[IMP] inventory: update strategies second person and images

closes odoo/documentation#4867

X-original-commit: 6201ee8760
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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

@@ -1,11 +1,16 @@
-===============================
-Select a replenishment strategy
-===============================
+==================================
+Selecting a replenishment strategy
+==================================
 
-In Odoo, there are two strategies for replenishing inventory: **Reordering Rules** and the **Make
-to Order (MTO)** route. Although these strategies differ slightly, they both have similar
-consequences: triggering the automatic creation of a purchase or manufacturing order. The choice of
-which strategy to use depends on the business's manufacturing and delivery processes.
+.. |MTO| replace:: :abbr:`MTO (Make to Oder)`
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+
+In Odoo, there are two strategies for automatically replenishing inventory: *reordering rules* and
+the *make to order (MTO)* route. Although these strategies differ slightly, they both have similar
+consequences: triggering the automatic creation of a |PO| or |MO|. The choice of which strategy to
+use depends on the business's manufacturing and delivery processes.
 
 Terminology
 ===========
@@ -15,31 +20,32 @@ Replenishment report and reordering rules
 
 The replenishment report is a list of all products that have a negative forecast quantity.
 
-Reordering rules are used to ensure that there's always a minimum amount of a product in stock in
-order to manufacture products and/or fulfill sales orders. When the stock level of a product
-reaches its minimum, Odoo automatically generates a purchase order with the quantity needed to
-reach the maximum stock level.
+*Reordering rules* are used to ensure there's always a minimum amount of a product in-stock, in
+order to manufacture products and/or fulfill sales orders. When the stock level of a product reaches
+its minimum, Odoo automatically generates a purchase order with the quantity needed to reach the
+maximum stock level.
 
-Reordering rules can be created and managed in the replenishment report or from the product form.
+Reordering rules can be created and managed in the replenishment report, or from the product form.
 
-Make to Order
+Make to order
 -------------
 
-Make to Order (MTO) is a procurement route that creates a draft purchase order or manufacturing
-order each time a sales order is confirmed, *regardless of the current stock level*.
+*Make to order (MTO)* is a procurement route that creates a draft purchase order (or manufacturing
+order) each time a sales order is confirmed, **regardless of the current stock level**.
 
 Unlike products replenished using reordering rules, Odoo automatically links the sales order to the
-purchase order (PO) or manufacturing order (MO) generated by the MTO route. Another difference
-between reordering rules and MTO is with MTO, Odoo generates a draft :abbr:`PO (Purchase Order)` or
-:abbr:`MO (Manufacturing Order)` immediately after the sales order is confirmed. With reordering
-rules, Odoo generates a draft :abbr:`PO (Purchase Order)` or :abbr:`MO (Manufacturing Order)` when
-the product's forecasted stock falls below the set minimum quantity. In addition, Odoo will
-automatically add quantities to the :abbr:`PO (Purchase Order)`/:abbr:`MO (Manufacturing Order)` as
-the forecast changes, as long as the :abbr:`PO (Purchase Order)`/:abbr:`MO (Manufacturing Order)`
-is not confirmed.
+|PO| or |MO| generated by the |MTO| route.
+
+Another difference between reordering rules and |MTO| is, with |MTO|, Odoo generates a draft |PO| or
+|MO| immediately after the |SO| is confirmed. With reordering rules, Odoo generates a draft |PO| or
+|MO| when the product's forecasted stock falls below the set minimum quantity.
+
+In addition, Odoo automatically adds quantities to the |PO| or |MO| as the forecast changes, so long
+as the |PO| or |MO| is not confirmed.
+
+The |MTO| route is the best replenishment strategy for products that are customized, and/or for
+products that have no stock kept on-hand.
 
-The MTO route is the best replenishment strategy for products that are customized and should be
-used for this purpose only.
 
