Niyu Labs
Configure Planning

Configure Continuous, Recurring, and Manual Ordering Profiles

Model real vendor review cycles, preparation windows, and manual buying dates, then apply them through Planning Rules.

Ordering Profiles define when a buyer reviews and places orders. A profile is reusable policy; it affects a product only when a matching Planning Rule links it.

Full Odoo Ordering Profile with recurring cadence, anchor date, preparation window, vendor, warehouse, and company
Use one profile for each real purchasing rhythm, such as continuous review, every 30 days, every 90 days, or manually scheduled container orders.

Choose the method

  • Continuous review: order whenever the rule threshold is crossed.
  • Recurring review: calculate review dates from an anchor date and interval.
  • Manual schedule: maintain explicit future review dates for irregular buying.

Configure a recurring profile

  1. Open Inventory > Niyu AI > Configuration > Ordering Profiles.
  2. Set Company, optional Vendor and Warehouse, method, anchor date, interval, and preparation window.
  3. Link the profile on the matching Planning Rule.
  4. Run a forecast and confirm Ordering Profile, next review, following review, Act by date, and Protection Through on the Action Line.
Full Odoo Action Line showing the applied Ordering Profile, review dates, protection period, and order timing
The planning line is proof that the profile was selected; creating the profile alone changes nothing.

Why periodic quantity is larger

A recurring order can protect demand through supplier lead time plus the interval until the following review plus the selected safety and target policy. Dated stock and eligible incoming supply are subtracted from the same window.

Forecast horizon

If the protected window extends beyond the received forecast, the line shows a blocker. The Control Tower may display dashed run-rate context, but a blocked periodic recommendation should not be treated as fully supported until the required horizon is available.

Vendor order workflow

  • Use Vendor Order Review to consolidate dated work by vendor, profile, and review date.
  • Use Purchase Review for line-level planner quantities before creating draft RFQs.
  • Use Purchase Schedule Profiles when one approved order must be split into valid dated receipt batches.

See how lead time, review interval, safety, and dated supply form the protected window.

Periodic purchasing example

Configure Planning Rules

Apply timing, protection, supply, stockout, rebalancing, and executable quantity policy through one transparent scope-resolution layer.

Purchase Schedule Profiles

Split an approved purchase quantity into dated batches while preserving UoM, MOQ, order-step, and RFQ execution controls.