112 lines
4.5 KiB
Markdown
112 lines
4.5 KiB
Markdown
---
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name: odoo-inventory-optimizer
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description: "Expert guide for Odoo Inventory: stock valuation (FIFO/AVCO), reordering rules, putaway strategies, routes, and multi-warehouse configuration."
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risk: safe
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source: "self"
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---
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# Odoo Inventory Optimizer
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## Overview
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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).
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## When to Use This Skill
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- Choosing and configuring FIFO vs AVCO stock valuation.
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- Setting up minimum stock reordering rules to avoid stockouts.
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- Designing a multi-step warehouse flow (2-step receipt, 3-step delivery).
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- Configuring putaway rules to direct products to specific storage locations.
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- Troubleshooting negative stock, incorrect valuation, or missing moves.
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## How It Works
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1. **Activate**: Mention `@odoo-inventory-optimizer` and describe your warehouse scenario.
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2. **Configure**: Receive step-by-step configuration instructions with exact Odoo menu paths.
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3. **Optimize**: Get recommendations for reordering rules and stock accuracy improvements.
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## Examples
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### Example 1: Enable FIFO Stock Valuation
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```text
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Menu: Inventory → Configuration → Settings
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Enable: Storage Locations
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Enable: Multi-Step Routes
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Costing Method: (set per Product Category, not globally)
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Menu: Inventory → Configuration → Product Categories → Edit
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Category: All / Physical Goods
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Costing Method: First In First Out (FIFO)
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Inventory Valuation: Automated
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Account Stock Valuation: [Balance Sheet inventory account]
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Account Stock Input: [Stock Received Not Billed]
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Account Stock Output: [Stock Delivered Not Invoiced]
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```
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### Example 2: Set Up a Min/Max Reordering Rule
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```text
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Menu: Inventory → Operations → Replenishment → New
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Product: Office Paper A4
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Location: WH/Stock
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Min Qty: 100 (trigger reorder when stock falls below this)
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Max Qty: 500 (purchase up to this quantity)
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Multiple Qty: 50 (always order in multiples of 50)
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Route: Buy (triggers a Purchase Order automatically)
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or Manufacture (triggers a Manufacturing Order)
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```
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### Example 3: Configure Putaway Rules
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```text
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Menu: Inventory → Configuration → Putaway Rules → New
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Purpose: Direct products from WH/Input to specific bin locations
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Rules:
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Product Category: Refrigerated Goods
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→ Location: WH/Stock/Cold Storage
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Product: Laptop Model X
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→ Location: WH/Stock/Electronics/Shelf A
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(leave Product blank to apply the rule to an entire category)
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Result: When a receipt is validated, Odoo automatically suggests
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the correct destination location per product or category.
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```
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### Example 4: Configure 3-Step Warehouse Delivery
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```text
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Menu: Inventory → Configuration → Warehouses → [Your Warehouse]
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Outgoing Shipments: Pick + Pack + Ship (3 steps)
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Operations created automatically:
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PICK — Move goods from storage shelf to packing area
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PACK — Package items and print shipping label
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OUT — Hand off to carrier / mark as shipped
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```
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## Best Practices
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- ✅ **Do:** Use **Lots/Serial Numbers** for high-value or regulated items (medical devices, electronics).
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- ✅ **Do:** Run a **physical inventory adjustment** at least quarterly (Inventory → Operations → Physical Inventory) to correct drift.
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- ✅ **Do:** Set reordering rules on fast-moving items so purchase orders are generated automatically.
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- ✅ **Do:** Enable **Putaway Rules** on warehouses with multiple storage zones — it eliminates manual location selection errors.
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- ❌ **Don't:** Switch stock valuation method (FIFO ↔ AVCO) after recording transactions — it produces incorrect historical cost data.
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- ❌ **Don't:** Use "Update Quantity" to fix stock errors — always use Inventory Adjustments to maintain a proper audit trail.
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- ❌ **Don't:** Mix product categories with different costing methods in the same storage location without understanding the valuation impact.
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## Limitations
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- **Serial number tracking** at the individual unit level (SN per line) adds significant UI overhead; test performance with large volumes before enabling.
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- Does not cover **landed costs** (import duties, freight allocation to product cost) — that requires the `stock_landed_costs` module.
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- **Cross-warehouse stock transfers** have routing complexities (transit locations, intercompany invoicing) not fully covered here.
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- Automated inventory valuation requires the **Accounting** module; Community Edition installations without it cannot post stock journal entries.
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