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Home Services & Software

Consumer Information for Odoo Saas Bridge For Magento 2

February 20, 2023
in Services & Software
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Consumer Information for Odoo Saas Bridge For Magento 2
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INTRODUCTION

Odoo Saas Bridge For Magento 2, module to synchronize information from Magento 2 and Odoo SAAS.

Many companies within the present enterprise ecosystem use Magento to run their eCommerce platform due to its user-friendly interface, Sooner Loading, and Characteristic-rich & Highly effective Platform capabilities whereas they nonetheless want to make use of Odoo on the backend due to its sturdy stock administration, accounting, and numerous different modules.

In case you are utilizing Magento 2 and need to combine with Odoo SAAS, then our Odoo SAAS Bridge for Magento 2 lets you synchronize the information from Magento 2 Retailer to Odoo On-line Database. The consumer can export merchandise, product classes, attributes, and orders to Odoo On-line.

As soon as Orders are synchronized to the Odoo finish, then you may carry out Magento retailer operations akin to order achievement, stock administration, and Buyer administration. And so forth. on the Odoo finish.

FEATURES

1:- Synchronize Magento 2 Retailer Orders to Odoo(SAAS).

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2:- Choice to synchronize Magento 2 orders to Odoo in real-time. 

3:- Choice to auto-invoice and Auto ship for orders from settings.

4:- Magento 2 clients may be synchronized to the Odoo( SAAS) finish.

5:- Synchronize merchandise, product classes, and attributes to Odoo with a click on.

6:- Auto stock sync characteristic permits the product stock to get robotically exported whereas synchronizing a brand new product from Magento to Odoo(Saas).

7:- Automated adjustment in Odoo inventory when the order standing is modified to shipped at Magento 2 finish.

8:- Choice to map numerous Taxes, delivery, and fee strategies from Magento 2 to Odoo.

WORKFLOW

Transferring on to the configuration of Odoo SAAS Bridge for Magento 2.

New Odoo Configuration

1:- Go to Odoo Connector, and choose Odoo Configuration. 

Odoo Configuration- Odoo SAAS Bridge for Magento 2

2:- Enter Odoo URL, Odoo Port, Odoo Database, Odoo Consumer, and Odoo Consumer Password and save the configuration.

Odoo Configuration 2- Odoo SAAS Bridge for Magento 2

3:- Now, Click on on Check Odoo Connection to make the connection between Magento 2 and Odoo SAAS.

Odoo Configuration 3-Odoo SAAS Bridge for Magento 2

Order Synchronization Settings

Go to Odoo Connector, Choose Odoo Configuration.

Order Synchronization- Odoo SAAS Bridge for Magento 2

a.) Allow Auto Order Synchronization choice to computerized synchronization of Orders at Odoo.

b.) Allow Order Synchronization(Draft State)choice to synchronize All Magento Orders as Citation (Draft state) at Odoo.

c.) Allow Auto Order Bill choice to robotically bill Odoo order when magneto order will get invoiced.

d.) Allow Auto Order Cargo choice to robotically ship (Delivered) Odoo order when Magneto order will get Shipped.

e.) Allow the Sync Magento Order Sequence possibility, to maintain the Odoo Order’s Sequence similar as Magento Order Sequence.

Order Synchronization settings- Odoo SAAS Bridge for Magento 2

Automated Synchronization Settings

Go to “Odoo Connector”, Choose “Odoo Configuration”.

Automatic Synchronization- Odoo SAAS Bridge for Magento 2

a.) Class Synchronization,  If enabled, the Class will get robotically exported or up to date throughout class save.

b.) Product Synchronization, If enabled, the Product will get robotically exported or up to date throughout product save.

c.) Buyer Synchronization, If enabled, the Buyer will get robotically exported or up to date throughout buyer save.

d.) Stock Synchronization, If enabled,  Stock will get robotically exported throughout product export.

Automatic Synchronization settings-Odoo SAAS Bridge for Magento 2

Default Configuration

1:- Go to Odoo Connector >> Odoo Configuration >> Default Configuration.

Default Configuration

2:- Enter the next particulars as per your requirement.

a.) Choose a Low cost Product, chosen low cost Product will probably be used throughout order low cost line synchronization at Odoo.

b.) Choose Odoo Warehouse, chosen warehouse will probably be used throughout product stock and sale order synchronization at Odoo.

c.) Choose Odoo Location, the chosen location will use throughout product stock synchronization at Odoo.

d.) Choose Odoo Default Cost Technique, the chosen fee technique will probably be used throughout bill fee At Odoo.

