Daily Planning

Planner Purchase Quantity and Purchase Review

Approve an explicit pre-RFQ quantity, including zero, preserve it across runs, review suggestion changes, and reset it deliberately.

System Suggested Purchase remains the read-only recommendation. Planner Purchase Quantity is the explicit pre-RFQ decision used when a buyer needs to approve, reduce, increase, defer, or deliberately set the order to zero.

Full Odoo Action Line with System Suggested Purchase, Planner Purchase Quantity, recommendation, and timing
The planner works beside demand, supply, timing, and explanation before an RFQ exists.

Set a quantity

  1. Open an Action Line, Purchase Review, or the editable Action Lines list.
  2. Enter Planner Purchase Quantity. Zero is valid.
  3. Add a reason. Odoo records the user and timestamp.
  4. Review the effective quantity and any UoM, MOQ, Order Step, Case Pack, or supplier adjustment.
  5. Create the draft RFQ only after approval.

What happens on later forecasts

  • The system suggestion can change as demand, stock, supply, timing, or rules change.
  • The explicit planner quantity does not get overwritten.
  • A changed suggestion is marked for review so the buyer can compare the new evidence with the earlier decision.
  • Reset to System Suggestion removes the manual override when it is no longer intended.

Bulk and vendor review

  • Purchase Review focuses on line-level manual quantities and suggestions that changed.
  • Vendor Order Review consolidates dated work by vendor, Ordering Profile, and review date for container or factory order preparation.
  • Bulk actions can set quantities, reset overrides, and create eligible draft RFQs while preserving per-line validation.

Linked RFQs and purchase orders

  • RFQ creation uses Planner Purchase Quantity when explicitly set.
  • A linked draft RFQ changes only through the explicit confirmed update action.
  • A confirmed purchase order is never silently changed.

Zero is not a demand correction

Set Planner Purchase Quantity to zero only for the current buying decision. Use Demand Review or a Demand Event when the historical pattern itself is exceptional; otherwise the same demand can produce another system recommendation next month.