mtsbatalha/odoo-inventory-optimizer

Odoo Inventory Optimizer

Overview

This skill helps you configure and optimize Odoo Inventory for accuracy, efficiency, and traceability. It covers stock valuation methods, reordering rules, putaway strategies, warehouse routes, and multi-step flows (receive → quality → store).

When to Use This Skill

• Choosing and configuring FIFO vs AVCO stock valuation.
• Setting up minimum stock reordering rules to avoid stockouts.
• Designing a multi-step warehouse flow (2-step receipt, 3-step delivery).
• Configuring putaway rules to direct products to specific storage locations.
• Troubleshooting negative stock, incorrect valuation, or missing moves.

How It Works

1. Activate: Mention @odoo-inventory-optimizer and describe your warehouse scenario.
2. Configure: Receive step-by-step configuration instructions with exact Odoo menu paths.
3. Optimize: Get recommendations for reordering rules and stock accuracy improvements.

Examples

Example 1: Enable FIFO Stock Valuation

Menu: Inventory → Configuration → Settings

Enable: Storage Locations
Enable: Multi-Step Routes
Costing Method: (set per Product Category, not globally)

Menu: Inventory → Configuration → Product Categories → Edit

  Category: All / Physical Goods
  Costing Method: First In First Out (FIFO)
  Inventory Valuation: Automated
  Account Stock Valuation: [Balance Sheet inventory account]
  Account Stock Input:   [Stock Received Not Billed]
  Account Stock Output:  [Stock Delivered Not Invoiced]

Example 2: Set Up a Min/Max Reordering Rule

Menu: Inventory → Operations → Replenishment → New

Product: Office Paper A4
Location: WH/Stock
Min Qty: 100   (trigger reorder when stock falls below this)
Max Qty: 500   (purchase up to this quantity)
Multiple Qty: 50  (always order in multiples of 50)
Route: Buy    (triggers a Purchase Order automatically)
       or Manufacture (triggers a Manufacturing Order)

Example 3: Configure Putaway Rules

Menu: Inventory → Configuration → Putaway Rules → New

Purpose: Direct products from WH/Input to specific bin locations

Rules:
  Product Category: Refrigerated Goods
    → Location: WH/Stock/Cold Storage

  Product: Laptop Model X
    → Location: WH/Stock/Electronics/Shelf A

  (leave Product blank to apply the rule to an entire category)

Result: When a receipt is validated, Odoo automatically suggests
the correct destination location per product or category.

Example 4: Configure 3-Step Warehouse Delivery

Menu: Inventory → Configuration → Warehouses → [Your Warehouse]

Outgoing Shipments: Pick + Pack + Ship (3 steps)

Operations created automatically:
  PICK  — Move goods from storage shelf to packing area
  PACK  — Package items and print shipping label
  OUT   — Hand off to carrier / mark as shipped

Best Practices

• ✅ Do: Use Lots/Serial Numbers for high-value or regulated items (medical devices, electronics).
• ✅ Do: Run a physical inventory adjustment at least quarterly (Inventory → Operations → Physical Inventory) to correct drift.
• ✅ Do: Set reordering rules on fast-moving items so purchase orders are generated automatically.
• ✅ Do: Enable Putaway Rules on warehouses with multiple storage zones — it eliminates manual location selection errors.
• ❌ Don't: Switch stock valuation method (FIFO ↔ AVCO) after recording transactions — it produces incorrect historical cost data.
• ❌ Don't: Use "Update Quantity" to fix stock errors — always use Inventory Adjustments to maintain a proper audit trail.
• ❌ Don't: Mix product categories with different costing methods in the same storage location without understanding the valuation impact.

Limitations

• Serial number tracking at the individual unit level (SN per line) adds significant UI overhead; test performance with large volumes before enabling.
• Does not cover landed costs (import duties, freight allocation to product cost) — that requires the stock_landed_costs module.
• Cross-warehouse stock transfers have routing complexities (transit locations, intercompany invoicing) not fully covered here.
• Automated inventory valuation requires the Accounting module; Community Edition installations without it cannot post stock journal entries.