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 e422d9c14..4bfeb66f1 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 @@ -77,13 +77,10 @@ the :guilabel:`Purchase` checkbox is enabled under the product name. In the :gui tab, add at least one vendor to the :doc:`vendor pricelist <../../../purchase/products/pricelist>`. Odoo uses the vendor at the top of the list to generate |RFQs| when reordering rules are triggered. -In the :guilabel:`Inventory` tab's :guilabel:`Routes` field, tick the :guilabel:`Buy` checkbox. - .. seealso:: :doc:`Vendor pricelist <../../../purchase/products/pricelist>` -If the product is manufactured, :ref:`install ` the **Manufacturing** app, and in -the :guilabel:`Inventory` tab's :guilabel:`Routes` field, tick the :guilabel:`Manufacture` checkbox. +If the product is manufactured, :ref:`install ` the **Manufacturing** app. Next, ensure at least one :doc:`bill of materials <../../../manufacturing/basic_setup/bill_configuration>` (BoM) is displayed in the :guilabel:`Bill @@ -98,8 +95,8 @@ button, then click :guilabel:`New` to configure a new |BoM|. .. _inventory/warehouses_storage/rr-fields: -Create new reordering rules ---------------------------- +Create a reordering rule +------------------------ 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 @@ -111,9 +108,6 @@ rule line item: triggered. When forecasted stock falls below this number, a replenishment order for the product is created. - :guilabel:`Max`: The maximum quantity at which the stock is replenished. -- :guilabel:`Multiple Quantity`: If the product should be ordered in specific quantities, enter the - number that should be ordered. For example, if the :guilabel:`Multiple Quantity` is set to `5`, - and only 3 are needed, 5 products are replenished. .. figure:: reordering_rules/reordering-rule-form.png :alt: The form for creating a new reordering rule. @@ -135,6 +129,7 @@ For advanced usage, learn about the following reordering rule fields: - :ref:`Preferred route ` - :ref:`Vendor ` - :ref:`Bill of materials ` +- :ref:`Multiple ` - :ref:`Procurement group ` .. note:: @@ -200,6 +195,44 @@ is used to replenish the product in one-unit increments, back up to the :guilabe now one unit on-hand, but it is not reserved for the |SO| which triggered its purchase. It can be used to fulfill that |SO|, or reserved for a different order. +.. _inventory/warehouses_storage/multiple: + +Multiple +-------- + +The :guilabel:`Multiple` field on the replenishment report (:menuselection:`Inventory app --> +Operations --> Replenishment`) defines the unit used when replenishing a product. Odoo rounds the +ordered quantity *up* to the nearest multiple that meets or slightly exceeds the :guilabel:`Max` +quantity set on the reordering rule. If no multiples apply, select :guilabel:`Units`. + +.. example:: + A vendor sells soda only in cases of six cans, but your company tracks quantities per can. + Setting the :guilabel:`Multiple` to `6` ensures soda is ordered in multiples of six (6, 12, + 18...). + + For a reordering rule with the :guilabel:`Min` = `10` and :guilabel:`Max` = `40`: + + - If the forecasted quantity is `10`, the amount :guilabel:`To Order` is `30`, a multiple of six + that will bring the :guilabel:`On Hand` quantity to exactly the maximum. + - If the forecasted quantity is `8`, the quantity needed to reach the max is `32`. But 32 is not + a multiple of six, so Odoo rounds the :guilabel:`To Order` quantity up to `36`. This will cause + the :guilabel:`On Hand` quantity to slightly exceed the maximum. + + .. image:: reordering_rules/multiple.png + :alt: Reordering rule with the Multiple set to 6. + +.. note:: + If the maximum is exceeded, expect to see a :icon:`fa-warning` warning indicating the possibility + of excessive stock. + +Configuration +~~~~~~~~~~~~~ + +Multiples are based on defined :doc:`packagings <../../product_management/configure/packaging>`. +Only packaging types listed on the product's :doc:`vendor pricelist +<../../../purchase/products/pricelist>` appear as options in the :guilabel:`Multiple` field when +configuring reordering rules. + .. _inventory/warehouses_storage/trigger: Trigger diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/multiple.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/multiple.png new file mode 100644 index 000000000..443aae42e Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/multiple.png differ