 Configuration
 =============
@@ -47,92 +53,146 @@ Configuration
 Replenishment report and reordering rules
 -----------------------------------------
 
-To access the replenishment report, go to :menuselection:`Inventory --> Operations -->
-Replenishment`. By default, the replenishment report shows every product that needs to be manually
-reordered. If there is no specific rule for a product, Odoo assumes that the :guilabel:`Minimum
-Quantity` and :guilabel:`Maximum Quantity` stock are both `0.00`.
+To access the replenishment report, go to :menuselection:`Inventory app --> Operations -->
+Replenishment.`
 
-.. image:: strategies/replenishment-report.png
-   :align: center
-   :alt: The replenishment report shows products that need to be reordered manually.
+By default, the replenishment report dashboard shows every product that needs to be manually
+reordered. If there is no specific rule for a product, Odoo assumes the :guilabel:`Min Quantity` and
+:guilabel:`Max Quantity` stock are both `0.00`
 
 .. note::
-   For products that don't have a set reordering rule, Odoo calculates the forecast as sales orders,
-   deliveries, and receipts are confirmed. For products that have a set reordering rule, Odoo
-   calculates the forecast normally, but also takes into account the purchase/manufacturing lead
-   time and security lead time.
+   For products that don't have a set reordering rule, Odoo calculates the forecast based on
+   confirmed sales orders, deliveries, and receipts. For products that have a set reordering rule,
+   Odoo calculates the forecast normally, but also takes into account the purchase/manufacturing
+   lead time and security lead time.
 
-Before creating a new reordering rule, make sure the product has a vendor or a bill of materials
-configured on the product form. Also, make sure the :guilabel:`Product Type` is set to `Storable
-Product` on the product form. By definition, a consumable product does not have its inventory
-levels tracked, so Odoo can not account for a consumable product in the stock valuation.
+.. important::
+   Before creating a new reordering rule, make sure the product has a *vendor* or a *bill of
+   materials* configured on the product form. To check this, go to :menuselection:`Inventory app
+   --> Products --> Products`, and select the product to open its product form. The vendor, if
+   configured, is listed in the :guilabel:`Purchase` tab, and the bill on materials, if configured,
+   is found in the :guilabel:`Bill of Materials` smart button at the top of the form.
 
-To create a new reordering rule from the replenishment report, go to :menuselection:`Inventory -->
-Operations --> Replenishment`, click :guilabel:`Create`, and set the :guilabel:`Product`. If
-desired, set a :guilabel:`Min Quantity` and a :guilabel:`Max Quantity`. Finally, click
-:guilabel:`Save`.
+   The :guilabel:`Product Type`, located in the :guilabel:`General Information` tab on the product
+   form, **must** be set to :guilabel:`Storable Product`. By definition, a consumable product does
+   not have its inventory levels tracked, so Odoo cannot account for a consumable product in the
+   replenishment report.
 
-To create a new reordering rule from the product form, go to :menuselection:`Inventory --> Products
---> Products`, select a product to open its product form, click the :guilabel:`Reordering Rules`
-smart button, and click :guilabel:`Create`. Then, fill out the fields and save the new reordering
-rule.
+.. image:: strategies/replenishment-report-dashboard.png
+   :align: center
+   :alt: Replenishment report listing all items needing to be purchased to meet current needs.
 
-By default, the quantity in the :guilabel:`To Order` field is the quantity required to reach the
-set :guilabel:`Max Quantity`. However, the :guilabel:`To Order` quantity can be adjusted by
-clicking on the field, changing the value, and clicking :guilabel:`Save`. To replenish a product
-manually, click :guilabel:`Order Once`.
+To create a new reordering rule from the replenishment report, go to :menuselection:`Inventory app
+--> Operations --> Replenishment`, click :guilabel:`Create`, and select the desired product from the
+drop-down menu in the :guilabel:`Product` column. If necessary, a :guilabel:`Min Quantity` and a
+:guilabel:`Max Quantity` can be configured in the corresponding columns on the
+:guilabel:`Replenishment` report page, as well.
 
-To automate replenishment, click :guilabel:`Automate Orders`. When this button is clicked, Odoo
-will automatically generate a draft :abbr:`PO (Purchase Order)`/:abbr:`MO (Manufacturing Order)`
-every time the forecasted stock level falls below the set :guilabel:`Min Quantity` of the
-reordering rule.
+To create a new reordering rule from the product form, go to :menuselection:`Inventory app -->
+Products --> Products`, and select a product to open its product form. Click the
+:guilabel:`Reordering Rules` smart button, click :guilabel:`Create`, and fill out the fields.
 
