Odoo Replenish on Order: A Comprehensive Guide

Odoo Replenish on Order is a feature that automatically generates purchase orders for products that are running low in stock. This feature helps businesses avoid stockouts and overstocking, ensuring they always have the right products on hand.

To use Odoo Replenish on Order, you need to set up a minimum stock level for each product. This level can be adjusted based on sales history and other factors.

Odoo Replenish on Order can be configured to automatically generate purchase orders when the stock level falls below the minimum threshold. This ensures that products are reordered before they run out of stock.

The feature also allows you to set up a safety stock level to account for any unexpected changes in demand.

Related reading: What Is a Purchase Order

To set up replenishment in Odoo, you'll need to configure your warehouses and products properly. First, ensure the Multi-Step Routes setting is enabled by navigating to Inventory ‣ Configuration ‣ Settings and checking the box under the Warehouse tab.

This will provide additional configuration options when creating a second warehouse that are needed for inter-warehouse replenishment. By default, Odoo comes with a main warehouse already configured.

To create an additional warehouse, select Configuration ‣ Warehouses ‣ Create from the Inventory module. Choose a name for the warehouse that is not already being used, such as "AlternativeWarehouse", and a short name like "ALT_WH".

Here's a summary of the warehouse settings:

Once you've created the warehouse, you'll need to configure the products for inter-warehouse replenishment. Navigate to Inventory ‣ Products ‣ Products and select an existing product or create a new one if necessary.

On the product form, go to the Inventory tab and enable the checkbox for X: Supply Product from Y, with X being the warehouse receiving the transferred products and Y being the warehouse that products are transferred from.

To activate the Make to Order (MTO) route in Odoo, you need to follow a few steps. Go to Inventory ‣ Configuration ‣ Routes, click on Filters ‣ Archived to show archived routes, and select the checkbox next to Replenish on Order (MTO), then click on Action ‣ Unarchive.

The MTO route is designed to maintain a just-in-time inventory strategy, where products are produced or procured precisely when there’s customer demand. This helps you optimize inventory and reduce carrying costs.

To configure a product to use the MTO route, go to Inventory ‣ Products ‣ Products, select an existing product, or click Create to configure a new one. On the product page, select the Inventory tab and enable the Replenish on Order (MTO) route in the Routes section, along with one other route.

If the product is purchased from a vendor to fulfill sales orders, enable the Can be Purchased checkbox under the product name. This makes the Purchase tab appear alongside the other settings tabs below. Select the Purchase tab and specify a Vendor and the Price they sell the product for.

Here's a summary of the steps to configure a product to use the MTO route:

If the product is manufactured, make sure that it has a bill of materials (BOM) configured for it. To do so, click the Bill of Materials smart button at the top of the screen, then click Create on the Bill of Materials page to configure a new BOM for the product.

The Replenish on Order (MTO) route does not work unless another route is selected as well. This is because Odoo needs to know how to replenish the product when an order is placed for it (buy it, manufacture it, etc.).

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Replenishment is a powerful feature of the Odoo Platform Inventory module.

This feature helps determine the effectiveness of your supply chain's flow of commodities.

Odoo replenishment is one of the inventory application's most cutting-edge capabilities for effective inventory management.

It's a game-changer for businesses that want to streamline their inventory processes and reduce stockouts.

The effectiveness of replenishment can be determined through the Odoo Platform Inventory module.

Choosing a replenishment strategy is a crucial step in implementing Odoo's replenish on order feature. There are two methods for restocking inventory in Odoo: Reordering Rules and the Make to Order (MTO) route.

Both methods automate the production of a purchase or manufacture order, but the best approach depends on the company's manufacturing and distribution procedures.

Reordering Rules allow for a more straightforward and automated replenishment process, while MTO offers more flexibility in managing production and inventory levels.

Ultimately, the choice between Reordering Rules and MTO will depend on the company's specific needs and operations.

To configure replenishment rules in Odoo, you need to have a vendor or bill of materials specified on the product form, and the product type set to Storable Product. This is crucial because consumable products cannot be included in stock valuation.

Before adding a new reordering rule, make sure the product has a vendor or bill of materials specified. To create a new reordering rule from the replenishment report, go to Inventory > Operations > Replenishment and click Create. Set the Product, minimum and maximum quantity, and Save.

