Skip to Content
Advance Reordering
€ 299.00 € 299.00

Technical Name : eg_inventory_planner
Odoo Apps Dependencies :
Community Apps Dependencies :
  • Version

Our Most Suggested Products

Inventory Planner



Features

Access Rights Management (Manager & User Roles)

Ensures secure and controlled access to inventory planning operations through role-based permissions. Planner Managers are granted full control over configuration, planning, and execution processes, while Planner Users are limited to operational activities. This structure maintains data integrity while enabling collaboration across planning workflows.

Advanced Inventory Planning Settings

Provides configurable parameters to control planning logic, including Yellow and Red stock thresholds for risk identification. Supports automatic purchase order confirmation and dynamic sales velocity calculations to improve replenishment timing. Lead time can be computed using supplier-based or static methods with minimum, average, or maximum evaluation strategies.

Planning Attributes and Filters

Enables detailed configuration using parameters such as Extra Days, Lead Time, Category, Sub Category, Warehouse, and Location Type. These attributes help refine product selection and ensure accurate demand coverage. The approach supports granular control over planning scope for better inventory optimization.

Growth Forecasting Methods

Supports advanced demand forecasting using Moving Average and Growth Value models. These methods analyze historical trends and apply growth assumptions to predict future demand. The feature improves planning accuracy and aligns inventory levels with expected business growth.

Vendor Selection Strategy

Provides flexible vendor selection options including specific vendor assignment, cheapest vendor identification, and quickest delivery vendor selection. This enables optimization of procurement cost and lead time. The strategy ensures efficient sourcing aligned with operational priorities.

Sales-Based Planning Methods

Allows planning based on historical sales data to evaluate demand patterns over time. Integrates purchase history and internal transfer (IWT) data when required to enhance accuracy. Includes reporting capabilities to support data-driven decision-making and validation.

Forecast-Based Planning Method

Enables planning using predefined sales forecasts structured by financial year and periods. Supports import of forecast data to streamline bulk planning operations. This method ensures alignment of inventory strategies with projected demand trends.

Make-To-Order (MTO) Product Exclusion

Provides the ability to exclude MTO products from inventory planning calculations. This ensures that only stocked items are considered for replenishment decisions. It improves planning accuracy by eliminating irrelevant demand scenarios.

Product-Level Selection Control

Allows users to selectively include specific products in inventory planning processes. This supports targeted replenishment strategies based on business priorities. The feature enhances flexibility and control over planning execution.

Inventory Plan Calculation Engine

Processes configured parameters and historical data to generate inventory plan lines and detailed data plan lines. Calculates suggested quantities based on demand, stock levels, and forecasting logic. This ensures accurate and automated replenishment recommendations.

Purchase Order Creation

Enables direct generation of purchase orders from calculated plan lines using suggested quantities. Automatically aligns vendor, cost, and demand data for procurement execution. This streamlines purchasing workflows and reduces manual intervention.

Internal Transfer Management

Supports creation of internal transfers between warehouses to balance stock availability. Allows movement of inventory based on demand requirements across locations. This ensures efficient stock distribution and operational continuity.

Reordering Rule Generation

Allows automatic creation and updating of reordering rules based on calculated demand and stock thresholds. Defines minimum and maximum stock levels for continuous replenishment. This reduces manual monitoring and ensures consistent inventory availability.

Multi-Company Transfer Capability

Facilitates inventory movement across multiple companies within a centralized system. Ensures accurate tracking of stock between source and destination entities. This supports coordinated inventory management in multi-company environments.

Inventory Planning Templates

Provides reusable templates to standardize inventory planning configurations. Includes parameters such as lead time, growth factors, and forecasting methods. This ensures consistency and efficiency across planning activities.

Automated Scheduling (Cron-Based Execution)

Enables automatic execution of inventory plans using predefined schedules. Supports periodic generation of plans and optional purchase order creation. This ensures continuous and proactive inventory replenishment without manual intervention.

Comprehensive Reporting and Analysis

Generates detailed reports including sales history, purchase history, internal transfers, and forecast analysis. Provides insights into demand patterns, procurement performance, and stock movements. This supports strategic decision-making and continuous improvement in inventory management.

Financial Year and Period-Based Sales Forecasting

Enables structured demand forecasting by defining financial years and corresponding monthly or periodic intervals. Users can generate sales forecasts using actual sales data through an action-based process that analyzes stock movements and historical transactions. The feature supports optional Excel import functionality, allowing bulk upload of forecast data to streamline planning and ensure accurate, period-based inventory forecasting.

