INTRODUCTION
Odoo Zoho Stock Connector syncs your stock information from Zoho to Odoo, which helps you save time and cut back errors. Simply handle your inventory, orders, & all different enterprise operations in a single place.
Zoho Stock helps companies maintain observe of their inventory, handle orders, and be sure that every part runs easily.
In the meantime, Odoo ERP is one other highly effective platform that handles varied enterprise duties, like accounting, gross sales, and buyer administration.
So right here we’re introducing our Odoo Zoho stock connector, It would join Zoho Stock with Odoo ERP. With this, you get the most effective of each worlds.
Stipulations For Utilizing Odoo Zoho Stock Connector
Odoo Zoho Stock Connector works together with the next module:
You will need to set up this module first for Odoo Zoho Stock Connector to work.
FEATURES
- Import classes, merchandise, orders, and prospects from Zoho to Odoo.
- Sync merchandise inventory portions in real-time from Odoo to Zoho.
- Schedule computerized imports of merchandise, orders, classes, and prospects from Zoho to Odoo utilizing a cron scheduler at common intervals.
- Customers can set common intervals for computerized information imports.
- With this module, you’ll be able to keep away from product duplication throughout imports.
- It permits information imports with varied filters.
- Import gross sales orders together with buyer data.
- Map order states between Zoho and Odoo.
- Observe import historical past within the synchronization historical past tab.
- Use a dynamic dashboard for monitoring imported information, that includes clickable information playing cards and visualization instruments.
- Keep a mapping historical past of synced information within the mapping tab.
INSTALLATION
- As soon as you buy the app from the Webkul retailer, you’ll obtain the hyperlink to obtain the module zip file.
- Extract the file in your system after the obtain finishes. Consequently, it is possible for you to to see a folder named- ‘
Zoho_inventory_connector’ - Copy and paste this folder inside your Odoo Add-Ons path.
- Now, open Odoo App and click on on the Settings menu. Right here, click on on Activate the Developer Mode.
- Then, open the Apps menu and click on ‘Replace Modules Record.’
- Within the search bar, take away all of the filters and search ‘
Zoho_inventory_connector’ - It is possible for you to to see the module within the search outcomes. Click on on ‘Set up’ to put in it.
WORKFLOW
After finishing the set up of Odoo Zoho Stock Connector, log in to your Odoo account and go to the multichannel module.
Choose the Occasion choice and click on on “New”
Firstly, Fill within the particulars just like the Occasion title and choose the Occasion kind. Then, add the credentials which embrace Consumer ID, Consumer Secret Key, and Group ID.
The redirect URL will likely be fetched routinely on the profitable connection.
To acquire the Zoho credentials, go to Zoho.
Configuration at Zoho Backend
Open API Console in Zoho
Click on on ‘Add Consumer’ after which choose Server Primarily based Software as a shopper kind.
Enter the shopper title, Dwelling Web page URL, and Licensed Redirect URL, then click on on replace.
Copy the “Consumer ID” and “ secret key” for configuring the Zoho stock connector occasion.
After filling in all the small print at Odoo finish click on on the take a look at connection.
Congratulations, Connection is profitable between Odoo and Zoho stock through Odoo Zoho Stock Connector!!
Additionally, take a look at our Zoho Odoo Ebook connector to combine your Zoho e book with Odoo.
BASIC CONFIGURATION
The fundamental configuration of the Odoo Zoho Stock Connector consists of the next settings:
Auto-evaluate: When enabled, the auto-evaluate, the auto-evaluate characteristic will routinely assess the feed of the imported information.
Firm: Choose the default firm for importing information from Zoho Stock to Odoo.
API Document Restrict: Set the restrict for the variety of data that may sync between Odoo and Zoho Stock.
Channel time zone: Select the time zone to make sure the channel operates within the appropriate time zone.
Superior configuration Beneath the superior configuration for Odoo Multichannel Sale you’ll be able to configure shade, shade index, weblog URL, and retailer URL.
