Configure reordering rules

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Introduction

Managing inventory effectively is crucial for any business. Stockouts can delay operations, while overstocking ties up capital unnecessarily. Odoo’s Reordering Rules feature helps businesses automate their procurement processes by defining minimum and maximum stock levels for products. Once stock falls below the minimum, Odoo can automatically trigger Requests for Quotation (RFQs) or Purchase Orders (POs), ensuring timely replenishment and seamless supply chain operations.

Step-by-Step Instructions

 

How to Configure Reordering Rules in Odoo Purchase:

  1. Go to Inventory Module
    • From your Odoo dashboard, click on Inventory.

 

  1. Access Products
    • Navigate to Products > Products and select the product you wish to set up reordering for.

 

  1. Open Reordering Rules
    • On the product form, click the Reordering Rules smart button (or go to Inventory > Reordering Rules and click

 

3. Define Reordering Parameters

    1. Set the following:
      1. Minimum Quantity: When on-hand stock drops below this level, Odoo triggers replenishment.
      2. Maximum Quantity: The target stock level after replenishment.
  • Quantity Multiple: Purchases will be rounded to this quantity multiple times (e.g., orders in packs of 10).

4. Choose Procurement Method

    1. Decide whether replenishment is:
      1. Buy – triggers an RFQ or Purchase Order.
      2. Manufacture – triggers a Manufacturing Order.
  1. Save the Reordering Rule
    1. Click Save to apply your rule.
  2. Run Scheduler
    1. Go to Inventory > Operations > Run Scheduler to process reordering rules manually or rely on Odoo’s automated schedulers to trigger them regularly.

Tips

  • Analyze Demand Trends: Review sales and stock history to set realistic minimum and maximum quantities.
  • Adjust for Seasonality: Modify rules during high-demand periods to prevent stockouts.
  • Leverage Multiple Suppliers: Keep vendor pricelists updated so Odoo can choose the best supplier when replenishing.
  • Set Lead Times Correctly: Accurate lead times help Odoo plan orders well in advance.
  • Combine with Routes: Use routes to determine if replenishment should come from internal transfers, purchases, or manufacturing.

Key Benefits of Using Odoo Purchase for Procurement

 

Automated Stock Replenishment 

Eliminates manual tracking of inventory levels and ensures products are restocked before running out.

 

Optimized Inventory Levels
 Helps avoid overstocking and stockouts, freeing up working capital.

 

Efficient Vendor Management
 Integrates seamlessly with RFQs and POs, ensuring timely procurement from the best suppliers.

 

 Data-Driven Decisions
 Analyze inventory reports to refine reordering rules and improve procurement planning.

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