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Reordering Rule in Odoo 14

INTRODUCTION
❖ “The reordering rule can be termed as a group of rules used to ensure a
sufficient quantity of product availability in an inventory”
❖ This helps to avoid running out of stock of the product. It also supports
the user to avoid excessive purchase or storage of a product.
❖ Reordering rule helps the business to ensure the availability of the
minimum quantity of a product

 Go to -> Inventory -> Product, and create a new product.

You can create
replenishment from here
 Here we can create a product to specify the name and add vendor on purchase tap, Make
sure the product is storable. Then click the reordering rule.

 The product on hand quantity is zero.
 Here we can set the min quantity, max quantity, multiple quantity and set the trigger is
Auto or Manual and save it.

 In this, we have to set the minimum quantity, maximum quantity, and multiple quantities
 Minimum Quantity: The minimum quantity of products on your stock.
 Maximum Quantity: Maximum quantity of products that you want to purchase maximum
quantity of that product.
 Here, I am setting the minimum quantity as 10. That means if the product stock goes below
this 10 or the minimum quantity set here the reordering rule will be triggered.
 Location: it is the inventory location
 Preferred route: This can be termed as the route which is used to collect the product.
 Here we can find different options like buy, drop-ship, manufacturer, etc.
 Trigger: Trigger can either be manual or auto.

1. Trigger as Manual
 Now, save the changes and go to Inventory-->Operations --> Replenishment
 Here, we can see all pending orders. While click the ‘order once’ then RFQ will be generate.

● Go to the purchase module and confirm the RFQ.
● Then check the on hand quantity and forecasted quantity of the product, it will be changed.

 Then make a sale order of that product (give sale order quantity > on hand quantity ) and
confirm it. Then click the delivery button and validate it.

 Now go to the product on hand quantity will be changed along with the sale
order of that product.
 Then again select the reordering rule.

 Then again select the reordering rule, and set the trigger value
in to ‘Auto’ and save it.

 Use Run Scheduler option by going to Inventory --> Operations --> Run Scheduler
So, let us directly go to the Purchase module. Here we can see that RFQ has been
automatically generated.

For More
Details
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book.
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