SALE SETTING
Channel Gross sales Order
Fee Time period: Configure the Fee phrases for the fee of sale orders imported from Zoho Stock to Odoo.
Gross sales Group: Configure the gross sales group on the market orders imported from Zoho Stock to Odoo.
Salesperson: Configure the salesperson on the market orders imported from Zoho Stock to Odoo.
Marketing campaign: Configure the UTM Marketing campaign on the market orders imported from Zoho Stock to Odoo.
Medium: Configure the ordered medium on the market orders imported from Zoho Stock to Odoo.
Supply: Configure the order Supply for the sale order imported from Zoho Stock to Odoo.
Tax Sort: Configure the Tax Sort utilized in channel order. You may choose the tax kind as both tax included or tax excluded.
E-Commerce Order Reference Sync: If enabled order will created with the ecom sequence at Odoo finish.
Channel Order Default Product
Low cost Product: Configure the service product to low cost the order.
Transport Product: Configure the service product for the Service Product for Transport product for the imported sale order.
Realtime Gross sales Order Standing Sync
With this setting, you’ll be able to allow the real-time sync of the order standing from Odoo to Zoho Stock.
You may configure the real-time sync of the cancellation and cargo statuses from Odoo to Zoho Stock.
PRODUCT SETTING
Default Settings
Class: On the ecom finish consumer can apply a number of classes however at Odoo finish solely a single class is utilized. Set default class by which imported orders will likely be saved
Pricelist: Choose similar forex of the pricelist used over the e-commerce retailer/market
Language: Set default language in language choice that will likely be utilized to all objects synced from ecom to Odoo.
SKU Sample: Worth configured right here will likely be used as an SKU in case SKU just isn’t current or discovered whereas syncing product from ecom to odoo.
Product keep away from duplicity: If Enabled, Product duplicity will likely be prevented primarily based on Inside Reference (SKU) together with Barcode throughout import.
Inventory Settings:
Auto Inventory: If enabled inventory will likely be synced from Odoo to Zoho Stock in actual time
Inventory Motion: Product Amount will sync In keeping with chosen choice Amount available/forecast Discipline.
You may both choose sync of on-hand amount or forecasted amount.
Warehouse: It’s the default warehouse that’s used for importing merchandise from Zoho Stock to Odoo.
Location: It’s the default location the place your inventory will likely be saved when imported from Zoho Stock to Odoo.
ORDER STATE MAPPING
Right here you’ll be able to map order state of Zoho Stock with order state of Odoo. It’s worthwhile to enter the identical title of order standing in channel order standing.
You may as well configure default state straight from right here. Moreover, the creation of invoices and shipments (each paid and open) might be dealt with.
CRON
Now we have offered cron options that may import information from Zoho Stock to Odoo. Knowledge will likely be Imported Primarily based on Created/Up to date standing after an outlined date.
Cron Configuration
To configure Odoo Zoho Stock Connector cron, navigate to Miscellaneous >> International configuration >> Choose the cron you wish to configure.
Right here, One can find the order product buyer class and feed cron.
NOTE: Knowledge will likely be imported primarily based on created/up to date or outlined date.
Mannequin: The module on which server acts.
Allowed teams: The group liable for executing server actions.
Scheduler Consumer: The consumer will likely be liable for working scheduler.
Execute Each: Right here you’ll be able to configure the time interval for the execution of the cron.
Lively: Allow this selection to activate the chosen cron.
Subsequent Execution Date: The subsequent scheduled execution date for this job
Variety of calls: Specifies what number of instances the strategy is known as. A unfavourable worth signifies no restrict.
Precedence: The precedence of the job as an integer 0 means excessive precedence and 10 means decrease precedence.
Repeat missed: Specify whether or not the missed incidence must be executed when the server restart.
MISCELLANEOUS
GLOBAL SETTINGS
Subsequent, go to the ‘multi-channel> miscellaneous> international configuration.’
