User Guide for Odoo ERP Connector For Magento 2

This user guide describes the workflow of Odoo ERP Connector For Magento 2.
Visit the User Guide to learn the workflow of Odoo ERP Connector For Magento 1.x.

INTRODUCTION

Odoo ERP Connector For Magento 2 lets you connect your Magento 2 store with Odoo ERP, bringing together the best features of both platforms. 

Magento handles the eCommerce platform for customer management, and transactions, while Odoo manages backend operations like inventory, and accounting.

Odoo ERP Connector For Magento 2 syncs orders, products, customers, and inventory between Magento and Odoo, keeping data updated.

This guide will walk you through setting up and using this plugin to make your operations smoother and more efficient. 

FEATURES 

1. Sales orders placed in Magento are synchronized to Odoo in real-time.
2. Products and their attributes are synchronized bi-directionally from Magento and Odoo
3. Inventory is updated in real-time across both platforms with every sales order.
4. Order statuses such as paid, and shipped are synchronized bi-directionally.
5. Product categories are synchronized bi-directionally, in both Magento and Odoo.
6. Sync payment methods, taxes, and delivery methods from Magento to Odoo.
7. Compatible with Odoo POS for smooth inventory synchronization.
8. Order tracking number synchronization from Odoo to Magento.
9. Both simple and configurable products are synced bi-directionally. 
10. Bulk stock synchronization is available for all mapped products.  
11. Partial shipment updates sync in both directions.  
12. Order comments from Magento are automatically synced to Odoo.
13. The sales order grid in Magento now includes the synced order status.
14. Orders are synced in real-time based on the selected statuses set in the configuration.
15. The invoice numbers in Odoo will match the invoice numbers in Magento if option enabled.
16. The sales order numbers in Odoo are synched with the sales order numbers in Magento.
17. Orders with the selected statuses in Magento will automatically be synced to Odoo, keeping both systems updated.

INSTALLATION

1) Odoo ERP Connector For Magento 2 is a package of two modules, one for Magento and another for Odoo.

2) Now, extract the file you received. You will get two folders: Inside the Magento folder, there is a base module.

Base module: Generally, it is in the main module that contains two folders named src and Odoo modules. 

Open the src folder and copy all folders/files of this folder into the Main Magento directory.

3) Now, go to the terminal and open the Magento root directory, and then run the following command:

php -f bin/magento setup: upgrade

Then do index management by running the below command on the terminal:

php bin/magento indexer: reindex

Then do cache management by running the below command on the terminal,

php bin/magento cache: clear

Or you can go through the below path ‘System >> Tools >> Cache Management’

4) At Odoo End, follow the below-mentioned steps:

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

CONFIGURATION

To know the configuration of Odoo ERP Connector For Magento 2.x, visit How to configure Odoo Bridge For Magento 2.x.

Points To Take Into Consideration

For managing all data primarily in Odoo, follow these steps:

1. Sync all attributes from Odoo to Magento.
   
2. Create attribute sets in Magento using Odoo’s multi-variant products.
   
   For example, if Odoo has a multi-variant product like a T-shirt with Size and Color attributes, you can create a corresponding set in Magento (e.g., Apparel).
   
3. Ensure any multi-variant product exported from Odoo to Magento has an existing attribute set in Magento matching its attribute combination.
4. Sync categories from Odoo to Magento and vice versa.
5. Sync all products from Odoo to Magento. If a product already exists in Magento with the same SKU, it will update without duplicating.

If managing all data primarily in Magento, follow these steps:

1. Sync all attribute sets from Magento to Odoo.
2. Sync categories from Magento to Odoo.
3. Sync all products from Magento to Odoo. If a product with the same SKU exists in Odoo, it will update instead of duplicating. 
4. For multi-variant products, the module verifies attribute combinations at both ends to map identical products.
5. Sync related customers, products, currencies, delivery methods, payment methods, and taxes with respective orders.
6. To streamline order synchronization, sync order-related data first.
7. Manually map payment methods, delivery methods, and taxes that exist at both ends before order sync to prevent errors in Odoo.

If managing data across both Odoo and Magento, follow these steps:

1. Start by syncing attribute sets from Magento to Odoo, then sync individual attributes from Odoo to Magento.
2. Sync categories between Magento and Odoo in both directions.
3. Sync products from Odoo to Magento, ensuring that products with the same SKU map correctly without duplication.
4. For multi-variant products, confirm that attribute combinations match at both ends to avoid duplicating configurable products.
5. Manually map taxes, payment methods, shipping methods, and currency if they exist at both ends.
6. If there are changes to existing shipping or billing addresses that are already mapped, these will not automatically update in Odoo.