+Replenishment report fields
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-A reordering rule can be temporarily deactivated for a given period by using the :guilabel:`Snooze`
-button.
+The following fields are on the :guilabel:`Replenishment` report. If any of these fields are not
+visible, click the :guilabel:`⋮ (additional options)` icon on the far right side of the report, then
+click the checkbox next to a field to make it visible.
+
+- :guilabel:`Product`: the product that requires a replenishment.
+- :guilabel:`Location`: the specific location where the product is stored.
+- :guilabel:`Warehouse`: the warehouse where the product is stored.
+- :guilabel:`On Hand`: the amount of product currently available.
+- :guilabel:`Forecast`: the amount of product available after all current orders (sales,
+  manufacturing, purchase, etc.) are taken into account.
+- :guilabel:`Preferred Route`: how the product is procured, either :guilabel:`Buy`,
+  :guilabel:`Manufactured`, :guilabel:`Dropship`, etc.
+- :guilabel:`Vendor`: the company from which the product is acquired.
+- :guilabel:`Bill of Materials`: the bill of materials for the product (if one is configured).
+- :guilabel:`Trigger`: how the replenishment is created, either :guilabel:`Auto` (automatically,
+  once the :guilabel:`On Hand` quantity goes below the :guilabel:`Min Quantity`) or
+  :guilabel:`Manual` (only when the replenishment is requested).
+- :guilabel:`Procurement Group`: the reference number for how the product is being acquired, such as
+  a sales order, purchase order, or manufacturing order.
+- :guilabel:`Min Quantity`: the minimum amount of product that should be available. When inventory
+  levels goes below this number, the replenishment is triggered.
+- :guilabel:`Max Quantity`: the amount of product that should be available after replenishing the
+  product.
+- :guilabel:`Multiple Quantity`: if the product should be ordered in specific quantities, enter the
+  number that should be ordered. For example, if the :guilabel:`Multiple Quantity` is set to `5`,
+  and only 3 are needed, 5 products are replenished.
+- :guilabel:`To Order`: the amount of product that is currently needed, and will be ordered, if the
+  :guilabel:`Order Once` or :guilabel:`Automate Orders` button is clicked.
+- :guilabel:`UoM`: the unit of measure used to acquire the product.
+- :guilabel:`Company`: the company for which the product is acquired.
+
+By default, the quantity in the :guilabel:`To Order` field is the quantity required to reach the set
+:guilabel:`Max Quantity`. However, the :guilabel:`To Order` quantity can be adjusted by clicking on
+the field and, changing the value, and clicking :guilabel:`Save`. To replenish a product manually,
+click :guilabel:`Order Once`.
+
+To automate a replenishment from the :guilabel:`Replenishment` page, click :guilabel:`Automate
+Orders` on the right-side of the line, represented by a :guilabel:`🔄 (circular arrow)` icon.
+
+When this button is clicked, Odoo will automatically generate a draft |PO|/|MO| every time the
+forecasted stock level falls below the set :guilabel:`Min Quantity` of the reordering rule.
+
+On the :guilabel:`Replenishment` page, a reordering rule or manual replenishment can be temporarily
+deactivated for a given period, by clicking the :guilabel:`🔕 (snooze)` icon on the far-right of the
+line.
 
 .. image:: strategies/reordering-rule-snooze-settings.png
    :align: center
-   :alt:  Snooze feature to temporarily deactivate reordering rules.
+   :alt: Snooze options to turn off notifications for reordering for a period of time.
 
-A :abbr:`PO (Purchase Order)` or :abbr:`MO (Manufacturing Order)` created by a manual replenishment
-will have `Replenishment Report` as the source document. A :abbr:`PO (Purchase Order)` or
-:abbr:`MO (Manufacturing Order)` created by an automated reordering rule will have the sales
-order(s) reference number(s) that triggered the rule as the source document.
+A |PO| or |MO| created by a manual replenishment has a :guilabel:`Replenishment Report` as the
+source document. A |PO| or |MO| created by an automated reordering rule has the |SO| reference
+number(s) that triggered the rule as the source document.
 
