Reglas de reordenamiento

Reordering rules are used to keep forecasted stock levels above a certain threshold without exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock should not fall below and a maximum quantity that stock should not exceed.

Reordering rules can be configured for each product based on the route used to replenish it. If a product uses the Buy route, then a request for quotation (RFQ) is created when the reordering rule is triggered. If a product uses the Manufacture route, then a manufacturing order (MO) is created instead. This is the case regardless of the selected replenishment route.

To set up reordering rules for the first time, refer to:

To understand and optimize replenishment using advanced features, see:

Reordering rules setup

To configure automatic and manual reordering rules, complete the following:

  1. Product type configuration

  2. Create rule

Product type configuration

A product must be configured correctly to use reordering rules. Begin by navigating to Inventory app ‣ Products ‣ Products, then select an existing product, or create a new one by clicking New.

On the product form, under the General Information tab, set the Product Type to Storable Product. This is necessary because Odoo only tracks stock quantities for storable products, and quantities are needed to trigger reordering rules.

Establezca el tipo de producto como almacenable.

Next, click the Inventory tab and select one or more routes from the Routes section. Doing so tells Odoo which route to use to replenish the product.

Seleccione una o más rutas en la pestaña Inventario.

Si el producto se reordena utilizando la ruta Comprar, confirme que la casilla Se puede comprar está activada bajo el nombre del producto. Esto hace que aparezca la pestaña Comprar, haga clic en ella, especifique al menos un proveedor y el precio al que venden el producto. De este modo Odoo sabrá a cuál empresa debe comprar el producto.

Especifique un proveedor y el precio en la pestaña Compra.

If the product is replenished using the Manufacture route, it needs to have at least one bill of materials (BoM) associated with it. This is necessary because Odoo only creates manufacturing orders for products with a BoM.

If a BoM does not already exist for the product, select the Bill of Materials smart button at the top of the product form, then click New to configure a new BoM.

El botón inteligente de lista de materiales en un formulario de producto.

Crear nuevas reglas de reordenamiento

To create a new reordering rule, navigate to Inventory app ‣ Configuration ‣ Reordering Rules, then click New, and fill out the following fields in the new line:

  • Product: The product that requires replenishment.

  • Location: The specific location where the product is stored.

  • Min Quantity: The minimum amount of product that should be available. When inventory levels goes below this number, the replenishment is triggered.

  • Max Quantity: The amount of product that should be available after replenishing the product.

  • Multiple Quantity: If the product should be ordered in specific quantities, enter the number that should be ordered. For example, if the Multiple Quantity is set to 5, and only 3 are needed, 5 products are replenished.

El formulario para crear una nueva regla de reabastecimiento.

Truco

Reordering rules can also be created from the Reordering Rules smart button on the product form.

Nota

To learn how the On Hand, Forecast, and To Order fields are calculated using on-hand quantities and future demand, see the Just-in-time logic section.

Obtenga más información sobre los siguientes campos de reglas de reordenamiento para hacer uso avanzado de ellas:

Nota

The fields above are not available by default, and must be enabled by selecting the (adjust) icon in the far-right corner and selecting the desired column from the drop-down menu.

Activador

A reordering rule’s trigger can be set to automatic or manual. While both function the same way, the difference between the two types of reordering rules is how the rule is launched:

  • Auto: A purchase or manufacturing order is automatically created when the forecasted stock falls below the reordering rule’s minimum quantity. By default, the Auto trigger is selected.

  • Manual: The Replenishment report lists products needing replenishment, showing current/forecasted stock, lead times, and arrival dates. Users can review forecasts before clicking Order Once.

To enable the Trigger field, go to Inventory app ‣ Operations ‣ Replenishment or Inventory app ‣ Configuration ‣ Reordering Rules. Then, click the (adjust) icon, located to the far-right of the column titles, and tick the Trigger checkbox.

En la columna Activar, seleccione Auto o Manual. Consulte las secciones que se encuentran a continuación para obtener más información sobre los distintos tipos de reglas de reordenamiento.

Auto

Automatic reordering rules, enabled by setting the reordering rule’s Trigger field to Auto, generate purchase or manufacturing orders when either:

  1. The scheduler runs, and the Forecasted quantity is below the minimum, or

  2. A sales order is confirmed, and lowers the Forecasted quantity of the product below the minimum.

If the Buy route is selected, then an RFQ is generated. To view and manage RFQs, navigate to Purchase app ‣ Orders ‣ Requests for Quotation.

If the Manufacture route is selected, then an MO is generated. To view and manage MOs, navigate to Manufacturing app ‣ Operations ‣ Manufacturing Orders.

Cuando no hay ninguna ruta seleccionada, Odoo elige la Ruta especificada en la pestaña Inventario del formulario del producto.

Truco

De forma predeterminada, el planificador está configurado para ejecutarse una vez al día.

Asegúrese de haber habilitado el modo de desarrollador para activar una regla de reordenamiento de forma manual antes de que se ejecute el planificador. Vaya a Inventario ‣ Operaciones ‣ Ejecutar planificador, ahí aparecerá una ventana emergente, haga clic en el botón verde Ejecutar planificador.

