Update strategies.rst

Update on strategies that are outdated since V14

content/applications/inventory_and_mrp/inventory/management/products/strategies.rst

@@ -2,54 +2,82 @@
 How to select the right replenishment strategy
 ==============================================
 
-Minimum Stock rules and Make to Order have similar consequences but
-different rules. They should be used depending on your manufacturing and
-delivery strategies.
+Reordering Rules and Make to Order have similar consequences: creating a
+Purchase or Manufacturing order automatically.
+But those methods work differently. They should be used depending on your 
+manufacturing and delivery strategies.
 
 Terminology
 ===========
 
-Minimum stock rule 
--------------------
-
-Minimum Stock rules are used to ensure that you always have the minimum
+Replenishment Report and Reordering Rules
+-----------------------------------------
+The replenishment report is a list of all your products that have a negative forecast
+quantity. 
+Reordering rules are used to ensure that you always have the minimum
 amount of a product in stock in order to manufacture your products
 and/or answer to your customer needs. When the stock level of a product
 reaches its minimum the system will automatically generate a procurement
 order with the quantity needed to reach the maximum stock level.
+Reordering Rules can be created and managed in the replenishment report or
+from the product form.
 
 Make to Order
 -------------
 
-The Make to Order function will trigger a Purchase Order of the amount
-of the Sales Order related to the product. The system will **not** check
-the current stock. This means that a draft purchase order will be
-generated regardless of the quantity on hand of the product.
+The Make to Order is a route that creates a draft purchase order or manufacturing 
+order each time a sales order is confirmed, **regardless of the current stock**. 
+A strong link is created between the 
+SO and the PO/MO. 
+Another difference with Reorering Rules is that with MTO, a new PO or MO is generated
+immediately at the confirmation of the SO. With Reordering rules, as long as the 
+PO or MO is not confirmed, quantities will be added to it.
+This is a good way to handle products that are customized and should be 
+used for this purpose only.
 
 Configuration
 =============
 
-Minimum stock rules
--------------------
+Replenishment Report
+--------------------
+This Feature can be accessed through :menuselection:`Inventory --> Operations --> Replenishment`
+By default, the Replenishment Report show every product that needs to be reoredered manually. 
+If there is no specific rule for a product, it's assumed that the min and max stock are 0.
 
-The Minimum Stock Rules configuration is available through your
-Inventory module. In the Inventory Control menu select "Reordering Rule"
-in the drop down menu. There, click on "Create" to set minimum and
-maximum stock values for a given product.
-
-.. image:: media/strategies01.png
+.. image:: strategies/replenishment.png
     :align: center
 
 .. note::
-    Show tooltips for "minimum quantity", "maximum quantity" and "quantity multiple"
-    fields
+    - If a product doesn't have any specific rule, the system will check the forecast in an
+      infinite future.
+    - If a product has a specific rule, the system will check the forecast at D + 
+      purchase/manufacturing lead time + security lead time.
 
-Then, click on your product to access the related product form and, on
-the "Inventory submenu", do not forget to select a supplier.
+A Reordering Rule can be added through the replenishment report by simply adding a 
+line in the report. Be sure to have necessary information like supplier or bill of material configured on
+your product.
 
-.. image:: media/strategies02.png
+By default, the quantity to order is the quantity required to fill your max quantity in stock 
+but it can be adjusted. To replenish manually, just hit **Order Once**.
+
+Rules can create automatically a Purchase Order or a Manufacturing order when
+required. For this, hit **Automate Orders**
+
+A Reordering Rule can be temporarly deactivated for a given period by using the **Snooze** button. 
+
+
+
+.. image:: strategies/snooze.png
     :align: center
 
+
+Purchase/Manufacturing orders created by the Replenishment will have *Replenishment Report* as
+source document when created manually. If they are created automatically source document will be
+*OP/xxxxxxx* or *OP/xxxxxxx - Sxxxxxx* with the Sales Order(s) reference that triggered the rule.
+
+.. image:: strategies/rfq.png
+    :align: center
+    
 .. tip::
     Don't forget to select the right product type. A consumable
     can not be stocked and will thus not be accounted for in the stock valuation.
@@ -57,20 +85,29 @@ the "Inventory submenu", do not forget to select a supplier.
 Make to Order 
 --------------
 
-The Make to Order configuration is available on your product form
-through your :menuselection:`Inventory --> Inventory control --> Products` (or any
-other module where products are available).
+As this configuration is recommended in particular cases, the Make to Order is a bit hidden in Odoo.
+To activate it:
+#. go to :menuselection:`Inventory --> Configuration --> Settings`
+#. activate setting **Multi-Step Routes** and save.
+#. go to :menuselection:`Inventory --> Configuration --> Routes`
+#. Filter on archived routes.
+#. Unarchive MTO route: select route and pick action *Unarchive*.
 
