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EDI purchase-to-sales order import

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Electronic data interchange (EDI) lets a purchase order in one Odoo database be exported and imported directly as a sales order in another, removing the need to re-key products, quantities and prices between buyer and seller.

Roles and setup

  • The buyer needs the Purchase app installed, and can optionally give the seller a portal user account.
  • The seller needs the Sales app installed, with access to upload files and manage quotations.

Buyer creates the purchase order

  1. In Purchase, create a request for quotation, set the Vendor to the seller’s portal user, and click Confirm to turn it into a purchase order.

Seller downloads the XML file

  1. Log in to the buyer’s database as the portal user and click Our Orders on the dashboard.
  2. Open the relevant purchase order and click Connect with your software!.
  3. Copy the URL from the pop-up and paste it into a new browser tab to download the XML file.

Seller uploads the XML file

  1. Log in to the seller’s own Odoo database and open Sales.
  2. Click Upload, or drag and drop the XML file onto the Quotations dashboard.
  3. Odoo creates a sales order automatically, with the buyer set as the customer and all product lines, quantities and prices filled in.

An alternative for simpler cases

Instead of the XML exchange, a seller can receive a PDF of the request for quotation by email and upload it directly to their Sales dashboard. This is simpler but does not use the structured XML exchange described above.

Frequently asked questions

What is exchanged between the two databases?

A purchase order is exported from the buyer’s Odoo database as an XML file, and imported as a sales order into the seller’s Odoo database.

What apps do the buyer and seller need?

The buyer needs the Purchase app, and the seller needs the Sales app. The buyer can also set the seller up as a portal user.

Does this work with non-Odoo systems?

The exported XML follows the UBL schema and works reliably between two Odoo databases; connecting non-Odoo software may need extra development.

Need help?

Need help setting up EDI order exchange between Odoo databases? Contact support@thoughtlogik.com or see our Odoo integration services.

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