Mastering Reordering Rules in Odoo 16: Never run out of stock again!

May 17, 2023 | Odoo, Odoo, Odoo, Odoo

Maintaining optimal stock levels is a key factor in efficient inventory management. For certain products, ensuring a minimum quantity on hand is essential to sustain smooth operations. By automating the reordering process, businesses can effortlessly generate purchase orders when stock levels fall below predefined thresholds. Say goodbye to stock shortages and the burden of manual reordering!

In this blog article, we will dive into the key benefits of Odoo’s Reordering Rules, uncover expert hacks on how to maximize their potential beyond stock replenishment and provide a step-by-step guide to help you set them up yourself. Get ready to unlock efficiency and take your stock management to new heights with Odoo’s Automated Reordering Rules.

Automated Reordering for Critical Stock Items – Keep Your Operations Running Without Interruption

In today’s competitive business landscape, maintaining a steady supply of critical stock items is paramount. With the automated reordering rules in Odoo, companies can rest easy, knowing that they will never run out of crucial raw materials or spare parts. By setting up these rules, businesses ensure uninterrupted production, eliminating costly disruptions and delays.

Reordering Based on Sales Trends – Stay Ahead of Changing Demand Patterns

Adapting to fluctuating customer demand is essential for success. Odoo’s Reordering Rules feature empowers companies to automate their procurement process based on historical sales data. By analyzing sales trends, businesses can adjust their inventory levels in real-time, minimizing the risk of overstocking or stock shortages. Stay ahead of the game and optimize your inventory management with this powerful feature.

Vendor-Specific Reordering Rules – Tailored Solutions for Efficient Supply Chain Management

Every supplier is unique, and so are their ordering requirements. Odoo allows companies to create vendor-specific reordering rules, enabling them to set different parameters for each supplier. By doing so, businesses can order the precise quantities needed from each vendor, reducing the risk of overstocking while minimizing supply chain costs. Take control of your procurement process and streamline your operations with vendor-specific reordering rules.

Expert Hacks: Unleashing the Full Potential of Odoo’s Reordering Rules

Reordering Rules in Odoo are capable of much more than just stock replenishment. With the following expert hacks you can unlock a world of possibilities, to boost your inventory management even further.

Forecasting Demand: Anticipating the Future

Reordering Rules can be your secret weapon for forecasting demand accurately. By leveraging historical sales data or forecasted demand, you can set reordering rules to ensure sufficient stock availability to meet future demand. Embrace data-driven decision-making and optimize your inventory management with confidence.

Automated Procurement: Streamlining the Procurement Process

Take advantage of Reordering Rules to automate the procurement process. Set lead time and supplier delivery schedules to automatically create procurement orders for products. Say goodbye to manual procurement efforts and embrace streamlined operations that save time and increase efficiency.

Safety Stock Management: Ensuring Continuity

Reordering Rules offer a powerful solution for maintaining safety stock levels. By setting minimum stock thresholds, you can proactively mitigate the risk of stockouts. Ensure uninterrupted operations and safeguard against unexpected fluctuations in demand. With Reordering Rules, you’re always one step ahead.

Streamlining Operations: Empower Your Team for Higher Productivity

Reordering Rules not only automate processes but also unlock valuable time for your team. By reducing manual effort, your team can focus on higher-value tasks, improving overall efficiency. Embrace the streamlined operations and witness the transformative power of Reordering Rules.

Step-by-Step Guide: Setting up Reordering Rules in Odoo 16

1. Configure your products for reordering

Before adding a reordering rule to products, they need to be configured in a specific  manner.

To do this, follow these steps:

  1. Go to the Inventory, Manufacturing, Purchase, or Sales module.
  2. Navigate to Products and click on Products.
  3. Click on Create to make a new product. Alternatively, find an existing product in the database and click on it to access its product form.

Once you are on the product form, do the following:

  1. Enable reordering by checking the “Can be Purchased” option located below the Product Name field.
  2. Finally, set the Product Type to “Storable Product” under the General Information tab.

2. Add a reordering rule to a product

To add a reordering rule to a product, follow these steps:

  1. Once your your product is configured correctly, you will now see a tab called “Reordering Rules” at the top. Click on it.

 2. On the Reordering Rules dashboard, click on “Create” to add a new rule.

3. Configure the reordering rule by defining the following fields:

  • Location“: Specify where the ordered quantities should be stored once they are received and entered into stock.
  • Min Quantity“: Set the minimum threshold for the reordering rule.
  • Max Quantity“: Set the maximum threshold. If the stock on hand falls below the minimum quantity, a purchase order will be created to replenish it up to the maximum quantity.

Example: If Min Quantity is set to 5 and Max Quantity is set to 25, and the stock on hand falls to four, a purchase order will be created for 21 units of the product.

  • Multiple Quantity“: Configure this if you want products to be ordered in batches of a certain quantity. Depending on the number entered, a purchase order may exceed the Max Quantity.

Example: If Max Quantity is set to 100, but Multiple Quantity is set to order the product in batches of 200, a purchase order will be created for 200 units of the product.

  • UoM” (Unit of Measure): Specify the unit of measurement for ordering the quantity. For discrete products, set it to “Units.” For non-discrete products like water or bricks, you can set it to units of measurement like Volume or Weight.

These steps will help you add a reordering rule to a product, enabling automatic generation of purchase orders based on the defined thresholds and configurations.

3. Managing reordering rules

To manage reordering rules, you have two options based on your needs:

  1. Managing reordering rules for a single product:

  2. Go to the specific product page and access its form.
  3. Look for the Reordering Rules tab at the top of the form.
  4. Click on the Reordering Rules tab to view and manage the reordering rules associated with that product.

2. Managing reordering rules for all products:

  1. Go to the Inventory module and access the Configuration section.
  2. Look for Reordering Rules and click on it.
  3. This will take you to a dashboard where you can manage all the reordering rules for every product.
  4. On this dashboard, you can perform bulk actions such as exporting data or archiving unnecessary rules.
  5. Additionally, you can use filters, group by options, or the triple-dotted menu to search for specific reordering rules or organize them according to your preferences.

By following these steps, you can easily manage reordering rules either for a single product or across all products, depending on your requirements.

Congratulations! You have successfully set up a Reordering Rule in Odoo 16. From now on, whenever the stock level of the selected product falls below the defined minimum threshold, automated purchase orders will be triggered, ensuring a seamless replenishment process.

Still got Questions? Set up your Odoo for success with expert support!

Are you ready to take your inventory management to the next level? Our team of Odoo experts is here to support you. Whether you need assistance with setting up Reordering Rules, optimizing your workflows, or discussing your unique Odoo project, we have the knowledge and expertise to guide you. Don’t hesitate to get in touch with our Odoo experts today. Contact us to schedule a consultation and discover how we can tailor Odoo to meet your specific business needs. Unlock the full potential of Odoo with our dedicated support!

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