Reordering Rules in Odoo 17 Inventory - Odoo Slides

CelineGeorge1 782 views 16 slides Mar 07, 2025
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About This Presentation

In Odoo 17, the Inventory module allows us to set up reordering rules to ensure that our stock levels are maintained, preventing stockouts. Let's explore how this feature works.


Slide Content

Reordering Rules in Odoo 17 Inventory Enterprise

Introduction Enterpr ise In Odoo 17, the Inventory module allows us to set up reordering rules to ensure that our stock levels are maintained, preventing stockouts. Let's explore how this feature works.

Enterprise Reordering rules These rules automatically trigger purchase orders or manufacturing orders when inventory falls below specified minimum quantities t o ensure adequate stock levels

Enterprise Creating a Reordering Rule Select a Product : Choose a storable product from your inventory. Access Reordering Rules : Click the "Reordering Rules" smart button.

Enterprise

Enterprise Configure Rule: Specify the following: Preferred Path : Buy, Manufacture, Resupply/Subcontractor on Order, or Replenish on Order. Vendor : Select the appropriate vendor for purchasing. Min Quantity : Minimum stock level to trigger reordering. Max Quantity : Maximum desired stock level. To Order : Minimum order quantity. Trigger : Automatic or manual activation.

Enterprise

Enterprise When you create a reordering rule, details such as the product name, location, on-hand quantity, and forecasted quantity are displayed automatically. You can also specify the preferred method for reordering, which could be buying the product or manufacturing.

Enterprise The "Min Quantity" field allows us to set the minimum stock level that should be maintained. If the stock falls below this level, Odoo will automatically generate a purchase order to replenish the stock. The "Max Quantity" field defines the maximum amount of the product to keep in stock, while the "To Order" field indicates the minimum quantity to order from the vendor, ensuring that each purchase order meets or exceeds this amount.

Enterprise How Reordering Rules Work Inventory Monitoring: Odoo continuously monitors stock levels. Triggering Reorders: When the quantity falls below the minimum, a reordering request is generated. Purchase Order Creation: A purchase order is created based on the preferred path and vendor. Inventory Replenishment: Upon receiving the product, inventory is updated

Enterprise Managing Reordering Rules Individual Product Rules : Configure rules for each product. If the stock falls below the min level, Odoo will automatically generate a purchase order to replenish the stock if the trigger is selected as ‘Auto’

Enterprise Managing Reordering Rules If you opt for a manual trigger, you can run the process using the "Run Scheduler" function from the Operations menu.

Enterprise

Enterprise Benefits of Reordering Rules: Efficient Inventory Management : Prevents stockouts and ensures timely replenishment. Reduced Manual Effort: Automated processes minimize manual intervention. Cost Optimization : Optimizes purchasing by minimizing excess inventory. Improved Customer Satisfaction : Ensures product availability and timely deliveries.

Enterprise Odoo 17's reordering rules are a valuable tool for businesses seeking to automate inventory management and maintain optimal stock levels. By effectively configuring reordering rules, companies can streamline their supply chain, reduce costs, and improve overall customer satisfaction.

For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com