From right here, you’ll be able to configure the import scheduler and allow ‘Keep away from Duplicity (Default Code)’ to keep away from double imports of unchanged information.
SYNCHRONIZATION HISTORY
Within the ‘Synchronization Historical past’ choice, you’ll be able to view the complete historical past of each sync achieved through Odoo Zoho Stock Connector. On clicking anybody, you’ll be able to see all the small print of the historical past sync.
DATA MAPPING IN ODOO
You may view the mapping of all of the imported information, resembling merchandise, classes, orders, prospects, and transport strategies, in Odoo.
By opening any web page from the mapping menu, you’ll be able to view the record view of each mapping. On clicking any, you’ll be able to view the small print of that specific mapping.
DATA SYNCHRONISATION
DATA IMPORT
You may import information from the connection’s operation tab. You may as well use the import button on the dynamic dashboard.
Notice: The order of information import is as follows: classes >> product >> orders.
To import the order, your product have to be imported. Equally, to import a product, your classes must be imported from Zoho Stock to Odoo.
Furthermore, you’ll be able to solely import the next information from the Zoho Stock to Odoo.
Merchandise– You may import merchandise utilizing the All and By ID filters.
Order– Import utilizing All, date vary, and I’D filters.
Class– Import classes utilizing All and By ID.
Buyer– Import them utilizing the All and By ID filters.
Transport Technique– It permits you to import by All and By ID.
You may import all of this information utilizing the filters talked about above. To finish an information import, you need to choose the “channel occasion,” “object,” and “filter” within the import wizard.
Buyer Import
Class Import
Product Import
Order Import
Transport methodology Import: In Odoo Zoho Stock connector transport methodology just isn’t imported
NEED HELP?
Hope you discover the information useful! Please be at liberty to share your suggestions within the feedback beneath.
Should you nonetheless have any points/queries concerning the identical, please elevate a ticket on the UV Desk.
I hope this helps. In case of any additional queries, contact us at our help mail.
Thanks for paying consideration!!
Present Product Model – 1.0
Supported Framework Model – Odoo 17
INTRODUCTION
Odoo Zoho Stock Connector syncs your stock information from Zoho to Odoo, which helps you save time and cut back errors. Simply handle your inventory, orders, & all different enterprise operations in a single place.
Zoho Stock helps companies maintain observe of their inventory, handle orders, and be sure that every part runs easily.
In the meantime, Odoo ERP is one other highly effective platform that handles varied enterprise duties, like accounting, gross sales, and buyer administration.
So right here we’re introducing our Odoo Zoho stock connector, It would join Zoho Stock with Odoo ERP. With this, you get the most effective of each worlds.
Stipulations For Utilizing Odoo Zoho Stock Connector
Odoo Zoho Stock Connector works together with the next module:
You will need to set up this module first for Odoo Zoho Stock Connector to work.
FEATURES
- Import classes, merchandise, orders, and prospects from Zoho to Odoo.
- Sync merchandise inventory portions in real-time from Odoo to Zoho.
- Schedule computerized imports of merchandise, orders, classes, and prospects from Zoho to Odoo utilizing a cron scheduler at common intervals.
- Customers can set common intervals for computerized information imports.
- With this module, you’ll be able to keep away from product duplication throughout imports.
- It permits information imports with varied filters.
- Import gross sales orders together with buyer data.
- Map order states between Zoho and Odoo.
- Observe import historical past within the synchronization historical past tab.
- Use a dynamic dashboard for monitoring imported information, that includes clickable information playing cards and visualization instruments.
- Keep a mapping historical past of synced information within the mapping tab.
INSTALLATION
- As soon as you buy the app from the Webkul retailer, you’ll obtain the hyperlink to obtain the module zip file.
- Extract the file in your system after the obtain finishes. Consequently, it is possible for you to to see a folder named- ‘
Zoho_inventory_connector’ - Copy and paste this folder inside your Odoo Add-Ons path.
