Inventory : Operations: Replenishment
This document covers how to use the Replenishment feature in the Inventory application of Odoo 13.
Good to Know!
Replenishment Rule vs. Reordering Rule
These rules are very similar, with a few key differences.
A Reordering Rule uses the route set on the product and is triggered automatically when product on-hand reaches the Minimum Quantity on the rule.
A Replenishment Rule can use any route you choose and must be triggered manually through the Replenishment view.
In order for Replenishment Rules to apply correctly, your products should be configured with the correct Routes, Vendors, and/or Bills of Materials, where they apply.
To replenish a product, you can use an existing Replenishment Rule, or Create a new rule. Having multiple rules for one product is useful if that product can be procured in different ways.
Let's take a look at our Chocolate Dipped Strawberries. Here we can see we have a negative forecast - this tells us we need to get more product in right away. Since there is no Reordering Rule in place, we know Odoo will not be procuring the product automatically and that we'll need to do it manually.
Finally, because we have 1 Bill of Materials and the Route is "Buy," we can deduce that this is a subcontracted product, but let's verify that!
Under the Purchase tab, we see that we do, indeed, have a Subcontractor listed; however, we also show two vendors that can sell us this product as well.
Good to Know!
Qty 0.00 Reording Rules
As soon as the Replenishment page is loaded, Odoo will create lines for products that meet the filter criteria. In doing this, that line is also represented on the product template as a Reordering Rule with 0.00 Quantities in the Min and Max fields. This Reordering Rule will not, however, actually run, as the replenishment rule that created it is still set to manual.
Our Subcontractor told us they can only produce 25 dozen of the 55 we need before the deadline. This means we'll need to order the remaining 30 from a vendor. This is no problem - Replenishments makes it very simple.
First, we'll use the ellipses menu to expose the Vendor column.
In this column, we'll need to select values for a few fields:
Preferred Route: Buy, because we're using a Subcontractor.
Vendor: Berry-o-Rama, the Subcontractor to manufacture this product.
To Order: 25, the number the Subcontractor indicated they could create to meet the deadline.
Next, click Order Once.
You'll see a notification on top-right that a Purchase Order has been created. Click the the ID shown to see that PO.
From the Purchase Order, click Confirm Order.
Navigate back to the Inventory app, then go to Operations > Replenishment. Now we see both rules for Chocolate Covered Strawberries: the empty rule, and the Subcontractor rule. Click the Vendor field on the empty rule and select a vendor to purchase the remaining product from. Notice the To Order field is pre-populated with the updated product demand.
To create a PO for the remaining quantity, click ORDER ONCE.
We'll then follow the same steps to confirm the PO created. If we revisit the Replenishments page, our Chocolate Dipped Strawberries will no longer be listed because there is no longer a negative forecast.
Good to Know!
The Automate Orders button converts a Replenishment Rule into a Reordering Rule by transferring the field values and setting the Trigger to Auto. This will also immediatly create a Purchase or Manufacturing order, depending on the route.
Note that if you leave the quantities at 0.00 and click this button, the product will be replenished each time the Quantity On Hand dips below 0.00.