How to select the right replenishment strategy

Minimum Stock rules and Make to Order have similar consequences but different rules. They should be used depending on your manufacturing and delivery strategies.

Terminologie

Règle de stock minimum

Minimum Stock rules are used to ensure that you always have the minimum amount of a product in stock in order to manufacture your products and/or answer to your customer needs. When the stock level of a product reaches its minimum the system will automatically generate a procurement order with the quantity needed to reach the maximum stock level.

Approvisionnement à la commande

The Make to Order function will trigger a Purchase Order of the amount of the Sales Order related to the product. The system will not check the current stock. This means that a draft purchase order will be generated regardless of the quantity on hand of the product.

Configuration

Règles de stock minimum

The Minimum Stock Rules configuration is available through your Inventory module. In the Inventory Control menu select « Reordering Rule » in the drop down menu. There, click on « Create » to set minimum and maximum stock values for a given product.

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Note

Show tooltips for « minimum quantity », « maximum quantity » and « quantity multiple » fields

Then, click on your product to access the related product form and, on the « Inventory submenu », do not forget to select a supplier.

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Astuce

Don’t forget to select the right product type. A consumable can not be stocked and will thus not be accounted for in the stock valuation.

Approvisionnement à la commande

The Make to Order configuration is available on your product form through your Inventory ‣ Inventory control ‣ Products (or any other module where products are available).

On the product form, under Inventory, click on « Make To Order ».

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Choix entre les deux options

Le choix entre les deux options est donc dépendant de votre stratégie d’inventaire. Si vous préférez avoir un stock tampon et toujours avoir au moins un stock minimum, la règle de stock minimum doit être utilisée. Si vous souhaitez réapprovisionner vos stocks seulement si votre vente est confirmée, il est préférable d’utiliser l’Approvisionnement à la commande.