Your Odoo account will need the Sales, Inventory and Purchase modules in order for the Inventory Planner integration to work properly.
Connecting your Odoo account to Inventory Planner
To set up an Inventory Planner account, follow the signup procedure.
After signing up, you'll select a platform from where your product and order history can be synced in order to populate Inventory Planner. Here you'll select Odoo.
Configuring Odoo API access
To connect your Odoo and Inventory Planner accounts, you will need the following information:
Your Odoo URL: this will be in the following format: https://mycompany.odoo.com
Your Odoo database name: found by going to https://odoo.com, clicking your account name in the upper right corner and clicking My Databases.
An Odoo Username
The Odoo User Password
When logged into Inventory Planner, enter this information on the Connection page.
Click "Connect" to start your first sync.
Workflow overview
Inventory Planner's demand forecasting will be used to produce purchase orders. Once saved, those purchase orders will sync to Odoo. After the sync, you will process those purchase orders in Odoo, including receiving, editing, or cancelling the purchase orders.
Product information, sales history, vendor information, and previously created purchase orders will all sync from Odoo to Inventory Planner on the first sync, then will be updated automatically every 24 hours.
Inventory syncing
By default, Inventory Planner syncs the "on hand" quantity from Odoo, which may include stock that is reserved for orders.
If you want to sync the "free to use" quantity instead, which should only include saleable stock, you can add a custom field in Odoo which the Odoo team can include in the stock.quant model, then contact Inventory Planner support to map the custom field to the "in stock" quantity.
Updating Odoo
Updating Odoo to the latest version shouldn’t create any issues with Inventory Planner.
Any errors that occur after the first sync after updating are likely due to Inventory Planner updating its sync fields, and should not persist.
However, if you have updated and have any concerns, please contact the support team for the latest information on any conflicts between the integrations.