[ADD] purchase: add new temp rr doc

closes #7629

X-original-commit: 18fd3f0
Signed-off-by: Zachary Straub (zst) <[email protected]>
Signed-off-by: Brandon Seltenrich (brse) <[email protected]>

Author: brse-odoo

content/applications/inventory_and_mrp/purchase/products.rst

@@ -8,4 +8,5 @@ Products
    :titlesonly:
 
    products/reordering
+   products/temporary_reordering
    products/uom

content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst

@@ -0,0 +1,130 @@
+==========================
+Temporary reordering rules
+==========================
+
+Some businesses require certain products to always have a minimum quantity of stock on-hand at any
+given time. To avoid stock falling below a certain threshold, companies can create *reordering
+rules* in Odoo to automate purchase orders for specific products.
+
+Reordering rules keep the forecasted stock levels above a certain threshold, without exceeding a
+specified upper limit, or maximum amount. When a product with a reordering rule falls below a
+specified quantity, Odoo generates an order using the specified *route* (e.g. *Buy* or
+*Manufacture*) to replenish the stock.
+
+In certain cases, businesses might opt for *temporary reordering rules* when they do not want
+specific products to be replenished automatically.
+
+In Odoo, a "temporary" reordering rule is created in the replenishment dashboard when a product:
+
+#. is configured with a *Buy* route
+#. has no reordering rule configured
+#. has `0` quantity in stock
+#. is included in a sales order (SO).
+
+This rule is deleted upon confirmation of the purchase order (PO) generated for the product.
+
+.. seealso::
+   - :doc:`../../inventory/product_management/product_replenishment/reordering_rules`
+   - :doc:`../../purchase/products/reordering`
+
+Configuration
+=============
+
+To configure a product that triggers temporary reordering rules when its stock reaches `0`, begin by
+going to :menuselection:`Inventory app --> Products --> Products`, and click :guilabel:`New`.
+
+.. note::
+   The same configurations can also be made on an existing product, by going to
+   :menuselection:`Inventory app --> Products --> Products`, and selecting an existing product.
+
+On the product form, enter the product name, and ensure the :guilabel:`Can be Sold` and
+:guilabel:`Can be Purchased` options are enabled, located beneath the :guilabel:`Product Name`
+field.
+
+Then, set the :guilabel:`Product Type` to `Storable Product`, under the :guilabel:`General
+Information` tab.
+
+Next, click the :guilabel:`Purchase` tab, and under :guilabel:`Vendor`, click :guilabel:`Add a line`
+to select a vendor from the drop-down menu. Then, set a purchase price under :guilabel:`Price`.
+
+.. important::
+   A vendor **must** be set for temporary reordering rules to work. While a :abbr:`PO (purchase
+   order)` can still be created automatically, attempting to replenish the product from the
+   :guilabel:`Replenishment` dashboard in the *Inventory* app triggers a warning to add a vendor on
+   the product form.
+
+   .. image:: temporary_reordering/temporary-reordering-warning-popup.png
+      :align: center
+      :alt: Warning pop-up upon clicking to replenish product with no set vendor.
+
+Before creating a :abbr:`SO (sales order)` for the product, ensure the :guilabel:`On Hand` smart
+button on the product form reads `0.00 Units`. Then, ensure that the :guilabel:`Reordering Rules`
+smart button reads `0`, indicating there are no rules applied to this product.
+
+.. image:: temporary_reordering/temporary-reordering-smart-buttons.png
+   :align: center
+   :alt: Product form smart button row displaying reordering rules and on hand buttons.
+
+Trigger temporary reordering rule
+=================================
+
+To trigger a temporary reordering rule, create a new sales order for a product by navigating to
+:menuselection:`Sales app --> New`.
+
+Then, add a customer in the :guilabel:`Customer` field, and click :guilabel:`Add a product` under
+the :guilabel:`Product` column in the :guilabel:`Order Lines` tab. Next, select the desired product
+from the drop-down menu. Lastly, :guilabel:`Confirm` the :abbr:`SO (sales order)`.
+
+.. image:: temporary_reordering/temporary-reordering-sales-order.png
+   :align: center
+   :alt: Sales order for product with no set reordering rules.
+
+Check replenishment report
+==========================
+
+To see the temporary reordering rule created for the out-of-stock product included in the sales
+order, navigate to :menuselection:`Inventory app --> Operations --> Replenishment`. Doing so opens
+the :guilabel:`Replenishment` dashboard.
+
+On this dashboard, locate the product for which the temporary reordering rule was created. On its
+product line, its :guilabel:`On Hand` quantity, negative :guilabel:`Forecast` quantity, *Buy*
+:guilabel:`Route`, and :guilabel:`To Order` quantity to replenish can be seen.
+
+Additionally, two replenishment options are located to the far-right of the row: :guilabel:`Order
+Once` and :guilabel:`Automate`.
+
+.. image:: temporary_reordering/temporary-reordering-replenishment-dashboard.png
+   :align: center
+   :alt: Replenishment report displaying temporary reordering rule and options.
+
+To use the one-time, temporary reordering rule, click :guilabel:`Order Once`. This action triggers a
+confirmation pop-up window in the top-right corner, reading :guilabel:`The following replenishment
+order has been generated`, along with a new purchase order number.
+
+.. tip::
+   Once the purchase order has been generated after clicking :guilabel:`Order Once`, refresh the
+   page. The temporary reordering rule for the product no longer appears in the
+   :guilabel:`Replenishment` dashboard.
+
+Complete purchase order
+=======================
+
+To view the purchase order created from the :guilabel:`Replenishment` dashboard, navigate to the
+:menuselection:`Purchase app`, and select the generated :abbr:`PO (purchase order)` from the
+:guilabel:`Requests for Quotation` overview.
+
+From here, click :guilabel:`Confirm Order`, then click :guilabel:`Receive Products`. Finally, click
+:guilabel:`Validate` to complete the purchase order.
+
+.. image:: temporary_reordering/temporary-reordering-purchase-order.png
+   :align: center
+   :alt: Purchase order for product ordered with temporary reordering rule.
+
+Now, the original sales order can be delivered and invoiced.
+
+.. note::
+   Once the :abbr:`SO (sales order)` is delivered and invoiced, ensure there are no reordering rules
+   on the product form.
+
+   Go to :menuselection:`Inventory app --> Products --> Products`, select the product, and confirm
+   that the :guilabel:`Reordering Rules` smart button displays `0`.