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[IMP] Inventory: Remove visibility days
closes odoo/documentation#15056 Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
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@@ -43,8 +43,8 @@ reducing the risk of overstocking.
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.. note::
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Just-in-time logic determines the exact timing of replenishment. If you want to extend this logic
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to also consider near-future demand beyond the forecast date, see :ref:`Visibility Days
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<inventory/warehouses_storage/visibility-days>`
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to also consider near-future demand beyond the forecast date, see :ref:`Horizon Days
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<inventory/warehouses_storage/horizon-days>`
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If the forecasted quantity falls below the minimum on the forecasted date, replenishment is
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triggered immediately to prevent shortages. If the quantity falls below the minimum after the
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@@ -36,7 +36,6 @@ To set up reordering rules for the first time, refer to:
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To understand and optimize replenishment using advanced features, see:
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- :doc:`Just in time logic <just_in_time>`
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- :ref:`Visibility days <inventory/warehouses_storage/visibility-days>`
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- :ref:`Horizon days <inventory/warehouses_storage/horizon-days>`
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.. _inventory/warehouses_storage/configure-rr:
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@@ -137,7 +136,6 @@ For advanced usage, learn about the following reordering rule fields:
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- :ref:`Vendor <inventory/warehouses_storage/set-vendor>`
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- :ref:`Bill of materials <inventory/warehouses_storage/set-bom-field>`
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- :ref:`Procurement group <inventory/warehouses_storage/procurement-grp>`
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- :ref:`Visibility days <inventory/warehouses_storage/visibility-days>`
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.. note::
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The fields above are not available by default, and must be enabled by selecting the |adjust| in
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@@ -389,88 +387,48 @@ advanced configurations of reordering rules. Consider the following:
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.. seealso::
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:doc:`Just-in-time logic <just_in_time>`
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.. _inventory/warehouses_storage/visibility-days:
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Visibility days
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===============
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*Visibility days* enable the ability to determine if additional quantities should be added to the
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planned replenishment. Odoo checks if forecasted stock on the forecasted date will drop below the
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minimum in the reordering rule. **Only if** it is time to reorder, visibility days check additional
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future demand by the specified number of days.
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.. note::
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Visibility days extend the standard just-in-time replenishment logic by looking beyond the
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immediate forecasted date. To fully understand how Odoo determines when replenishment is
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triggered, refer to the :doc:`Just-in-time logic <just_in_time>`
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This feature helps consolidate orders by grouping immediate and near-future needs, reducing
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transport costs and enabling supplier discounts for larger orders.
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To set visibility days to incorporate orders for a specified number of days in the future, navigate
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to :menuselection:`Inventory app --> Operations --> Replenishment`, or by clicking the *Reordering
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Rules* smart button from the product form.
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Next, enable the :guilabel:`Visibility Days` field by clicking the |adjust| to the far right and
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choosing the feature from the drop-down menu. Then, enter the desired visibility days.
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.. important::
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The forecasted date is never pushed forward or extended; Odoo only checks the extra visibility
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days if the stock falls below the minimum threshold on the forecasted date.
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Example where visibility days is triggered
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------------------------------------------
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A product shipped from Asia has a combined vendor lead time of 30 days and a shipping cost of $100
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(including :doc:`landed costs <../../inventory_valuation/landed_costs>` and
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tariffs).
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- November 4: Current date. The forecasted date is December 4 (30 days later).
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- |SO| 1: Requires the product by Dec 4. Odoo places the order today, costing $100.
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- |SO| 2: Requires the product by Dec 19. Normally, Odoo would order on Nov 19, costing an
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additional $100.
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- |SO| 3: Requires the product by Dec 25. Normally, Odoo would order on Nov 25, costing another
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$100.
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Ordering separately for these sales orders totals $300 in shipping costs.
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.. image:: reordering_rules/forecasted-date.png
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:alt: Show forecasted date visualization.
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Setting :guilabel:`Visibility Days` to `20.0` allows Odoo to "look ahead" 20 days from December 4
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(|SO| 1's forecasted date) to December 24.
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- It groups |SO| 2's order with |SO| 1, reducing shipping costs by consolidating orders.
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- |SO| 3, which is due on Dec 25, is one day late and is not grouped with the other two orders.
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Counterexample where visibility days is not triggered
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-----------------------------------------------------
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Considering the example above, if |SO| 1 does not exist, then:
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- **November 4**: Current date. The forecasted date is December 4 (30 days later).
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- **November 5**: The forecasted date shifts to December 5.
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- |SO| 2: Requires the product by December 19. Odoo will only trigger the order on November 19,
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meaning the user will not see a replenishment notification until then.