Default Configuration Settings

Mappings

Earlier than exporting orders to Odoo, ensure you have mapped and synchronized all different related information to Odoo.

The beneficial synchronization sequence for Syncing Information is

Class Sync >> Merchandise Sync >>  Supply Strategies Sync >> Cost Strategies  sync>> Taxes sync >> Prospects sync(Non-compulsory) >> Orders sync

1:- Class Mapping

a.) Go to Odoo Connector, Choose Product Class.

Category Mapping

b.) Click on on the “Export All Classes” choice to export and map classes to Odoo.

Category Mapping 2

c.) It’s also possible to manually map the classes between Odoo SAAS and Magento 2 utilizing the “Guide class Mapping” Choice.

Category Mapping 3

2:- Product Mapping

2.1 Easy Product Mapping

a.) Go to Odoo Connector, Choose “ Easy Merchandise”.

Product Mapping

b.) Click on on the “Export All Merchandise” choice to export and map all Easy Merchandise to Odoo.

Product Mapping 2

c.) It’s also possible to manually map Easy Merchandise between Odoo SAAS and Magento 2 utilizing the “Guide class Mapping” Choice.

Product Mapping 3

2.2 Configurable Product Mapping

a.) Go to Odoo Connector, and Choose “ Configurable Merchandise”.

Product Mapping 4

b.) Click on on the “Export All Merchandise” choice to export and map all Configurable Merchandise to Odoo.

Product Mapping 5

c.) You should utilize the “Replace Configurable Merchandise” possibility lets you replace already synchronized merchandise to the Odoo finish.

Product Mapping 6

3:- Supply Technique Mapping

a.) Go to Odoo Connector, and Choose “ Supply Strategies”.

Delivery Method mapping

b.) Click on on the “Export All Supply Strategies” choice to export and map all Supply Strategies to Odoo.

Delivery Method mapping 2

c.) It’s also possible to manually map Supply Strategies between Odoo SAAS and Magento 2 utilizing the “Guide Service Mapping” Choice.

Delivery Method mapping 3

4:- Cost Technique Mapping

a.) Go to Odoo Connector, and Choose “ Cost Technique”.

Payment Method mapping

b.) Click on on the “Export All Cost Strategies” choice to export and map all Cost Strategies to Odoo.

Payment Method mapping 2

c.) It’s also possible to manually map Cost Strategies between Odoo SAAS and Magento 2 utilizing the “Guide Cost Mapping” Choice.

Payment Method mapping 3

5:- Tax Mapping

a.) Go to Odoo Connector, Choose “ Taxes Charges”.

Tax mapping

b.) Click on on the “Synchronize all Taxes on Odoo” choice to export and map all Taxes to Odoo.

Tax mapping 2

c.) It’s also possible to manually map Taxes between Odoo SAAS and Magento 2 utilizing the “Guide Tax Mapping” Choice.

Tax mapping 3

6:- Buyer Mapping (Non-compulsory)

Prospects are synchronized together with Orders and the mapping is created between the client at Odoo SAAS and Magento 2.

a.) Go to Odoo Connector, Choose “ Buyer”.

Customer mapping

b.) Click on on the “Export all Prospects” choice to export and map all clients to Odoo.

Customer mapping 2

Synchronize Orders to Odoo

a.) After getting synced all the information, you may export orders to Odoo SAAS. Allow Auto-order synchronization to robotically export orders to Odoo in actual time. (Consult with Order Synchronization Settings steps proven above)

b.) To manually export the orders to Odoo, go to Gross sales >> Orders.

Synchronize Orders to Odoo

c.) Choose the orders you want to export. Then, choose the choice  “Synchronize to Odoo” within the motion tab. Chosen orders will get exported to Odoo.

Synchronize Orders to Odoo 2

NEED HELP?

Hope you discover the information useful! Please be happy to share your suggestions within the feedback beneath.

In case you nonetheless have any points/queries relating to the module, please increase a ticket at https://webkul.uvdesk.com/en/buyer/create-ticket/.

Additionally, please discover our Odoo improvement providers & an intensive vary of high quality Odoo Apps.

For any doubt, contact us at [email protected]om.

Thanks for paying consideration!!

Present Product Model – 2.4.1

Supported Framework Model – Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x

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Suraj Bhatt
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15 February 2023
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