Skill: Odoo Inventory & Logistics

This skill provides the agent with the expertise required to manage Odoo's inventory operations, covering transfers (pickings), stock moves, and the physical warehouse structure.

Core Mandates

1. Snapshot Awareness (Dynamic Discovery)

• Mandate: The inventory-fields.json resource is a snapshot of common logistics fields. It is NOT exhaustive.
• Verification: If a task requires absolute technical precision or if the user references attributes not in your resource, you MUST call inspect_model to retrieve the "Live Truth" from the target Odoo instance.

2. The Inventory Flow (Pickings & Moves)

Inventory operations are centered around the Transfer (stock.picking).

• Picking: The "envelope" or document (e.g., WH/OUT/001).
• Move (stock.move): The individual lines on the picking (e.g., "10 units of Product A").
• State Lifecycle:
  • draft: Document is being prepared.
  • waiting: Waiting for another operation to complete.
  • confirmed: Waiting for products to be available in stock.
  • assigned: Products are reserved and the transfer is Ready to process.
  • done: The physical move has occurred and stock levels have updated.

2. Physical vs. Virtual Locations

Odoo tracks stock by moving items between Locations (stock.location).

• Internal: Physical spots in your warehouse (e.g., WH/Stock/Shelf 1). These contribute to your On-Hand quantity.
• Supplier: Virtual source for incoming goods.
• Customer: Virtual destination for outgoing goods.
• Inventory Loss: Used for corrections (Scrap, adjustments).

3. Valuation & Costing

Stock valuation logic is typically controlled at the product.category level (see odoo-products skill).

• Manual vs. Automated: Automated valuation creates account.move entries for every stock move.
• Mandate: Be cautious when processing moves for products with "Automated" valuation, as it impacts the balance sheet immediately.

4. Advanced Logistics Configuration

Odoo's logistics engine is driven by Routes (stock.route) and Rules (stock.rule).

• Pull Rules (Procurement): Triggered by demand (e.g., a Sale Order). They "pull" stock from a source to a destination.
• Push Rules: Triggered by arrival. When stock enters a location, they "push" it further.
• Putaway Rules (stock.putaway.rule): Direct incoming products to specific bins based on the product, category, or Storage Category (stock.storage.category).
• Packaging (product.packaging): Defines commercial units (e.g., Box of 12). Used for faster entry and barcode scanning.

5. Units of Measure (UoM)

• Categories: Units are grouped into categories (e.g., Unit, Weight, Working Time). Conversions are ONLY possible within the same category.
• Reference Unit: Each category has one reference unit (e.g., "Units" or "kg"). All other units in the category define a ratio against this reference.
• Mandate: Changing the UoM on a product with stock moves is extremely dangerous. Always verify the category match before suggesting a conversion.

6. Troubleshooting & Diagnostics

When a transfer is stuck or stock levels seem incorrect, follow this workflow:

1. Unreserved Stock: If a picking is in confirmed but not assigned, check if the product has free_qty in the source location.
2. Broken Routes: If no picking is generated for a Sale Order, check if a valid Route (e.g., "MTO", "Buy") is selected on the product or its category.
3. Negative Stock: Check for stock.quant records with negative values. This usually indicates a user processed a delivery before recording the receipt.
4. Putaway Failure: If receipts are going to a generic "Stock" location instead of specific bins, verify the stock.putaway.rule priorities.

Available Resources

• inventory-logic.md: Deep-dive into pickings types, reservation logic, and backorders.
• inventory-advanced-logic.md: Advanced guide on routing, putaway, packaging, and UoM.
• inventory-fields.json: Dense technical map of fields for Picking, Move, Location, Route, Rule, and UoM models.