Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[FIX] Inventory: Fixing reordering rules navigation for 18.0 #11614

Open
wants to merge 1 commit into
base: 18.0
Choose a base branch
from
Open

[FIX] Inventory: Fixing reordering rules navigation for 18.0 #11614

Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
41 changes: 20 additions & 21 deletions ...ventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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
Expand All @@ -59,30 +56,39 @@ 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:
Comment on lines +64 to +66
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Can break menuselection midway through the tag, see the Tip and Example here in the rst guidelines.

Suggested change
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:
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`:
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Looks like the definition for this field is missing 🙈

Suggested change
- :guilabel:`To Order`:
- :guilabel:`To Order`: The number of units, according to the *UoM* that should be replenished for
certain quantity (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::
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Good 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).
Comment on lines +89 to +90
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

early line break

Suggested change
specifies if the product should be replenished in batches of a certain quantity
(e.g., a product could be replenished in batches of 20).
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
Expand Down Expand Up @@ -137,7 +143,6 @@ 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
Expand Down Expand Up @@ -183,7 +188,6 @@ 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
Expand Down Expand Up @@ -215,7 +219,6 @@ 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.
Expand Down Expand Up @@ -252,7 +255,6 @@ 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:
Expand Down Expand Up @@ -284,7 +286,6 @@ 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
Expand All @@ -307,7 +308,6 @@ 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:
Expand All @@ -332,7 +332,6 @@ 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::
Expand Down