Here's a quick rundown of the steps to create a new reordering rule from the product form:

To unarchive the Replenish on Order (MTO) route, navigate to Inventory ‣ Configuration ‣ Routes. This is where you'll find all the routes set up for your warehouse.

By default, Odoo sets the MTO route as archived, so you'll need to click the Filters button and select the Archived option to see it. This shows all routes that are currently archived.

Enable the checkbox next to Replenish on Order (MTO), then click the Action button to reveal a drop-down menu. From the drop-down menu, select Unarchive.

Once you've unarchived the route, remove the Archived filter from the Search… bar. The Routes page will now show all available routes, including Replenish on Order (MTO), which is now selectable on the inventory tab of each product page.

To configure a product for replenishment, start by going to Inventory ‣ Products ‣ Products, then select an existing product or click Create to configure a new one. This is where the magic happens, and you get to set up your product for success.

First, select the Inventory tab and enable the Replenish on Order (MTO) route in the Routes section, along with one other route. This is a crucial step, as the MTO route won't work unless another route is selected as well.

If the product is purchased from a vendor to fulfill sales orders, enable the Can be Purchased checkbox under the product name. This will make the Purchase tab appear, where you can specify a Vendor and the Price they sell the product for.

To manufacture a product, make sure it has a bill of materials (BOM) configured for it. Click the Bill of Materials smart button at the top of the screen, then click Create on the Bill of Materials page to configure a new BOM for the product.

Here's a summary of the essential steps to configure a product:

By following these steps, you'll be well on your way to configuring your product for replenishment and setting yourself up for success.

To configure a product to use the Make to Order (MTO) route in Odoo, you need to enable it in the Routes section on the product page. This involves selecting the Replenish on Order (MTO) route, along with one other route.

To enable the MTO route, go to Inventory ‣ Products ‣ Products, select an existing product or click Create to configure a new one, and then select the Inventory tab. From there, enable the Replenish on Order (MTO) route in the Routes section.

If the product is purchased from a vendor, enable the Can be Purchased checkbox and specify a Vendor and the Price they sell the product for. If the product is manufactured, make sure it has a bill of materials (BOM) configured for it.

Here's a summary of the steps to follow:

To configure Make to Order (MTO) in Odoo, you need to enable the Replenish on Order (MTO) route for a product. This can be done by going to the Inventory tab on the product page and enabling the MTO route in the Routes section, along with one other route.

Selecting the product Acoustic Bloc Screens as an example, you can follow these steps to enable the MTO route. The product page is where you'll find the Inventory tab.

Enabling the MTO route triggers the automatic creation of replenishment orders upon sales order confirmation, regardless of existing stock levels. This approach is designed to maintain a just-in-time inventory strategy.

To specify the vendor and price for the product, go to the Purchase tab and select the vendor and price they sell the product for. This information is crucial for the MTO process to work correctly.

To activate the Make to Order (MTO) route in Odoo, you'll need to follow these steps.

First, go to Inventory ‣ Configuration ‣ Settings ‣ Warehouse. Then, activate the Multi-Step Routes setting and click Save.

This will also enable the Storage Locations setting, which you may not need for your warehouse. To disable it, go back to the same settings.

Next, go to Inventory ‣ Configuration ‣ Routes and click on Filters ‣ Archived to show archived routes. Select the checkbox next to Replenish on Order (MTO), and click on Action ‣ Unarchive.

Here's an interesting read: Configuration Odoo

Now that the MTO route is active, you can set a product's procurement route to MTO. To do this, go to Inventory > Products > Products, click on a product to view the product form, then click Edit.

On the product form, select Replenish on Order under the Routes choices on the Inventory tab (MTO). Make sure the Buy route is chosen in addition to the MTO route for products that are purchased directly from a vendor.

To configure warehouses for inter-warehouse replenishment, you need to enable the Multi-Step Routes setting in Inventory ‣ Configuration ‣ Settings. This will provide additional configuration options when creating a second warehouse.

Odoo comes with a main warehouse already configured, but you can create an additional warehouse from the Inventory module by selecting Configuration ‣ Warehouses ‣ Create. Choose a name for the warehouse that is not already being used, such as "AlternativeWarehouse".

The new warehouse will have a Resupply From field, where you need to check the box next to the warehouse that will be used to resupply it. For example, if you have an outgoing warehouse titled "San Francisco", you would check the box next to "San Francisco 2" as the resupply warehouse.

