Minimum Stock Rules in OpenERP
To automatically make stock replenishment proposals, you can use minimum stock rules. To do this, use the menu Warehouse ‣ Configuration ‣ Automatic Procurements ‣ Minimum Stock Rules.
The rule is the following:
If the virtual stock for the given location is lower than the minimum stock indicated in the rule, the system will automatically propose a procurement to increase the level of virtual stock to the maximum level given in the rule.
You may find draft production or procurement orders to be created although they should not exist. That can happen if the system is badly configured . For example, if you have forgotten to set the supplier on a product. To check this, look at the list of procurements in the exception state in the menu Warehouse ‣ Schedulers ‣ Procurement Exceptions.
Once the rules have been properly configured, the purchasing manager only needs to look at the list of orders for confirmation with the supplier using the menu Purchases ‣ Purchase Management ‣ Requests for Quotation.
Take the following example:
- Products in stock: 15
- Products ordered but not delivered: 5
- Products in manufacturing: 2
The rules defined are:
- Minimum Quantity: 13
- Maximum Quantity: 25
- Quantity Multiple: 3
You can also set multiple quantities in the minimum stock rules. If you set a multiple quantity of 3 the system will propose procurement of 15 pieces, and not the 13 it really needs. In this case, it automatically rounds the quantity upwards.
In a minimum stock rule, when you indicate a warehouse, it suggests a stock location by default in that warehouse. You can change that location by default when the scheduler completes, by location and not by warehouse.