{"id":32659,"date":"2025-11-17T09:17:47","date_gmt":"2025-11-17T09:17:47","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=32659"},"modified":"2025-11-28T12:23:46","modified_gmt":"2025-11-28T12:23:46","slug":"purchase-order-is-triggered-by-an-automatically-reordering-rule-in-odoo","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/purchase\/purchase-order-is-triggered-by-an-automatically-reordering-rule-in-odoo\/","title":{"rendered":"How a Purchase Order is Triggered by an Automatically Reordering Rule in Odoo."},"content":{"rendered":"\n

An automatic reordering rule helps manage stock levels<\/strong> by automatically reordering products.
The rule is triggered<\/strong> when stock falls<\/strong> below a predefined threshold. It ensures that stock is replenished
without manual intervention<\/strong>.<\/p>\n\n\n\n

Configuring MBQ in Products<\/strong><\/h2>\n\n\n\n

Open the Product Master<\/strong> in Inventory \u2192 Select Product<\/strong>. In the product’s MBQ<\/strong> tab, set Sales Classification, Company<\/strong> and Scheduled Days.<\/strong> Go to Settings \u2192 Technical \u2192 Scheduled Actions<\/strong>
and select MBQ Process<\/strong>. Run the scheduler<\/strong> manually or set it to run automatically. Verify
Min\/Max Quantities<\/strong> in the product after running the scheduler.<\/p>\n\n\n\n

\"Odoo<\/figure>\n\n\n\n

Verifying Details Using Formulas<\/strong><\/h2>\n\n\n\n
    \u2022 Average Sold Quantity per Day = Total Sold Quantity \u00f7 MBQ Days\n    \u2022 Minimum Stock = Average Sold Quantity \u00d7 Stock Holding Days\n    \u2022 Maximum Stock = Average Sold Quantity \u00d7 Reorder Level Days\n    \u2022 Forecasted Stock = On Hand + Incoming \u2212 Outgoing\n    \u2022 To Order Quantity = Maximum Stock \u2212 Forecasted Stock<\/code><\/pre>\n\n\n\n
\"Odoo<\/figure>\n\n\n\n
Create Purchase Orders<\/strong><\/h2>\n\n\n\n
    \n
  • Go to the Replenishment screen<\/strong> in the Inventory module.<\/li>\n\n\n\n
  • All MBQ-configured products<\/strong> and their details will be displayed on that screen.<\/li>\n\n\n\n
  • Set the Trigger to Auto<\/strong> and edit the details if needed.<\/li>\n\n\n\n
  • Select Run Scheduler<\/strong> in Inventory \u2192 Operations.<\/li>\n\n\n\n
  • Click Run Scheduler.<\/li>\n<\/ul>\n\n\n\n
    \"Odoo<\/figure>\n\n\n\n
    A Purchase Order<\/strong> is generated automatically.<\/p>\n\n\n\n
    Verifying Purchase Orders<\/strong><\/h2>\n\n\n\n
      \n
    • Navigate to the Purchase<\/strong> module.<\/li>\n\n\n\n
    • In the RFQ<\/strong> screen, the POs<\/strong> generated automatically from MBQ will be displayed.<\/li>\n<\/ul>\n\n\n\n
      \"Odoo<\/figure>\n\n\n\n
        \n
      • If the selected products have the same vendor<\/strong>, only one PO is generated.<\/li>\n\n\n\n
      • If there are different vendors<\/strong>, separate POs are generated.<\/li>\n\n\n\n
      • When a PO is generated from MBQ, the RFQ screen’s source document field<\/strong> will display like OP\/00011<\/strong>.<\/li>\n\n\n\n
      • Open the particular PO, verify the vendor, order quantity<\/strong> and product details<\/strong>.<\/li>\n\n\n\n
      • Continue to complete the PO.<\/li>\n<\/ul>\n\n\n\n
        \"Odoo<\/figure>\n\n\n\n
        Verify Good Receipt in Automatic Reordering Rules<\/strong><\/h2>\n\n\n\n
        Once you click Receive Products<\/strong>, the system automatically opens the GR (Goods Receipt)<\/strong>. In the GR, select the Destination Location<\/strong> as required. The user must enter the Inward Register Number<\/strong> before validating the GR. After that, verify the purchased product quantities and click Validate<\/strong>.<\/p>\n\n\n\n
        \"Odoo-Purchase-automatic-GR\n\"<\/figure>\n\n\n\n
        Verify Good Receipt Bill in Automatic Reordering Rules<\/strong><\/h2>\n\n\n\n
        In the GR Bill, the Bill No<\/strong> field is mandatory. You must also enter the bill amount, taxable amount, and tax amount. Once the GR Bill is confirmed, a GR Bill Number<\/strong> is generated.<\/p>\n\n\n\n
        \"Odoo-Purchase-automatic-Good<\/figure>\n","protected":false},"excerpt":{"rendered":"
        An automatic reordering rule helps manage stock levels by automatically reordering products.The rule is triggered when stock falls below a […]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[383],"tags":[492,471,489,487],"class_list":["post-32659","post","type-post","status-publish","format-standard","hentry","category-purchase","tag-automatic-triggered","tag-purchase-order","tag-reordering-rules","tag-triggered"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/32659","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=32659"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/32659\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=32659"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=32659"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=32659"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}