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| 1 | +============================================== |
| 2 | +How to select the right replenishment strategy |
| 3 | +============================================== |
| 4 | + |
| 5 | +Minimum Stock rules and Make to Order have similar consequences but |
| 6 | +different rules. They should be used depending on your manufacturing and |
| 7 | +delivery strategies. |
| 8 | + |
| 9 | +Terminology |
| 10 | +=========== |
| 11 | + |
| 12 | +Minimum stock rule |
| 13 | +------------------- |
| 14 | + |
| 15 | +Minimum Stock rules are used to ensure that you always have the minimum |
| 16 | +amount of a product in stock in order to manufacture your products |
| 17 | +and/or answer to your customer needs. When the stock level of a product |
| 18 | +reaches its minimum the system will automatically generate a procurement |
| 19 | +order with the quantity needed to reach the maximum stock level. |
| 20 | + |
| 21 | +Make to Order |
| 22 | +------------- |
| 23 | + |
| 24 | +The Make to Order function will trigger a Purchase Order of the amount |
| 25 | +of the Sales Order related to the product. The system will **not** check |
| 26 | +the current stock. This means that a draft purchase order will be |
| 27 | +generated regardless of the quantity on hand of the product. |
| 28 | + |
| 29 | +Configuration |
| 30 | +============= |
| 31 | + |
| 32 | +Minimum stock rules |
| 33 | +------------------- |
| 34 | + |
| 35 | +The Minimum Stock Rules configuration is available through your |
| 36 | +Inventory module. In the Inventory Control menu select "Reordering Rule" |
| 37 | +in the drop down menu. There, click on "Create" to set minimum and |
| 38 | +maximum stock values for a given product. |
| 39 | + |
| 40 | +.. image:: media/strategies01.png |
| 41 | + :align: center |
| 42 | + |
| 43 | +.. note:: |
| 44 | + Show tooltips for "minimum quantity", "maximum quantity" and "quantity multiple" |
| 45 | + fields |
| 46 | + |
| 47 | +Then, click on your product to access the related product form and, on |
| 48 | +the "Inventory submenu", do not forget to select a supplier. |
| 49 | + |
| 50 | +.. image:: media/strategies02.png |
| 51 | + :align: center |
| 52 | + |
| 53 | +.. tip:: |
| 54 | + Don't forget to select the right product type. A consumable |
| 55 | + can not be stocked and will thus not be accounted for in the stock valuation. |
| 56 | + |
| 57 | +Make to Order |
| 58 | +-------------- |
| 59 | + |
| 60 | +The Make to Order configuration is available on your product form |
| 61 | +through your :menuselection:`Inventory --> Inventory control --> Products` (or any |
| 62 | +other module where products are available). |
| 63 | + |
| 64 | +On the product form, under Inventory, click on "Make To Order". |
| 65 | + |
| 66 | +.. image:: media/strategies03.png |
| 67 | + :align: center |
| 68 | + |
| 69 | +Choice between the two options |
| 70 | +------------------------------ |
| 71 | + |
| 72 | +The choice between the two options is thus dependent of your inventory |
| 73 | +strategy. If you prefer to have a buffer and always have at least a |
| 74 | +minimum amount, the minimum stock rule should be used. If you want to |
| 75 | +reorder your stocks only if your sale is confirmed it is better to use |
| 76 | +the Make to Order. |
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