[IMP] inventory: CRL - replenishment & visibility days

closes #11966 X-original-commit: 26f226c Signed-off-by: Felicia Kuan (feku) <[email protected]> Co-authored-by: Sam Lieber (sali) <[email protected]> Co-authored-by: Liz Bender <[email protected]>
odoo · Feb 8, 2025 · 9a774ee · 9a774ee
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diff --git a/...t/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst b/...t/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst
@@ -8,35 +8,75 @@ Replenishment
 .. |MTO| replace:: :abbr:`MTO (Make to Oder)`
 .. |PO| replace:: :abbr:`PO (Purchase Order)`
 .. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+.. |POs| replace:: :abbr:`POs (Purchase Orders)`
+.. |MOs| replace:: :abbr:`MOs (Manufacturing Orders)`
 .. |SO| replace:: :abbr:`SO (Sales Order)`
 
-In Odoo, there are two strategies for automatically replenishing inventory: *reordering rules* and
-the *make to order (MTO)* route. Although these strategies differ slightly, they both have similar
-consequences: triggering the automatic creation of a |PO| or |MO|. The choice of which strategy to
-use depends on the business's manufacturing and delivery processes.
+In Odoo, stock can be replenished one of three ways: *reordering rules*, the *make to order* (MTO)
+route, or using the *master production schedule* (MPS).
 
-Terminology
-===========
+Each replenishment mechanism triggers the creation or suggestion of a purchase order (PO) or
+manufacturing order (MO), with the best choice depending on the business process.
+
+.. cards::
+
+   .. card:: Reordering rules
+      :target: replenishment/reordering_rules
+      :tag: Recommended
+      :large:
+
+      Automatically suggest or generate POs or MOs when stock falls below a minimum level.
+
+   .. card:: MTO
+      :target: replenishment/mto
+      :tag: Beginner-friendly
+
+      Automatically generate POs or MOs when sales orders are confirmed.
+
+   .. card:: MPS
+      :target: ../../manufacturing/workflows/use_mps
+
+      Manage long-term replenishment based on inputted sales forecasts, via a dashboard.
+
+Replenishment strategies
+========================
 
 Replenishment report and reordering rules
 -----------------------------------------
 
-The replenishment report is a list of all products that have a negative forecast quantity.
+Reordering rules are rules that can be set up to maintain a minimum stock level. They are often
+configured to support manufacturing or sales requirements. When a product's stock falls at or below
+the minimum level, Odoo generates (or suggests) a purchase or manufacturing order to replenish stock
+to the maximum level.
+
+When using automatic reordering rules, Odoo generates a new order. When using manual, Odoo suggests
+orders on the replenishment report. For detailed guidance, refer to the :doc:`replenishment report
+<replenishment/report>` and :doc:`reordering rules <replenishment/reordering_rules>`.
 
-*Reordering rules* are used to ensure there's always a minimum amount of a product in-stock, in
-order to manufacture products and/or fulfill sales orders. When the stock level of a product reaches
-its minimum, Odoo automatically generates a purchase order with the quantity needed to reach the
-maximum stock level.
+Key points include:
 
-Reordering rules can be created and managed in the replenishment report, or from the product form.
+- :ref:`Automatic reordering rules <inventory/warehouses_storage/auto-rr>`: Automatically create
+  |POs| or |MOs| when stock falls below the minimum level. While this is convenient, it is less
+  flexible.
+- :ref:`Manual reordering rules <inventory/warehouses_storage/manual-rr>`: Generate suggestions in
+  the replenishment report for user review, allowing adjustments and batch orders while meeting
+  deadlines.
+- :ref:`Just-in-time logic <inventory/warehouses_storage/just-in-time>`: A strategy to replenish
+  only what is needed to prevent overstocking.
+
+.. seealso::
+   - :doc:`replenishment/reordering_rules`
+   - :doc:`replenishment/report`
 
 .. _inventory/management/products/strategies:
 
 Make to order
 -------------
 
-*Make to order (MTO)* is a procurement route that creates a draft purchase order (or manufacturing
-order) each time a sales order is confirmed, **regardless of the current stock level**.
+An |MTO| strategy means that procurement or production is triggered only after a sales order has
+been confirmed. This strategy is recommended when products are customizable, demand is
+unpredictable, there is limited storage capacity, and when products are high in value and low in
+demand. In such cases, it does not make sense to keep on-hand inventory.
 
