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

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.

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

• 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.

Each seasonality rule allows to set month-wise demand factors to manage forecast based on seasonal trends.

This is the scheduled action to generate product forecast lines.

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

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 exact quantity.

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

• Forecasted Quantity: Actual forecasted quantity for the product based on the configuration in the forecasting rule.

• Shortage Quantity: Shortage quantity based on the current net stock and forecasted quantity.

• Forecast Calculation: Shows the exact calculation for the forecasted quantity for your reference.

• 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.

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

Tracks each automated or manual transfer/order with details.

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

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

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

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

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

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