 .. image:: strategies/rfq-source-document.png
    :align: center
-   :alt: Look at the source panel showing where RFQ/MFG orders originated from.
+   :alt: Quote request list shows which quotes are directly from the replenishment report.
 
-Make to order
--------------
+Make to order (MTO) route
+=========================
 
-Since the Make to Order (MTO) route is only recommended for customized products, the route is
-hidden by default.
+Since the |MTO| route is recommended for customized products, the route is hidden by default.
 
-To activate the Make to Order (MTO) route in Odoo:
-
-#. Go to :menuselection:`Inventory --> Configuration --> Settings --> Warehouse`.
-#. Activate :guilabel:`Multi-Step Routes` setting and click :guilabel:`Save`.
-#. Go to :menuselection:`Inventory --> Configuration --> Routes`.
-#. Click on :menuselection:`Filters --> Archived` to show archived routes.
-#. Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click on
-   :menuselection:`Action --> Unarchive`.
+To activate the |MTO| route in Odoo:
+ #. Go to :menuselection:`Inventory app --> Configuration  --> Settings`.
+ #. Activate the :guilabel:`Multi-Step Routes` setting, located under the :guilabel:`Warehouse`
+    section, and click :guilabel:`Save`.
+ #. Then, go to :menuselection:`Inventory app --> Configuration  --> Routes`.
+ #. Click on :menuselection:`Filters --> Archived` to show archived routes.
+ #. Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click on
+    :menuselection:`Action --> Unarchive`.
 
 .. note::
-   Activating the :guilabel:`Multi-Step Routes` setting also activates :guilabel:`Storage Locations`
-   setting. If these features aren't applicable to the warehouse, disable these settings after
-   unarchiving the MTO route.
+   Activating the :guilabel:`Multi-Step Routes` setting also activates :guilabel:`Storage
+   Locations`. If these features aren't applicable to the warehouse, disable these settings after
+   unarchiving the |MTO| route.
 
-To set a product's procurement route to MTO, go to :menuselection:`Inventory --> Products -->
-Products`, click on a product to open the product form, and click :guilabel:`Edit`. Then, click on
-the :guilabel:`Inventory` tab and in the :guilabel:`Routes` options, select :guilabel:`Replenish on
-Order (MTO)`. For products purchased directly from a vendor, make sure the :guilabel:`Buy` route is
-selected in addition to the MTO route and a vendor is configured in the :guilabel:`Purchase` tab.
-For products manufactured in-house, make sure the :guilabel:`Manufacture` route is selected in
-addition to the MTO route and a bill of materials is configured for the product. Finally, click
-:guilabel:`Save`.
+To set a product's procurement route to |MTO|, go to :menuselection:`Inventory app --> Products -->
+Products`, click on the desired product to open its product form, and click :guilabel:`Edit`.
 
-.. image:: strategies/replenish-on-order-product-setting.png
+Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` section of options, select
+:guilabel:`Replenish on Order (MTO)`.
+
+For products purchased directly from a vendor, make sure the :guilabel:`Buy` route is selected, in
+addition to the :guilabel:`Replenish on Order (MTO)` route. Also, make sure a vendor is configured
+in the :guilabel:`Purchase` tab of the product form.
+
+For products manufactured in-house, make sure the :guilabel:`Manufacture` route is selected, in
+addition to the :guilabel:`Replenish on Order (MTO)` route. Also, make sure a bill of materials is
+configured for the product, which is accessible via the :guilabel:`Bill of Materials` smart button
+on the product form.
+
+Finally, when all configurations are complete, click :guilabel:`Save`.
+
+.. note::
+   The |MTO| route cannot be selected alone. |MTO| **only** works if the :guilabel:`Manufacture` or
+   :guilabel:`Buy` route is also selected.
+
+.. image:: strategies/acoustic-block-screen-replenish.png
    :align: center
-   :alt: Enable the Replenish on Order (MTO) route on the product settings.
+   :alt: Replenish on Order selected on the product form.