Reordering rules

Reordering rules automate product replenishment based on defined stock thresholds.

• Minimum Quantity: The lowest stock level before replenishment is triggered.
• Maximum Quantity: The target stock level after replenishment.

When stock falls below the minimum:

• If the Buy route is set, Odoo generates a Request for Quotation (RFQ).
• If the Manufacture route is set, Odoo creates a Manufacturing Order (MO).

Setting Up Reordering Rules

Step 1: Product Type Configuration

1. Go to Inventory → Products → Products.
2. Create or select a product.
3. Under General Information:
   • Set Product Type to Goods.
   • Enable Track Inventory.

Step 2: Choose a Replenishment Method

• If Purchased:
  • Install the Purchase app.
  • Enable Purchase on the product form.
  • Add at least one vendor in the Purchase tab.
  • Under Inventory → Routes, check Buy.
• If Manufactured:
  • Install the Manufacturing app.
  • Enable Manufacture in Routes.
  • Ensure at least one Bill of Materials (BoM) exists.

Step 3: Create the Reordering Rule

1. Navigate to Inventory → Operations → Replenishment.
2. Click New and fill in:
   • Product
   • Location
   • Min / Max Quantity
   • Multiple Quantity (if ordering in fixed multiples)

You can also create rules from the Reordering Rules smart button on the product form.

The Special 0/0/1 Rule

The 0/0/1 rule replenishes stock on demand without keeping it on-hand:

• Min = 0
• Max = 0
• To Order = 1

Unlike the Make to Order (MTO) route, 0/0/1 replenishment is not tied to a specific Sales Order (SO).

Example:
A SO for 1 unit triggers a PO for 1 unit. Once received, stock returns to 0 but is available for any order.

Trigger Types

A rule’s Trigger can be set to:

• Auto: Automatically generates POs/MOs when forecasted stock falls below Min.