Warehouse agent
Status
Stable — four tools live, used daily for stock visibility.
The Warehouse agent answers questions about inventory: stock levels, reorder points, slow movers, pending receipts. It reads from your PLANA Business Cloud Inventory app.
What it knows about
| Domain | Specifics |
|---|---|
| On-hand quantities | Stock quants by product, by location, by lot |
| Reorder points | Products at or below their reorder rules |
| Movement velocity | Slow-moving SKUs over a chosen period |
| Incoming receipts | Purchase pickings not yet validated |
Tools
| Tool | What it reads |
|---|---|
GetStockLevels | stock.quant — on-hand by (product, location) |
GetReorderAlerts | stock.warehouse.orderpoint + stock.quant — under-reorder |
GetSlowMovingStock | stock.move over a date range — no-movement SKUs |
GetPendingReceipts | stock.picking of type incoming in assigned state |
Sample dialogues
"What's low?"
You: Which products are below their reorder point?
Warehouse: 🔧 GetReorderAlerts()
5 products are below reorder:
· SKU-2104 (Hex bolt M8) — on-hand 12, reorder 100, supplier
lead time 7d
· SKU-2106 (Hex bolt M10) — on-hand 0, reorder 50
· SKU-3401 (Power cable C13) — on-hand 8, reorder 30
· SKU-3402 (Power cable C19) — on-hand 5, reorder 25
· SKU-9012 (Label tape) — on-hand 1 box, reorder 5 boxes
SKU-2106 is out of stock. Talk to the buyer."Anything not moving?"
You: Which products haven't moved in the last 90 days?
Warehouse: 🔧 GetSlowMovingStock(days=90)
12 SKUs have had zero movement in 90 days, holding BGN 18,400:
· SKU-1801 (Legacy adapter) — 47 units, BGN 5,200
· SKU-2205 (Special connector) — 18 units, BGN 4,100
· ...
Top 5 by value account for BGN 14,700. Consider clearance
pricing or write-off."What's coming in?"
You: What pickings are pending receipt?
Warehouse: 🔧 GetPendingReceipts()
7 receipts assigned, total 2,840 units, ETA distribution:
· Today (3 receipts)
· This week (3 receipts)
· Next week (1 receipt — backorder from Acme Supply)
Today's first arrival is from BulkCorp at 14:00.What it CANNOT do
- Validate a picking (mark goods as received) — that's an action in PLANA Business Cloud
- Adjust stock manually — inventory adjustments live in the ERP
- Forecast demand — the agent reads current state; forecasting is in
pulse-dataand on the roadmap - Predict supplier delays — it reports what's scheduled, not what is likely
Works well
- "What's low?"
- "Which products are slow?"
- "What's coming in tomorrow / this week?"
- "How many units of SKU-X do I have?"
- "Where is SKU-Y stored?"
Works less well
- Cross-warehouse questions when you have many warehouses — answers collapse to a flat list; use the ERP's location tree for clarity
- Lot / serial questions — supported, but the chat output is dense when there are hundreds of lots; use Odoo's lot view instead
- Multi-step movements — "what's the status of this transfer?" is better answered by opening the picking in PLANA Business Cloud