| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) |
| Lines of code | 2766 |
| Technical Name |
stock_manual_forecast |
| License | OPL-1 |
| Website | https://www.nexterp.ro |
Stock Manual Forecast
NextERP Romania
NextERP Romania is a leading provider of integrated business management solutions, specializing in Odoo ERP implementations and customizations. With a strong focus on innovation and customer satisfaction, NextERP delivers scalable and efficient solutions tailored to the needs of Romanian businesses.
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- Expertise: Over 10 years of experience in ERP, CRM, and business process automation.
- Services: Odoo implementation, customization, support, and training.
- Clients: Serving a wide range of industries including retail, manufacturing, and services.
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Table of contents
Use Cases / Context
Stock Manual Forecast
Context
stock_manual_forecast is an Odoo module for daily, manual forecasting of product quantities across one or more warehouses. It is aimed at operations teams that need to plan deliveries or productions by hand—category by category, warehouse by warehouse—and immediately propagate those plans to Odoo’s reordering engine.
Typical use-cases:
- Wholesale distributors that plan daily truck loads per customer hub
- Retail distribution centers that split production quotas between warehouses
- Any business where sales-based MTS rules are not granular enough and planners need direct control over what gets ordered and when
Key Concepts
| Concept | Description |
|---|---|
| Forecast Config | Master configuration binding warehouses, product categories, and deadline-hour lines with ratios |
| Config Line | A deadline hour + warehouse + split ratio; multiple lines allow splitting a daily total across time slots |
| Forecast Input | A dated forecast document; one per config per day; holds one line per (product, warehouse, deadline hour) |
| Forecast Input Line | A single product / warehouse / hour quantity entry; linked to stock moves generated by confirming |
| Ratio Split Mode | Controls whether quantities are split proportionally or by fixed amounts across config lines |
| Transpose Grid | Display option that swaps rows and columns in the OWL grid wizard |
Workflow
- A planner opens the OWL forecast wizard for today’s date.
- The wizard shows one editable grid per config—products vs. deadline hours.
- The planner enters forecast quantities and optionally adjusts per-line ratios.
- Confirming the input generates and triggers Odoo reorder rules / stock moves.
- A background cron job can auto-confirm queued inputs at the appropriate hour.
Configuration
Configuration Guide
Navigation
All Manual Forecast configuration is under Inventory → Configuration → Manual Forecast → Forecast Configs.
1. Create a Forecast Config
- Go to Inventory → Configuration → Manual Forecast → Forecast Configs.
- Click New and fill in:
- Name — descriptive label (e.g. Demo Daily Dispatch Config).
- Company — auto-filled from current company.
- Warehouses — select one or more warehouses covered by this config.
- Product Categories — categories whose products will appear in the forecast grid.
- Transpose Forecast Grid — tick to flip rows/columns in the OWL wizard (useful when many products and few warehouses).
- Ratio Split Mode — Sum ratios per hour (default) or Sum ratios for all lines.
2. Add Deadline Hour Lines
In the Deadline Hours tab, add one row per time slot:
| Field | Description |
|---|---|
| Warehouse | Which warehouse this line applies to |
| Deadline Hour | The hour (0–23) by which this portion must be ready |
| Ratio | Weight for proportional splitting (0–100). E.g. ratio 2/1 splits as 67 % / 33 % |
If you have only one config line per warehouse, the full forecasted quantity is booked for that hour.
3. Prerequisites
- Stock routes and reorder rules for your warehouses must already exist.
- Users who create/confirm forecasts need Inventory: Manager (stock.group_stock_manager).
- Optionally configure the cron job (Settings → Technical → Scheduled Actions → Stock Manual Forecast: Auto-confirm) to auto-confirm queued inputs at each deadline hour.
Ratio Split Mode
| Mode | Behavior |
|---|---|
| Sum ratios per hour (default) | Ratios for each warehouse must sum to ≤ 100 within the same hour |
| Sum ratios for all lines | Total of all ratios across all lines must not exceed 100 |
Usage
Usage Guide
Opening the Forecast Wizard
Go to Inventory → Operations → Manual Forecast → Plan Manual Forecast.
Entering a Forecast
The OWL wizard opens with a Date picker and a Config selector.
- Set the Date (defaults to today).
- Select a Forecast Config from the dropdown.
- The grid shows products grouped by category (columns) and warehouses/deadline hours (rows).
- Enter the Daily Quantity in the top input row — the module distributes it across deadline hours using the configured ratios.
- Or enter quantities directly per deadline-hour row.
Grid Structure
| Row | Meaning |
|---|---|
| Daily Quantity | Total planned for the day — the ratio engine splits this down to deadline rows |
| Warehouse (HH) | Auto-computed quantity for this warehouse at deadline hour HH based on ratio |
| Column Total | Sum of all deadline rows for that product |
Toolbar Buttons
| Button | Action |
|---|---|
| Populate from Last Forecast | Copies quantities from the most recent saved forecast for this config |
| Transpose View | Swaps rows and columns in the grid |
| New Forecast | Creates a fresh blank input for the selected date/config |
| Save Draft | Saves the current state in draft — editable later |
| Confirm & Generate Replenishment | Transitions input to confirmed, locks lines, and triggers Odoo procurement / stock moves |
Monitoring Forecast Lines
All forecast input lines are visible at Inventory → Reporting → Manual Forecast Lines (list and pivot views).
| Column | Meaning |
|---|---|
| Date | Forecast date |
| Warehouse | Warehouse this line applies to |
| Product Category / Product | Scoped product |
| Forecast Qty | Planned quantity |
| Transfer Qty / Diff | Available when stock_manual_forecast_transfers is installed |
| Manufactured Qty / Diff | Available when stock_manual_forecast_mrp is installed |
| State | Draft / Queued / Confirmed |
States
| State | Meaning |
|---|---|
| Draft | Editable, not yet processed |
| Queued | Saved and waiting for background cron to confirm |
| Confirmed | Locked; stock moves / procurements have been triggered |
Development
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