Step 0 — Quick coverage check
Upload the Odoo lot export. The app splits it into Plus / Minus, pivots per product, VLookups the Plus qty into the Minus pivot, and flags which shortages can actually be adjusted from same-product positive lots.
Odoo Lot Export
Product · Lot/Serial · Exp Date · Quantity
First sheet is used (or any sheet named Raw/Stock/Export).
Tips — Phase 0
- Phase 0 — Plus / Minus Pre-Check (before Phase 1)
- Goal: quickly see which negative-lot shortages can be covered by positive lots of the SAME product, before you bother running the full Phase 1 adjustment.
- Steps:
- 1. In Odoo, export the location with columns: Product, Lot/Serial Number, Expiration Date, Quantity.
- 2. Upload the file here. The app splits rows into two sheets — 'Plus' (Qty > 0) and 'Minus' (Qty < 0) — and pivots each by Product.
- 3. For every product in the Minus pivot, the app VLOOKUPs the Plus pivot to find matching positive stock.
- 4. Rule:
- • If |Minus Qty| ≤ Plus Qty → 'Can be adjust' — the positive lots cover the shortage; proceed with Phase 1.
- • If |Minus Qty| > Plus Qty → 'Skip / Cannot adjust' — no way to zero the shortage from same-product positives; either buy stock or write off.
- 5. Download the workbook — it contains Raw / Plus / Minus / Pivot Plus / Pivot Minus / Compare sheets, ready to hand off.
- Tip: run Phase 0 first, then only load the 'Can be adjust' subset into Phase 1 to keep the adjustment file clean.