget to also set a vendor under the *Purchase* tab. - -.. note:: - The *Inventory*, *Sales* and *Purchases* modules have to be - installed in Odoo for this feature to work. - -Create a sales order using Buy & MTO -==================================== - -Create a new sales order with your product. When you confirm the order, -a delivery order is created with the status *Waiting for another -operation*. - -A new RfQ will automatically be created in your *Purchases* module. -Note that you can see for which SO this RfQ has been created thanks to -the *Source Document* field, visible on the RfQ. - -.. image:: media/purchase_triggering02.png - :align: center - -When you confirm the RfQ into a purchase order, a receipt is -automatically created and directly accessible from your purchase order -with the use of the *Shipment* button. - -.. image:: media/purchase_triggering03.png - :align: center - -You can validate the receipt of your products. When you will go back to -the delivery order, you will see that the products are now ready to be -shipped. - -.. tip:: - As long as your RfQ is not confirmed, Odoo will keep adding PO Lines - automatically under it. - -.. seealso:: - - * :doc:`../../../purchase/replenishment/flows/setup_stock_rule` diff --git a/purchase/replenishment/multicompany.rst b/purchase/replenishment/multicompany.rst deleted file mode 100644 index 3987a75b3..000000000 --- a/purchase/replenishment/multicompany.rst +++ /dev/null @@ -1,8 +0,0 @@ -=============== -Multi-Companies -=============== - -.. toctree:: - :titlesonly: - - multicompany/setup \ No newline at end of file diff --git a/purchase/replenishment/multicompany/media/setup01.png b/purchase/replenishment/multicompany/media/setup01.png deleted file mode 100644 index d15e9bdb0..000000000 Binary files a/purchase/replenishment/multicompany/media/setup01.png and /dev/null differ diff --git a/purchase/replenishment/multicompany/media/setup02.png b/purchase/replenishment/multicompany/media/setup02.png deleted file mode 100644 index a3e0ede2e..000000000 Binary files a/purchase/replenishment/multicompany/media/setup02.png and /dev/null differ diff --git a/purchase/replenishment/multicompany/media/setup03.png b/purchase/replenishment/multicompany/media/setup03.png deleted file mode 100644 index 7d5d035f6..000000000 Binary files a/purchase/replenishment/multicompany/media/setup03.png and /dev/null differ diff --git a/purchase/replenishment/multicompany/media/setup04.png b/purchase/replenishment/multicompany/media/setup04.png deleted file mode 100644 index ec4c6e659..000000000 Binary files a/purchase/replenishment/multicompany/media/setup04.png and /dev/null differ diff --git a/purchase/replenishment/multicompany/setup.rst b/purchase/replenishment/multicompany/setup.rst deleted file mode 100644 index 2e03624e5..000000000 --- a/purchase/replenishment/multicompany/setup.rst +++ /dev/null @@ -1,56 +0,0 @@ -================================================ -How to setup a multi-company sale/purchase flow? -================================================ - -Overview -======== - -Odoo is an outstanding solution to help small companies growing their -business. But it also perfectly meets the needs of multinational -companies.The inter-company feature helps you to buy and/or sell -products and services between different branches within your -conglomerate. - -.. image:: media/setup01.png - :align: center - -1. Purchase orders and sales orders can be related. If a company within - your group creates a purchase or a sales order, the corresponding - document is automatically created for your company. All you - have to do is check that everything is correct and confirm the - sale. You can automate the validation on your sales and purchase - orders. - -2. It is also possible to only handle invoices and refunds. - -Manage intercompany rules -========================= - -Go to :menuselection:`Settings --> General Settings`. -Flag **Manage multiple companies** and then **Manage Inter Company**. - -Click on **Apply**. - -.. image:: media/setup02.png - :align: center - -New options will appear. - -.. image:: media/setup03.png - :align: center - -In the drop-down list, choose the company on which you want to add -rules. - -If you click on **SO and PO setting for inter company**, you will get -extra options. - -.. image:: media/setup04.png - :align: center - -When you are done, click on **Apply**, then you can repeat the same steps -for the other companies. - -.. note:: - In order to be able to manage the inter-company rules, be sure - that your user has the rights to manage the companies. \ No newline at end of file