This is the user guide for the workflow of Odoo Saas Bridge For Magento® V2 Visit the User Guide to know the workflow Odoo Saas Bridge For Magento® V1.
INTRODUCTION
Bridging the differences of Odoo Sass with Magento®!
Magento® is a widely known powerful e-commerce and when talking about Odoo Saas; it offers you abundant features without managing your own server. Bridging the differences of such crucial necessities can prove to be a perfect solution.
Odoo Saas Bridge For Magento® module allows you to Synchronize the Data from Magento® Store to Odoo online Database. The user can export products, product categories and attributes to Odoo Online.
Moreover, the module also facilitates the user to export and manage, customers and orders from Magento® to Odoo. Further, the taxes, shipping methods, payment methods, currency, etc can be mapped to Odoo so they are automatically synced with the orders.
Once the data is exported the user can manage the Magento® store operations in the Odoo such as order fulfilment, inventory management, customer management, etc.
FEATURES
- The user can export the Magento® store orders to Odoo (SaaS).
- The user can also choose to enable automatic order synchronization from the settings.
- Once enabled, It allows real-time order sync from Magento® to Odoo.
- The user can also auto-invoice and Auto deliver option for orders from settings.
- The user can export Magento® customers to Odoo online.
- The customers can also be set to get for automatic export along with the orders from configuration settings.
- As with customers, the user can export the products, product categories and attributes to Odoo with a click.
- If auto inventory sync is enabled in Magento®, the product inventory will also be automatically exported while synchronizing a new product from Magento® to Odoo(Saas).
- Moreover, the stock at Odoo end gets automatically adjusted in Odoo when the order status is changed to shipped at Magento’s end.
- The user can map various Taxes, shipping and payment methods from Magento® to Odoo.
WORKFLOW
New Odoo Configuration
1.) Go to Odoo mapping >> Odoo Configuration. Here you can see the settings for Odoo Saas Bridge.
2.) Click on Create new Odoo configuration. Here you can integrate Odoo online database with Magento®.
3.) After that, enter the details i.e. Odoo URL, Odoo Port, Odoo Database, Odoo User and Odoo User Pwd.
4.) Test the connection to see the connection status.
Default Settings
5.) Next set the default settings to allow proper synchronization for Odoo Online Bridge For Magento® Module
6.) Select the Odoo database warehouse where you want to import the data from Magento®.
7.) Then select the location the warehouse.
8.) Choose the default Odoo payment method to export to Odoo with the orders.
9.) Lastly, Choose the default product category to which product would be imported while synchronizing from Magento® to Odoo.
Category Synchronization
In the Magento® End, Click on ‘Product Category’ Menu which is available under ‘Odoo Connector’ tab. Here, click on ‘Export All Categories’ button to export categories from Magento® to Odoo.
Product Synchronization
To Sync Simple Products
In the Magento® end, under the ‘Odoo Connector’ tab go to the ‘Simple Products’ and click on ‘Export All Products’ Button. Now, to update simple products; click on ‘Update Normal Products On Odoo’ button.
To Sync Configurable Products
In the Magento® end, go to the Configurable products under Odoo Connector to Export and Update configurable products.
Customer Synchronization
In the Magento® end, under the ‘Odoo Connector’ tab go to the ‘Customers’ Menu. Here, click on the ‘Export All Customers’ button.
Order Synchronization
In the Magento® end, under ‘Odoo Connector’ tab go to the Sales Order. Here, click on ‘Export All Orders’ button.
Order Status Synchronization
When you bulk synchronize orders from Magento® to Odoo then the Order Status will be automatically synced.
Delivery Method Synchronization
In the Magento® end, under ‘Odoo Connector’ tab go to the Delivery Methods. After that, click on ‘Export All Delivery Method’ button.
Payment Method Synchronization
In the Magento® end, click on the ‘Odoo Connector’ tab go to the Payment Method. Here, click on ‘Export All Payment Methods’ button.
