{"id":467697,"date":"2024-11-11T12:23:47","date_gmt":"2024-11-11T12:23:47","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=467697"},"modified":"2025-01-17T10:09:21","modified_gmt":"2025-01-17T10:09:21","slug":"odoo-ai-ocr-document-digitization-sale-order","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-ai-ocr-document-digitization-sale-order\/","title":{"rendered":"User Manual for Odoo AI-OCR Document Digitization Sale Order"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Introduction<\/h2>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-ai-ocr-document-digitization.html#\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo AI-OCR Document Digitization Sale Order<\/a> module simplifies the processing of sales orders by using AI to extract key information from scanned documents.&nbsp;<\/p>\n\n\n\n<p>The Odoo AI-OCR Document Digitization Sale Order module eliminates the need for manual data entry, ensuring accuracy and efficiency when capturing sales order details in Odoo.<\/p>\n\n\n\n<p>Check the video mentioned below for an overview of the workflow of the module: <\/p>\n\n\n\n<div class=\"wp-block-wk-block-youtube-video wp-block-wk-block--yt-video components-placeholder\"><div class=\"wk-block--yt-video-frame\"><div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"q04N8Je085o\"><div class=\"components-placeholder__instructions\">q04N8Je085o<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Features<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Automatically extracts key data from scanned sales orders and enters it into Odoo.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>Accurately captures and organizes customer details, order numbers, products, and quantities, minimizing errors.<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>Capable of handling multiple sales orders at once, allowing businesses to process large volumes of orders efficiently.<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>Uses&nbsp; AI to detect and extract relevant details from complex sales order formats.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>Users can create custom templates specific to sales orders.<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>Users can create and adjust field mapping to match different sales order formats, making the extraction process adaptable.<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>Besides uploading PDFs, the Odoo AI-OCR Document Digitization Sale Order module lets users extract data directly from sales orders in Odoo.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Installation<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from the Webkul store, you will receive the link to download the <strong>zip file<\/strong> of the module.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. As a result, you will be able to see a folder named-<strong> \u2018odoo_invoice_digitization\u2019<\/strong><\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open the Odoo App and click on the Settings menu. Here, click on <strong>Activate the Developer Mode<\/strong>.<\/li>\n\n\n\n<li>Then, open the Apps menu and click on <strong>\u2018Update Modules List\u2019<\/strong><\/li>\n\n\n\n<li>In the search bar, remove all the filters and search <strong>\u2018odoo_invoice_digitization\u2019<\/strong><\/li>\n\n\n\n<li>You will be able to see the module in the search results. Click on<strong> \u2018Install\u2019 <\/strong>to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Workflow<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>After installing the <strong>Odoo AI-OCR Document Digitization Sale Order<\/strong> module, navigate to <strong>OCR Pipelines<\/strong>. Open any record to view the extracted data.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"384\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webptwo-1-1200x384.webp\" alt=\"Navigate to OCR Pipelines. To view the extracted data,\" class=\"wp-image-467711\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webptwo-1-1200x384.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webptwo-1-300x96.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webptwo-1-250x80.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webptwo-1-768x246.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webptwo-1-1536x492.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webptwo-1.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. You can see the file name, OCR template source, uploaded document, and the extracted JSON data. To create a record in Odoo,<strong> click &#8220;Create Record&#8221; at the top left<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalethree-1200x943.webp\" alt=\"To create a record in Odoo, click &quot;Create Record&quot; at the top left.\" class=\"wp-image-467712\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalethree-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalethree-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalethree-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalethree-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalethree-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalethree.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. To check or create templates, click on the <strong>Configuration<\/strong> tab and select <strong>OCR Templates<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"441\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefour-1200x441.webp\" alt=\"Click on the Configuration tab and select OCR Templates.\" class=\"wp-image-467713\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefour-1200x441.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefour-300x110.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefour-250x92.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefour-768x282.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefour-1536x564.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefour.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. To customize your sales order template, open it and edit the field mapping. Adjust field types, labels, and default values to match your desired extraction results.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefive-1200x943.webp\" alt=\"Adjust field types, labels, and default values to match your desired extraction results.\" class=\"wp-image-467717\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefive-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefive-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefive-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefive-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefive-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalefive.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. <strong>Click &#8220;Dry Run&#8221;<\/strong>. A window will open for uploading a PDF file to extract its data. Once the extraction is complete, <strong>click &#8220;Create Record&#8221;<\/strong> to save the record in Odoo.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1196\" height=\"1024\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalesix-1196x1024.webp\" alt=\"A window will open for uploading a pdf file to extract its data\" class=\"wp-image-467719\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalesix-1196x1024.webp 1196w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalesix-300x257.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalesix-250x214.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalesix-768x658.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalesix-1536x1315.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalesix.webp 1600w\" sizes=\"(max-width: 1196px) 100vw, 1196px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. The sales record we extracted above looks like this when we create the record in Odoo.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1196\" height=\"1024\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleseven-1196x1024.webp\" alt=\"Saved record in Odoo system.\" class=\"wp-image-467720\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleseven-1196x1024.webp 1196w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleseven-300x257.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleseven-250x214.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleseven-768x658.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleseven-1536x1315.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleseven.webp 1600w\" sizes=\"(max-width: 1196px) 100vw, 1196px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. You can create a new template as well by<strong> clicking on \u201cNew\u201d<\/strong> in the top-left corner of the screen. This will open a form where you can define the details and specifications.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"692\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleeight-1200x692.webp\" alt=\"You can create a new template as well by clicking on \u201cNew\u201d \" class=\"wp-image-467722\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleeight-1200x692.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleeight-300x173.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleeight-250x144.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleeight-768x443.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleeight-1536x886.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsaleeight.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8.  You can also perform a dry run directly from the sales dashboard. <strong>Click the drop-down arrow next to \u201cNew\u201d<\/strong> in the top-left corner, and <strong>select the \u201cAI\u201d option<\/strong> to extract data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"518\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalenine-1200x518.webp\" alt=\"You can also perform a dry run directly from the sales dashboard.\" class=\"wp-image-467723\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalenine-1200x518.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalenine-300x130.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalenine-250x108.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalenine-768x332.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalenine-1536x663.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/10\/webpsalenine.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">NEED HELP?<\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the<a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\"> UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo AI-OCR Document Digitization Sale Order module simplifies the processing of sales orders by using AI to extract key information from scanned documents.&nbsp; The Odoo AI-OCR Document Digitization Sale Order module eliminates the need for manual data entry, ensuring accuracy and efficiency when capturing sales order details in Odoo. Check the video mentioned below for <a href=\"https:\/\/webkul.com\/blog\/odoo-ai-ocr-document-digitization-sale-order\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":637,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[],"class_list":["post-467697","post","type-post","status-publish","format-standard","hentry","category-odoo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Manual for Odoo AI-OCR Document Digitization Sale Order<\/title>\n<meta name=\"description\" content=\"Odoo AI-OCR Document Digitization Sale Order module simplifies sales order processing by using AI to scan and extract data from documents.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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