[IMP] inventory: replenishment report

closes #12215

Signed-off-by: Samuel Lieber (sali) <[email protected]>
Co-authored-by: pabr-odoo <[email protected]>
Co-authored-by: Felicia Kuan <[email protected]>

Author: 3 people

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst

@@ -15,30 +15,51 @@ monitoring menu with extra options to manage suggestions for replenishment.
 This enables users to anticipate future needs, keep less products on hand without the risk of
 running out, plan and consolidate orders.
 
+Navigate the replenishment report
+=================================
+
 To access the replenishment report, go to :menuselection:`Inventory app --> Operations -->
 Replenishment.`
 
+.. note::
+   Automatic reordering rules are available on this menu as well, but are hidden by default.
+
 The fields and features unique to the replenishment dashboard are displayed below. For definitions
 of the other fields, go to the :ref:`Create reordering rules section
 <inventory/warehouses_storage/rr-fields>`.
 
 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 :icon:`fa-truck`
-:guilabel:`Order Once`.
+:guilabel:`Order`.
 
-Clicking :icon:`fa-bell-slash` :guilabel:`Snooze` temporarily deactivates the reordering rule for
+Click :icon:`fa-bell-slash` :guilabel:`Snooze` to temporarily deactivate the reordering rule for
 the set period, hiding the entry from the replenishment dashboard, when it is supposed to appear.
 
 .. tip::
    Defining a :guilabel:`Vendor` allows filtering or grouping demands by the vendor. This simplifies
-   the process of identifying products to order and can reduce shipment costs.
+   the process of identifying products to order and can reduce shipment costs. Click the
+   :icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon and select :guilabel:`Vendor` from
+   the drop-down list to view the field on the report.
 
 .. image:: report/replenishment-dashboard.png
    :alt: Replenishment report that displays recommended quantities to order.
 
-.. note::
-   Automatic reordering rules appear on this menu, too but are hidden by default.
+Order to max
+------------
+
+If a reordering rule does not forecast the product to arrive below the minimum, the replenishment
+cannot be triggered, because it is seen as *unnecessary*. However, there can be instances where a
+product needs to be replenished even if it is not deemed *necessary*, such as when an order needs to
+be maximized to obtain better discounts, or to save on delivery costs.
+
+First, select one or more products by ticking the appropriate checkbox. Then, click the
+:guilabel:`Replenish` button and select :guilabel:`Order to Max`. Doing so creates a request for
+quotation (RFQ) for the first possible replenishment date for each product for the maximum specified
+in the reordering rule.
+
+.. image:: report/order-to-max.png
+   :alt: The Order to Max option on the replenishment dashboard.
 
 Replenishment information
 =========================
@@ -50,3 +71,20 @@ and *forecasted date*.
 For detailed information on how to use this feature for replenishment, go to the :ref:`Just in time
 logic <inventory/warehouses_storage/just-in-time>` section.
 
+Select a warehouse
+------------------
+
+If a warehouse's replenishment method is :doc:`resupply from another warehouse
+<resupply_warehouses>`, check for available product quantities in other warehouses by opening the
+:guilabel:`Replenishment Information` pop-up window. Warehouses that can replenish the stock are
+listed under the :guilabel:`Warehouses` tab, and the :guilabel:`Available Quantity` shows the
+on-hand stock in each warehouse.
+
+After selecting a sourcing warehouse, click :guilabel:`Select Route` :guilabel:`Order` button is
+clicked, the reordering rule will revert to its preferred route (Buy or Manufacture).
+
+.. image:: report/select-warehouse.png
+   :alt: The warehouse tab on the Replenishment Information pop-up window.
+
+.. seealso::
+   :ref:`Temporary Reordering Rules <purchase/check-replenishment>`

content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report/order-to-max.png

@@ -79,6 +79,8 @@ from the drop-down menu. Lastly, :guilabel:`Confirm` the :abbr:`SO (sales order)
    :align: center
    :alt: Sales order for product with no set reordering rules.
 
+.. _purchase/check-replenishment:
+
 Check replenishment report
 ==========================