Tenga en cuenta que esto también activará otras acciones programadas.

Example

El producto Lámpara de oficina tiene una regla de reordenamiento automática que está configurada para activarse cuando la cantidad pronosticada se encuentra por debajo del mínimo de 5.00. Como el pronóstico actual es 55.00, entonces la regla de reordenamiento no se activa.

La regla de reordenamiento automático en la página Reglas de reordenamiento.

Manual

Manual reordering rules, configured by setting the reordering rule’s Trigger field to Manual, list a product on the replenishment dashboard when the forecasted quantity falls below a specified minimum. Products on this dashboard are called needs, because they are needed to fulfill upcoming sales orders, for which the forecasted quantity is not enough.

The replenishment dashboard, accessible by navigating to Inventory app ‣ Operations ‣ Replenishment, considers sales order deadlines, forecasted stock levels, and vendor lead times. It displays needs only when it is time to reorder items, thanks to the To Reorder filter.

Hacer clic en el botón Ordenar una vez en el tablero de reabastecimiento para reabastecer las existencias.

Ruta preferida

Odoo allows for multiple routes to be selected as replenishment methods under the Inventory tab on each product form. For instance, it is possible to select both Buy and Manufacture, indicating to Odoo that the product can be bought or manufactured.

Odoo también permite que los usuarios establezcan una ruta preferida como regla de reordenamiento de un producto. Esta es la ruta predeterminada de la regla en caso de que hayan varias seleccionadas. Para seleccionar una ruta preferida, vaya a Inventario ‣ Configuración ‣ Reglas de reordenamiento o a Inventario ‣ Operaciones ‣ Reabastecimiento.

Haga clic dentro de la columna en la fila de una regla de reordenamiento, aparecerá un menú desplegable con todas las rutas disponibles para esa regla. Seleccione una para establecerla como ruta preferida.

Establecer una ruta preferida desde el menú desplegable

Importante

Si se activan varias rutas para un producto pero no se establece ninguna ruta preferida para su regla de reordenamiento, el producto se reordena utilizando la ruta seleccionada que aparece en primer lugar en la pestaña Inventario del formulario del producto.

Advanced uses

Pairing Preferred Route with one of the following fields on the replenishment report unlocks advanced configurations of reordering rules. Consider the following:

  • Vendor: When the selected Preferred Route is Buy, setting the Vendor field to one of the multiple vendors on the vendor pricelist indicates to Odoo that the vendor is automatically populated on RFQs when a reordering rule triggers the creation of a purchase order.

  • Bill of Materials: When the Preferred Route is set to Manufacture, and there are multiple BoMs in use, specifying the desired BoM in the replenishment report, draft manufacturing orders are created with this BoM in use.

  • Procurement Group: This is a way to group related POs or MOs that are tied to fulfilling a specific demand, like an SO or a project. It helps organize and track which orders are linked to a particular demand.

    Nota

    Procurement groups link replenishment methods to demand, enabling smart buttons to appear when using the MTO route.

    Showing smart button to PO.

    Sales order (demand) with a linked purchase order (replenishment method).

    In the context of reordering rules:

    • Reordering rules do not automatically assign a procurement group, which is why there are no smart buttons that link SOs to POs, unlike the MTO route.

    • To enable smart buttons for products replenished by reordering rules (not MTO), with specific quantities linked to specific demands (e.g. SOs), assign a procurement group.

    • Without a procurement group, demands for the same product can be combined into a single RFQ, even if the reordering rule is executed multiple times for those demands. This allows for more efficient procurement by consolidating demands into fewer orders.

    Selecting a procurement group in the Procurement Group field on the replenishment report ensures that all linked orders are grouped under the same demand, based on the defined route.

    Exercise

    How can you set the Procurement Group, Vendor, and Preferred Route fields on the replenishment report to generate a single RFQ for five different products in sales order SO35, given they share the same vendor, Azure Interior, and ensure other demands for these products are handled separately?

    1. Set the Procurement Group to SO35, in the reordering rule for all five products. This groups the demands for SO35 in the same RFQ or MO.

    2. Set the Vendor to Azure Interior to ensure the RFQ is created for the same supplier.

    3. Set the Preferred Route to Buy to generate an RFQ.

    4. Click the Order Once button to generate a single RFQ for the five products tied to SO35.

    After placing the order, remove SO35 from the Procurement Group field of the five products” reordering rules. This ensures future demands for these products are managed separately and assigned to different RFQs (the usual behavior).

Just-in-time logic

Just-in-time logic in Odoo minimizes storage costs by placing orders precisely to meet deadlines. This is achieved using the forecasted date, which determines when replenishment is necessary to avoid overstocking.

The forecasted date is the earliest possible date to receive a product if the replenishment process starts immediately. It is calculated by summing the lead times linked to the replenishment process, such as vendor lead times and purchasing delays for purchases, or manufacturing lead times for production. Both automatic and manual reordering rules work this way.