WORKFLOW

1. Log in to your Odoo database and navigate to the E-commerce Odoo Bridge.

2. Go to Configuration > Connection Instance and select the Sales Settings tab.

• Service Product for Discount: Create service products in Odoo to manage discounts in your eCommerce platform.
• Service Product for Coupons: Set up a service product for handling coupons in your eCommerce platform.
• Notifying Customer: Enable this option to notify customers about order shipments and invoicing.
• SMS Notification for Odoo Order Shipment: Enable this setting to receive SMS notifications when orders are shipped.
• Enable Status Updates: Allows updates for invoice status, cancellation status, and shipment status at Ecom.

3. Next, go to the Product Settings tab and configure the following options:

• Invoicing Policy: Choose whether to invoice products based on ordered quantities or delivered quantities.
• Tracking: Select how to track orders,by unique serial number, by lots, or disable tracking altogether.
• Avoid Product Duplicity: Enabling this prevents the creation of duplicate products with the same SKU and barcode.
• Avoid Category Duplicity: When enabled, the system will not create duplicate categories with the same name or parent category during synchronization.
• Avoid Attribute Duplicity: Prevents duplicate attributes and values based on name when enabled.
• Product Main Image Sync: Enable or disable the synchronization of main product images from Odoo to your eCommerce platform.
  

4. Next, navigate to the Other Default Settings tab and configure the following options:

• Warehouse: Set the default warehouse where all stock is stored.
• Inventory Update: When enabled, stock levels will sync from Odoo to the eCommerce platform; if disabled, sync will occur in the opposite direction.
• Stock Based On: Choose whether product quantities are synced based on the “Quantity on Hand” or “Forecasted” field.

Data export from Odoo to Magento 

Bulk Synchronization

Upon installation of Odoo Bridge for the Magento V2 module, login to your Odoo Database and go to the eCommerce Odoo Bridge.

5. Click on the Bulk Synchronization Button to sync the data in bulk from Odoo to Magento.
   Here you will see a dashboard for Bulk Synchronization.
   

Export All Attributes and their Values

You can sync all Attributes from Odoo to Magento with Odoo ERP Connector For Magento 2. Firstly, you need to sync the attributes from Odoo.

So, click on ‘Export All Attributes and their values’ to export the data.

After clicking on ‘Export All attributes and their values’ you will get a pop-up window of ‘Synchronization Attributes’.

Synchronize Products

To synchronize Products from Odoo to Magento, click on the ‘Synchronize Products’ Button.

You will get a pop-up window of ‘Synchronization Products’.Select the action and instance and click on ‘synchronize now’. 

Synchronize Category:

To synchronize Categories from Odoo to Magento, click on the ‘Synchronize Categories’ Button. 

You will get a pop-up window of Synchronization Categories. Select the action and instance and click on ‘synchronize now’.

Manual Mapping 

Category Mapping

From the Ecom Odoo Bridge Dashboard, navigate to Mapping>>Category Mapping>>Action>>Synchronize to Ecom.
Select the desired categories you need to sync and click on Synchronize to Ecom.

Product Mapping

 Mapping>>Product Mapping>>Action>>Synchronize to Ecom.
Select the desired products you need to sync and click on Synchronize to Ecom.

Sale Order Status Mapping
Mapping>>Sale order Mapping >>Action>>Synchronize to Ecom.
Select the desired orders you need to sync the order status for and click on Synchronize to Ecom.

Data export from Magento to Odoo

Magento Configuration settings : 

Auto Order Synchronization

Automatically syncs orders from Magento to Odoo, ensuring Odoo always has the latest order details without manual effort

Order Synchronization (Draft State)
When enabled, orders from Magento will be imported into Odoo in a draft state, allowing for review before confirmation.

Auto Order Invoice
Automatically generates an invoice in Odoo when an order is imported from Magento, saving manual effort.

Auto Order Shipment
Automatically creates and confirms shipment details in Odoo when the order status is updated in Magento.

Sync Magento Order Sequence
Ensures that the sales order numbers in Odoo match the order numbers from Magento for better tracking.

