EDI purchase-to-sales order import¶
Electronic data interchange (EDI) enables companies using different software systems to exchange information in a standardized, structured format.
In Odoo, a purchase order (PO) can be exported as an XML file and imported as a sales order (SO) into another Odoo database, removing the need for manual entry of products, quantities, prices, and other key information.
注解
Exported XMLs follow the Order-X schema, a standard commonly used in European countries. When exchanging data between two Odoo databases, this schema remains compatible.
However, implementing custom developments for software that does not support the Order-X schema may introduce additional complexity.
Roles and configuration¶
To facilitate the EDI workflow, two companies are involved: the buyer (the company placing the order) and the seller (the company fulfilling the order). Each company has specific roles and configurations.
Buyer database¶
The buyer database is responsible for creating and confirming purchase orders. Prerequisites include installing the Purchase app and adding vendors (the sellers in this workflow) as portal users.
Seller database¶
The seller database is responsible for receiving and processing sales orders. The only prerequisite is installing the Sales app.
工作流¶
Buyer’s process¶
To begin, the buyer (in their database) navigates to the app to create a request for quotation (RFQ).
Set the Vendor to the portal user representing the seller, and Confirm the RFQ. Doing so converts it into a purchase order.
Example
PO from the buyer’s database. The Vendor is the seller’s portal user account, Joel.
Seller’s process¶
Once the PO is confirmed, it appears on the seller’s portal dashboard. The seller downloads the XML file and uploads it to their database.
Download file¶
As the seller, log in to the buyer’s database as the portal user. On the dashboard, scroll down and click the Our Orders button. Doing so reveals a list of purchase orders the buyer’s database has addressed to the portal user.
Select the desired purchase order, and the click Connect with your software! button.
In the pop-up window, copy the provided URL, and paste it into a new browser tab to download the XML file.
Example
Joel’s portal view of the PO. The first image displays the Connect with your software! button, and the second image displays a pop-up window with the Copy button.
Example
XML file for PO00017
Upload file¶
Next, the seller logs in to their own Odoo database and opens app. Click Upload and select the downloaded XML file. Alternatively, users can drag and drop the file into the Quotations dashboard.
Doing so automatically generates a sales order with the customer populated as the buyer and all product lines, quantities, and prices pre-filled. This process ensures efficient and accurate data exchange between the two databases.
Uploaded SO in the seller’s database.¶
