# Regras de reposição > As regras de reposição são usadas para manter os níveis de estoque previstos acima de um determinado limite, sem exceder um limite superior especificado. Fonte: https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/ []() As *regras de reposição* são usadas para manter os níveis de estoque previstos acima de um determinado limite, sem exceder um limite superior especificado. Isso é feito indicando a quantidade mínima que o estoque deve conter e a quantidade máxima que o estoque não deve exceder. Reordering rules can be configured for each product based on the route used to replenish it. If a product uses the *Buy* route, then a *request for quotation* (RFQ) is created when the reordering rule is triggered. If a product uses the *Manufacture* route, then a *manufacturing order* (MO) is created instead. This is the case regardless of the selected replenishment route. Veja também - [Tutoriais do Odoo: Regras de reposição automática](https://www.youtube.com/watch?v=XEJZrCjoXaU) - [Tutoriais do Odoo: Regras de reposição manual](https://www.youtube.com/watch?v=deIREJ1FFj4) To set up reordering rules for the first time, refer to: - [Reordering rules setup](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-configure-rr) - [Disparo](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-product-management-trigger) - [Preferred route](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-route) To understand and optimize replenishment using advanced features, see: - [Just-in-time logic](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-just-in-time) - [Dias de visibilidade](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-product-management-visibility-days) []() ## Reordering rules setup To configure automatic and manual reordering rules, complete the following: 1. [Product type configuration](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-set-product-type) 2. [Create rule](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-rr-fields) []() ### Product type configuration A product must be configured correctly to use reordering rules. Begin by navigating to **Inventory app -> Products -> Products**, then select an existing product, or create a new one by clicking **New**. On the product form, under the **General Information** tab, set the **Product Type** to **Storable Product**. This is necessary because Odoo only tracks stock quantities for storable products, and quantities are needed to trigger reordering rules. ![Defina o tipo de produto como armazenável.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/product-type.png) Next, click the **Inventory** tab and select one or more routes from the **Routes** section. Doing so tells Odoo which route to use to replenish the product. ![Selecionar uma ou mais rotas na aba Inventário.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/select-routes.png) Se o produto for reposto pela rota **Comprar**, confirme se a caixa de seleção **Pode ser comprado** está ativada sob o nome do produto. Isso faz com que seja exibida a aba **Compra**. Clique na aba **Compra** e especifique pelo menos um fornecedor e o preço pelo qual ele vende o produto, para que o Odoo saiba de qual empresa o produto deve ser comprado. ![Especifique um fornecedor e um preço na aba Compra.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/specify-vendor.png) If the product is replenished using the **Manufacture** route, it needs to have at least one *bill of materials* (BoM) associated with it. This is necessary because Odoo only creates manufacturing orders for products with a BoM. If a BoM does not already exist for the product, select the **Bill of Materials** smart button at the top of the product form, then click **New** to configure a new BoM. ![O botão inteligente Lista de materiais em um formulário de produto.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/bom-smart-button.png) []() ### Criar novas regras de reposição To create a new reordering rule, navigate to **Inventory app -> Configuration -> Reordering Rules**, then click **New**, and fill out the following fields in the new line: - **Product**: The product that requires replenishment. - **Location**: The specific location where the product is stored. - **Min Quantity**: The minimum amount of product that should be available. When inventory levels goes below this number, the replenishment is triggered. - **Max Quantity**: The amount of product that should be available after replenishing the product. - **Multiple Quantity**: If the product should be ordered in specific quantities, enter the number that should be ordered. For example, if the **Multiple Quantity** is set to `5`, and only 3 are needed, 5 products are replenished. ![O formulário para criar uma nova regra de reposição.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/reordering-rule-form.png) Dica Reordering rules can also be created from the **Reordering Rules** smart button on the product form. Nota To learn how the **On Hand**, **Forecast**, and **To Order** fields are calculated using on-hand quantities and future demand, see the [Just-in-time logic](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-just-in-time) section. Para uso avançado das regras de reposição, saiba mais sobre os seguintes campos de regras de reposição: - [Disparo](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-product-management-trigger) - [Preferred route](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-route) - [Vendor](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-set-vendor) - [Bill of materials](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-set-bom-field) - [Procurement group](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-procurement-grp) - [Dias de visibilidade](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-product-management-visibility-days) Nota The fields above are not available by default, and must be enabled by selecting the ☷ **(adjust)** icon in the far-right corner and selecting the desired column from the drop-down menu. []() ## Disparo A reordering rule's *trigger* can be set to *automatic* or *manual*. While both function the same way, the difference between the two types of reordering rules is how the rule is launched: - [Auto](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-auto-rr): A purchase or manufacturing order is automatically created when the forecasted stock falls below the reordering rule's minimum quantity. By default, the **Auto** trigger is selected. - [Manual](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-manual-rr): The [Replenishment report](https://docs.kmee.com.br/odoo/modulos/estoque/relatorio-de-reposicao/) lists products needing replenishment, showing current/forecasted stock, lead times, and arrival dates. Users can review forecasts before clicking *Order Once*. To enable the **Trigger** field, go to **Inventory app -> Operations -> Replenishment** or **Inventory app -> Configuration -> Reordering Rules**. Then, click the ☷ **(adjust)** icon, located to the far-right of the column titles, and tick the **Trigger** checkbox. Na coluna **Disparo**, selecione **Auto** ou **Manual**. Consulte as seções abaixo para saber mais sobre os diferentes tipos de regras de reposição. []() ### Automático *Automatic reordering rules*, enabled by setting the reordering rule's **Trigger** field to **Auto**, generate purchase or manufacturing orders when either: 1. The scheduler runs, and the *Forecasted* quantity is below the minimum, or 2. A sales order is confirmed, and lowers the *Forecasted* quantity of the product below the minimum. If the **Buy** route is selected, then an RFQ is generated. To view and manage RFQs, navigate to **Purchase app -> Orders -> Requests for Quotation**. If the **Manufacture** route is selected, then an MO is generated. To view and manage MOs, navigate to **Manufacturing app -> Operations -> Manufacturing Orders**. Quando nenhuma rota é selecionada, o Odoo seleciona a **Rota** especificada na aba **Inventário** do formulário do produto. Dica O agendador está definido para ser executado uma vez por dia, por padrão. Para acionar manualmente uma regra de reposição antes da execução do agendador, garanta [modo de desenvolvimento](https://docs.kmee.com.br/odoo/modulos/administracao/modo-de-desenvolvedor-modo-de-depuracao/#developer-mode) está ativado, e selecione **app Inventário -> Operações -> Executar agendador**. Em seguida, clique no botão verde **Executar agendados** na janela pop-up exibida. Esteja ciente de que isso também aciona as *outras ações agendadas*. Exemplo O produto, `Lâmpada de escritório`, tem uma regra de reposição automático definida para ser acionada quando a quantidade prevista cair abaixo da **Quantidade mínima** de `5,00`. Como a **Previsão** atual é `55,00`, a regra de reposição **não** é acionada. ![Mostre a regra de reposição automática na página Regra de reposição.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/auto.png) []() ### Manual *Manual reordering rules*, configured by setting the reordering rule's **Trigger** field to **Manual**, list a product on the [replenishment dashboard](https://docs.kmee.com.br/odoo/modulos/estoque/relatorio-de-reposicao/) when the forecasted quantity falls below a specified minimum. Products on this dashboard are called *needs*, because they are needed to fulfill upcoming sales orders, for which the forecasted quantity is not enough. The replenishment dashboard, accessible by navigating to **Inventory app -> Operations -> Replenishment**, considers sales order deadlines, forecasted stock levels, and vendor lead times. It displays needs **only** when it is time to reorder items, thanks to the **To Reorder** filter. ![Clicar no botão Pedir uma vez no painel de reposição para repor o estoque.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/manual.png) []() ## Rota preferencial Odoo allows for multiple routes to be selected as replenishment methods under the **Inventory** tab on each product form. For instance, it is possible to select both **Buy** and **Manufacture**, indicating to Odoo that the product can be bought or manufactured. Odoo also enables users to set a preferred route for a product's reordering rule. This is the route that the rule defaults to if multiple are selected. To select a preferred route, begin by navigating to **Inventory app -> Configuration -> Reordering Rules** or **Inventory app -> Operations -> Replenishment**. Clique dentro da coluna na linha de uma regra de reposição, e um menu suspenso mostrará todas as rotas disponíveis para essa regra. Selecione uma delas para defini-la como a rota preferencial. ![Selecione uma rota preferencial no menu suspenso.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/select-preferred-route.png) Importante Se várias rotas forem ativadas para um produto, mas nenhuma rota preferencial estiver definida para sua regra de reposição, o produto será reposto usando a rota selecionada que estiver listada primeiro na aba **Inventário** do formulário do produto. ### Advanced uses Pairing **Preferred Route** with one of the following fields on the replenishment report unlocks advanced configurations of reordering rules. Consider the following: []() - **Vendor**: When the selected **Preferred Route** is **Buy**, setting the **Vendor** field to one of the multiple vendors on the vendor pricelist indicates to Odoo that the vendor is automatically populated on RFQs when a reordering rule triggers the creation of a purchase order. []() - **Bill of Materials**: When the **Preferred Route** is set to **Manufacture**, and there are multiple BoMs in use, specifying the desired BoM in the replenishment report, draft manufacturing orders are created with this BoM in use. []() - **Procurement Group**: This is a way to group related POs or MOs that are tied to fulfilling a specific demand, like an SO or a project. It helps organize and track which orders are linked to a particular demand. Nota Procurement groups link replenishment methods to demand, enabling smart buttons to appear when using the [MTO route](https://docs.kmee.com.br/odoo/modulos/estoque/reposicao-por-pedido-sob-demanda/#inventory-warehouse-storage-mto-route). ![Showing smart button to PO.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/po-smartbutton.png) Sales order (demand) with a linked purchase order (replenishment method). In the context of reordering rules: - Reordering rules do not automatically assign a procurement group, which is why there are no smart buttons that link SOs to POs, unlike the MTO route. - To enable smart buttons for products replenished by reordering rules (not MTO), with specific quantities linked to specific demands (e.g. SOs), assign a procurement group. - Without a procurement group, demands for the same product can be combined into a single RFQ, even if the reordering rule is executed multiple times for those demands. This allows for more efficient procurement by consolidating demands into fewer orders. Selecting a procurement group in the **Procurement Group** field on the replenishment report ensures that all linked orders are grouped under the same demand, based on the defined route. How can you set the Procurement Group, Vendor, and Preferred Route fields on the replenishment report to generate a single \RFQ\ for five different products in sales order SO35, given they share the same vendor, Azure Interior, and ensure other demands for these products are handled separately? View the answer 1. Set the **Procurement Group** to `SO35`, in the reordering rule for all five products. This groups the demands for `SO35` in the same RFQ or MO. 2. Set the **Vendor** to `Azure Interior` to ensure the RFQ is created for the same supplier. 3. Set the **Preferred Route** to **Buy** to generate an RFQ. 4. Click the **Order Once** button to generate a single RFQ for the five products tied to `SO35`. After placing the order, remove `SO35` from the **Procurement Group** field of the five products' reordering rules. This ensures future demands for these products are managed separately and assigned to different RFQs (the usual behavior). []() ## Just-in-time logic *Just-in-time logic* in Odoo minimizes storage costs by placing orders precisely to meet deadlines. This is achieved using the [forecasted date](https://docs.kmee.com.br/odoo/modulos/estoque/regras-de-reposicao/#inventory-warehouses-storage-forecasted-date), which determines when replenishment is necessary to avoid overstocking. The forecasted date is the **earliest possible date** to receive a product if the replenishment process starts immediately. It is calculated by summing the lead times linked to the replenishment process, such as [vendor lead times](https://docs.kmee.com.br/odoo/modulos/estoque/prazos-de-entrega/#inventory-management-purchase-lt) and [purchasing delays](https://docs.kmee.com.br/odoo/modulos/estoque/prazos-de-entrega/#inventory-management-purchase-security-lt) for purchases, or [manufacturing lead times](https://docs.kmee.com.br/odoo/modulos/estoque/prazos-de-entrega/#inventory-management-manuf-lt) for production. Both automatic and manual reordering rules work this way. Exemplo For a product with a 5-day total lead time and a sales order delivery date in 10 days, Odoo waits 5 days to place the order, ensuring it arrives just in time for delivery. Important considerations: - **If this feels risky**, consider adding buffer time or [adjusting lead times](https://docs.kmee.com.br/odoo/modulos/estoque/prazos-de-entrega/) for more flexibility. - While lead times and just-in-time logic provide additional control, **reordering rules work perfectly fine without them**. Keeping delivery dates on sales orders as their *creation date* ensures purchases are immediately triggered when needed []() ### Forecasted date and To Order quantity To view the *forecasted date*, go to the replenishment report and click the ⓘ **(info)** icon for the desired reordering rule. The **Replenishment Information** pop-up window displays the **Forecasted Date** and various lead times. The *forecasted date* is the total time needed to procure a product in Odoo. It is calculated by summing the lead times linked to the product's replenishment process. The total of these lead times, added to the current date, determines when Odoo checks for demanded stock. Importante The forecasted date is the **earliest possible date** the customer can receive the product if the replenishment process began right **now**. It is calculated by adding all lead times related to the product to the current date. Exemplo A manual reordering rule is set up with no minimum or maximum quantities. - Vendor lead time is 4 days, the purchase security lead time is 1 day, and the days to purchase is 2 days. - Today's date is November 26. - These add up to 7 days, making the forecasted date, December 3rd. A confirmed SO for 5 units has a delivery date of December 3rd (7 days from today). This demand will appear on the replenishment report today, in the **To Order** field. However, if the delivery date were later than December 3rd, it would not yet appear on the report. Odoo only displays quantities to replenish when they fall within the forecasted date window, ensuring orders are placed precisely when needed. ![Show forecasted date in Odoo.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/replenishment-info.png) The *just-in-time* logic ensures replenishment happens only when it's necessary for the forecasted date's demand, helping avoid overstocking. Por exemplo: - If the forecasted quantity drops below the minimum **on** the forecasted date, replenishment must begin immediately to avoid shortages. - If the quantity drops below the minimum **after** the forecasted date, replenishment can wait. The **To Order** quantity is the total demand on the forecasted date. By timing purchase orders based on the combined lead times, Odoo optimizes stock levels, keeping inventory minimal while ensuring future requirements are ordered at the last possible moment—strategic procrastination without the stress! ### Common confusion about forecasted quantities SOs due **after** the **Forecasted Date** are not accounted for in the **Forecast** quantities of the reordering rule. They are, however, accounted for on the forecasted report that is opened by clicking the ▰ **(graph)** icon on the replenishment report, as this one represents the **long-term forecasted quantity**. Exemplo ![Forecast and To Order quantities is zero.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/zero-forecast.png) Continuing the above example, when the sales order's deadline is adjusted to December 4th, the **Forecast** and **To Order** quantities are zero. ![Show forecasted report.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/five-forecast.png) Opening the **Forecasted Report** shows the **Forecasted** units is `5.00`. []() ## Dias de visibilidade *Visibility days* enable the ability to determine if additional quantities should be added to the planned replenishment. Odoo checks if forecasted stock on the forecasted date will drop below the minimum in the reordering rule. **Only if** it is time to reorder, visibility days check additional future demand by the specified number of days. This feature helps consolidate orders by grouping immediate and near-future needs, reducing transport costs and enabling supplier discounts for larger orders. To set visibility days to incorporate orders for a specified number of days in the future, navigate to **Inventory app -> Operations -> Replenishment**, or by clicking the *Reordering Rules* smart button from the product form. Next, enable the **Visibility Days** field by clicking the ☷ **(adjust)** icon to the far right and choosing the feature from the drop-down menu. Then, enter the desired visibility days. Importante The forecasted date is never pushed forward or extended; Odoo only checks the extra visibility days if the stock falls below the minimum threshold on the forecasted date. ### Example where visibility days is triggered A product shipped from Asia has a combined vendor lead time of 30 days and a shipping cost of $100 (including [landed costs](https://docs.kmee.com.br/odoo/modulos/estoque/custos-adicionais-de-importacao/) and tariffs). - November 4: Current date. The forecasted date is December 4 (30 days later). - SO 1: Requires the product by Dec 4. Odoo places the order today, costing $100. - SO 2: Requires the product by Dec 19. Normally, Odoo would order on Nov 19, costing an additional $100. - SO 3: Requires the product by Dec 25. Normally, Odoo would order on Nov 25, costing another $100. Ordering separately for these sales orders totals $300 in shipping costs. ![Show forecasted date visualization.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/forecasted-date.png) Setting **Visibility Days** to `20.0` allows Odoo to "look ahead" 20 days from December 4 (SO 1's forecasted date) to December 24. - It groups SO 2's order with SO 1, reducing shipping costs by consolidating orders. - SO 3, which is due on Dec 25, is one day late and is not grouped with the other two orders. ![Visibility days visualization.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/visibility-days.png) ### Counterexample where visibility days is not triggered Considering the example above, if SO 1 does not exist, then: - **November 4**: Current date. The forecasted date is December 4 (30 days later). - **November 5**: The forecasted date shifts to December 5. - SO 2: Requires the product by December 19. Odoo will only trigger the order on November 19, meaning the user will not see a replenishment notification until then. This shows that visibility days complement just-in-time logic by optimizing it to balance replenishment costs more effectively. ![Example where the visibility days does not trigger.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules/counterexample.png)