2020-12-23 01:58:40 +07:00
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============================================
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Don’t run out of stock with reordering rules
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============================================
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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To make sure you never run out of stock, you can define *Reordering Rules* on products. Thanks to
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them, Odoo can help you replenish your stock automatically when it reaches set quantities or
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whenever a sales order is created.
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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.. important:: You need to install the *Inventory app* to use reordering rules.
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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Configure your storable product
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===============================
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Open or create a product with its *Product Type* set to *Storable Product*.
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.. image:: media/reordering-storable-product.png
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:align: center
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:alt: Set the product type in Odoo
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As you are purchasing this product from a vendor, go to the product's *Purchase tab* and add a
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vendor by clicking on *Add a line*. You can add multiple vendors, but make sure to order them
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correctly, since reordering rules always use the first vendor in a list. You can add a price, but it
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isn't necessary for the reordering rule to work. In addition, you can add a minimum quantity you
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must order to benefit from that price.
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2015-09-24 19:48:29 +07:00
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2018-05-11 15:19:12 +07:00
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.. note::
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2020-12-23 01:58:40 +07:00
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If the quantity Odoo has to reorder doesn't match the minimum quantity specified, Odoo selects
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the next vendor on your list. If you don't have another vendor on your list, the reordering rule
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won't work. For that purpose, you can add the same vendor multiple times with different prices
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for different quantities.
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.. image:: media/reordering-product-vendor.png
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:align: center
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:alt: Add vendor to a product in Odoo
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.. tip::
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By default, a draft purchase order is created. However, if you have enabled *Purchase
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Agreements*, you can *Propose a call for tenders* instead as shown in the image above. For more
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2021-01-11 16:29:03 +07:00
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information, see :doc:`../manage_deals/agreements`
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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Next, make sure the correct route is selected under the Inventory tab of your product. If you
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created your product within the Purchase app, the *Buy* route is selected by default. If you are
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looking to dropship your product, select *Dropship*.
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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.. image:: media/reordering-product-routes.png
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:align: center
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:alt: Choose product routes in Odoo
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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Set up your reordering rule
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===========================
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Open your product and click on the *Reordering Rules* button.
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.. image:: media/reordering-button.png
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:align: center
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:alt: Reordering rules button on a product in Odoo
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Once you are on the product's reordering rules page, click on *Create*.
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2015-09-24 19:48:29 +07:00
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2018-05-11 15:19:12 +07:00
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.. tip::
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2020-12-23 01:58:40 +07:00
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You can access and create reordering rules from :menuselection:`Inventory --> Configuration -->
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Reordering Rules` and from :menuselection:`Inventory --> Operations --> Replenishment`. By
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default, the replenishment view presents a summary of all the products that you might need to
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purchase to fulfill your sales orders. From there, you can ask Odoo with a single click to order
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a product once or automate all orders for that product, future orders included.
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Define quantities
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-----------------
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You can set a **minimum quantity** your stock should always have. Once set, if your stock goes below
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the minimum quantity, and if you selected the Buy route, a request for quotation is automatically
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generated to reach that minimum quantity, plus any additional quantity needed to fill in a sales
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order for example.
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If you set a **maximum quantity**, every time the product has to be replenished, enough products are
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reordered to reach the maximum quantity.
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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If you want to order only the exact quantity needed to fill in a sales order for example, set both
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both the minimum and maximum quantity to **zero**. The quantity mentioned in the sales order is then
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used by the reordering rule.
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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You can also add a **quantity multiple** to only order products in batches of a certain quantity.
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Click on the optional columns drop-down menu, and select *Multiple Quantity* to show the column.
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Bear in mind that you might go over the maximum quantity you set if your rule includes a quantity
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multiple, as Odoo orders enough products to reach the maximum quantity and respect the set quantity
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multiple.
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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.. image:: media/reordering-create-rule.png
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:align: center
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:alt: Create a reordering rule in Odoo
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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.. note:: If you selected multiple routes for the same product under its Inventory tab, make sure to
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select your *Preferred Route* on your reordering rule by clicking on the optional columns
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drop-down menu, adding the *Preferred Route* column, and selecting the right route.
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2015-09-24 19:48:29 +07:00
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2020-12-23 01:58:40 +07:00
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.. Add link when inventory doc on replenishment is updated for v14. .. seealso:: - :doc:`../../..inventory/xxx/xxx`
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