From 89a820ed268e2ed7b48e44d7abc14e02b6c5fffa Mon Sep 17 00:00:00 2001 From: benderliz Date: Thu, 19 Dec 2024 10:36:40 -0800 Subject: [PATCH] [FIX] Inventory: Fixing reordering rules navigation for 18.0 --- .../replenishment/reordering_rules.rst | 46 +++++++++---------- 1 file changed, 23 insertions(+), 23 deletions(-) diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst index fd51887fc9..b6bfdbb0a5 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst @@ -26,19 +26,17 @@ In order to use reordering rules for a product, it must first be correctly confi navigating to :menuselection:`Inventory app --> Products --> Products`, then select an existing product, or create a new one by clicking :guilabel:`New`. -On the product form, under the :guilabel:`General Information` tab, make sure the :guilabel:`Product -Type` is set to :guilabel:`Storable Product`. This is necessary because Odoo only tracks stock -quantities for storable products, and this number is used to trigger reordering rules. +On the product form, under the :guilabel:`General Information` tab, make sure the +:guilabel:`Track Inventory` checkbox is ticked. This is necessary for Odoo to track the product's +stock levels and trigger reordering rules. .. image:: reordering_rules/product-type.png - :align: center :alt: Set the Product Type as Storable. Next, click on the :guilabel:`Inventory` tab and select one or more routes from the :guilabel:`Routes` section. Doing so tells Odoo which route to use to replenish the product. .. image:: reordering_rules/select-routes.png - :align: center :alt: Select one or more routes on the Inventory tab. If the product is reordered using the :guilabel:`Buy` route, confirm that the :guilabel:`Can be @@ -47,7 +45,6 @@ appear. Click on the :guilabel:`Purchase` tab, and specify at least one vendor, they sell the product for, so that Odoo knows which company the product should be purchased from. .. image:: reordering_rules/specify-vendor.png - :align: center :alt: Specify a vendor and price on the Purchase tab. If the product is replenished using the :guilabel:`Manufacture` route, it needs to have at least one @@ -59,30 +56,40 @@ If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, sel :guilabel:`New` to configure a new :abbr:`BoM (Bill of Materials)`. .. image:: reordering_rules/bom-smart-button.png - :align: center :alt: The Bill of Materials smart button on a product form. Create new reordering rules =========================== -To create a new reordering rule, navigate to :menuselection:`Inventory app --> Configuration --> -Reordering Rules`, then click :guilabel:`New`, and fill out the new line as follows: +To create a new reordering rule, navigate to :menuselection:`Inventory app --> Operations --> +Replenishment`, then click :guilabel:`New`, and fill out the following fields for the new reordering +rule line item: - :guilabel:`Product`: The product that is replenished by the rule. - :guilabel:`Location`: The location where the product is stored. -- :guilabel:`Min Quantity`: The minimum quantity that can be forecasted without the rule being +- :guilabel:`Min`: The minimum quantity that can be forecasted without the rule being triggered. When forecasted stock falls below this number, a replenishment order for the product is created. -- :guilabel:`Max Quantity`: The maximum quantity that stock is replenished up to. -- :guilabel:`Multiple Quantity`: Specify if the product should be replenished in batches of a - certain quantity (e.g., a product could be replenished in batches of 20). +- :guilabel:`Max`: The maximum quantity at which the stock is replenished. +- :guilabel:`To Order`: The number of units, according to the *UoM*, that should be replenished for + this reordering rule (e.g., a product could be replenished in batches of 20). - :guilabel:`UoM`: The unit of measure used for reordering the product. This value can simply be `Units` or a specific unit of measurement for weight, length, etc. .. image:: reordering_rules/reordering-rule-form.png - :align: center :alt: The form for creating a new reordering rule. +.. note:: + Two other fields are automatically populated: :guilabel:`On Hand` (the number of units currently + available in inventory) and :guilabel:`Forecast` (the number of units expected to be available in + inventory after all orders are taken into account). These numbers will only change when an + :doc:`inventory adjustment <../inventory_management/count_products>` is made. + + Also, additional fields can be accessed by clicking the :icon:`oi-settings-adjust` + :guilabel:`(additional options slider icon)`. For example, :guilabel:`Multiple Quantity` + specifies if the product should be replenished in batches of a certain quantity (e.g., a product + could be replenished in batches of 20). + .. tip:: Reordering rules can also be created from each product form. To do so, navigate to :menuselection:`Inventory app --> Products --> Products`, and select a product. Then, click the @@ -137,7 +144,6 @@ In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, leave `0.00`. In the :guilabel:`To Order` field, enter a value of `1.00`. .. image:: reordering_rules/001-rule.png - :align: center :alt: A 0/0/1 reordering rule. With the reordering rule configured using these values, each time an |SO| causes the forecasted @@ -183,7 +189,6 @@ titles, and enable the :guilabel:`Trigger` option from the additional options dr appears. .. image:: reordering_rules/enable-trigger.png - :align: center :alt: Enable the Trigger field by toggling it in the additional options menu In the :guilabel:`Trigger` column, select :guilabel:`Auto` or :guilabel:`Manual`. Refer to the @@ -215,7 +220,6 @@ Automatic reordering rules, configured by setting the reordering rule's :guilabe :guilabel:`Forecast` is `55.00`, the reordering rule is **not** triggered. .. image:: reordering_rules/auto.png - :align: center :alt: Show automatic reordering rule from the Reordering Rule page. If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated. @@ -252,7 +256,6 @@ When a product appears on the replenishment dashboard, clicking the :guilabel:`O generates the purchase or manufacturing order with the specified amounts :guilabel:`To Order`. .. image:: reordering_rules/manual.png - :align: center :alt: Click the Order Once button on the replenishment dashboard to replenish stock. .. _inventory/product_management/visibility-days: @@ -284,11 +287,10 @@ advance. is February 27th. .. image:: reordering_rules/need-dates.png - :align: center :alt: Graphic representing when the need appears on the replenishment dashboard: Feb 27th. - To see the product on the replenishment dashboard for the current date, February 20, set - the :guilabel:`Visibility Days` to `7.00`. + To see the product on the replenishment dashboard for the current date, February 20, set the + :guilabel:`Visibility Days` to `7.00`. To determine the amount of visibility days needed to see a product on the replenishment dashboard, subtract *today's date* from the *date the need appears* on the replenishment dashboard. @@ -307,7 +309,6 @@ subtract *today's date* from the *date the need appears* on the replenishment da the need **not** appearing on the replenishment dashboard. .. image:: reordering_rules/visibility-days.png - :align: center :alt: Show the replenishment dashboard with the correct and incorrect visibility days set. .. _inventory/product_management/route: @@ -332,7 +333,6 @@ Click inside of the column on the row of a reordering rule, and a drop-down menu routes for that rule. Select one to set it as the preferred route. .. image:: reordering_rules/select-preferred-route.png - :align: center :alt: Select a preferred route from the drop-down. .. important::