Go to Sales → Configuration → Settings and find the Reorder Predictor section. Set the Minimum Orders threshold (default: 3) — the number of confirmed orders a customer must have before a prediction is generated. Set the Alert Days (default: 7) — how many days before the predicted reorder date you want salespersons to be notified. Optionally select a custom Alert Email Template for your company's branding.

The daily cron scans all confirmed sale orders per company. Any customer whose distinct order day count meets or exceeds the minimum threshold gets exactly one prediction record created automatically. The prediction stores the customer's last order date, total confirmed order count, average interval in days, and the predicted next order date. The product_ids field is populated with every product the customer has ever ordered from the company across all their confirmed sale orders. When you confirm a new sale order, the prediction for that customer refreshes instantly — no need to wait for the cron.

When the predicted next order date falls within the Alert Days window, the daily alert cron fires automatically for all medium and high-confidence predictions that have not yet been alerted. The assigned salesperson receives a chatter activity on the customer record and a direct email listing the customer name, predicted date, days remaining, average interval, confidence level, and the full ordered product list. Once alerted, the prediction is marked so the salesperson is not spammed — the alert resets automatically when the customer places their next order and a new cycle begins.

From the prediction record, click Create Quotation. Odoo opens a new sale order form pre-populated with the customer, the salesperson, and every product they have ever ordered — each at their historical average quantity and list price. Review, adjust if needed, and send. The record is not saved automatically — you are always in control before anything is committed.

Go to Sales → Configuration → Reorder Email Templates to view, edit, or duplicate the built-in alert template. The template is based on the sale.reorder.prediction model so you have full access to all prediction fields — partner name, predicted date, days remaining, product list, confidence, and more — using standard Odoo Jinja2 / QWeb expressions. Only Sales Managers can edit or create templates; regular users have read-only access to prevent accidental changes. Select your customised template in Settings → Reorder Predictor → Alert Email Template to make it the default for your company.