Sync Magento to Invoice Sequence
Keeps the invoice sequence in Odoo the same as Magento’s invoice sequence for consistency.

Sync Magento Order Comment
Imports order comments or notes from Magento into Odoo, ensuring all important details are carried over.

Order Status
Lets you specify which Magento order statuses (e.g., “Processing,” “Shipped”) will sync to Odoo automatically.

Bulk Synchronization

Attribute Synchronization

In Magento, go to ‘Stores’ > ‘Attribute’ > ‘Manage Attribute Sets’ to create additional attribute sets with Odoo-synced attributes.

Navigate to Odoo Connector >> sets and click on ‘Synchronize All Attribute Sets’ Button to synchronize attribute sets.

Next, go to the ‘Configuration’ tab and select ‘Magento Attribute Sets’ to view all Attribute Sets from the Odoo side.

Product Category Synchronization

In Magento, go to the ‘Odoo Connector’ tab, select ‘Product Category,’ and click ‘Export Product Categories’ to export categories to Odoo.

Product Synchronization

In Magento, two types of products are synchronized separately from Magento to Odoo.

Sync Simple Products

In Magento’s ‘Odoo Connector‘ tab, select ‘Simple Products,’ then click ‘Export All Products’ or ‘Update Normal Products on Odoo.’

Sync Configurable Products

In Magento, go to ‘Configurable Products‘ under the ‘Odoo Connector‘ to export and update configurable products.

Customer Synchronization

Navigate to odoo connector>> customer mapping, and click the ‘Export All Customers’ button.

Order Synchronization

Navigate to odoo connector>>sales order>>export all orders.

When you bulk synchronize orders from Magento to Odoo, the Order Status will be automatically synced.

Tax Rates Synchronization

In the Magento end, under the ‘Odoo Connector’ tab go to the Taxes Rates. Here, click on the ‘Synchronize All Taxes On Odoo’ button.

Delivery Method Synchronization

Navigate to odoo connector>>delivery methods>>export all delivery methods,  to export all the carriers to odoo.

Payment Method Synchronization

Navigate to odoo connector>>payment methods>>export all payment methods, to export all payment methods to Odoo.

Magento Store Mapping

Navigate to odoo connector>>Magento Stores>>Synchronize all stores, to export all Magento stores to Odoo.

Manual Synchronization

Product Synchronization

In Magento End, navigate to catalogue>>products. Select the product(s) you want to sync from Magento to Odoo and select Synchronize to Odoo in the action dropdown.

Customer Synchronization

Navigate to customers>>all customers. Select the customer(s) you want to sync from Magento to Odoo and select Synchronize to Odoo in the action dropdown.

Order Synchronization

To manually sync order invoices and shipment status from Magento, navigate to sales >> orders>>action>>synchronize to Odoo.

click on the ‘Syn Invoice To Odoo’ and ‘Sync Shipment to Odoo’ buttons in the Action dropdown for respective actions.

Tracking Numbers will also sync along with order shipment synchronization.

Manual Mapping

Attribute Mapping 

Navigate to Odoo connectors>> Attribute >> Manual Attribute Mapping. Now, select the Magento as well as Odoo Attribute and save the item.

Attribute Label/Option Mapping 

Navigate to Odoo connectors>> Attribute >> Manual Attribute Mapping. Now, select the Magento as well as Odoo Attribute option and save.

Category Mapping 

Navigate to Odoo connectors>> Product category >> Map new category. Now, select the Magento as well as Odoo category and save.

Product Mapping 

Navigate to Odoo connectors>> Simple Products>> Manual Product Mapping. Now, select the Magento as well as Odoo product and save.

You can manually map simple products only because configurable products have their combinations.

Hence, manual mapping for configurable products can cause a mismatch.

Currency Mapping 

Navigate to Odoo connectors>> Currency>> Manual Currency Mapping. Now, select the Magento as well as Odoo currency and save.

Tax Rates Mapping 

Navigate to Odoo connectors>>Taxes Rates>> Manual Tax rates Mapping. Now, select the Magento as well as Odoo taxes and save.

Delivery Methods Mapping 

Navigate to Odoo connectors>> Delivery Method>> Manual Carrier Mapping. Now, select the Magento as well as Odoo delivery method and save.

Payment Method Mapping 

Navigate to Odoo connectors>> Payment Method>>  Payment Manual Mapping. Now, select the Magento as well as Odoo payment method and save.

NEED HELP?

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!!