Screenshot

1.) User Access Configuration for Inventory Planner

Configures user access rights for the Inventory Planner module to enable advanced reordering and planning operations across inventory processes. The setup includes assigning Planner Manager privileges and enabling administrator-level access for the Inventory module, ensuring control over forecasting, replenishment, and stock optimization activities. It also supports multi-company environments by allowing appropriate access configuration for automatic operations across multiple companies while maintaining role-based security.


Navigation : Settings → Users & Companies → Users


Odoo Studio

2.) User Access Configuration for Inventory Planner (Planner User Role)

Defines restricted user access for the Inventory Planner module by assigning the Planner User role to support operational involvement in advanced reordering processes. The configuration ensures users can participate in planning activities such as reviewing replenishment suggestions and executing inventory plans without administrative control. This setup maintains controlled access by limiting permissions while enabling efficient collaboration in inventory forecasting and stock management workflows.


Navigation : Settings → Users & Companies → Users


Odoo Studio

3.) Inventory Planner Settings Configuration for Reordering Logic

Defines configurable parameters that control inventory planning behavior, including stockout thresholds, sales velocity calculation, and lead time evaluation for accurate replenishment decisions. Yellow Sales Out Days determines the warning threshold where items nearing stockout are flagged, while Red Sales Out Days defines the critical threshold requiring immediate action based on sales-out ratios. Velocity Days drives demand forecasting by calculating average sales over a defined period, and lead time settings allow dynamic or static supplier-based calculations using minimum, average, or maximum strategies. Auto Confirm Purchase Order enables automated confirmation of generated purchase orders, streamlining procurement and ensuring timely stock replenishment.


Navigation : Settings → General Settings → Inventory


Odoo Studio

4.) Product Sub Category Configuration for Inventory Planning

Manages product sub-categories to enable refined classification and filtering within inventory planning and advanced reordering processes. This configuration allows grouping of products under hierarchical sub-categories, improving accuracy in demand analysis, stock segmentation, and replenishment strategies. It supports better control over planning workflows by enabling category-based filtering for product selection, reporting, and forecasting.


Navigation : Advanced Reordering → Configuration → Product Sub Categories


Odoo Studio

5.) Financial Year Configuration for Inventory Planning

Defines financial years to structure inventory forecasting and planning activities across specific time periods. This configuration enables the creation of yearly records with defined start and end dates, supporting accurate aggregation of sales data and alignment with financial periods. It facilitates period-based analysis, forecasting, and integration with inventory planning workflows for improved demand estimation and reporting accuracy.


Navigation : Advanced Reordering → Configuration → Financial Year


Odoo Studio

6.) Financial Year Period Management for Inventory Forecasting

Manages financial year details along with automated generation and maintenance of monthly fiscal periods for structured inventory forecasting. The configuration enables creation of monthly periods within a defined financial year and supports updating actual sales data for each period to ensure accurate demand analysis. This process integrates period-wise sales tracking with forecasting models, improving planning accuracy and enabling data-driven replenishment decisions.


Navigation : Advanced Reordering → Configuration → Financial Year


Odoo Studio

7.) Sales Forecast Management

Sales Forecast Management enables planners to monitor and evaluate predicted versus actual product demand across multiple warehouses and time periods. It provides key metrics such as forecasted quantity, actual sales, and daily sales trends to support data-driven inventory planning and replenishment decisions. The workflow facilitates performance analysis, improves forecast accuracy, and ensures optimal stock levels through continuous comparison of planned and realized sales data.


Navigation : Advanced Reordering → Configuration → Sales Forecast


Odoo Studio

8.) Import Sales Forecast Data

Import Sales Forecast Data enables users to upload bulk forecast information using structured Excel files to streamline demand planning processes. It ensures efficient data entry by allowing mass updates of forecasted quantities across products, warehouses, and periods. The workflow simplifies forecast management, reduces manual effort, and supports accurate and scalable inventory planning operations.


Navigation : Advanced Reordering → Forecast Analysis → Sales Forecast


Odoo Studio

9.) Sales Forecast Import Template

Sales Forecast Import Template defines the standardized Excel structure required for bulk uploading forecast and sales data into the system. It includes key fields such as product, warehouse, location, period, forecast quantity, and actual sales metrics to ensure accurate data mapping and validation. The workflow supports efficient data integration, enabling planners to maintain consistency, improve forecasting accuracy, and streamline inventory planning operations.


