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[IMP] purchase: Update setup_stock_rule to 12.0
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========================== | ||
Setup a minimum stock rule | ||
========================== | ||
================================================= | ||
Don’t run out of stock thanks to Reordering Rules | ||
================================================= | ||
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For some items you hold in stock, it might be useful to have rules | ||
making sure you never run out of stocks (for example, products with a | ||
high demand, or large items requiring a lot of storage space meaning | ||
they're harder to stock). | ||
To make sure you never run out of stock, you might want to define | ||
*Reordering Rules* on products. Thanks to reordering rules, Odoo will | ||
help you to replenish your stock when it reaches a minimum stock level. | ||
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Odoo allows you to set up rules so that an automatic replenishment for | ||
those items is made, based on minimum stocks available. | ||
Set a reordering rule | ||
===================== | ||
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When should I use Reordering Rules? | ||
=================================== | ||
Open a stockable product, you'll find the *Reordering Rules* tab. | ||
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Reordering Rules work best for items that have a high demand and high | ||
flow. It will relieve you from a lot of work to focus on the rest of | ||
your activities knowing that stocks will always be right. | ||
.. note:: | ||
You can also access all your reordering rules from | ||
:menuselection:`Inventory --> Master Data --> Reordering Rules`. | ||
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It can also be used when you have limited storage space and you need to | ||
keep large items in stock. In this case, you can keep as little as 1 | ||
item in stock, and have a new one ordered as a stock replenishment as | ||
soon as the item in stock is sold. | ||
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When should I avoid Reordering Rules? | ||
===================================== | ||
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If you are offering a new product and don't know yet how fast it will | ||
go, you should handle stocks yourself first, and setup reordering rules | ||
only a few months into the sale to have better forecasts of the demand. | ||
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If you sell items that have a limited lifetime, such as fashion items, | ||
technology items, or products working together with a system that is | ||
meant to evolve, you have to be very well informed on when to stop | ||
automated replenishments, in order to avoid having to sell these items | ||
at a price that will not allow you to break even. | ||
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Example | ||
======= | ||
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My company sells modern furniture. We sell a set of table and chairs | ||
that are available in 4 seatings and 6 seatings. | ||
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To keep things simple, we stock tables and chairs separately, but sell | ||
them all together to our clients as a kit. In order to make sure we can | ||
always deliver a complete set of table and chairs, I setup a Reordering | ||
Rule for the chairs to make sure I always have at least 10 chairs in | ||
stock, but no more than 20. This way, I can sell up to 5 sets of table | ||
at once while keeping my stock low enough not to eat up all my storage | ||
space. | ||
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The last table I sold was a 4 seatings, and there were 12 chairs left in | ||
my stock. Because the stock in chairs is now only 8 chairs, Odoo will | ||
automatically order 12 new chairs to fill up my stock to the maximum | ||
amount. | ||
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Configuration | ||
============= | ||
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Set up your product | ||
------------------- | ||
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In the Purchases module, open the Purchase menu and click on Products. | ||
Open the product to which you would like to add a Reordering Rule (or | ||
create a new one). | ||
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3 conditions for correct reordering rule : | ||
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1. In :menuselection:`General information --> Product type`, make the product | ||
stockable (as soon as this is done, the icon "Reordering rule will appear) | ||
2. In :menuselection:`Inventory --> route`, tick the "Buy" box (and untick the | ||
Make To Order box) | ||
3. Select a vendor (don't forget to put a minimal quantity greater than 0) | ||
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Create a reordering rule | ||
------------------------ | ||
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Click on the Reordering Rules tab, click on Create. A new page opens. | ||
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.. image:: media/setup01.png | ||
.. image:: media/setup_stock_rule01.png | ||
:align: center | ||
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By default, Reordering Rules in Odoo are named as "OP/XXXXX" but you are | ||
free to use any nomenclature. You can modify it via the **Name** field. | ||
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The **Product** field is the product you are creating the rule for. | ||
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Select the warehouse to which the product should be delivered in the | ||
**Warehouse** field. | ||
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If you have configured multiple warehouses and location, specify the | ||
location in which the product will be stored in the **Location** field. | ||
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.. seealso:: | ||
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:doc:`../../../inventory/settings/warehouses/difference_warehouse_location` | ||
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Once in the next menu, you can create the reordering rules linked to | ||
your product. From now on, every time this product reaches the minimum | ||
quantity it will replenish your stock to your **maximum quantity**. | ||
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.. image:: media/setup02.png | ||
.. image:: media/setup_stock_rule02.png | ||
:align: center | ||
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In the **Minimum Quantity** field, insert the quantity to which the | ||
system will trigger a new order for replenishment. | ||
.. tip:: | ||
The replenishments will take place when the scheduler in the | ||
*Inventory* module runs. By default in Odoo, the schedulers will run | ||
every night at 12:00PM. | ||
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In the **Maximum Quantity** field, insert the maximum of items that has | ||
to be stocked. The replenishing order will be based on that quantity to | ||
reorder. | ||
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The **Quantity Multiple** is the lowest number of items that can be | ||
ordered at once. For instance, some items may be only available for | ||
purchase in a set of 2. | ||
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In the Misc section, the **Active** box allows you to activate or | ||
deactivate the rule. | ||
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In the **Lead Time** section, you can enter: | ||
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- the number of Day(s) to purchase: correspond to the number of days | ||
for the supplier to receive the order | ||
- the number of Day(s) to get the products | ||
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.. tip:: By default, the lead times are in calendar days. You can change that | ||
in :menuselection:`Inventory --> Configuration --> Settings --> Minimum Stock Rules` | ||
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When you have entered all the info, click on Save. | ||
See also: :doc:`../../../inventory/management/misc/schedulers` | ||
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From now on, every time a product with a reordering rule reaches the | ||
minimum stock, the system will automatically send a RfQ to your supplier | ||
based on your maximum quantity to replenish your stock. | ||
minimum stock, the system will automatically see how to fulfill that | ||
need based on the product configuration (e.g create an RfQ, create an | ||
MO, etc.). | ||
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.. tip:: The replenishments will take place when the scheduler in the Inventory | ||
module runs. By default in Odoo, the schedulers will run every night at | ||
12:00PM. | ||
Troubleshooting | ||
=============== | ||
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To know how to configure and run the schedulers manually, read the | ||
document on :doc:`../../../inventory/management/misc/schedulers` | ||
For your reordering rules to work, your product needs to be correctly | ||
configured. If you are using *Buy* route, you need a vendor on the | ||
product. If you are using *Manufacturing* route you will been a BoM | ||
on the product. If the product is not fully configured or there is a | ||
mistake in your routes, a next activity will be logged on the product | ||
informing you there is an issue with the configuration. | ||
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.. seealso:: | ||
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:doc:`../../../inventory/management/misc/schedulers` | ||
.. image:: media/setup_stock_rule03.png | ||
:align: center |