Example

For a product with a 5-day total lead time and a sales order delivery date in 10 days, Odoo waits 5 days to place the order, ensuring it arrives just in time for delivery.

Important considerations:

  • If this feels risky, consider adding buffer time or adjusting lead times for more flexibility.

  • While lead times and just-in-time logic provide additional control, reordering rules work perfectly fine without them. Keeping delivery dates on sales orders as their creation date ensures purchases are immediately triggered when needed

Forecasted date and To Order quantity

To view the forecasted date, go to the replenishment report and click the (info) icon for the desired reordering rule. The Replenishment Information pop-up window displays the Forecasted Date and various lead times.

The forecasted date is the total time needed to procure a product in Odoo. It is calculated by summing the lead times linked to the product’s replenishment process. The total of these lead times, added to the current date, determines when Odoo checks for demanded stock.

Importante

The forecasted date is the earliest possible date the customer can receive the product if the replenishment process began right now. It is calculated by adding all lead times related to the product to the current date.

Example

A manual reordering rule is set up with no minimum or maximum quantities.

  • Vendor lead time is 4 days, the purchase security lead time is 1 day, and the days to purchase is 2 days.

  • Today’s date is November 26.

  • These add up to 7 days, making the forecasted date, December 3rd.

A confirmed SO for 5 units has a delivery date of December 3rd (7 days from today). This demand will appear on the replenishment report today, in the To Order field.

However, if the delivery date were later than December 3rd, it would not yet appear on the report. Odoo only displays quantities to replenish when they fall within the forecasted date window, ensuring orders are placed precisely when needed.

Show forecasted date in Odoo.

The just-in-time logic ensures replenishment happens only when it’s necessary for the forecasted date’s demand, helping avoid overstocking.

For example:

  • If the forecasted quantity drops below the minimum on the forecasted date, replenishment must begin immediately to avoid shortages.

  • If the quantity drops below the minimum after the forecasted date, replenishment can wait.

The To Order quantity is the total demand on the forecasted date.

By timing purchase orders based on the combined lead times, Odoo optimizes stock levels, keeping inventory minimal while ensuring future requirements are ordered at the last possible moment—strategic procrastination without the stress!

Common confusion about forecasted quantities

SOs due after the Forecasted Date are not accounted for in the Forecast quantities of the reordering rule.

They are, however, accounted for on the forecasted report that is opened by clicking the (graph) icon on the replenishment report, as this one represents the long-term forecasted quantity.

Example

Forecast and To Order quantities is zero.

Continuing the above example, when the sales order’s deadline is adjusted to December 4th, the Forecast and To Order quantities are zero.

Show forecasted report.

Opening the Forecasted Report shows the Forecasted units is 5.00.

Días de visibilidad

Visibility days enable the ability to determine if additional quantities should be added to the planned replenishment. Odoo checks if forecasted stock on the forecasted date will drop below the minimum in the reordering rule. Only if it is time to reorder, visibility days check additional future demand by the specified number of days.

This feature helps consolidate orders by grouping immediate and near-future needs, reducing transport costs and enabling supplier discounts for larger orders.

To set visibility days to incorporate orders for a specified number of days in the future, navigate to Inventory app ‣ Operations ‣ Replenishment, or by clicking the Reordering Rules smart button from the product form.

Next, enable the Visibility Days field by clicking the (adjust) icon to the far right and choosing the feature from the drop-down menu. Then, enter the desired visibility days.

Importante

The forecasted date is never pushed forward or extended; Odoo only checks the extra visibility days if the stock falls below the minimum threshold on the forecasted date.

Example where visibility days is triggered

A product shipped from Asia has a combined vendor lead time of 30 days and a shipping cost of $100 (including landed costs and tariffs).

  • November 4: Current date. The forecasted date is December 4 (30 days later).

  • SO 1: Requires the product by Dec 4. Odoo places the order today, costing $100.

  • SO 2: Requires the product by Dec 19. Normally, Odoo would order on Nov 19, costing an additional $100.

  • SO 3: Requires the product by Dec 25. Normally, Odoo would order on Nov 25, costing another $100.

Ordering separately for these sales orders totals $300 in shipping costs.

Show forecasted date visualization.

Setting Visibility Days to 20.0 allows Odoo to «look ahead» 20 days from December 4 (SO 1’s forecasted date) to December 24.

  • It groups SO 2’s order with SO 1, reducing shipping costs by consolidating orders.

  • SO 3, which is due on Dec 25, is one day late and is not grouped with the other two orders.

Visibility days visualization.

Counterexample where visibility days is not triggered

Considering the example above, if SO 1 does not exist, then:

  • November 4: Current date. The forecasted date is December 4 (30 days later).

  • November 5: The forecasted date shifts to December 5.

  • SO 2: Requires the product by December 19. Odoo will only trigger the order on November 19, meaning the user will not see a replenishment notification until then.

This shows that visibility days complement just-in-time logic by optimizing it to balance replenishment costs more effectively.

Example where the visibility days does not trigger.