 Unlike products replenished using reordering rules, Odoo automatically links the sales order to the
 |PO| or |MO| generated by the |MTO| route.
@@ -51,158 +91,28 @@ as the |PO| or |MO| is not confirmed.
 The |MTO| route is the best replenishment strategy for products that are customized, and/or for
 products that have no stock kept on-hand.
 
+.. seealso::
+   :doc:`replenishment/mto`
 
-Configuration
-=============
+Master production schedule
+--------------------------
 
-Replenishment report and reordering rules
------------------------------------------
+The :abbr:`MPS (Master Production Schedule)` is a dashboard where products and their forecasted
+quantities are entered. Based on confirmed manufacturing and purchase orders, the dashboard
+recommends amounts to order or produce.
+
+This a useful **manual** tool for keeping track of quantities. The :abbr:`MPS (Master Production
+Schedule)` **should absolutely not** be used alongside reordering rules, as the automated workflow
+disrupts its manual replenishment method.
 
-To access the replenishment report, go to :menuselection:`Inventory app --> Operations -->
-Replenishment.`
-
-By default, the replenishment report dashboard shows every product that needs to be manually
-reordered. If there is no specific rule for a product, Odoo assumes the :guilabel:`Min Quantity` and
-:guilabel:`Max Quantity` stock are both `0.00`
-
-.. note::
-   For products that don't have a set reordering rule, Odoo calculates the forecast based on
-   confirmed sales orders, deliveries, and receipts. For products that have a set reordering rule,
-   Odoo calculates the forecast normally, but also takes into account the purchase/manufacturing
-   lead time and security lead time.
-
-.. important::
-   Before creating a new reordering rule, make sure the product has a *vendor* or a *bill of
-   materials* configured on the product form. To check this, go to :menuselection:`Inventory app
-   --> Products --> Products`, and select the product to open its product form. The vendor, if
-   configured, is listed in the :guilabel:`Purchase` tab, and the bill on materials, if configured,
-   is found in the :guilabel:`Bill of Materials` smart button at the top of the form.
-
-   The :guilabel:`Product Type`, located in the :guilabel:`General Information` tab on the product
-   form, **must** be set to :guilabel:`Storable Product`. By definition, a consumable product does
-   not have its inventory levels tracked, so Odoo cannot account for a consumable product in the
-   replenishment report.
-
-.. image:: replenishment/replenishment/replenishment-report-dashboard.png
-   :align: center
-   :alt: Replenishment report listing all items needing to be purchased to meet current needs.
-
-To create a new reordering rule from the replenishment report, go to :menuselection:`Inventory app
---> Operations --> Replenishment`, click :guilabel:`Create`, and select the desired product from the
-drop-down menu in the :guilabel:`Product` column. If necessary, a :guilabel:`Min Quantity` and a
-:guilabel:`Max Quantity` can be configured in the corresponding columns on the
-:guilabel:`Replenishment` report page, as well.
-
-To create a new reordering rule from the product form, go to :menuselection:`Inventory app -->
-Products --> Products`, and select a product to open its product form. Click the
-:guilabel:`Reordering Rules` smart button, click :guilabel:`Create`, and fill out the fields.
-
-Replenishment report fields
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The following fields are on the :guilabel:`Replenishment` report. If any of these fields are not
-visible, click the :guilabel:`⋮ (additional options)` icon on the far right side of the report, then
-click the checkbox next to a field to make it visible.
-
-- :guilabel:`Product`: the product that requires a replenishment.
-- :guilabel:`Location`: the specific location where the product is stored.
-- :guilabel:`Warehouse`: the warehouse where the product is stored.
-- :guilabel:`On Hand`: the amount of product currently available.
-- :guilabel:`Forecast`: the amount of product available after all current orders (sales,
-  manufacturing, purchase, etc.) are taken into account.
-- :guilabel:`Preferred Route`: how the product is procured, either :guilabel:`Buy`,
-  :guilabel:`Manufactured`, :guilabel:`Dropship`, etc.
-- :guilabel:`Vendor`: the company from which the product is acquired.
-- :guilabel:`Bill of Materials`: the bill of materials for the product (if one is configured).
-- :guilabel:`Trigger`: how the replenishment is created, either :guilabel:`Auto` (automatically,
-  once the :guilabel:`On Hand` quantity goes below the :guilabel:`Min Quantity`) or
