User Manual for Odoo AI-OCR Document Digitization Sale Order

Odoo AI-OCR Doc Digitization Sale Order module simplifies the processing of gross sales orders through the use of AI to extract key data from scanned paperwork. 

The Odoo AI-OCR Doc Digitization Sale Order module eliminates the necessity for handbook information entry, guaranteeing accuracy and effectivity when capturing gross sales order particulars in Odoo.

1. Robotically extracts key information from scanned gross sales orders and enters it into Odoo. 

2. Precisely captures and organizes buyer particulars, order numbers, merchandise, and portions, minimizing errors.

3. Able to dealing with a number of gross sales orders without delay, permitting companies to course of giant volumes of orders effectively.

4. Makes use of  AI to detect and extract related particulars from complicated gross sales order codecs. 

5. Customers can create customized templates particular to gross sales orders.

6. Customers can create and modify area mapping to match totally different gross sales order codecs, making the extraction course of adaptable.

7. Apart from importing PDFs, the Odoo AI-OCR Doc Digitization Sale Order module lets customers extract information straight from gross sales orders in Odoo.

1. As soon as you buy the App from the Webkul retailer, you’ll obtain the hyperlink to obtain the zip file of the module.
2. Extract the file in your system after the obtain finishes. Consequently, it is possible for you to to see a folder named- ‘odoo_invoice_digitization’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on on the Settings menu. Right here, click on on Activate the Developer Mode.
5. Then, open the Apps menu and click on on ‘Replace Modules Record’
6. Within the search bar, take away all of the filters and search ‘odoo_invoice_digitization’
7. It is possible for you to to see the module within the search outcomes. Click on on ‘Set up’ to put in it.

1. After putting in the Odoo AI-OCR Doc Digitization Sale Order module, navigate to OCR Pipelines. Open any report to view the extracted information.

2. You possibly can see the file title, OCR template supply, uploaded doc, and the extracted JSON information. To create a report in Odoo, click on “Create Document” on the prime left.

3. To test or create templates, click on on the Configuration tab and choose OCR Templates.

4. To customise your gross sales order template, open it and edit the sector mapping. Modify area varieties, labels, and default values to match your required extraction outcomes.

5. Click on “Dry Run”. A window will open for importing a PDF file to extract its information. As soon as the extraction is full, click on “Create Document” to avoid wasting the report in Odoo.

6. The gross sales report we extracted above appears to be like like this once we create the report in Odoo.

7. You possibly can create a brand new template as properly by clicking on “New” within the top-left nook of the display. This can open a type the place you may outline the small print and specs.

8. You may as well carry out a dry run straight from the gross sales dashboard. Click on the drop-down arrow subsequent to “New” within the top-left nook, and choose the “AI” possibility to extract information.

Hope you discover the information useful! Please be at liberty to share your suggestions within the feedback under.

For those who nonetheless have any points/queries concerning the identical, please increase a ticket on the UV Desk.

I hope this helps. In case of any additional queries, contact us at our help mail.

Thanks for paying consideration!!

Manashvy Srivastava
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Manashvy Srivastava creates insightful content material for Odoo apps and Webkul Retailer, centered on empowering customers and enhancing their expertise with worthwhile, user-centric data tailor-made to drive engagement and progress.