[IMP] inventory: changes in inventory files (sections arrangement)

2019-10-14 11:05:48 +02:00
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+=================================================
+Choose Between Reordering Rules and Make to Order
+=================================================
+
+*Reordering rules* and *make to order* do both allow to
+automatically replenish products when necessary. The difference between
+those tools is how they are triggered.
+
+*Reordering rules* are used to ensure that you always have a 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
+with the needed quantity to reach the maximum stock level.
+
+The *Make to Order* route will trigger a procurement (purchase order
+or manufacturing order) with the necessary quantity to fulfill a product
+request (coming from a sale order or a manufacturing order). The system
+will check the quantity on hand for the corresponding product and if the
+available quantity is higher or equal to the necessary quantity, Odoo
+will use what is in stock to fulfill the request. In case you don’t have
+enough available stock to fully fulfill the product request, procurement
+will be generated for the total quantity requested.
+
+Configuration
+=============
+
+Reordering Rules
+----------------
+
+The *Reordering Rules* configuration is available through the menu
+*Inventory > Master Data > Reordering Rules*. There, click on
+*Create* to set minimum and maximum stock values for a given product.
+
+.. image:: media/min_stock_rule_vs_mto_01.png
+   :align: center
+
+When the forecasted stock goes below the *Minimum Quantity* specified
+in this field, Odoo generates a procurement to bring the forecasted
+quantity to the *Maximum Quantity*. The *Quantity Multiple* is used
+to round the procurement quantity up to this multiple. If it is 0, the
+exact quantity will be used.
+
+.. image:: media/min_stock_rule_vs_mto_02.png
+   :align: center
+
+The *Lead time* is the number of days after the order point is
+triggered to receive the products or to order them to the vendor.
+
+In case you work with multi-warehouses and/or multi-locations, you will
+be able to specify different reordering rules for the same product in
+each location.
+
+.. tip::
+      For the reordering rules to be triggered, on the corresponding product,
+      a route should be specified. In case you manufacture your products, make
+      sure to select the route *Manufacture* and create a *Bill of Material* for the product. In case you purchase your products, make
+      sure to select the route *Buy* and add a *Vendor Pricelist*.
+
+.. image:: media/min_stock_rule_vs_mto_03.png
+   :align: center
+
+.. image:: media/min_stock_rule_vs_mto_04.png
+   :align: center
+
+.. tip::
+      Don't forget to select the product type *storable* in the product
+      form. A consumable can not be stocked and won’t trigger reordering
+      rules.
+
+Make to Order
+-------------
+
+The *Make To Order* configuration is available on your product form
+through your *Inventory module > Master Data > Products* (or in any
+other module where products are available).
+
+On the product form, in the *Inventory tab*, you can set a route. You
+can choose *Make To Order* and another route, either *Buy* or
+*Manufacture*.
+
+Again, if the *Buy* route is selected, make sure to set a *Vendor
+pricelist* in the *Purchase tab*. In case you have set a
+*Manufacture* route, male sure you have a *BoM* for this product.
+
+.. image:: media/min_stock_rule_vs_mto_05.png
+   :align: center
@@ -0,0 +1,55 @@
+===============================
+Resupply from another Warehouse
+===============================
+
+Configuration
+=============
+
+In order to be able to resupply from another warehouse, you need to
+activate \*multi-warehouses\* and \*multi-step routes\*. Storage
+locations will be automatically activated when activating
+multi-warehouses.
+
+.. image:: media/virtual_warehouses_01.png
+   :align: center
+
+You can then access your warehouses via \*Inventory > Configuration >
+Warehouses\*. Create the necessary warehouses following this
+`*documentation* <https://docs.google.com/document/d/14xNFdUOAbfzdloqXcjq67T8qjjlY7pu4Db6BbR4_fdA/edit>`__.
+Enter the warehouse which should be resupplied by another one. You will
+have the possibility to directly indicate through which warehouse it
+gets resupplied.
+
+.. image:: media/virtual_warehouses_02.png
+   :align: center
+
+By activating this option, a new route will now be available on your
+products \*Supply Product from Second warehouse\*. It can now be
+selected, along with either a \*reordering rule\* or a \*make to
+order\*.
+
+.. image:: media/virtual_warehouses_03.png
+   :align: center
+
+For the demonstration, I set a reordering rule with a minimum of 5 units
+in stock and a maximum of 10 units in stock, having currently 0 units on
+hand. I will run the scheduler by going to \*Inventory > Operations >
+Run scheduler\*.
+
+.. image:: media/virtual_warehouses_04.png
+   :align: center
+
+The system automatically creates two pickings, one \*delivery order\*
+from my Second Warehouse which contains the necessary products, and a
+receipt in my main warehouse WH/Stock for the same products. The source
+document is the \*reordering rule\* which triggered the route \*Supply
+Product from Second warehouse\*.
+
+.. image:: media/virtual_warehouses_05.png
+   :align: center
+
+.. image:: media/virtual_warehouses_06.png
+   :align: center
+
+.. image:: media/virtual_warehouses_07.png
+   :align: center