Prepare Odoo Data for Reliable Planning

Niyu Smart Stock plans from the business records already in Odoo. Forecast quality and replenishment accuracy depend on correct warehouse mapping, confirmed demand, physical stock, dated supply, vendors, UoMs, and planning policy.

Products and units of measure

• Use the correct product type and enable purchasing for items that should be replenished.
• Maintain the stock UoM and purchase UoM in the same UoM category.
• Set UoM rounding to the smallest executable stock quantity. Whole-unit products should not use a fractional stock rounding.
• Maintain supplier packaging, order step, case pack, and minimum quantity where they are operational requirements.
• Archive or exclude products that should not enter normal planning.

Demand records

• Sales Orders used as demand must be confirmed in Sale or Done state.
• Enable POS Demand only when validated POS transactions represent real warehouse demand and the POS picking type maps to the correct warehouse.
• Review obsolete and replacement mappings before transferring historical demand to a successor SKU.
• Do not use stockout estimation for made-to-order, project-specific, service, intentionally seasonal, or backorder-driven products unless the chosen treatment matches how demand is recorded.

Warehouses and stock

• Sales and POS records must point to the correct warehouse.
• Stock quants and completed stock moves should match physical inventory.
• Receipts and internal transfers should use the correct source, destination, state, and expected date.
• Reservations and outbound commitments should be current before reviewing donor surplus.
• Each warehouse used for transfers needs suitable internal picking types and locations.

Vendors and purchasing

• Add the intended vendor to the product or apply a vendor through a matching Planning Rule.
• Check vendor lead time, purchase UoM, currency, minimum quantity, and price-list packaging.
• Decide whether draft RFQs are reliable enough to count as incoming supply. This is controlled by Planning Rules.
• Maintain standard cost if Buy Budget Needed and value-based planning cards must be meaningful.

Planning scope

• Create a broad default Planning Rule where appropriate, then add narrower rules for exceptions.
• Use Exclusions for product, template, category, warehouse, or product-warehouse scopes that should not be planned.
• Create Ordering Profiles for recurring or manual review cycles and link them through Planning Rules.
• Configure Transfer Networks when transfers must follow approved hub, store, country, or route relationships.

Representative validation set

Before broad use, sample fast movers, slow movers, intermittent products, new items, stockouts, overstock, vendor-constrained products, periodic-order products, multi-warehouse products, and items with different purchase UoMs.

What to reconcile

1. Demand History against confirmed Sales Orders, optional POS demand, and inherited replacement demand.
2. Current stock, reservations, and incoming quantities against standard Odoo records.
3. The linked Planning Rule and Ordering Profile against the intended scope.
4. System Suggested Purchase against the protection period, dated supply, transfer contribution, and ordering constraints.
5. The draft RFQ quantity and purchase UoM against the approved Planner Purchase Quantity.