77 lines
2.3 KiB
ReStructuredText
77 lines
2.3 KiB
ReStructuredText
===========================
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What is a procurement rule?
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===========================
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Overview
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========
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The procurement inventory control system begins with a customer's order.
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With this strategy, companies only make enough product to fulfill
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customer's orders. One advantage to the system is that there will be no
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excess of inventory that needs to be stored, thus reducing inventory
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levels and the cost of carrying and storing goods. However, one major
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disadvantage to the pull system is that it is highly possible to run
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into ordering dilemmas, such as a supplier not being able to get a
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shipment out on time. This leaves the company unable to fulfill the
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order and contributes to customer dissatisfaction.
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An example of a pull inventory control system is the make-to-order. The
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goal is to keep inventory levels to a minimum by only having enough
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inventory, not more or less, to meet customer demand. The MTO system
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eliminates waste by reducing the amount of storage space needed for
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inventory and the costs of storing goods.
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Configuration
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=============
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Procurement rules are part of the routes. Go to the Inventory
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application>Configuration>Settings and tick "Advance routing of products
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using rules".
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.. image:: media/procurement_rule01.png
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:align: center
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Procurement rules settings
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==========================
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The procurement rules are set on the routes. In the inventory
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application, go to Configuration > Routes.
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In the Procurement rules section, click on Add an item.
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.. image:: media/procurement_rule02.png
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:align: center
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Here you can set the conditions of your rule. There are 3 types of
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action possibles :
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- Move from another location rules
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- Manufacturing rules that will trigger the creation of manufacturing
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orders.
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- Buy rules that will trigger the creation of purchase orders.
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.. note::
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The Manufacturing application has to be installed in order to
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trigger manufacturing rules.
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.. note::
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The Purchase application has to be installed in order to trigger
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**buy** rules.
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.. image:: media/procurement_rule03.png
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:align: center
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.. demo:action:: stock.action_routes_form
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Try to create a procurement rule in our demo instance.
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.. note::
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Some Warehouse Configuration creates routes with procurement
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rules already defined.
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.. seealso::
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* :doc:`push_rule`
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* :doc:`inter_warehouse`
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* :doc:`cross_dock` |