mirror of
https://github.com/odoo/documentation.git
synced 2026-03-27 14:10:23 +07:00
[IMP] inventory: update replenish on order (mto) setting
closes odoo/documentation#16674 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: theRealThagomizer <96515928+theRealThagomizer@users.noreply.github.com>
This commit is contained in:
@@ -14,9 +14,9 @@ Replenish on order (MTO)
|
||||
a draft order every time a product is needed to fulfill a sales order (SO) or as a component in a
|
||||
manufacturing order (MO).
|
||||
|
||||
- For :doc:`purchased products <../../../purchase/manage_deals/rfq>`, Odoo creates an |RFQ|
|
||||
- For :doc:`purchased products <../../../purchase/manage_deals/rfq>`, Odoo creates an |RFQ|.
|
||||
- For :doc:`manufactured products
|
||||
<../../../manufacturing/basic_setup/configure_manufacturing_product>`, it creates an |MO|
|
||||
<../../../manufacturing/basic_setup/configure_manufacturing_product>`, it creates an |MO|.
|
||||
|
||||
If stock is available, no |RFQ| or |MO| is generated and the sale proceeds normally. Otherwise, the
|
||||
|RFQ| or |MO| is generated and directly linked to the originating |SO| through a smart button.
|
||||
@@ -25,65 +25,50 @@ This approach offers clear traceability, since each |RFQ| or |MO| is tied back t
|
||||
|
||||
.. important::
|
||||
The |RFQ| or |MO| generated by |MTO| is designed to fulfill the originating |SO|. These documents
|
||||
should normally be confirmed or adjusted rather than cancelled. If the demand changes, update the
|
||||
document instead of cancelling it.
|
||||
should normally be confirmed or adjusted rather than canceled. If the demand changes, update the
|
||||
document instead of canceling it.
|
||||
|
||||
.. note::
|
||||
If an |RFQ| or |MO| is cancelled, Odoo does not automatically generate a replacement. A new
|
||||
If an |RFQ| or |MO| is canceled, Odoo does not automatically generate a replacement. A new
|
||||
replenishment document must be created manually, but it **cannot** be linked back to the original
|
||||
|SO| through the smart button.
|
||||
|
||||
Finally, click :guilabel:`Save` to save the change.
|
||||
|
||||
.. _inventory/warehouses_storage/unarchive-mto:
|
||||
.. _inventory/mto/configuration:
|
||||
|
||||
Unarchive MTO route
|
||||
===================
|
||||
Configuration
|
||||
=============
|
||||
|
||||
In order to use the |MTO| route, the :guilabel:`Multi-Step Routes` feature must be enabled. To do
|
||||
so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and tick the checkbox
|
||||
next to :guilabel:`Multi-Step Routes`, under the :guilabel:`Warehouse` heading.
|
||||
.. _inventory/mto/enable-mto:
|
||||
|
||||
By default, Odoo sets the |MTO| route as *archived*. This is because |MTO| is a somewhat niche
|
||||
workflow that is only used by certain companies. However, it is easy to unarchive the route in just
|
||||
a few simple steps.
|
||||
Enable the MTO route
|
||||
--------------------
|
||||
|
||||
To do so, begin by navigating to :menuselection:`Inventory app --> Configuration --> Routes`. On the
|
||||
:guilabel:`Routes` page, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon on the right
|
||||
side of the search bar, and click the :guilabel:`Archived` filter to enable it.
|
||||
In order to use the |MTO| route, the :guilabel:`Replenish on order (MTO)` setting must be enabled.
|
||||
To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Go to the
|
||||
:guilabel:`Warehouse` section at the end of the page, and select the checkbox next to
|
||||
:guilabel:`Replenish on order (MTO)`. Click :guilabel:`Save` to confirm the setting.
|
||||
|
||||
.. image:: mto/archived-filter.png
|
||||
:align: center
|
||||
:alt: The archived filter on the Routes page.
|
||||
.. image:: mto/mto-setting.png
|
||||
:alt: Select the Replenish on order (MTO) checkbox.
|
||||
|
||||
After enabling the :guilabel:`Archived` filter, the :guilabel:`Routes` page shows all routes which
|
||||
are currently archived. Tick the checkbox next to :guilabel:`Replenish on Order (MTO)`, then click
|
||||
the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu. From the drop-down menu,
|
||||
select :guilabel:`Unarchive`.
|
||||
.. _inventory/mto/configure-mto-product:
|
||||
|
||||
.. image:: mto/unarchive-button.png
|
||||
:align: center
|
||||
:alt: The unarchive action on the Routes page.
|
||||
Configure a product for MTO
|
||||
---------------------------
|
||||
|
||||
Finally, remove the :guilabel:`Archived` filter from the search bar. The :guilabel:`Routes` page now
|
||||
shows all unarchived routes, including :guilabel:`Replenish on Order (MTO)`, which is selectable on
|
||||
the *Inventory* tab of each product page.
