Setup & Installation Guide

Installation

Niyu Smart Stock helps inventory and purchasing teams review future stock risk, understand product health, and create draft RFQs from Odoo inventory data. It is designed for teams that want a practical restocking assistant inside Odoo, not another spreadsheet-based planning process.

Installation

Step 1: Install the module

Install Niyu Smart Stock from the Odoo Apps Store or from your Odoo deployment package.

After installation, update the apps list if needed and install the module from the Apps menu.

app-install-niyu-smart-stock
app-install-niyu-smart-stock

Step 2: Open Inventory settings

Go to:

Inventory → Configuration → Settings

Find the Niyu Smart Stock configuration area.

inventory-settings-smart-stock
inventory-settings-smart-stock

Step 3: Add the API key

Paste your Niyu Smart Stock API key into the configuration field.

Save the settings.

The API key connects your Odoo module with the Niyu Smart Stock planning service.

Step 4: Run the initial sync

Run the first sync after saving the key.

The first sync prepares the planning data and allows the module to generate its first stock review.

Depending on product count and available history, the first run may take longer than later runs.

Step 5: Open the Smart Stock planning view

Go to the Inventory app and open the Niyu Smart Stock planning area.

Use this view to review:

  • Current product health.
  • Stockout risk.
  • Products that need review.
  • Suggested purchasing actions.
  • Draft RFQ generation options.
 smart-stock-planning-overview
smart-stock-planning-overview

Planning view

The planning view is the main working screen for users.

It should help the team answer:

  • Which products are at risk?
  • Which products are already healthy?
  • Which products are overstocked?
  • Which products need purchasing review?
  • Which RFQs should be created first?
smart-stock-command-center
smart-stock-command-center

Product health labels

Niyu Smart Stock uses product health labels to reduce manual checking.

Healthy

The product has enough stock based on current planning signals.

Overstock

The product appears to have more stock than needed.

This does not automatically mean the stock is bad. It means the item should be reviewed before placing more purchase orders.

Stockout risk

The product may not have enough stock for expected demand.

This is the highest-priority category for inventory review.

Needs review

The product has incomplete, unusual, or uncertain planning data.

The user should check product setup, vendor data, and recent demand changes.

Draft RFQ generation

Niyu Smart Stock can create draft RFQs from the planning recommendations.

This is one of the most important workflows in the module.

How it works

1. Open the planning view.
2. Review the product recommendation.
3. Click the RFQ/cart action for the product or recommended group.
4. The module creates a draft RFQ.
5. Review the RFQ before confirming.

draft-rfq-generation
draft-rfq-generation

Important

Generated RFQs should be reviewed by a purchasing user before confirmation.

The module prepares the first draft. It does not remove purchasing control from the business.

Before confirming, check:

  • Vendor
  • Quantity
  • Unit price
  • Delivery lead time
  • Existing open purchase orders
  • Product substitutions
  • Warehouse requirements
  • Business exceptions

Good use cases

Weekly purchasing review

Use Smart Stock before the weekly purchasing meeting.

The team can review stockout risk and generate draft RFQs faster than building the plan manually.

Fast-moving product monitoring

Use the planning view to check products that sell quickly and can run out before the next normal purchase cycle.

Overstock review

Use health labels to identify products that should not be reordered yet.

Small team inventory planning

Small teams can use the free tier to test planning on the top 20 products before scaling.

High-SKU purchasing operations

Larger teams can use the professional tier to reduce manual review time across many SKUs.

What Smart Stock does not do

Niyu Smart Stock is not a replacement for business judgment.

It does not automatically confirm purchase orders.

It does not guarantee demand in unusual market conditions.

It does not fix incorrect product, vendor, or stock data.

It does not replace your Odoo Inventory and Purchase configuration.

It works best when Odoo data is reasonably clean and the purchasing team reviews the output.

Data and safety notes

Niyu Smart Stock is designed to avoid heavy planning work inside the normal Odoo user flow.

The module sends the required planning context for analysis and returns planning results to Odoo.

Recommended safety practices:

  • Do not use test or dummy product data in production planning.
  • Keep vendor and inventory data updated.
  • Review generated RFQs before confirmation.
  • Limit admin access to trusted users.
  • Contact Niyu Labs support before changing deployment assumptions for high-SKU environments.

Example user prompts for internal testing

These prompts are useful for checking whether the documentation and screenshots explain the workflow clearly.

  • Which products are at risk of stockout this week?
  • Which products should I not reorder right now?
  • Which products are overstocked?
  • Create draft RFQs for the products that need restocking.
  • Show me the products that need manual review.
  • Which vendor RFQs were generated from Smart Stock recommendations?