Automatic Reordering Rule in Odoo 17 Inventory | Odoo 17 Inventory Tutorials

hey everyone welcome back in this video we are going to discuss about automatic reordering rule in AO 17 inventory module so automatic reordering rule is a mechanism that triggers the restocking of the product whenever the product Falls below the predefined quantity this helps the business to keep an optimal stock in their inventory also this helps to reduce the out of stock of the items in the inventory and this also helps in smooth fulfillment of the sales order so let's see how can we manage with the automatic reordering rule in Odo 17 inventory module so here

we're going to deal with the automatic reordering rule for the product B and to manage with the automatic reordering rule ensure that you have designated the proper vendor under the purchase Tab and here you can find the vendor as M with the price of three uh for the product as well as a delivery lead time will be one and that's a very short lead time to deliver the item to the customer now um You can just set the reordering rule for the product so under uh this you can see that the onand quantity is currently

14 so we have um a small quantity of the item in the warehouse but we need to set a reordering rule so the reordering rule will be setting for the purpose that here we will be uh defining a rule like we will preset the quantity that to be in our stock so whenever the quantity Falls below this rule the purchase order will be triggering um so here you can see that the onand quantity is set to 14 as we have an on hand quantity of 14 there is a possibility to get uh order for 14

quantity so that you can see that uh the forecasted quantity also will be set to 40 as we are going to perform the automatic reordering rule you can set the trigger as AO and here we are going to set the rule accordingly like we must have 20 quantity at least not at least at minimum in our warehouse so whenever the quantity Falls below 20 then the automatic reordering rule happens now here you can see that we have just said the maximum quantity is 50 so if you're setting the maximum quantity we do not exceed the

stock in the warehouse so we need a maximum of stock with 50 quantity and here you can see that the two order will be set to 36 this is because um we can just have a calculation to consider the two order the maximum quantity is 50 and the forecasted quantity is uh 40 so when you just subtract 50 minus 14 this would give you 36 as the two order so the maximum I mean now we just only need to consider 36 quantity to just keep in the stock to reach uh the qu maximum quantity of

50 now here you can see a button uh or the field called um multiple quantity so multiple quantity ensures that the order brings stock level up to the maximum quantity or least which means at least closer to it so here you can see that I'm going to set uh the multiple quantity as eight so in this case when you just set the multiple quantity as eight the two order will be changing to 40 this is because we know the maximum quantity is 50 and the onand quantity is 40 and we will be getting 36 actually

as the two order before sitting the multiple quantity and here we can see that uh 36 is not a multiple of 8 and when you just multiply 8 into 1 you will get 8 quantity to that to be stopped in your Warehouse when you just consider 8 into two uh that would give you 16 so uh yeah that won't reach the the minimum level of quantity that to be stopped and then you just consider 8 3 are 24 um 8 4S are 32 then um 32 is just lower than that of 36 so uh we

know we haven't made the uh rule to just set the quantity in our warehouse so we need just consider 8 5 are 40 so in this case uh this is closer to 36 and um yeah not below the quantity of 36 that uh uh to order the item so in such cases we will just take the quantity that is closer to two order so when we use the multiple quantities and we will consider 40 as a two order by considering 8 F 40 will be the quantity now uh we know uh we would just off

stock um certain quantity and that has shown over here now here we are going to just create a sale order for the customer and let's check how the automatic reordering rule is going to happen so before that uh under the operation tab we uh can just perform the ren scheduler so to manage with the ren Shuler we have to first enable the developer mode so go to the uh Settings app of oo platform where you can just enable the um yeah our rule I mean automatic reordering rule so if you want to just m rent

the automatic reordering rule you can just click on uh rent scheduler so here I need to just activate the developer mode to just uh deal with the ren scheduler now let's move on to the inventory module and under the operation tab you can find the ren scheduler so um I don't need to manually do any interventions over here and I'll be moving to the sales module to manage with the automatic reordering rule so we know automatic reordering rule is processed as um a customer customer places order um above or which exceeds the exceeds the stock

that is available in the warehouse so uh you can just click on new and here you can choose a customer so dect uh we know here the frequent customer who would like to purchase the Bo and U till 14 quties we know the product will be available so let me show you that as I just chose a uh product quantity as 14 you can see the product is a available in the warehouse and uh you can see that and let's change the uh quantity to be 18 or let's set the quantity to be okay just

20 so here you can see that as we just set the quantity to be 20 we don't have sufficient quantity we have uh 14 in our stock and we need six more quantity so here you can see the available quantity as well as the forecasted quantity and and uh when you just move on uh to this view forecast you can see from where uh this forecasted inventory has taken and from which quotation the demand has created and uh the forecasted pending orders will be also shown here now let's go to the uh quotation that we

are dealing with and let's confirm the order as we just confirm the order uh we cannot just deliver the item because we don't have sufficient quantity you can see that the product availability which will be set to not available because the demanded quantity is 20 and the quantity that is available in our warehouse will be just parted and we know as we have just uh performing with the automatic reordering rule a Po's order will be created against the vendor for Benny so as you just move on to the purchase module um here you would be

able to find that a purchase order is automatically triggered here which means the ren Shuler the tool has just processed and you can see the total quantity that we require will be 56 and the unit price is shown here and here uh under the other info you can see uh the source document and everything so let's uh move on and um so as you just move on to the forecasted uh quantities you can find the reserved quantity is 14 that is the quantity that we have uh already in our warehouse and the not available quantity

is minus 6 because we have just received an order from decoct for 20 quantity of uh uh the bottle and as we have reserved quantities of 140 um we can just uh subtract uh like the order demand is for 20 quantity and you can just subtract uh the reserved quantity that would give the not available quantity as minus 6 as uh we are not having the the um sufficient quantity of that is the six quantity you can see that the forecasted inventory will be set to minus 6 and um here you can see the request

for quotation will be 56 and uh the forecasted with painting will be 50 so alog together you can find that the request for quotation is uh 56 and that is shown over here now let's confirm the order and um we can just res with the product in our stock so you can just click on validate and when you just uh consider the product here you would be able to find currently we have um yeah 70 quantity in the stock and um now we can just perform the sale order because we have sufficient quantity in our

stock so for that you can just move on to the sales module and in the sales module you can just choose the uh yeah sale order that you are dealing with so as you just want to the delivery tab you would be able to find that the product is currently available and now let's validate the process so we can just confirm the delivery operation through an SMS and we have just 10 with the delivery so this is how we manage with the automatic reordering rule in Odo 17 I hope this video clarifies the explanation of

um automatic reordering rule in Odo 17 inventory module so if you want to get any U customization or you require any uh topics regarding oo feel free to contact team C roses so hope this concept is clear thank you for watching the [Music] video