-On the product form, under Inventory, click on "Make To Order".
+.. note::
+    Activating Multi-Step Routes also activate **Storage Locations** setting. If you don't need these features, 
+    don't forget to disable then after unarchiving the MTO route.
+    
+On the product form, in the Inventory tab, click on "Make To Order".
 
-.. image:: media/strategies03.png
+.. image:: strategies/product.png
     :align: center
 
 Choice between the two options
 ------------------------------
 
-The choice between the two options is thus dependent of your inventory
-strategy. If you prefer to have a buffer and always have at least a
-minimum amount, the minimum stock rule should be used. If you want to
-reorder your stocks only if your sale is confirmed it is better to use
-the Make to Order.
+Using the Replenishment Report with rules is the most flexible way
+to manage your stock levels. It can do the same as MTO except the strong 
+link between SO and PO/MO is not existing.
+Unless you sell/manufacture customized items, it's highly recommended to
+use the Replenishment Report.
+

content/applications/inventory_and_mrp/inventory/management/products/uom.rst

@@ -18,33 +18,27 @@ Configuration
 In the *Inventory* application, go to :menuselection:`Configuration --> Settings`. In
 the *Products* section, activate *Units of Measure*, then *Save*.
 
-.. image:: uom/01-setting.png
+.. image:: media/uom_01.png
     :align: center
 
 Create New Units of Measure
 ===========================
 
-In the *Inventory* application go to :menuselection:`Configuration --> UoM Categories`.
+In the *Inventory* application go to :menuselection:`Configuration --> UoM`. There,
+hit *Create*. As an example, we will create a Box of 6 units that we
+will use for the Egg product.
+
+.. image:: media/uom_02.png
+    :align: center
+
 The category is important for unit conversion, you will be able to
 convert products from one unit to another only if those units belong to
-the same category.
-
-.. image:: uom/02-categories.png
-    :align: center
-    
-As an example, we will create a Box of 6 units that we will use for the Egg product.
-
-Hit on the *Unit* category. 
-
-Hit *Add a line*. As an example, we will create a Box of 6 units that we
-will use for the Egg product. 
-The box of 6 is 6 times bigger than the reference
+the same category. The box of 6 is 6 times bigger than the reference
 unit of measure for the category which is “Units” here.
 
-.. image:: uom/03-add-uom.png
+.. image:: media/uom_03.png
     :align: center
 
-
 Specify Units of Measure on your Products
 =========================================
 
@@ -54,12 +48,11 @@ measure, and click on *Edit*.
 
 In the *General Information* tab, you can select the *Unit of
 Measure* in which the product will be sold, which is also the unit in
-which internal transfers will take place. All quantities for this product across your
-company will be expressed in this unit of measure. You can also select the
+which internal transfers will take place. You can also select the
 *Purchase Unit of Measure*, which is the unit in which you purchase
 the product.
 
-.. image:: uom/04-product.png
+.. image:: media/uom_04.png
     :align: center
 
 Transfer from One Unit to Another
@@ -72,7 +65,7 @@ In the *Purchase* application, *Create* a new request for quotation
 in which you include the product with the different *Units of Measure*
 and *Confirm* it.
 
-.. image:: uom/05-purchase.png
+.. image:: media/uom_05.png
     :align: center
 
 On the automatically generated purchase orders, the UoM used is the Box
@@ -82,7 +75,7 @@ which is linked to the purchase order, you can observe that the 10 boxes
 of 6 units have been converted in 60 units. Indeed, the stock is managed
 in units.
 
-.. image:: uom/06-receipt.png
+.. image:: media/uom_06.png
     :align: center
 
 Replenishment
@@ -91,10 +84,10 @@ Replenishment
 When doing a replenishment via the *Replenish* button on the product
 form, you have the possibility to use a different unit of measure.
 
-.. image:: uom/07-replenish.png
+.. image:: media/uom_07.png
     :align: center
 
-.. image:: uom/08-replenish.png
+.. image:: media/uom_08.png
     :align: center
 
 Sell in bigger UoM
@@ -104,11 +97,11 @@ You can choose the unit of measure on the sale order document and decide
 to sell the eggs by the dozen. When doing so, the price is automatically
 computed from Units UoM to adapt to the selected *UoM*.
 
-.. image:: uom/09-sales.png
+.. image:: media/uom_09.png
     :align: center
 
 In the delivery order, the *UoM* used in the sale order is converted
 to the *UoM* used for stock management, in our use case, the Units.
 
-.. image:: uom/10-delivery.png
+.. image:: media/uom_10.png
     :align: center