{"id":479037,"date":"2025-01-02T07:30:24","date_gmt":"2025-01-02T07:30:24","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=479037"},"modified":"2025-05-21T14:15:45","modified_gmt":"2025-05-21T14:15:45","slug":"odoo-ai-ocr-document-digitization-invoice","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-ai-ocr-document-digitization-invoice\/","title":{"rendered":"User Guide for Odoo AI-OCR Document Digitization Invoice"},"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 Invoice module<\/a><span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\"><a href=\"https:\/\/store.webkul.com\/odoo-ai-ocr-document-digitization.html\" target=\"_blank\" rel=\"noopener\">&nbsp;<\/a><\/span>simplifies invoice management by using AI to extract key details from scanned invoices.<\/p>\n\n\n\n<p>This eliminates the need for manual data entry, making it quicker and more reliable to record invoice details in Odoo.<\/p>\n\n\n\n<p>Check the video mentioned below for a brief overview 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=\"Tm3lFN3wHcY\"><div class=\"components-placeholder__instructions\">Tm3lFN3wHcY<\/div><\/div><\/div><\/div>\n\n\n\n<p>Check below how to add Handwritten OCR \u2013 Invoice Digitization in Odoo ERP Using AI:<\/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=\"ivkVxCG73UY\"><div class=\"components-placeholder__instructions\">ivkVxCG73UY<\/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<ul class=\"wp-block-list\">\n<li>Automatically reads and adds key details from scanned invoices into Odoo.<br><\/li>\n\n\n\n<li>Accurately extract information, invoice numbers, dates, items, amounts, and taxes to reduce errors.<br><\/li>\n\n\n\n<li>Processes multiple invoices simultaneously, saving time when handling bulk invoices.<br><\/li>\n\n\n\n<li>Utilizes AI to detect and extract data from even complex invoice formats.<br><\/li>\n\n\n\n<li>Allows users to create custom templates for specific invoice layouts.<br><\/li>\n\n\n\n<li>Provide options to adjust field mappings for various invoice structures, ensuring flexibility.<br><\/li>\n\n\n\n<li>Enables data extraction not only from PDFs but also directly from invoices stored in Odoo.<\/li>\n<\/ul>\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 zip file of the module.<br><\/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><br><\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<br><\/li>\n\n\n\n<li>Now, open the Odoo App and click on the Settings menu. Here, click on Activate the <strong>Developer Mode<\/strong>.<br><\/li>\n\n\n\n<li>Then, open the Apps menu and click on \u2018<strong>Update Modules List<\/strong>\u2019<br><\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>odoo_invoice_digitization\u2019<\/strong><br><\/li>\n\n\n\n<li>You will be able to see the module in the search results. Click on \u2018<strong>Install<\/strong>\u2019 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 Odoo AI-OCR Document Digitization Invoice module, navigate to the <strong>OCR Pipelines<\/strong>. Open any record to check the extracted Invoice data.<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"493\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssone-1200x493.webp\" alt=\"Navigate to the OCR Pipelines.\" class=\"wp-image-479044\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssone-1200x493.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssone-300x123.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssone-250x103.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssone-768x315.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssone-1536x631.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssone-2048x841.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2.Open the record to view details like the name, OCR template, source, document, and extracted JSON. Click <strong>Create Record<\/strong> to save it in Odoo.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<p>Additionally, you can&nbsp; <strong>edit, download, or delete<\/strong> the PDF file from the <strong>upload document<\/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\/2025\/01\/sstwo-1200x943.webp\" alt=\" You can edit, download, or delete the PDF file from the upload document.\" class=\"wp-image-479045\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sstwo-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sstwo-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sstwo-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sstwo-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sstwo-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sstwo-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. To check or create templates, go to 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\/2025\/01\/webpsalefour-1200x441.webp\" alt=\"Go to the Configuration tab and select OCR Templates.\" class=\"wp-image-479052\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpsalefour-1200x441.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpsalefour-300x110.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpsalefour-250x92.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpsalefour-768x282.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpsalefour-1536x564.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpsalefour.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. To create a new template, click <strong>New<\/strong> 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"684\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpfive-1200x684.webp\" alt=\"To create a new template, click New in the top-left corner of the screen. \" class=\"wp-image-479053\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpfive-1200x684.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpfive-300x171.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpfive-250x143.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpfive-768x438.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpfive-1536x876.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/webpfive.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. Customize your invoice template by editing field mapping. Add keywords, set data formats, and adjust field types, labels, and default values for accurate extraction.<\/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\/2025\/01\/ssfive-1200x943.webp\" alt=\"Customize your invoice template.\" class=\"wp-image-479046\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssfive-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssfive-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssfive-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssfive-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssfive-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssfive-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. Click <strong>Dry Run<\/strong> (as shown in Step 5) to upload a PDF for data extraction. After extraction, click <strong>Create Record<\/strong> to save it in Odoo.<\/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\/2025\/01\/sssixx-1-1200x943.webp\" alt=\"Click &quot;Create Record&quot; to save the extracted record in Odoo.\" class=\"wp-image-479049\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sssixx-1-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sssixx-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sssixx-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sssixx-1-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sssixx-1-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sssixx-1-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7.&nbsp; Once you click <strong>Create Record<\/strong>, the data is saved, and you can view the newly created record.<\/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\/2025\/01\/ssseven-1200x943.webp\" alt=\"You can view the newly created record.\" class=\"wp-image-479050\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssseven-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssseven-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssseven-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssseven-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssseven-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/ssseven-2048x1609.webp 2048w\" 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 invoice 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.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"378\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sseight-1200x378.webp\" alt=\"Select the \u201cAI\u201d option to extract data.\n\" class=\"wp-image-479051\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sseight-1200x378.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sseight-300x94.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sseight-250x79.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sseight-768x242.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sseight-1536x483.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/sseight-2048x645.webp 2048w\" 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 or queries about it, 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 Invoice module&nbsp;simplifies invoice management by using AI to extract key details from scanned invoices. This eliminates the need for manual data entry, making it quicker and more reliable to record invoice details in Odoo. Check the video mentioned below for a brief overview of the module: Check below how to add <a href=\"https:\/\/webkul.com\/blog\/odoo-ai-ocr-document-digitization-invoice\/\">[&#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":[1267,13037,590],"class_list":["post-479037","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo","tag-odoo-ocr","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Odoo AI-OCR Document Digitization Invoice<\/title>\n<meta name=\"description\" content=\"Odoo AI-OCR Document Digitization Invoice module uses AI to automate invoice processing, ensuring accuracy and saving time.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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