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Niyu Smart Stock for Odoo: From Setup to Daily Planning

Understand the complete Odoo planning journey, the role of each workspace, and how forecast, policy, planner decisions, and execution fit together.

Niyu Smart Stock turns Odoo demand, stock, incoming supply, purchasing policy, and warehouse options into an explainable plan for each product and warehouse. It keeps the recommendation, planner decision, and Odoo execution document separate so teams retain control.

Full Odoo Inventory Control Tower with time-phased inventory risk and buying actions
Inventory Control Tower is the visual daily workspace. It shows when stock changes, what is already included, and which new action is recommended.

The operating loop

  1. Prepare Odoo: confirm products, warehouses, vendors, UoMs, sales history, stock, open supply, and user access.
  2. Set policy: configure company defaults, Planning Rules, Ordering Profiles, purchase schedules, and Transfer Networks.
  3. Run a forecast: the service forecasts demand; Odoo applies the company policy, stock, dated supply, transfer options, and executable quantity rules.
  4. Review: start in Inventory Control Tower, use Planning Overview for portfolio triage, and open Action Lines for the authoritative decision.
  5. Execute: approve planner quantities, then create draft RFQs or internal transfers. Confirmed purchase orders are never silently changed.
  6. Learn: review demand exceptions and mature Planning Performance evidence, then adjust policy deliberately.

Where to start each day

  • Inventory Control Tower: see risk and planned actions across day, week, or month.
  • Planning Overview: check forecast freshness, blockers, queue totals, execution progress, and warehouse pressure.
  • Action Lines: inspect the complete product-and-warehouse calculation, explanation, timing, quantities, and linked documents.
  • Demand Reviews: resolve unusual spikes or temporary low-demand periods individually or in bulk.

One source of truth

Control Tower and Planning Overview summarize the current Action Lines. They do not calculate competing recommendations.

Full Odoo Action Line showing recommendation, timing, context, and calculation tabs
The Action Line preserves the complete explanation and is the authoritative operational record.

What the main actions mean

  • Buy: external purchasing is the next step.
  • Transfer: eligible stock can arrive from another warehouse in time.
  • Transfer + Buy: move protected donor surplus first, then buy the remaining requirement.
  • Setup Needed: a vendor, rule, route, UoM, date, or other prerequisite blocks execution.
  • Watch or Covered: no immediate document is required.
  • Ignored: the line is intentionally outside the active queue.

Important boundaries

  • Recorded Odoo demand is never deleted. Stockout and exceptional-demand controls change the planning interpretation, not the source transaction.
  • Planner Purchase Quantity, including an explicit zero, remains a deliberate decision until reset.
  • A recommendation is not supply until an RFQ, PO, or transfer qualifies as included supply under the Planning Rule.
  • A new order, delivery, receipt, stock correction, or policy change affects the planning snapshot after the next forecast sync.

Start with the supported addon package, access roles, and company connection.

Install and connect

Learn how to read the board, cells, colors, dates, groups, and decision drawer.

Open the Control Tower guide