Niyu Smart Stock: Setup & Installation Guide

Overview:

Niyu Smart Stock is an AI inventory planning module for Odoo. It reviews product movement, sales velocity, available stock, and purchasing context to help users answer one operational question:

What should we buy next? What should we review before stock becomes a problem?

The module adds a planning layer inside Odoo so users can:

• Review products at risk of stockout.
• Identify healthy, overstocked, and risky products.
• Generate draft RFQs from planning recommendations.
• Reduce manual Excel work for recurring inventory checks.
• Give purchasing teams a faster starting point for vendor orders.

The module does not replace the purchasing team. It gives them a cleaner first draft, clearer risk signals, and faster review flow.

What the module does

Niyu Smart Stock focuses on inventory planning and purchasing preparation.

It can help with:

1. Demand review

The module reviews product movement and sales velocity to estimate future demand. This helps teams avoid relying only on manual reorder rules or last-minute stock checks.

2. Stock health visibility

Products can be reviewed using clear planning states such as:

• Healthy
• Overstock
• Stockout risk
• Needs review

These labels help the user quickly understand which products need attention.

3. Restock planning

The module prepares a restock plan so the purchasing team can review what should be ordered next.

The goal is not to hide the decision process. The goal is to reduce the time spent collecting data before the decision.

4. Draft RFQ generation

Users can create draft RFQs from the planning view. RFQs remain drafts so the purchasing team can review vendors, quantities, prices, and business context before confirming.

5. Vendor grouped purchasing

Draft RFQs are grouped by vendor where vendor data is available. This keeps the purchasing flow close to how Odoo users already work.

Who should use this module

Niyu Smart Stock is useful for:

• Inventory managers who review stock risk every week.
• Purchasing teams who manually prepare RFQs from Excel.
• Odoo users managing fast-moving products.
• Businesses that frequently face stockouts or overstock.
• Teams that want a planning view before creating purchase documents.

It is especially useful when the team already has Odoo Inventory and Purchase in active use.

Requirements

Before installing the module, make sure your Odoo environment has the required apps and permissions.

Odoo version

This documentation page is prepared for Odoo 19.0.

Required Odoo apps

The module depends on the following Odoo apps:

• Inventory
• Purchase
• Sales
• Discuss
• Invoicing

User access

The setup user should have administrator access or enough permissions to:

• Install modules.
• Open Inventory configuration.
• Configure the Niyu Smart Stock API key.
• Run the initial sync.
• Review inventory planning screens.
• Create draft RFQs.

Product data

For best results, products should have clean inventory and purchasing data.

Recommended product data:

• Product name
• Product type
• On-hand quantity
• Sales history
• Vendor information
• Purchase lead time where available
• Active product status
• Correct unit of measure

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.

Step 2: Open Inventory settings

Go to:

Inventory → Configuration → Settings

Find the Niyu Smart Stock configuration area.

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.

Main workflow

The normal workflow is simple.

1. Configure once

The admin adds the API key and runs the first sync.

2. Review stock health

The inventory or purchase user opens the planning view and checks which products are healthy, overstocked, or at risk.

3. Review product recommendations

The user checks recommended quantities and planning signals before taking action.

4. Create draft RFQs

For products that need purchasing, the user creates draft RFQs.

The RFQs should be reviewed before confirmation.

5. Repeat on schedule

The team can run the process again based on the plan limit and sync frequency.

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?

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.

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

Plans and limits

Plan limits may depend on the license and version purchased.

Free tier

Designed for small shops or initial testing.

Limit access:

• Up to 20 products
• Weekly sync
• Draft RFQ support

Professional tier

Designed for businesses with higher inventory turnover.

Limited Access:

• Up to 20,000 SKUs
• Daily sync
• Automated draft RFQs
• Advanced analytics
• Priority email support

Enterprise tier

Designed for large inventory operations.

Typical scope:

• Custom SKU limits
• Custom deployment or support requirements
• Enterprise planning requirements

Use the official Niyu Labs plan or support channel to confirm current limits.

