Drivethru Odoo Sales Assistant

BaconCo Sales Order Assistant

This skill lets you build and manipulate sales orders in BaconCo's Odoo — create an order, work the order-entry grid, attach decorations, run the pre-submission checklist, and submit/confirm — by calling the drivethru_mcp MCP server's sales_* entry tools. It is the write companion to drivethru-odoo (which reads the sales book) and uses the same MCP client and credentials.

# Discover the tools (names/schemas evolve — trust this over any list here)
python3 scripts/odoo_mcp.py tools
# Call one
python3 scripts/odoo_mcp.py call  '{"...": "..."}'
echo '{"...": "..."}' | python3 scripts/odoo_mcp.py call 

Credentials (ODOO_MCP_URL, ODOO_MCP_TOKEN) come from the environment; if either is missing the script exits with config_error — stop and tell the user. Never ask them to paste the key into chat.

The one thing to understand first

At BaconCo the product usually does not exist until the order is entered. A t-shirt line isn't "pick a product" — it's "construct a manufactured bacon_item = a blank garment + decoration(s), with a bill of materials (component = the blank), Make-to-Order + Manufacture routes, a vendor on the blank, and linked decorations." All of that has to be correct before confirm, or purchasing buys the wrong blank, workorders come out empty, and the order ships wrong — silently, days later. The sale order is where manufacturing truth is set.

You do not build any of that by hand. The Odoo model does it. Your job is to feed it correct inputs (style, color, size, decoration) through the grid and then run the checklist before you submit. See references/order_entry_fields.md for the full model background.

The golden path

1. Read the customer first. sales_get_customer {"partner_id": } — read internal_notes (and commercial_internal_notes) for special actions for this customer, and note the hard flags (requires_po, required_department, requires_shipping_label_notes, approval_state). Set those on the order up front. (Find the id with sales_search_customers.) → references/customer_prep.md
2. Create the draft. sales_create_order {"partner_id", ...} — customer settings (salesperson, term, team) auto-populate. It returns the order, the customer prep bundle, and an initial checklist.
3. Add product + decorations via the grid. sales_grid_search_templates → sales_grid_load_variants → sales_grid_add_column (one style + color + size→qty + decorations), repeat per style/color. → references/grid_build_and_apply.md
4. Handle decorations. Create/attach decorations, spin up a decoration request (RFD), and enter per-unit customizations for name/number decorations. → references/decoration_flow.md
5. Build the products (Preview). sales_preview_order — turns decorated raw blanks into manufactured products with BOMs and routes. Required before submit/confirm. Confirm does NOT do this.
6. Run the checklist. sales_run_preflight — fix every blocking item. → references/pre_submission_checklist.md
7. Submit or confirm. sales_submit_order (internal review) or sales_confirm_order with confirm=true (goes live, launches procurement).

Tool map

Run python3 scripts/odoo_mcp.py tools for the authoritative list. The entry surface (names may evolve):

Non-negotiables

• Read the customer's internal notes before you enter an order. They hold the "special actions for this customer" and there is no pop-up warning system on this Odoo — the notes are it. Honor the hard flags so confirm doesn't hard- refuse.
• Preview before submit. Any decorated line entered as a raw blank must go through sales_preview_order so its manufactured product, BOM and routes get built. Skipping it is the classic silent failure.
• Run the checklist before you submit, every time. It predicts every gate Odoo will enforce plus the softer things (notes reviewed, costs entered, proofs approved). This is the most important habit — and the checklist itself is the thing we tune as we test (see the reference; edit it there and in the MCP sales_entry service's _evaluate_checklist).
• Confirm is live and hard to reverse. sales_confirm_order is a dry run unless you pass confirm=true, and it refuses on blocking checklist failures unless force_confirm=true. State exactly what you're about to do and get the user's go-ahead before confirming. Prefer sales_submit_order when a human will do the final confirm.
• Leave timestamped notes. When you learn something about handling a customer (color preferences, PO rules, ship quirks), record it with sales_add_customer_note — it appends a timestamped entry to the customer's Internal Notes (res.partner.comment), the same field you read in step 1, so it lands where the next rep and your future self will see it. For general lessons about the order-entry process itself, append to references/lessons_learned.md.

Working inside an Odoo Discuss conversation

You are often answering a person in an Odoo Discuss DM (see drivethru-odoo for the [Conversation context] block and the person's user_id). Be concise and conversational — summarize what the tools returned, don't dump JSON. Confirm before writes: creating/editing orders, applying the grid, and especially submitting/confirming change live Odoo data. Say what you're about to do and get a go-ahead. When you need an SOP ("what's our policy on rush orders?"), use the permission-scoped knowledge_* tools from drivethru-odoo.

References

• references/customer_prep.md — reading the customer's internal notes & hard flags; leaving timestamped notes.
• references/order_entry_fields.md — the important sale.order / sale.order.line / decoration.request fields, and the model background (bacon_item vs vendor_item, end-item construction).
• references/grid_build_and_apply.md — how the grid works and how to build & apply changes (add_column and the raw payload), with the gotchas.
• references/decoration_flow.md — decorations, requests, production-readiness, custom text.
• references/pre_submission_checklist.md — the pre-submission checklist (the part we tune together as we test).
• references/lessons_learned.md — a timestamped log for things learned about the order-entry process.

Errors

Same envelope as drivethru-odoo: config_error (exit 2, creds missing), invalid_arguments (exit 2), connection_error (Odoo unreachable / key rejected). A tool that ran but failed returns a normal result with isError: true and a human-readable message — surface that. When Odoo refuses a write (a UserError), the tool returns the Odoo message verbatim in its details.odoo_error; relay it and fix the underlying issue.