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This shows that visibility days complement just-in-time logic by optimizing it to balance
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replenishment costs more effectively.
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.. image:: reordering_rules/counterexample.png
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:alt: Example where the visibility days does not trigger.
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Horizon days
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============
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*Horizon days* determine how many days ahead Odoo checks if the forecasted quantity will drop below
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reordering rule's minimum. The feature is meant to help users plan replenishment in advance, by
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increasing the :ref:`forecasted date <inventory/warehouses_storage/forecasted-date>`.
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*Horizon days* allow users to extend the time window between today's date and the forecasted date
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when calculating for the forecasted quantity. This features allows users to plan and restock
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inventory proactively, rather than following a just-in-time approach. The feature is meant to help
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users plan replenishment in advance by increasing the :ref:`forecasted date
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<inventory/warehouses_storage/forecasted-date>`.
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.. math::
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:class: overflow-scroll
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\text{Forecasted date} = \text{Current date} + \text{Vendor Lead Time} + \text{Horizon Days}
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Since horizon days are only meant to be used with manual reordering rules, find details about the
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feature in the :doc:`Replenishment report article <report>`.
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.. note::
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Horizon days are configured on a company level.
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The default horizon days setting can be set or updated by navigating to the
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:menuselection:`Inventory app --> Advanced Scheduling`. Enter the desired number of days in the
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:guilabel:`Replenishment Horizon` field, and click :guilabel:`Save`.
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.. image:: reordering_rules/replenishment-horizon.png
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:alt: The Replenishment Horizon setting in the Inventory app.
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Example of how horizon days affect replenishment planning
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---------------------------------------------------------
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On the Replenishment report, there are currently two products listed due for reordering: `Drawer,
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Black` and `Corner Desk`. This is based on their current level of on-hand stock, and their
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forecasted stock level. The default horizon days is set as `20`.
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.. image:: reordering_rules/twenty-days.png
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:alt: Replenishment report with horizon days set at 20.
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However, by extending the horizon days to `30`, an additional product is added to the list.
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.. image:: reordering_rules/thirty-days.png
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:alt: Replenishment report with horizon days set at 30.
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This is because the additional product, `[FURN_0789] Individual Workplace`, has a delivery scheduled
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in twenty-nine days, at which point their on-hand stock levels will fall below the minimum needed
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on-hand.
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@@ -33,8 +33,8 @@ By default, the quantity in the :guilabel:`To Order` field is the quantity requi
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the field and changing the value. To replenish a product manually, click :icon:`fa-truck`
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:guilabel:`Order`.
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Click :icon:`fa-bell-slash` :guilabel:`Snooze` to temporarily deactivate the reordering rule for
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the set period, hiding the entry from the replenishment dashboard, when it is supposed to appear.
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Click :icon:`fa-bell-slash` :guilabel:`Snooze` to temporarily deactivate the reordering rule for the
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set period, hiding the entry from the replenishment dashboard, when it is supposed to appear.
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.. tip::
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Defining a :guilabel:`Vendor` allows filtering or grouping demands by the vendor. This simplifies
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@@ -69,7 +69,9 @@ Horizon days
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*Horizon days* determine how many days ahead Odoo checks if the forecasted quantity will drop below
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reordering rule's minimum. The feature is meant to help users plan replenishment in advance, by
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increasing the :ref:`forecasted date <inventory/warehouses_storage/forecasted-date>` on the
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:doc:`replenishment report <report>`.
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:doc:`replenishment report <report>`. Horizon days look ahead a specified number of days and trigger
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reordering rules as soon as the forecasted quantity falls below the minimum within that window, even
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if no replenishment is needed today.
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.. example::
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Setting horizon days to `7` ensures all manual reordering rules set to trigger within the next
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@@ -80,14 +82,6 @@ To set horizon days, go to :menuselection:`Inventory app --> Operations --> Repl
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click :icon:`fa-angle-double-right` :icon:`fa-folder` :guilabel:`Manual` in the left sidebar. In the
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menu that appears, set the number of :guilabel:`Horizon` days.
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Both horizon days and :ref:`visibility days <inventory/warehouses_storage/visibility-days>` allow
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Odoo to anticipate future demand, but they work differently:
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- **Visibility days**: only checks future demand if a replenishment would have been triggered today.
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- **Horizon days**: looks ahead a specified number of days and triggers reordering rules as soon as
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the forecasted quantity falls below the minimum within that window — even if no replenishment is
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needed today.
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.. example::
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- Current date: Feb 18
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- On hand quantity: 10
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