Recommended setup checklist

Before using Smart Stock in production, review this checklist.

Product setup

• Products are active.
• Products have correct product type.
• Units of measure are correct.
• Vendor records are available where purchasing is expected.
• Products that should not be planned are excluded or handled separately.

Inventory setup

• On-hand stock is reasonably accurate.
• Warehouse quantities are up to date.
• Inventory adjustments are posted where needed.
• Scrap, returns, and unusual movements are reviewed if they affect demand.

Purchase setup

• Vendor price lists are current.
• Vendor lead times are configured where possible.
• Open purchase orders are reviewed before confirming new RFQs.

Sales setup

• Sales history is available.
• Abnormal one-time sales are understood.
• Seasonal or campaign-driven products are reviewed manually.

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.

Troubleshooting

The planning view is empty

Check the following:

• The API key is saved.
• The initial sync has been run.
• Products are active.
• Products have sales or inventory history.
• The selected plan supports the number of products being reviewed.

The RFQ button is not creating a draft RFQ

Check the following:

• The product has a vendor configured.
• The user has permission to create purchase documents.
• The product can be purchased.
• Purchase app access is available.
• There are no required fields missing on the product or vendor.

The product recommendation looks wrong

Check the following:

• Recent stock adjustments.
• One-time bulk sales.
• Incorrect sales history.
• Wrong unit of measure.
• Missing vendor lead time.
• Existing purchase orders that are already expected to arrive.

Sync is taking longer than expected

The first sync can take longer because it prepares the first planning dataset.

If repeated syncs are slow, check:

• Product count.
• Available history.
• Network stability.
• Odoo worker performance.
• License tier and sync frequency.

The product is marked as overstock but the business still wants to buy it

The health label is a planning signal, not a rule.

Some products may still require manual purchase because of promotions, supplier constraints, long lead time, or strategic stocking decisions.

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?

FAQ

Is this only a forecasting module?

No. Forecasting is part of the workflow, but the module is focused on planning action. The main value is reviewing risk and preparing draft RFQs inside Odoo.

Does it create purchase orders automatically?

It creates draft RFQs where the workflow supports it. The purchasing team should review and confirm them manually.

Can it work with the free tier?

Yes. The free tier is designed for small-scale usage, usually focused on a limited number of products.

What happens when product data is incomplete?

The recommendation may be less reliable. Review product setup, vendor data, sales history, units of measure, and current stock before relying on the result.

Does it replace Odoo reordering rules?

No. It adds an AI planning layer. Odoo reordering rules can still be used where they fit your process.

Does it slow down Odoo?

The module is designed so heavy planning work does not need to run as normal manual spreadsheet work inside Odoo. For large product counts, review deployment and sync settings with Niyu Labs support.

Can the module create RFQs by vendor?

Yes, where vendor data is available, the module can prepare draft RFQs in a purchasing-friendly flow.

Should every recommendation be accepted?

No. Treat recommendations as a planning starting point. Review exceptions before confirming purchase documents.

Who should manage the setup?

An Odoo administrator or inventory manager with enough access to install modules, configure Inventory settings, and review purchase workflows.

How do I get support?

Contact Niyu Labs at: info@niyulabs.com

Include:

• Odoo version
• Module version
• Product count
• License tier
• Screenshot of the issue
• Steps to reproduce
• Error message, if any

Feedback section

If the planning result looks incorrect, send the following details to Niyu Labs support:

• Product name and internal reference
• Current on-hand quantity
• Recent sales pattern
• Vendor configuration
• Expected purchase quantity
• Actual suggested quantity
• Screenshot of the Smart Stock line
• Screenshot of the generated RFQ, if applicable

This helps the support team check whether the issue is caused by product data, vendor setup, stock history, sync configuration, or planning logic.

Support

For setup help, production issues, or plan questions:

Email: info@niyulabs.com
Website: https://niyulabs.com
Odoo App: AI Inventory Planning - Niyu Smart Stock