diff --git a/inventory/management/adjustment.rst b/inventory/management/adjustment.rst index f7718b08d..a6236e619 100644 --- a/inventory/management/adjustment.rst +++ b/inventory/management/adjustment.rst @@ -7,3 +7,4 @@ Inventory Adjustment :glob: adjustment/initial_inventory + adjustment/min_stock_rule_vs_mto \ No newline at end of file diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto01.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto01.png new file mode 100644 index 000000000..fcab53cfd Binary files /dev/null and b/inventory/management/adjustment/media/min_stock_rule_vs_mto01.png differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto02.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto02.png new file mode 100644 index 000000000..126770762 Binary files /dev/null and b/inventory/management/adjustment/media/min_stock_rule_vs_mto02.png differ diff --git a/inventory/management/adjustment/media/min_stock_rule_vs_mto03.png b/inventory/management/adjustment/media/min_stock_rule_vs_mto03.png new file mode 100644 index 000000000..1668a0bf6 Binary files /dev/null and b/inventory/management/adjustment/media/min_stock_rule_vs_mto03.png differ diff --git a/inventory/management/adjustment/min_stock_rule_vs_mto.rst b/inventory/management/adjustment/min_stock_rule_vs_mto.rst new file mode 100644 index 000000000..f94c8b283 --- /dev/null +++ b/inventory/management/adjustment/min_stock_rule_vs_mto.rst @@ -0,0 +1,74 @@ +========================================================== +How to choose between minimum stock rule and make to order +========================================================== + +**Minimum Stock rules** and **Make to Order** have similar consequences but +different rules. They should be used depending on your manufacturing and +delivery strategies. + +Terminology +=========== + +Minimum stock rule +------------------- + +**Minimum Stock** rules are used to ensure that you always have the minimum +amount of a product in stock in order to manufacture your products +and/or answer to your customer needs. When the stock level of a product +reaches its minimum the system will automatically generate a procurement +with the quantity needed to reach the maximum stock level. + +Make to Order +------------- + +The **Make to Order** function will trigger a **Purchase Order** of the amount +of the **Sales Order** related to the product. The system will **not** check +the current stock valuation. This means that a draft purchase order will +be generated regardless of the quantity on hand of the product. + +Configuration +============= + +Minimum stock rules +------------------- + +The Minimum Stock Rules configuration is available through the menu +:menuselection:`Inventory --> Inventory Control --> Reordering Rule` +in the drop down menu. There, click on **Create** to set minimum and +maximum stock values for a given product. + +.. image:: media/min_stock_rule_vs_mto01.png + :align: center + +.. demo:fields:: stock.action_orderpoint_form + +Then, click on your product to access the related product form and, on +the **Inventory submenu**, do not forget to select a supplier. + +.. image:: media/min_stock_rule_vs_mto02.png + :align: center + +.. tip:: + Don’t forget to select the right product type in the product form. + A consumable can not be stocked and will thus not be accounted for in the stock valuation. + +Make to Order +-------------- + +The Make to Order configuration is available on your product form +through your :menuselection:`Inventory module --> Inventory control --> Products` +(or any other module where products are available). + +On the product form, under **Inventory**, click on **Make To Order**. + +.. image:: media/min_stock_rule_vs_mto03.png + :align: center + +Choice between the two options +------------------------------ + +The choice between the two options is thus dependent of your inventory +strategy. If you prefer to have a buffer and always have at least a +minimum amount, the minimum stock rule should be used. If you want to +reorder your stocks only if your sale is confirmed it is better to use +the Make to Order.