User Guide for Odoo Saas Bridge For Magento 2

INTRODUCTION

Odoo Saas Bridge For Magento 2, module to synchronize information from Magento 2 and Odoo SAAS.

Many companies within the present enterprise ecosystem use Magento to run their eCommerce platform due to its user-friendly interface, Sooner Loading, and Characteristic-rich & Highly effective Platform capabilities whereas they nonetheless desire to make use of Odoo on the backend due to its sturdy stock administration, accounting, and numerous different modules.

If you’re utilizing Magento 2 and wish to combine with Odoo SAAS, then our Odoo SAAS Bridge for Magento 2 means that you can synchronize the info from Magento 2 Retailer to Odoo On-line Database. The person can export merchandise, product classes, attributes, and orders to Odoo On-line.

As soon as Orders are synchronized to the Odoo finish, then you possibly can carry out Magento retailer operations akin to order achievement, stock administration, and Buyer administration. And so forth. on the Odoo finish.

FEATURES

1:- Synchronize Magento 2 Retailer Orders to Odoo(SAAS).

2:- Choice to synchronize Magento 2 orders to Odoo in real-time. 

3:- Choice to auto-invoice and Auto ship for orders from settings.

4:- Magento 2 prospects could be synchronized to the Odoo( SAAS) finish.

5:- Synchronize merchandise, product classes, and attributes to Odoo with a click on.

6:- Auto stock sync function permits the product stock to get mechanically exported whereas synchronizing a brand new product from Magento to Odoo(Saas).

7:- Computerized adjustment in Odoo inventory when the order standing is modified to shipped at Magento 2 finish.

8:- Choice to map numerous Taxes, transport, and fee strategies from Magento 2 to Odoo.

WORKFLOW

Transferring on to the configuration of Odoo SAAS Bridge for Magento 2.

New Odoo Configuration

1:- Go to Odoo Connector, and choose Odoo Configuration. 

2:- Enter Odoo URL, Odoo Port, Odoo Database, Odoo Person, and Odoo Person Password and save the configuration.

3:- Now, Click on on Check Odoo Connection to make the connection between Magento 2 and Odoo SAAS.

Order Synchronization Settings

Go to Odoo Connector, Choose Odoo Configuration.

a.) Allow Auto Order Synchronization choice to computerized synchronization of Orders at Odoo.

b.) Allow Order Synchronization(Draft State)choice to synchronize All Magento Orders as Citation (Draft state) at Odoo.

c.) Allow Auto Order Bill choice to mechanically bill Odoo order when magneto order will get invoiced.

d.) Allow Auto Order Cargo choice to mechanically ship (Delivered) Odoo order when Magneto order will get Shipped.

e.) Allow the Sync Magento Order Sequence choice, to maintain the Odoo Order’s Sequence identical as Magento Order Sequence.

Computerized Synchronization Settings

Go to “Odoo Connector”, Choose “Odoo Configuration”.

a.) Class Synchronization,  If enabled, the Class will get mechanically exported or up to date throughout class save.

b.) Product Synchronization, If enabled, the Product will get mechanically exported or up to date throughout product save.

c.) Buyer Synchronization, If enabled, the Buyer will get mechanically exported or up to date throughout buyer save.

d.) Stock Synchronization, If enabled,  Stock will get mechanically exported throughout product export.

Default Configuration

1:- Go to Odoo Connector >> Odoo Configuration >> Default Configuration.

2:- Enter the next particulars as per your requirement.

a.) Choose a Low cost Product, chosen low cost Product can be used throughout order low cost line synchronization at Odoo.

b.) Choose Odoo Warehouse, chosen warehouse can be used throughout product stock and sale order synchronization at Odoo.

c.) Choose Odoo Location, the chosen location will use throughout product stock synchronization at Odoo.

d.) Choose Odoo Default Cost Technique, the chosen fee technique can be used throughout bill fee At Odoo.

Mappings

Earlier than exporting orders to Odoo, be sure to have mapped and synchronized all different related information to Odoo.

The beneficial synchronization sequence for Syncing Information is

Class Sync >> Merchandise Sync >>  Supply Strategies Sync >> Cost Strategies  sync>> Taxes sync >> Prospects sync(Elective) >> Orders sync

1:- Class Mapping

a.) Go to Odoo Connector, Choose Product Class.

b.) Click on on the “Export All Classes” choice to export and map classes to Odoo.

c.) You may as well manually map the classes between Odoo SAAS and Magento 2 utilizing the “Guide class Mapping” Possibility.

2:- Product Mapping

2.1 Easy Product Mapping

a.) Go to Odoo Connector, Choose “ Easy Merchandise”.

b.) Click on on the “Export All Merchandise” choice to export and map all Easy Merchandise to Odoo.

c.) You may as well manually map Easy Merchandise between Odoo SAAS and Magento 2 utilizing the “Guide class Mapping” Possibility.

2.2 Configurable Product Mapping

a.) Go to Odoo Connector, and Choose “ Configurable Merchandise”.

b.) Click on on the “Export All Merchandise” choice to export and map all Configurable Merchandise to Odoo.

c.) You should use the “Replace Configurable Merchandise” choice means that you can replace already synchronized merchandise to the Odoo finish.

3:- Supply Technique Mapping

a.) Go to Odoo Connector, and Choose “ Supply Strategies”.

b.) Click on on the “Export All Supply Strategies” choice to export and map all Supply Strategies to Odoo.

c.) You may as well manually map Supply Strategies between Odoo SAAS and Magento 2 utilizing the “Guide Provider Mapping” Possibility.

4:- Cost Technique Mapping

a.) Go to Odoo Connector, and Choose “ Cost Technique”.

b.) Click on on the “Export All Cost Strategies” choice to export and map all Cost Strategies to Odoo.

c.) You may as well manually map Cost Strategies between Odoo SAAS and Magento 2 utilizing the “Guide Cost Mapping” Possibility.

5:- Tax Mapping

a.) Go to Odoo Connector, Choose “ Taxes Charges”.

b.) Click on on the “Synchronize all Taxes on Odoo” choice to export and map all Taxes to Odoo.

c.) You may as well manually map Taxes between Odoo SAAS and Magento 2 utilizing the “Guide Tax Mapping” Possibility.

6:- Buyer Mapping (Elective)

Prospects are synchronized together with Orders and the mapping is created between the client at Odoo SAAS and Magento 2.

a.) Go to Odoo Connector, Choose “ Buyer”.

b.) Click on on the “Export all Prospects” choice to export and map all prospects to Odoo.

Synchronize Orders to Odoo

a.) Upon getting synced all the info, you possibly can export orders to Odoo SAAS. Allow Auto-order synchronization to mechanically export orders to Odoo in actual time. (Discuss with Order Synchronization Settings steps proven above)

b.) To manually export the orders to Odoo, go to Gross sales >> Orders.

c.) Choose the orders you want to export. Then, choose the choice  “Synchronize to Odoo” within the motion tab. Chosen orders will get exported to Odoo.

NEED HELP?

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

When you nonetheless have any points/queries concerning the module, please increase a ticket at https://webkul.uvdesk.com/en/buyer/create-ticket/.

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Suraj Bhatt
2 Badges

15 February 2023