diff --git a/content/applications/inventory_and_mrp/inventory/management/products/media/strategies01.png b/content/applications/inventory_and_mrp/inventory/management/products/media/strategies01.png deleted file mode 100644 index f0c4bc939b..0000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/products/media/strategies01.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/media/strategies02.png b/content/applications/inventory_and_mrp/inventory/management/products/media/strategies02.png deleted file mode 100644 index 8619e7eeab..0000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/products/media/strategies02.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/media/strategies03.png b/content/applications/inventory_and_mrp/inventory/management/products/media/strategies03.png deleted file mode 100644 index e4e310ac71..0000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/products/media/strategies03.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/strategies.rst b/content/applications/inventory_and_mrp/inventory/management/products/strategies.rst index 71d6440abe..258f580f16 100644 --- a/content/applications/inventory_and_mrp/inventory/management/products/strategies.rst +++ b/content/applications/inventory_and_mrp/inventory/management/products/strategies.rst @@ -2,54 +2,82 @@ How to select the right replenishment strategy ============================================== -Minimum Stock rules and Make to Order have similar consequences but -different rules. They should be used depending on your manufacturing and -delivery strategies. +Reordering Rules and Make to Order have similar consequences: creating a +Purchase or Manufacturing order automatically. +But those methods work differently. 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 +Replenishment Report and Reordering Rules +----------------------------------------- +The replenishment report is a list of all your products that have a negative forecast +quantity. +Reordering 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 order with the quantity needed to reach the maximum stock level. +Reordering Rules can be created and managed in the replenishment report or +from the product form. 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. This means that a draft purchase order will be -generated regardless of the quantity on hand of the product. +The Make to Order is a route that creates a draft purchase order or manufacturing +order each time a sales order is confirmed, **regardless of the current stock**. +A strong link is created between the +SO and the PO/MO. +Another difference with Reorering Rules is that with MTO, a new PO or MO is generated +immediately at the confirmation of the SO. With Reordering rules, as long as the +PO or MO is not confirmed, quantities will be added to it. +This is a good way to handle products that are customized and should be +used for this purpose only. Configuration ============= -Minimum stock rules -------------------- - -The Minimum Stock Rules configuration is available through your -Inventory module. In the Inventory Control menu select "Reordering Rule" -in the drop down menu. There, click on "Create" to set minimum and -maximum stock values for a given product. +Replenishment Report +-------------------- +This Feature can be accessed through :menuselection:`Inventory --> Operations --> Replenishment` +By default, the Replenishment Report show every product that needs to be reoredered manually. +If there is no specific rule for a product, it's assumed that the min and max stock are 0. -.. image:: media/strategies01.png +.. image:: strategies/replenishment.png :align: center .. note:: - Show tooltips for "minimum quantity", "maximum quantity" and "quantity multiple" - fields + - If a product doesn't have any specific rule, the system will check the forecast in an + infinite future. + - If a product has a specific rule, the system will check the forecast at D + + purchase/manufacturing lead time + security lead time. + +A Reordering Rule can be added through the replenishment report by simply adding a +line in the report. Be sure to have necessary information like supplier or bill of material configured on +your product. + +By default, the quantity to order is the quantity required to fill your max quantity in stock +but it can be adjusted. To replenish manually, just hit **Order Once**. + +Rules can create automatically a Purchase Order or a Manufacturing order when +required. For this, hit **Automate Orders** + +A Reordering Rule can be temporarly deactivated for a given period by using the **Snooze** button. -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/strategies02.png + +.. image:: strategies/snooze.png :align: center + +Purchase/Manufacturing orders created by the Replenishment will have *Replenishment Report* as +source document when created manually. If they are created automatically source document will be +*OP/xxxxxxx* or *OP/xxxxxxx - Sxxxxxx* with the Sales Order(s) reference that triggered the rule. + +.. image:: strategies/rfq.png + :align: center + .. tip:: Don't forget to select the right product type. A consumable can not be stocked and will thus not be accounted for in the stock valuation. @@ -57,20 +85,29 @@ the "Inventory submenu", do not forget to select a supplier. Make to Order -------------- -The Make to Order configuration is available on your product form -through your :menuselection:`Inventory --> Inventory control --> Products` (or any -other module where products are available). +As this configuration is recommended in particular cases, the Make to Order is a bit hidden in Odoo. +To activate it: +#. go to :menuselection:`Inventory --> Configuration --> Settings` +#. activate setting **Multi-Step Routes** and save. +#. go to :menuselection:`Inventory --> Configuration --> Routes` +#. Filter on archived routes. +#. Unarchive MTO route: select route and pick action *Unarchive*. -On the product form, under Inventory, click on "Make To Order". +.. note:: + Activating Multi-Step Routes also activate **Storage Locations** setting. If you don't need these features, + don't forget to disable then after unarchiving the MTO route. + +On the product form, in the Inventory tab, click on "Make To Order". -.. image:: media/strategies03.png +.. image:: strategies/product.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. +Using the Replenishment Report with rules is the most flexible way +to manage your stock levels. It can do the same as MTO except the strong +link between SO and PO/MO is not existing. +Unless you sell/manufacture customized items, it's highly recommended to +use the Replenishment Report. + diff --git a/content/applications/inventory_and_mrp/inventory/management/products/strategies/product.png b/content/applications/inventory_and_mrp/inventory/management/products/strategies/product.png new file mode 100644 index 0000000000..516dc021c8 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/strategies/product.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/strategies/replenishment.png b/content/applications/inventory_and_mrp/inventory/management/products/strategies/replenishment.png new file mode 100644 index 0000000000..d576600a48 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/strategies/replenishment.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/strategies/rfq.png b/content/applications/inventory_and_mrp/inventory/management/products/strategies/rfq.png new file mode 100644 index 0000000000..5f4a1fe065 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/strategies/rfq.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/products/strategies/snooze.png b/content/applications/inventory_and_mrp/inventory/management/products/strategies/snooze.png new file mode 100644 index 0000000000..2e5e11510e Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/products/strategies/snooze.png differ