-  :guilabel:`Manual` (only when the replenishment is requested).
-- :guilabel:`Procurement Group`: the reference number for how the product is being acquired, such as
-  a sales order, purchase order, or manufacturing order.
-- :guilabel:`Min Quantity`: the minimum amount of product that should be available. When inventory
-  levels goes below this number, the replenishment is triggered.
-- :guilabel:`Max Quantity`: the amount of product that should be available after replenishing the
-  product.
-- :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.
-- :guilabel:`To Order`: the amount of product that is currently needed, and will be ordered, if the
-  :guilabel:`Order Once` or :guilabel:`Automate Orders` button is clicked.
-- :guilabel:`UoM`: the unit of measure used to acquire the product.
-- :guilabel:`Company`: the company for which the product is acquired.
-
-By default, the quantity in the :guilabel:`To Order` field is the quantity required to reach the set
-:guilabel:`Max Quantity`. However, the :guilabel:`To Order` quantity can be adjusted by clicking on
-the field and changing the value. To replenish a product manually, click :guilabel:`Order Once`.
-
-To automate a replenishment from the :guilabel:`Replenishment` page, click :guilabel:`Automate
-Orders` on the right-side of the line, represented by a :guilabel:`🔄 (circular arrow)` icon.
-
-When this button is clicked, Odoo will automatically generate a draft |PO|/|MO| every time the
-forecasted stock level falls below the set :guilabel:`Min Quantity` of the reordering rule.
-
-On the :guilabel:`Replenishment` page, a reordering rule or manual replenishment can be temporarily
-deactivated for a given period, by clicking the :guilabel:`🔕 (snooze)` icon on the far-right of the
-line.
-
-.. image:: replenishment/replenishment/reordering-rule-snooze-settings.png
-   :align: center
-   :alt: Snooze options to turn off notifications for reordering for a period of time.
-
-A |PO| or |MO| created by a manual replenishment has a :guilabel:`Replenishment Report` as the
-source document. A |PO| or |MO| created by an automated reordering rule has the |SO| reference
-number(s) that triggered the rule as the source document.
-
-.. image:: replenishment/replenishment/rfq-source-document.png
-   :align: center
-   :alt: Quote request list shows which quotes are directly from the replenishment report.
-
-Make to order (MTO) route
-=========================
-
-Since the |MTO| route is recommended for customized products, the route is hidden by default.
-
-To activate the |MTO| route in Odoo:
- #. Go to :menuselection:`Inventory app --> Configuration  --> Settings`.
- #. Activate the :guilabel:`Multi-Step Routes` setting, located under the :guilabel:`Warehouse`
-    section, and click :guilabel:`Save`.
- #. Then, go to :menuselection:`Inventory app --> Configuration  --> Routes`.
- #. Click on :menuselection:`Filters --> Archived` to show archived routes.
- #. Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click on
-    :menuselection:`Action --> Unarchive`.
-
-.. note::
-   Activating the :guilabel:`Multi-Step Routes` setting also activates :guilabel:`Storage
-   Locations`. If these features aren't applicable to the warehouse, disable these settings after
-   unarchiving the |MTO| route.
-
-To set a product's procurement route to |MTO|, go to :menuselection:`Inventory app --> Products -->
-Products`, and click on the desired product to open its product form.
-
-Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` section of options, select
-:guilabel:`Replenish on Order (MTO)`.
-
-For products purchased directly from a vendor, make sure the :guilabel:`Buy` route is selected, in
-addition to the :guilabel:`Replenish on Order (MTO)` route. Also, make sure a vendor is configured
-in the :guilabel:`Purchase` tab of the product form.
-
-For products manufactured in-house, make sure the :guilabel:`Manufacture` route is selected, in
-addition to the :guilabel:`Replenish on Order (MTO)` route. Also, make sure a bill of materials is
-configured for the product, which is accessible via the :guilabel:`Bill of Materials` smart button
-on the product form.
-
-.. note::
-   The |MTO| route cannot be selected alone. |MTO| **only** works if the :guilabel:`Manufacture` or
-   :guilabel:`Buy` route is also selected.
-
-.. image:: replenishment/replenishment/acoustic-block-screen-replenish.png
-   :align: center
-   :alt: Replenish on Order selected on the product form.
+.. seealso::
+   :doc:`../../manufacturing/workflows/use_mps`
 
 .. toctree::
    :titlesonly:
 
    replenishment/mto
    replenishment/reordering_rules
+   replenishment/report
    replenishment/lead_times
    replenishment/resupply_warehouses