Transfer Networks and Internal Rebalancing
Configure transfer-first, buy-direct, or transfer-only planning with safe donor protection, timing, warehouse roles, and approved networks.
Internal Rebalancing checks whether same-company stock can reach a warehouse in time before the planner buys more. The default strategy remains Transfer first, then buy unless configuration changes it.
Global behavior
- Open Settings > Niyu Smart Stock > Internal Rebalancing.
- Enable or disable Internal Rebalancing.
- Choose Transfer first, then buy; Buy directly; or Internal transfer only.
- Choose all same-company warehouses, same-country warehouses, or configured Transfer Networks.
- Set the default transfer lead time and save.
Create a Transfer Network
- Open Inventory > Niyu AI > Configuration > Transfer Networks.
- Create a network for one company.
- Add each warehouse once.
- Set Can Supply and Can Receive to define hub, store, or two-way roles.
- Set Source Priority when one donor should be preferred.
- Set a Transfer Lead Time Override when a lane differs from the default.
- Resolve any route warning and use Open Action Lines to inspect the scope.

Common network patterns
- Hub and spoke: the distribution center can supply; stores can receive.
- Regional pool: warehouses can both supply and receive within the same country or network.
- Protected store: allow receiving but block supplying.
- Source-only overflow warehouse: allow supplying but block receiving.
Planning Rule control
A Planning Rule can override the global strategy and scope, restrict allowed networks, block destination replenishment, block transfer-in, block transfer-out, or set a transfer lead time for its matched product-warehouse combinations.
How a donor is protected
A warehouse is eligible only when stock remains above its own protected need after reservations, demand, dated incoming supply, ordering cycle, safety requirements, and existing outbound commitments are considered. Planned quantities are allocated through a shared ledger so the same donor surplus is not promised twice.
Timing matters
A transfer reduces purchase demand only when the route and lead time allow it to arrive before the receiver needs the stock. Late stock is shown as a reason, not counted as timely supply.
Recommendation outcomes
- Fully covered internally: the timely transfer covers the current need.
- Transfer then buy: timely internal stock covers part and purchasing covers the balance.
- No safe donor or no eligible route: buy remains or the line is blocked, depending on strategy.
- Transfer-only shortfall: internal supply is insufficient and external buying is intentionally suppressed.
Before creating a transfer
Review Transfer Plan, source protection, destination need, timing, UoM, and linked documents. At creation time the module revalidates live stock, policy, network, route, UoM, and duplicate-document conditions.
Physical control stays in Odoo
The module creates and confirms internal transfer pickings when requested. Warehouse users still reserve, process, and validate the movement through standard Inventory.
Purchase Schedule Profiles
Split an approved purchase quantity into dated batches while preserving UoM, MOQ, order-step, and RFQ execution controls.
Exclusions, POS Demand, Replacements, and Bulk Rules
Control products outside normal planning, include retail demand, move demand to replacements, and maintain large rule sets safely.