|
||||
With the |MTO| route enabled, products can now be configured to use replenish on order. To do so,
|
||||
begin by going to :menuselection:`Inventory app --> Products --> Products`, then select an existing
|
||||
product, or click :guilabel:`New` to configure a new product.
|
||||
|
||||
Configure product for MTO
|
||||
=========================
|
||||
|
||||
With the |MTO| route unarchived, products can now be properly configured to use replenish on order.
|
||||
To do so, begin by going to :menuselection:`Inventory app --> Products --> Products`, then select an
|
||||
existing product, or click :guilabel:`New` to configure a new one.
|
||||
|
||||
On the product page, select the :guilabel:`Inventory` tab and enable the :guilabel:`Replenish on
|
||||
Order (MTO)` route in the :guilabel:`Routes` section, along with the :guilabel:`Buy` or
|
||||
:guilabel:`Manufacture` route.
|
||||
In the product form, go to the :guilabel:`Inventory` tab. Under the *Operations* section, select the
|
||||
checkbox next to the :guilabel:`Replenish on Order (MTO)` option in the :guilabel:`Routes` field.
|
||||
|
||||
.. important::
|
||||
The :guilabel:`Replenish on Order (MTO)` route **does not** work unless another route is selected
|
||||
as well. This is because Odoo needs to know how to replenish the product when an order is placed
|
||||
for it (buy or manufacture it).
|
||||
The :guilabel:`Replenish on Order (MTO)` route does not work if the :guilabel:`Purchase` route is
|
||||
enabled. To ensure the product is configured for manufacturing, make sure the checkbox next to
|
||||
the :guilabel:`Purchase` route is not selected.
|
||||
|
||||
.. image:: mto/select-routes.png
|
||||
:align: center
|
||||
@@ -108,6 +93,8 @@ so, click the :guilabel:`Bill of Materials` smart button at the top of the scree
|
||||
For a full overview of |BOM| creation, see the documentation on :doc:`bills of materials
|
||||
<../../../manufacturing/basic_setup/bill_configuration>`.
|
||||
|
||||
.. _inventory/mto/replenish-mto-product:
|
||||
|
||||
Replenish using MTO
|
||||
===================
|
||||
|
||||
@@ -147,13 +134,15 @@ Finally, click the :guilabel:`Delivery` smart button at the top of the order to
|
||||
order. Once the products have been shipped to the customer, click :guilabel:`Validate` to confirm
|
||||
the delivery.
|
||||
|
||||
Cancelling an SO with an MTO product
|
||||
------------------------------------
|
||||
.. _inventory/mto/cancel-mto-sales-order:
|
||||
|
||||
When a |SO| is cancelled, and it had created an |RFQ| or |MO|, the related delivery order is
|
||||
cancelled automatically. However, the |RFQ| or |MO| themselves are **not** cancelled. Instead, a
|
||||
warning appears in their chatter noting the |SO| cancellation. These documents remain active, so the
|
||||
user can either cancel them manually or repurpose the replenishment for another order.
|
||||
Cancel an MTO sales order
|
||||
=========================
|
||||
|
||||
When a |SO| that had created an |RFQ| or |MO| is canceled, the related delivery order is canceled
|
||||
automatically. However, the |RFQ| or |MO| themselves are **not** canceled. Instead, a warning
|
||||
appears in their chatter noting the |SO| cancellation. These documents remain active, so the user
|
||||
can either cancel them manually or repurpose the replenishment for another order.
|
||||
|
||||
.. seealso::
|
||||
For information on workflows that include the |MTO| route, see the following documentation:
|
||||
|
||||
Binary file not shown.
|
Before Width: | Height: | Size: 4.5 KiB |
Binary file not shown.
|
After Width: | Height: | Size: 8.9 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 13 KiB |
@@ -81,8 +81,8 @@ MTO
|
||||
~~~
|
||||
|
||||
To replenish products using the make-to-order method, go to the product form and ensure the
|
||||
:ref:`MTO route is unarchived <inventory/warehouses_storage/unarchive-mto>`, so it appears in the
|
||||
:guilabel:`Routes` section of the :guilabel:`Inventory` tab.
|
||||
:ref:`MTO route is unarchived <inventory/mto/enable-mto>`, so it appears in the :guilabel:`Routes`
|
||||
section of the :guilabel:`Inventory` tab.
|
||||
|
||||
With the resupply and |MTO| routes ticked, jump to the section titled: :ref:`Replenish from another
|
||||
warehouse <inventory/warehouses_storage/resupply-workflow>`.
|
||||
|
||||
Reference in New Issue
Block a user