Odoo AI-OCR Document Digitization Purchase Order

Odoo AI-OCR Document Digitization Purchase Order module makes it easy to handle purchase orders by using AI to extract important details from scanned documents.

This removes the need for manual data entry, making it faster and more accurate to record purchase order details in Odoo.

• Automatically reads and adds key details from scanned purchase orders into Odoo.
  
• Extracts supplier information, order numbers, items, and quantities accurately to reduce errors.
  
• Handles multiple purchase orders at once, saving time when managing large numbers of orders.
  
• Uses AI to identify and extract details from even complex purchase order formats.
  
• Allows users to design custom templates to fit their specific purchase orders.
  
• Provides the option to create and modify field mappings to match different purchase order layouts.
  
• Lets users extract data not just from PDFs but also directly from purchase orders stored in Odoo.

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_invoice_digitization’
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 Apps menu and click on ‘Update Modules List’
6. In the search bar, remove all the filters and search ‘odoo_invoice_digitization’
7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

1. After installing the Odoo AI-OCR Document Digitization Purchase Order module, navigate to the OCR Pipelines. Open any record to check the extracted purchase order data.

2. Opening the record displays details like the name, OCR template, source, uploaded document, and extracted JSON data.

• Click “Create Record” at the top left to save it in Odoo.
• You can also edit, download, or delete the uploaded PDF.

3. To check or create templates, go to the Configuration tab and select OCR Templates.

4. To create a new template, click New in the top-left corner of the screen. This opens a form where you can specify the details and customize the template according to your needs.

5. Customize your purchase order template by editing field mappings, adding keywords, defining formats, and adjusting fields as needed.

6. Click “Dry Run” in the top-left corner (see Step 5 image), upload a PDF, and extract its data. After extraction, click “Create Record” to save it in Odoo.

7.  Once you click Create Record, the data is saved, and you can view the newly created record.

8. You can also perform a dry run directly from the purchase dashboard. Click the drop-down arrow next to “New” in the top-left corner, and select the “AI” option to extract data.

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.

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