Tax Rates Synchronization
In the Magento® end, under ‘Odoo Connector’ tab go to the Taxes Rates. Here, click on ‘Synchronize All Taxes On Odoo’ button.
Manual Synchronization
Product Synchronization
In Magento® End, under the ‘Catalog’ tab go to the ‘Products’ menu. Select the product(s) you want to sync from Magento® to Odoo and select Synchronize to Odoo in action dropdown.
Customer Synchronization
In the Magento® end, under the ‘Customers’ Tab go to the ‘All Customers’ Menu. Here, select the customer(s) you want to sync and click on the ‘Synchronize To Odoo’ button in Actions dropdown.
Order Synchronization
You can manually sync order invoice and shipment status from Magento® end. Under the ‘Sales’ Tab go to the ‘Orders’ menu. Here, select the sale order(s) you want to sync and click on the ‘Synchronize To Odoo’ button in Action dropdown.
Order Status Synchronization
In the Magento® end, under the ‘Sales’ tab go to the ‘Orders’ menu. Here, select the sale order(s) you want to sync and click on the ‘Syn Invoice To Odoo’ and ‘Sync Shipment to Odoo’ button in Action dropdown for respective actions. Tracking Number will also sync along with order shipment synchronization.
Real-Time Synchronization
There is real-time synchronization from Magento® to Odoo for category, product, customer, order and order status.
Manual Mapping
Attribute Mapping
At Magento® end, click on the Odoo Connector tab to reach ‘Attribute’ menu. Here, click on ‘Manual Attribute Mapping’ Button. Now, select the Magento® as well as Odoo Attribute and save the item.
Attribute Label/Option Mapping
At Magento® end, click on the Odoo Connector tab to reach the ‘Attribute Label/Option’ menu. Here, click on the ‘Manual Attribute Option Mapping’ Button. Now, select the Magento® Attribute Options as well as Odoo Attribute Value and save the item.
Category Mapping
At Magento® end, click on the Odoo Connector tab to reach the ‘Category’ menu. Here, click on ‘Manual Category Mapping’ Button. Now, select the Magento® as well as Odoo Category and save the item.
Product Mapping
At Magento® end, click on the Odoo Connector tab to reach the ‘Product’ menu. Here, click on ‘Manual Product Mapping’ Button. Now, select the Magento® as well as Odoo Product and save the item.
Note: Currently, you can manually map simple products only because configurable products have their own combinations. Hence, manual mapping for configurable products can cause mis-match.
Currency Mapping
At Magento® end, click on the Odoo Connector tab to reach the ‘Currency’ menu. Here, click on ‘Manual Currency Mapping’ Button. Now, select the Magento® Currency as well as Odoo Pricelist and save the item.
Tax Rates Mapping
At Magento® end, click on the Odoo Connector tab to reach The ‘Tax Rates’ menu. Here, click on ‘Manual Tax Mapping’ Button. Now, select the Magento® Tax Rates as well as Odoo Tax and save the item.
Delivery Methods Mapping
At Magento® end, click on the Odoo Connector tab to reach the ‘Delivery Method’ menu. Here, click on ‘Manual Carrier Mapping’ Button. Now, select the Magento® as well as Odoo Delivery Method and save the item.
Payment Method Mapping
At Magento® end, click on the Odoo Connector tab to reach the ‘Payment Method’ menu. Here, click on the ‘Manual Payment Mapping’ Button. Now, select the Magento® as well as Odoo Payment and save the item.
NEED HELP?
Did you find the guide helpful? Please feel free to share your feedback in the comments below.
However, if you have any issues/queries regarding Odoo Saas Bridge For Magento® V2 Module then please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/
For any doubt contact us at [email protected].
Thanks for paying attention!!
Current Product Version - 3.3.0
Supported Framework Version - Odoo V13 & Magento 2.2.x
