01 Upon installing the module, you can see the Forecast application.

02 You can define as many forecast rules as you wish. A Forecast Rule is configured for a warehouse & company with product selection, defining forecast period, demand calculation method, supply planning parameters, and warehouse transfer settings to automate stock planning and replenishment.

• Rule Name:Enter a unique name for the forecast rule.

• Company:You have to define for which company you want to do the forecast for.

• Warehouse:If you have multiple warehouse in the same company, you can define which warehouse needs forecasting and auto replenishment.

• Choose Data History: If you select Odoo History, the system will consider the sales history data from Odoo. If you select Upload File, the system will consider the sales history data from the uploaded file. The uploaded file must contain these column names: product_code, qty, order_date, city, warehouse_code

• Product Selection: You can select products based on product templates, product category and vendor plus vendor specific category as well.

• Forecast Days: Number of future days to get the forecasting quantities.

• Sale History Days: Number of past days to consider for sales history analysis.

• Forecast Methods: You can choose to forecast based on daily, monthly and same period last year calculation methods.

• Lead Time Days: Number of days required to receive stock after placing an order.

• Safety Stock Days: Extra stock buffer (in days) maintained to avoid shortages during demand fluctuations.

• Order Cycle Days: It defines how often you order for selected products.

• Reorder Rules: You can choose to enter the minimum quantity to order and order multiple in the rule, or use the existing reorder rules for the product.

• Minimum Reorder Quantity: Minimum quantity that must be ordered in a purchase order.

• Reorder Multiple: Quantity must be ordered in multiples of this value.

• Maximum Stock Limit: Maximum stock limit for the selected warehouse.

• Source Warehouse: You can add multiple source warehouses and maintain their priority for internal transfer from those warehouses to the current warehouse.

• Operation Type: You can choose the operation type to create in Odoo for internal transfer.

• Source Required Quantity: Minimum quantity required in the source warehouse.

• Minimum Transfer Quantity: Ensures a minimum quantity is used for transfers.

03 In the Company settings, you can configure the "Seasonality Method". If you select Last Year, the system will calculate the seasonality factor based on the last year's data. If you select Average Of All Year, the system will calculate the seasonality factor based on the average data of all years.

04 From the Forecast Seasonality menu, you can see all the seasonality rules that are automatically created for each product based on year and month wise data.

05 From Forecast Seasonality menu, you can see the seasonality factor year and month wise data. Click "Chart View" button to view the charts of this specific product.

06 You can see the seasonality factor year and month wise Bar Chart.

07 You can see the seasonality factor year and month wise Line Chart.

08 You can see the seasonality factor year and month wise Pie Chart.

09 You can see the city wise seasonality percentage data of this specific product. Click "City Pie Chart" button to view the city wise chart.

10 You can see the city wise seasonality percentage Pie Chart of this specific product.

11 This is the scheduled action to generate product forecast lines.

12 Product forecasts are displayed by grouping items into In Stock and Shortages.

13 Detailed view of each product forecast includes several information.

• Forecast Rule: Forecast rule used to forecast this product's quantity.

• Warehouse: Warehouse for the forecasted product.

• Sold Quantity: Shows the sold quantities for the time period used for data analysis.

• Action Type: What you require to fulfill the shortage quantity.

• Action Summary: Whether you need to transfer quantities from another warehouse or create a purchase order for this product with the quantity. You can also check how many days it will cover if you order those quantities.

• Forecast Period: This forecast is calculated for this specific period.

• Total Planning Requirement: Total planning that you have to do for the full period from the configuration.

• System Calculated Replenishment Qty: Original replenishment quantity calculated by the forecast engine before user changes.

• Suggested Replenishment Qty: Editable replenishment quantity used to prepare transfer and purchase suggestions.

• Forecast Calculation: Detailed calculation for the replenishment quantity with consideration for the order cycle and lead time demand.

• Average Daily Demand: Shows the average daily demand based on the sold quantity.

• Lead Time Demand: Shows the demand during the lead time days.

• Order Cycle Demand: Shows the forecasted quantity required for the order cycle days.

• Safety Stock: Shows the safety stock based on the safety stock days configuration in the rule.

• Net Stock: Shows the current net stock.

• Vendor: You can choose the vendor in case a purchase order needs to be created.

• Monthly Forecast: You can view monthly forecast with details of quantity management.

14 This scheduled action automatically runs the transfer process generating internal transfers and/or purchase orders based on action summary.

15 Tracks each automated or manual transfer/order with details.

16 Each log line contains details of transfers and/or purchase orders.

17 Shows the internal transfer & purchase order created from the schedule action/manual run transfer button.

18 Deadstock Report shows recent movement to categorize products into Active, Slow Moving, Very Slow Moving, and Deadstock.

19 Fast Moving Report analyzes recent product movement and classifies items as Fast, Medium, or Slow Moving based on their sales trend.

20 Excess Stock Report identifies products where current stock exceeds the required forecast level stock, highlighting overstock situations.

21 Days of Inventory Report shows products where stock will last longer than the target period days, indicating potential overstock based on coverage days.