Navigation : Advanced Reordering → Forecast Analysis → Sales Forecast


Odoo Studio

10.) Sales Forecast Import

Confirm Sales Forecast Import enables users to validate and upload selected Excel files containing forecast data into the system. It ensures accurate data processing by allowing users to review the attached file before executing the import operation. The workflow supports controlled data integration, minimizing errors while efficiently updating forecast records for inventory planning.


Navigation : Advanced Reordering → Forecast Analysis → Import Sale Forecast


Odoo Studio

11.) Inventory Plan Management with Multiple View Options

Enables centralized management of inventory plans with flexible data visualization options to support planning, analysis, and decision-making. Users can create, review, and monitor inventory plans while switching between list, kanban, calendar, pivot, graph, and activity views for enhanced operational insights. The workflow supports efficient tracking of planning records, comparison of key metrics, and streamlined navigation across different analytical perspectives.


Navigation : Advanced Reordering →Inventory Plans


Odoo Studio

12.) Inventory Plan Creation and Configuration

Facilitates the creation and configuration of inventory plans by defining key planning parameters such as lead time, safety stock duration, and sales-based forecasting methods. Users can establish selection strategies based on warehouse or location, configure vendor sourcing rules, and control inclusion of make-to-order products. The workflow enables structured planning through configurable date ranges, manual velocity adjustments, and product filtering to support accurate replenishment decisions.


Navigation : Advanced Reordering →Inventory Plans


Odoo Studio

13.) Inventory Plan Configuration with Product Categories and Vendor Selection

Supports advanced inventory planning by allowing configuration based on product categories, subcategories, and warehouse-specific selection strategies. Users can define growth-based forecasting parameters, assign specific vendors for procurement, and refine replenishment logic using historical sales data. The workflow enables precise demand planning by combining category-level filtering with vendor alignment to ensure optimized stock availability and sourcing efficiency.


Navigation : Advanced Reordering →Inventory Plans


Odoo Studio

14.) Inventory Plan Configuration with Forecast Sales Method and Target Periods

Enables demand planning using forecast-based sales methodology with the ability to define multiple target periods for analysis. Users can select forecast sales as the basis for planning and specify relevant time intervals to align inventory replenishment with anticipated demand trends. The workflow supports improved forecasting accuracy by combining growth parameters with period-based planning for optimized stock management.


Navigation : Advanced Reordering →Inventory Plans


Odoo Studio

15.) Inventory Plan Configuration with Growth Forecasting and Product-Level Filtering

Enables advanced inventory planning through configurable growth forecasting methods, including moving average calculations to improve demand prediction accuracy. Users can define planning at the location level, exclude make-to-order products, and apply specific product-level filters to precisely control replenishment scope. The workflow supports granular decision-making by combining forecasting logic with targeted product selection to optimize stock levels and operational efficiency.


Navigation : Advanced Reordering →Inventory Plans


Odoo Studio

16.) Inventory Plan Access for Standard Users

Inventory planning access for standard users enables the creation and management of replenishment records based on predefined permissions and roles. Users can initiate new inventory plans, review existing configurations such as lead time, safety stock, and forecasting methods, and monitor planning status within controlled access rights. The workflow ensures data visibility and operational control while maintaining security through role-based access to create, edit, and manage inventory planning records.


Navigation : Advanced Reordering →Inventory Plans


Odoo Studio

17.) Inventory Plan Creation with Product and Planning Filters

Inventory planning allows users to create replenishment records by applying configurable filters based on products and planning parameters to ensure accurate demand coverage. The process integrates stock rules, lead times, and forecasting methods while enabling selective product inclusion for targeted procurement strategies. It supports controlled workflow progression through defined stages, ensuring structured validation, generation, and approval of inventory plans aligned with operational requirements.


Navigation : Advanced Reordering →Inventory Plans


Odoo Studio

18.) Inventory Plan Generation with Sales, Purchase, and IWT History

Inventory planning enables users to generate and analyze demand using integrated sales history, purchase history, and internal warehouse transfer (IWT) data to ensure accurate replenishment decisions. The process consolidates historical transaction records to calculate demand trends, average consumption, and forecast values for selected products. It supports progression from generation to request, allowing structured validation and managerial approval based on comprehensive historical insights.


Navigation : Advanced Reordering →Inventory Plans