75 lines
2.6 KiB
ReStructuredText
75 lines
2.6 KiB
ReStructuredText
===========================================================
|
|
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.
|