5ec4a7540c
3-way matching and bill control are closely related and were very shorts docs, so in order to make more sense, both docs were merged. Both also had to be updated for v14 since Odoo behaviour changed: when the bill control policy is set to 'on received quantities' you cannot create a bill anymore unless you have received at least some products. Previously, you could create a bill for "0" and the "should be paid' status was set to 'no'. Info about the "Bill status" field was also added as it is also closely related.
96 lines
4.5 KiB
ReStructuredText
96 lines
4.5 KiB
ReStructuredText
============================================
|
||
Don’t run out of stock with reordering rules
|
||
============================================
|
||
|
||
To make sure you never run out of stock, you can define *Reordering Rules* on products. Thanks to
|
||
them, Odoo can help you replenish your stock automatically when it reaches set quantities or
|
||
whenever a sales order is created.
|
||
|
||
.. important:: You need to install the *Inventory app* to use reordering rules.
|
||
|
||
Configure your storable product
|
||
===============================
|
||
|
||
Open or create a product with its *Product Type* set to *Storable Product*.
|
||
|
||
.. image:: media/reordering-storable-product.png
|
||
:align: center
|
||
:alt: Set the product type in Odoo
|
||
|
||
As you are purchasing this product from a vendor, go to the product's *Purchase tab* and add a
|
||
vendor by clicking on *Add a line*. You can add multiple vendors, but make sure to order them
|
||
correctly, since reordering rules always use the first vendor in a list. You can add a price, but it
|
||
isn't necessary for the reordering rule to work. In addition, you can add a minimum quantity you
|
||
must order to benefit from that price.
|
||
|
||
.. note::
|
||
If the quantity Odoo has to reorder doesn't match the minimum quantity specified, Odoo selects
|
||
the next vendor on your list. If you don't have another vendor on your list, the reordering rule
|
||
won't work. For that purpose, you can add the same vendor multiple times with different prices
|
||
for different quantities.
|
||
|
||
.. image:: media/reordering-product-vendor.png
|
||
:align: center
|
||
:alt: Add vendor to a product in Odoo
|
||
|
||
.. tip::
|
||
By default, a draft purchase order is created. However, if you have enabled *Purchase
|
||
Agreements*, you can *Propose a call for tenders* instead as shown in the image above. For more
|
||
information, see :doc:`../manage_deals/agreements`
|
||
|
||
Next, make sure the correct route is selected under the Inventory tab of your product. If you
|
||
created your product within the Purchase app, the *Buy* route is selected by default. If you are
|
||
looking to dropship your product, select *Dropship*.
|
||
|
||
.. image:: media/reordering-product-routes.png
|
||
:align: center
|
||
:alt: Choose product routes in Odoo
|
||
|
||
Set up your reordering rule
|
||
===========================
|
||
|
||
Open your product and click on the *Reordering Rules* button.
|
||
|
||
.. image:: media/reordering-button.png
|
||
:align: center
|
||
:alt: Reordering rules button on a product in Odoo
|
||
|
||
Once you are on the product's reordering rules page, click on *Create*.
|
||
|
||
.. tip::
|
||
You can access and create reordering rules from :menuselection:`Inventory --> Configuration -->
|
||
Reordering Rules` and from :menuselection:`Inventory --> Operations --> Replenishment`. By
|
||
default, the replenishment view presents a summary of all the products that you might need to
|
||
purchase to fulfill your sales orders. From there, you can ask Odoo with a single click to order
|
||
a product once or automate all orders for that product, future orders included.
|
||
|
||
Define quantities
|
||
-----------------
|
||
|
||
You can set a **minimum quantity** your stock should always have. Once set, if your stock goes below
|
||
the minimum quantity, and if you selected the Buy route, a request for quotation is automatically
|
||
generated to reach that minimum quantity, plus any additional quantity needed to fill in a sales
|
||
order for example.
|
||
|
||
If you set a **maximum quantity**, every time the product has to be replenished, enough products are
|
||
reordered to reach the maximum quantity.
|
||
|
||
If you want to order only the exact quantity needed to fill in a sales order for example, set both
|
||
both the minimum and maximum quantity to **zero**. The quantity mentioned in the sales order is then
|
||
used by the reordering rule.
|
||
|
||
You can also add a **quantity multiple** to only order products in batches of a certain quantity.
|
||
Click on the optional columns drop-down menu, and select *Multiple Quantity* to show the column.
|
||
Bear in mind that you might go over the maximum quantity you set if your rule includes a quantity
|
||
multiple, as Odoo orders enough products to reach the maximum quantity and respect the set quantity
|
||
multiple.
|
||
|
||
.. image:: media/reordering-create-rule.png
|
||
:align: center
|
||
:alt: Create a reordering rule in Odoo
|
||
|
||
.. note:: If you selected multiple routes for the same product under its Inventory tab, make sure to
|
||
select your *Preferred Route* on your reordering rule by clicking on the optional columns
|
||
drop-down menu, adding the *Preferred Route* column, and selecting the right route.
|
||
|
||
.. Add link when inventory doc on replenishment is updated for v14. .. seealso:: - :doc:`../../..inventory/xxx/xxx` |