documentation/purchase/replenishment/flows/setup_stock_rule.rst

==================================
How to setup a minimum stock rule?
==================================

For some items you hold in stock, it might be useful to have rules
making sure you never run out of stocks (for example, products with a
high demand, or large items requiring a lot of storage space meaning
they're harder to stock).

Odoo allows you to set up rules so that an automatic replenishment for
those items is made, based on minimum stocks available.

When should I use Reordering Rules?
===================================

Reordering Rules work best for items that have a high demand and high
flow. It will relieve you from a lot of work to focus on the rest of
your activities knowing that stocks will always be right.

It can also be used when you have limited storage space and you need to
keep large items in stock. In this case, you can keep as little as 1
item in stock, and have a new one ordered as a stock replenishment as
soon as the item in stock is sold.

When should I avoid Reordering Rules?
=====================================

If you are offering a new product and don't know yet how fast it will
go, you should handle stocks yourself first, and setup reordering rules
only a few months into the sale to have better forecasts of the demand.

If you sell items that have a limited lifetime, such as fashion items,
technology items, or products working together with a system that is
meant to evolve, you have to be very well informed on when to stop
automated replenishments, in order to avoid having to sell these items
at a price that will not allow you to break even.

Example
=======

My company sells modern furniture. We sell a set of table and chairs
that are available in 4 seatings and 6 seatings.

To keep things simple, we stock tables and chairs separately, but sell
them all together to our clients as a kit. In order to make sure we can
always deliver a complete set of table and chairs, I setup a Reordering
Rule for the chairs to make sure I always have at least 10 chairs in
stock, but no more than 20. This way, I can sell up to 5 sets of table
at once while keeping my stock low enough not to eat up all my storage
space.

The last table I sold was a 4 seatings, and there were 12 chairs left in
my stock. Because the stock in chairs is now only 8 chairs, Odoo will
automatically order 12 new chairs to fill up my stock to the maximum
amount.

Configuration
=============

Set up your product
-------------------

In the Purchases module, open the Purchase menu and click on Products.
Open the product to which you would like to add a Reordering Rule (or
create a new one).

3 conditions for correct reordering rule :

1. In :menuselection:`General information --> Product type`, make the product
   stockable (as soon as this is done, the icon "Reordering rule will appear)
2. In :menuselection:`Inventory --> route`, tick the "Buy" box (and untick the
   Make To Order box)
3. Select a vendor (don't forget to put a minimal quantity greater than 0)

Create a reordering rule
------------------------

Click on the Reordering Rules tab, click on Create. A new page opens.

.. image:: media/setup01.png
  :align: center

By default, Reordering Rules in Odoo are named as "OP/XXXXX" but you are
free to use any nomenclature. You can modify it via the **Name** field.

The **Product** field is the product you are creating the rule for.

Select the warehouse to which the product should be delivered in the
**Warehouse** field.

If you have configured multiple warehouses and location, specify the
location in which the product will be stored in the **Location** field.

.. seealso::

  :doc:`../../../inventory/settings/warehouses/difference_warehouse_location`


.. image:: media/setup02.png
  :align: center

In the **Minimum Quantity** field, insert the quantity to which the
system will trigger a new order for replenishment.

In the **Maximum Quantity** field, insert the maximum of items that has
to be stocked. The replenishing order will be based on that quantity to
reorder.

The **Quantity Multiple** is the lowest number of items that can be
ordered at once. For instance, some items may be only available for
purchase in a set of 2.

In the Misc section, the **Active** box allows you to activate or
deactivate the rule.

In the **Lead Time** section, you can enter:

-  the number of Day(s) to purchase: correspond to the number of days
   for the supplier to receive the order
-  the number of Day(s) to get the products

.. tip:: By default, the lead times are in calendar days. You can change that
         in :menuselection:`Inventory --> Configuration --> Settings --> Minimum Stock Rules`

When you have entered all the info, click on Save.

From now on, every time a product with a reordering rule reaches the
minimum stock, the system will automatically send a RfQ to your supplier
based on your maximum quantity to replenish your stock.

.. tip:: The replenishments will take place when the scheduler in the Inventory
         module runs. By default in Odoo, the schedulers will run every night at
         12:00PM.

         To know how to configure and run the schedulers manually, read the
         document on :doc:`../../../inventory/management/misc/schedulers`

.. seealso::
  
  :doc:`replenishment_methods`

  :doc:`../../../inventory/management/misc/schedulers`