8c6945f0d8
https://docs.google.com/document/d/1cEAZdC-9hANhvTH5tWNm9Uys6ccpfvOgjKXlYby5vpw/edit?usp=sharing
113 lines
3.1 KiB
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113 lines
3.1 KiB
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=======================================================
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How to trigger the purchase of products based on sales?
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=======================================================
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Overview
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========
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When you work in just-in-time, you don't manage stock so you directly
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order the product you need from your vendor.
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The usual flow is:
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1. Create a sale order
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2. Purchase the product
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3. Receive and pay the bill
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4. Deliver your product
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5. Invoice your customer
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Product configuration
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=====================
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In the purchases application, open the **Purchase** menu and click on
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**Products**. Open the product on which you want to do your purchases based
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on sales.
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Next to Routes, tick **Buy** and **Make to order** as a procurement method.
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When you are generating sales order, Odoo will automatically reorder the
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same quantity through procurement.
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.. image:: media/purchase_triggering01.png
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:align: center
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Don't forget to set a vendor otherwise the rule won't be triggered.
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You can also configure minimum stock rules that will trigger the
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purchase orders.
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.. note::
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To know how to configure a minimum stock rule, please read the document
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:doc:`setup_stock_rule`.
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Process
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=======
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Sale order
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----------
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To create a sale order, go to the **Sales** application,
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:menuselection:`Sales --> Sales order` and create a new sale order.
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.. image:: media/purchase_triggering02.png
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:align: center
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After confirming it, you will see one **Delivery** associated with this
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sale order on the **button** on the top of it.
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.. image:: media/purchase_triggering03.png
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:align: center
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Click on the **Delivery** button to see the transfer order. The status
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of the outgoing shipment is **Waiting Another Operation**. It won't be done
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until the purchase order is confirmed and received.
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Purchase order
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--------------
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The purchase order is automatically created. Go to the **Purchase**
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application :menuselection:`Purchase --> Request for Quotation`.
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The source document is the sale order that triggered the procurement.
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.. image:: media/purchase_triggering04.png
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:align: center
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.. note::
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If you make some more sales that trigger procurements to the same
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vendor, it will be added to the existing request for quotation. Once it
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is confirmed, the next procurements will create a new request for
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quotation.
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Receipt and delivery
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--------------------
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Go the the **Inventory** application. Click on **# To Receive** on the
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**Receipts** tile.
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.. image:: media/purchase_triggering05.png
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:align: center
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Select the receipt from your vendor and **Validate** it.
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.. image:: media/purchase_triggering06.png
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:align: center
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Go back to the **Inventory** dashboard. In the delivery order, click on **#
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To Do**. The delivery order is now ready to ship.
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.. image:: media/purchase_triggering07.png
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:align: center
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The status of the delivery changed from **Waiting Availability** to
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**Available**. Validate the transfer to confirm the delivery.
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.. image:: media/purchase_triggering08.png
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:align: center
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.. seealso::
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* :doc:`replenishment_methods`
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* :doc:`setup_stock_rule`
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* :doc:`warning_triggering` |