User Guide For Odoo AI Business Card Reader App

1. Scan business cards and capture contact details with AI for faster record creation.
   
2.  Create Leads or Partner records directly in Odoo based on business needs.
   
3. Upload business card images from the device gallery and extract contact information.
   
4. Add contact information manually whenever a business card image is not available.
   
5. Choose automatic or manual data synchronization for better record management.
   
6. Save contact records locally for quick access and future reference.
   
7. Create and manage CRM Leads from business card data to support sales activities.
   
8.  Manage multiple contact records in a single action to save time.
   
9.  Track leads through the Odoo sales pipeline and monitor sales progress.

1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘odoo_ai_business_card_scan_app’.
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the AI Business Card Reader App Apps menu and click on ‘Update Modules List’.
6. In the search bar, remove all the filters and search ‘odoo_ai_business_card_scan_app’.
7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

1. Once the Odoo AI Business Card Reader App is installed, open the camera within the app on your smartphone and scan the business card. 

2. Sign in using your account credentials. After successful login, users can access all available business card management features.

3. Choose how you want to create a contact record. Users can scan a card, upload an image from the gallery, or add details manually.

4. Select whether the scanned information should create a Lead or Partner record. Also, an option for share or delete.

5. View all saved contact records from one location. Users can search, sort, review, and manage saved contacts easily.

6. Review the extracted contact information before saving. Users can edit details, add notes, upload profile images, and update information.

7. Choose how contact records are transferred to Odoo. Users can enable automatic sync or manually send records whenever required.

8. View contact information after successful synchronization with Odoo. Records are available for future business activities and follow-ups.

9. Choose how contact records are transferred to Odoo. Users can enable automatic sync or manually send records whenever required.

10. Define how scanned card information is mapped within Odoo. Users can choose whether records are created as Partner or Lead.

10a. For Partner

10b. For Lead

11.  Access all processed business card records from a centralized location. This helps keep Contact information organized and easy to manage.

12. Add new contact information or update existing records. Users can edit details, assign locations, and maintain accurate records.

13. Track Leads generated from business card information. Users can monitor progress through different sales stages directly in Odoo.

14. View all saved contacts in a single list. This helps users quickly access customer and company information when needed.

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

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

Thanks for paying attention!!