Here's a summary of the warehouse configuration:

To set up inter-warehouse warehouses, you need to enable the Multi-Step Routes setting. This can be done by navigating to Inventory ‣ Configuration ‣ Settings and checking the box under the Warehouse tab.

Odoo comes with a main warehouse already configured, but you can create additional warehouses from the Inventory module by selecting Configuration ‣ Warehouses ‣ Create.

To create a new warehouse, choose a name that is not already being used for another warehouse, such as "AlternativeWarehouse". You should also choose a short name, like "ALT_WH", which will be used to identify the warehouse.

Click Save to create the new warehouse, and a Resupply From field will appear on the warehouse’s form.

You'll need to check the box next to the warehouse that will be used to resupply the new warehouse. For example, if you're setting up a warehouse to receive products from another warehouse, you would check the box next to the outgoing warehouse, such as "San Francisco".

Setting up products for cross-warehouse storage involves more than just moving products from one warehouse to another. It requires proper configuration of the products themselves.

To enable products to be transferred between warehouses, navigate to the Inventory tab and enable the checkbox for X: Supply Product from Y, with X being the warehouse receiving the transferred products and Y being the warehouse that products are transferred from.

This simple step ensures that products can be properly tracked and transferred between warehouses. It's a crucial part of any warehouse management system.

To automate the process of replenishing one warehouse from another, you can use reordering rules. These rules allow you to set triggers for when a product should be replenished and how much should be replenished.

Here's a breakdown of the key settings for reordering rules:

By setting up these rules, you can automate the process of replenishing products between warehouses and ensure that your inventory is always up to date.

In Odoo, replenishing a warehouse from another is a straightforward process that can be initiated from the Inventory module.

To start, select the product that needs to be replenished from the Products page. Click the Replenish button on the top left and fill out the pop-up form with the required details.

The Quantity field should be filled with the number of units that will be sent to the replenished warehouse. The Scheduled Date field should indicate the date when the replenishment is scheduled to take place.

Broaden your view: Odoo Scheduled Actions

The Warehouse field should be set to the warehouse that needs to be replenished. When selecting the Preferred Routes option, choose X:SupplyProductfromY, with X being the warehouse to be replenished and Y being the warehouse that the product will be transferred from.

Clicking Confirm will create a delivery order for the outgoing warehouse and a receipt for the incoming warehouse. This is just the first step in the replenishment process.

To process the delivery order, select the delivery order created for the replenishment from the Delivery Orders card on the Inventory dashboard. On the delivery order page, click the Check Availability button to reserve the quantity of the product to be transferred.

Once the delivery has been dispatched, click the Validate button to register the quantities shipped. Processing delivery orders and receipts can require between one and three steps, depending on the configuration settings.

Here is a step-by-step guide to processing the receipt:

1. Return to the Inventory dashboard and select the receipt created for the replenishment from the Receipts card.

2. On the receipt page, click the Validate button to register the quantities received.

After processing the receipt, the products transferred will now appear in the inventory of the incoming warehouse.

Expand your knowledge: Delivery Order

To automate the process of replenishing one warehouse from another, you can use reordering rules.

The first step is to navigate to the Inventory module and choose the product that will be replenished.

Select the Reordering Rules smart button at the top of the form, and then click Create to configure the form.

You'll need to specify the Location, which is the incoming warehouse that will be replenished when triggered.

Set the Min Quantity, which is the number at which the quantity on hand at the incoming warehouse falls below and triggers the reordering rule.

Specify the Max Quantity, which is the maximum quantity of the product that will be replenished at the incoming warehouse.

You can also choose to replenish the product in batches of a certain quantity, known as Multiple Quantity.

Finally, select the Unit of Measure (UoM) used for reordering the product, such as Units or a specific unit of measurement.

Consider reading: Economic Order Quantity

Finish by clicking Save and the reordering rule will be created.

The scheduler will automatically run each day and create a transfer for each reordering rule that has been triggered.

To manually trigger reordering rules, start from the Inventory module and select Operation ‣ Run Scheduler, then click the green Run Scheduler button.

After the scheduler runs, a delivery order and receipt will be created for the outgoing and incoming warehouses, respectively.

Both the delivery order and receipt should be processed using the same method as detailed above.

Here's a summary of the key settings for creating a reordering rule: