| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1496 |
| Technical Name |
eg_inventory_planner |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1496 |
| Technical Name |
eg_inventory_planner |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Inventory Planner
The Inventory Planner app is designed to streamline stock management by predicting future inventory needs based on past sales data. It enables users to manage stock levels proactively, prioritize purchasing decisions, and avoid stock outs.
Video Tutorial
Highlight Inventory Planner
Automated Stock Prediction
Customizable Stock Alerts
Advanced Vendor Selection
Color-Coded Stock Insights
Automatic Inventory Planning
Manager Approval Workflow
Generate Detailed Reports
Indicate the priority of purchasing stock.
Features
Screenshots
Support
Service
Features
Automated Stock Prediction
Predict future stock requirements by analyzing past sales data to ensure adequate inventory is available to meet future demand.
Customizable Alerts for Stock Levels
Set configurable alerts that highlight products approaching stock
out
1)Yellow Alerts for products expected to sell out within a set
number of days (e.g., 10 days).
2)Red Alerts for high-priority products that will sell out soon
(e.g., within 2 days).
Advanced Vendor Selection
Choose the best vendor based on:
1) Specific Vendor: Manually selects the vendors.
2) Quickest Vendor: Automatically select the vendor with the fastest
delivery time.
3) Cheapest Vendor: Automatically select the vendor offering the
lowest price.
Tailored Inventory Planning
Users can customize inventory plans by configuration
Extra Stock Days:
The user has to enter the number of days for which they want to
predict the stock requirement.
Lead Time:
Lead time is the average number of days for stock delivery days,
which will be added to the extra stock days.
Growth Multiplier:
This will multiply your growth and display future stock requirements
according it.
Product Category & Sub-Category:
Focus inventory planning on a specific product category.
Warehouse Selection:
Create plans for specific warehouses or apply globally across all.
Color-Coded Stock Insights
The inventory planner visually categorizes stock status using color
codes
1)Yellow: Stock will last less than 10 days.
2) Red: Stock will last less than 2 days, high priority for
replenishment.
3) Grey: Sufficient stock for more than 10 days.
Comprehensive Sales & Purchase History
Easily review sales and purchase data, including Average Daily Sales and Purchase Quantities, Maximum Sales/Purchase Quantities over a period, ..Profit margins and Total Costs.
Automatic Inventory Planning
Schedule auto-generated inventory reports at predefined intervals (e.g., hours, days, weeks). Options to automatically create purchase orders based on generated reports.
Manager Approval Workflow
The app includes an approval system where purchase orders can be reviewed and confirmed by managers before execution.
Generate Detailed Reports
Generate and print comprehensive reports on inventory, sales orders, and purchase orders, offering deep insights into stock performance.
Manual and Automated Inventory Plan Generation
Users can manually generate an inventory plan using to Generate
Inventory Plan button.
The system can also auto-generate inventory plans based on a
selected interval (hours, days, weeks, or months) when 'Auto
Generate Report' checkbox is selected.
Template-Based Report Creation
Users can enter report details, assign a Report Name, and choose whether the report is generated manually or automatically. If it is automatic user have to select autogenrate report checkbox and select interval time and type(like hours/days/weeks or months).
Auto Purchase Order Creation
when the inventory report is generated, Users can select the Create PO checkbox to generate automatically purchase orders.
Customizable Report Intervals
Users can specify the interval at which reports are generated (e.g., every few hours, days, weeks, or months), and view the Next Report Generate Date.
Automatic Report Management
If a new inventory plan is generated but the previous plan has not been confirmed, the system will automatically cancel the old report to prevent duplication or conflicts.
Screenshot
Manager's View
1) Settings view.
After installing this app, the user has to give access rights to Planner Manager. To
give that rights to any user you can go to direct Users form view through given
navigation. And there user can see the selection field that is labeled with 'Inventory
Planner'.
NOTE : Manager can create, edit, read, & delete inventory planner
Navigation : Setting → Users & companies → Users
2) Inventory settings view.
In Settings/ Inventory set configurations of Inventory Plan Settings.
Yellow Sales Out Days : This action will highlight the products in the generated
inventory plan that are projected to sell out within the specified number of days.
For instance, if the user inputs '10' into the configuration, then upon generated
inventory planner, any product that is expected to sell out within the next 10 days will
be highlighted in yellow.
Red Sales Out Days : Here the user have to enter the number of days, This
action will highlight the products in the generate inventory planner that are projected
to sell out within the specified number of days.
For instance, if the user inputs '2' into the configuration, then upon generating
the inventory planner, any product that is expected to sell out within the next two days
will be highlighted in red.
It helps the user indicate the priority of purchasing stock.
Default velocity Days: If the user does not specify the number of days, the
system will take the default days of velocity
Navigation : Settings → Inventory → Inventory Plan Settings
3) Create Product Sub Category.
Navigation : Settings → Inventory → Inventory Plan Settings
4) Add a Sub Category to the product.
Navigation : Settings → Inventory → Inventory Plan Settings
5)Inventory Plans form view.
Here user have to fill details of Inventory Planner, like Extra stock in days, lead time, Groth Multiplier, Vendor, Product Category, Sub category, Warehouse, etc.! other option
5.1)Vendor field.
This field will work as a filter, such as for a specific vendor, the quickest vendor, or the cheapest vendor.here user can see the vendor list based on selected vendor type in specific vendor field.
5.1.1) Specific vendor option in Selected Vendor field.
By selecting the 'Specific Vendor' option, the user can manually select multiple vendors.
Navigation : Inventory → Inventory Plans
5.1.2) Quickest vendor option in Selected Vendor field.
By selecting the 'Quickest Vendor', the system will automatically pick the vendor with the shortest delivery time.
Navigation : Inventory → Inventory Plans
5.1.3) Cheapest vendor option in selected Vendor field.
By selecting the 'Cheapest Vendor', the system will automatically select supplier with the lowest price.
Navigation : Inventory → Inventory Plans
5.2) Extra Stock in Days
This field is for number of days, in future those days' user how many stock to be needed. That numbers of days user have to enter here.
5.3) lead Time.
Lead time is the average number of days for stock delivery days, which will be added to the extra stock days.
5.4) Growth Multiplier.
This will multiply your growth and display future stock requirements according to it.
5.5) Velocity Manual.
By selecting this option, the user can choose the date manually. Otherwise, if they do not select it, the system will use the default number of days from 'Settings / Inventory'.
5.6)Product Category.
If the user manually selects a product category, then the stock requirement will be generated only for products in that specific category. Otherwise, if no product category is selected, the stock requirement will be generated for all categories.
5.7) Product Sub Category.
If the user manually selects a product sub-category, then the stock requirement will be generated only for products within that specific sub-category. Otherwise, if no product sub-category is selected, the stock requirement will be generated for all categories.
5.8) Warehouse.
If the user selects a warehouse, then the stock requirement will be generated only for that particular warehouse. Otherwise, if no warehouse is selected, the stock requirement will be generated for the warehouse associated with the logged-in user.
6) Inventory Planner list view.
By click Generate Planner Button (from the inventory planner form) to generate the
report. It will show how much stock is needed in the next days.
The stock that has been traded will appear in the sale order history.
The stock that has been purchased will appear in the purchase order history.
Record will appear in the color code that we set in the settings of Inventory like:
Records in Yellow Colour is Indicates that the stock will sales out within 10 days (as
we configured in 'Settings/ Inventory/yellow sales out days').
Records in Red Colour is for high priority warning which Indicates, that stock will
sold out within 2 days (as we configured in 'Settings/ Inventory/Red sales out days').
Records in gray color indicate that stock is enough for the next days.
Navigation : Inventory → Inventory Plans
6.1) Forecast
The number of orders needed will be displayed under this heading.
6.2) Velocity.
The amount that will be sold in a day will be displayed under this heading.
6.3) Cost.
The cost to buy one product will be displayed under this heading.
6.4)Sales price.
The selling price for one product will be displayed under this heading.
6.5)Profit.
The percentage of profit to be made from selling the product will be displayed under this heading.
6.6) Product Category.
It display product category.
6.7) Product Sub category.
It displays the product category.
6.8) Product Supplier Name.
It displays the product supplier's name.
6.9) Sold.
It shows the number of products that have been sold.
6.10) Stock.
It displays the current stock of this product.
6.11) On PO.
It displays how many purchase orders have been completed.
6.12) Growth multiplier.
It displays the growth multiplier from the inventory plan to count for growth.
6.13) Stock Days.
How many days do the user want to predict the stock.
6.14) Lead time.
It displays how long (in days)it will take the supplier to deliver the product.
6.15) Total Cost.
It displays how much it will cost to buy the product.
6.16) Total Profit.
It displays how much profit will be made by selling the product.
6.17) Sales Out in.
It display how many days left for finish the stock for that product.sales Out in depends
on set purchase configurations color.
Records in Red Color appeared when sale Out in stock is 2 days or less (it depends on in
'Settings/ Inventory/red sales out days').
Navigation : Inventory → Inventory planner (list view)
Records in Yellow Color appeared when sell out in stock is more than 2 days or less than 10 days (it depends on in 'Settings / Inventory / yellow sales out days').
Records in Grey color appeared when sale out in stock is more than 10 days.
7) Purchase Order.
Create a purchase order from the action menu.
Navigation : Inventory → Inventory Plans → Action → Create Purchase Order
7.1) Purchase order view from Inventory.
Here, the user can see the created purchase order from the inventory planner line. it
has fields like,
Reference :- It will shows the Purchase Orders.
Confirmation date :- it displays the confirmation date after confirming the Purchase
Order.
Vendor:- It displays Purchase Order supplier name.
Receipt Date:- It displays Purchase order create date.
Purchase Representative:- It displays the name of user who create Purchase Order.
Total:- It displays total cost to buy product.
Status:- It displays the state of Purchase Order.
Navigation : Inventory → Inventory plans → Action → Create Purchase Order (Purchasse Order)
7.2) Sale Order History.
User can see the Sale Order History from the Sale Order History tab. here, user can see
the many headers like.
From Date:- It will display velocity From date.
- If you don't want to select the velocity, it will be taken from the select "From Date"
in inventory configuration settings (settings / inventory).
To Date:- It will display velocity To date.
- If you don't want to select the velocity, it will be taken from the "To Date"
selection in the inventory Configuration settings (Settings / Inventory).
Duration in Days:- it displays Duration between From date to 'To Date'.
Product:- It displays Sale Product.
Quantity:- It displays Total Product Quantity.
Total Sale Order:- It displays Total Sale Order.
Average Daily Sale:- It displays average sale (Total Sale Order / Duration of Days)
Maximum Daily Sale Quantity:- It displays max product quantity from sales product
quantity.
Navigation : Inventory → Inventory plans → Action → Create Purchase Order (Sale Order History).
7.3) Purchase Order History.
User also can see the Purchase Order History here in the purchase order view. it defines
headers like
From Date:- It will display velocity From Date.
If you don't want to select the velocity, it will be taken from the 'From Date'
selection in the Inventory Configuration settings (Settings / Inventory).
To Date:- It will display velocity To Date.
If you don't want to select the velocity, it will be taken from the 'To Date' in
inventory Configuration settings (Settings / Inventory).
Duration in Days:- It will display Duration between 'From Date' to 'To Date'.
Product:- It will display Purchase Product.
Quantity:- It will display Total Product Quantity.
Total Purchase Order:- It will display Total Purchase Order.
Average Daily Purchase:- It will display average of daily Purchase (Total Purchase Order
/ Duration of Days).
Maximum Daily Purchase Quantity:- It will display max product quantity from Purchase
product quantity.
User's View
8) Settings view.
After installing the app, the admin has to give access rights to the user. (Inventory
Planner :- Planner User).
-User can not delete the inventory planner.
-User can create the inventory planner.
Navigation : Settings → Users & Companies → Users
9) Inventory Plan view.
Here, the user has to fill in details of Inventory Planner, like Extra stock in days,
lead time, Groth Multiplier, Vendor, Product Category, Sub category, Warehouse,
etc.!
Navigation : Inventory → Inventory Plan
10) Inventory Plan Line view.
Click 'GENERATE' to see the inventory plan. It shows the products to be needed in
Upcoming Days.
11) Inventory Plan view.
If the user wants to create an inventory plan, then they need to request to the manager to approve the inventory plan. Purchase Order can't be placed if the manager did not approve the request.
Navigation : Inventory → Inventory Plans
12) Inventory Plan form view.
When the user request for the approve the inventory plan, then inventory plan goes to the 'REQUESTED' state until the manager approves it.
13) Inventory Plan Line view.
User tries to create a purchase order from the action menu, it will show the Validation Error for "Report is yet not approved".
13.1) Validation Error.
The purchase order can be placed after the manager approves it.
14) Manager side Inventory Plan view.
Manager can approve user requests using the APPROVE button.
15) User side Inventory Plan form view.
Here, after the Manager approves the inventory plan, the user can see the state of the plan is 'APPROVED' and now the user can generate the purchase order.
Navigation : Inventory → Inventory Plans
16) Inventory Plan view.
Here user can find purchase ordder created from current inventory planner.
17)Inventory Plan Sale Order History view.
Show Sale Order History and print sale history report using Print button.
17.1) Sale Order History Report.
18) Inventory Plan Purchase Order History view.
Show Purchase Order History and print purchase history report using Print button.
18.1) Purchase Order History Report.
19) Inventory Planner Template.
Navigation : Inventory → Inventory Plans → Inventory Planner Template.
19.1) Inventory Planner Template form view.
Here, the user has to enter all report details and more details for auto report
generation like.
Generate Inventory Plan
This button is used to create an inventory plan manually from a template.
Report Name
Here, the user enters Report name.
Auto Generate Report
This Checkbox has to be selected to enable auto generate report. If this Checkbox is not
selected, then Auto generate report will be disabled.
Create PO
This Checkbox is used for creating Purchase Orders automatically.
Next Report Generate Date
Here, the user can see when the next report will be generated.
Navigation : Inventory → Inventory Plans → Inventory Planner Template.
19.1.2) Report Generate Interval.
Here, the user has to enter the number of interval and type of interval like (1 Hours, 1 Days, 1 Weeks, 1 Months etc...). If you give 1 as a numeric value and select week as the type of interval, then it will consider the one-week time for the interval.
20) Inventory Planner Template view.
Here are the generated Report created by OdooBot reports are Auto Generated Report, and
created by other user reports are manually generated report.
(Note :- When a new Inventory Plan Report is generated and the old Inventory Plan Report
was not confirmed, Then the old Inventory Plan Report is cancelled automatically.)
User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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