- Now, open Odoo App and click on on the Settings menu. Right here, click on on Activate the Developer Mode.
- Then, open the Apps menu and click on ‘Replace Modules Record.’
- Within the search bar, take away all of the filters and search ‘
Zoho_inventory_connector’ - It is possible for you to to see the module within the search outcomes. Click on on ‘Set up’ to put in it.
WORKFLOW
After finishing the set up of Odoo Zoho Stock Connector, log in to your Odoo account and go to the multichannel module.
Choose the Occasion choice and click on on “New”
Firstly, Fill within the particulars just like the Occasion title and choose the Occasion kind. Then, add the credentials which embrace Consumer ID, Consumer Secret Key, and Group ID.
The redirect URL will likely be fetched routinely on the profitable connection.
To acquire the Zoho credentials, go to Zoho.
Configuration at Zoho Backend
Open API Console in Zoho
Click on on ‘Add Consumer’ after which choose Server Primarily based Software as a shopper kind.
Enter the shopper title, Dwelling Web page URL, and Licensed Redirect URL, then click on on replace.
Copy the “Consumer ID” and “ secret key” for configuring the Zoho stock connector occasion.
After filling in all the small print at Odoo finish click on on the take a look at connection.
Congratulations, Connection is profitable between Odoo and Zoho stock through Odoo Zoho Stock Connector!!
Additionally, take a look at our Zoho Odoo Ebook connector to combine your Zoho e book with Odoo.
BASIC CONFIGURATION
The fundamental configuration of the Odoo Zoho Stock Connector consists of the next settings:
Auto-evaluate: When enabled, the auto-evaluate, the auto-evaluate characteristic will routinely assess the feed of the imported information.
Firm: Choose the default firm for importing information from Zoho Stock to Odoo.
API Document Restrict: Set the restrict for the variety of data that may sync between Odoo and Zoho Stock.
Channel time zone: Select the time zone to make sure the channel operates within the appropriate time zone.
Superior configuration Beneath the superior configuration for Odoo Multichannel Sale you’ll be able to configure shade, shade index, weblog URL, and retailer URL.
SALE SETTING
Channel Gross sales Order
Fee Time period: Configure the Fee phrases for the fee of sale orders imported from Zoho Stock to Odoo.
Gross sales Group: Configure the gross sales group on the market orders imported from Zoho Stock to Odoo.
Salesperson: Configure the salesperson on the market orders imported from Zoho Stock to Odoo.
Marketing campaign: Configure the UTM Marketing campaign on the market orders imported from Zoho Stock to Odoo.
Medium: Configure the ordered medium on the market orders imported from Zoho Stock to Odoo.
Supply: Configure the order Supply for the sale order imported from Zoho Stock to Odoo.
Tax Sort: Configure the Tax Sort utilized in channel order. You may choose the tax kind as both tax included or tax excluded.
E-Commerce Order Reference Sync: If enabled order will created with the ecom sequence at Odoo finish.
Channel Order Default Product
Low cost Product: Configure the service product to low cost the order.
Transport Product: Configure the service product for the Service Product for Transport product for the imported sale order.
Realtime Gross sales Order Standing Sync
With this setting, you’ll be able to allow the real-time sync of the order standing from Odoo to Zoho Stock.
You may configure the real-time sync of the cancellation and cargo statuses from Odoo to Zoho Stock.
PRODUCT SETTING
Default Settings
Class: On the ecom finish consumer can apply a number of classes however at Odoo finish solely a single class is utilized. Set default class by which imported orders will likely be saved
Pricelist: Choose similar forex of the pricelist used over the e-commerce retailer/market
Language: Set default language in language choice that will likely be utilized to all objects synced from ecom to Odoo.
SKU Sample: Worth configured right here will likely be used as an SKU in case SKU just isn’t current or discovered whereas syncing product from ecom to odoo.
Product keep away from duplicity: If Enabled, Product duplicity will likely be prevented primarily based on Inside Reference (SKU) together with Barcode throughout import.
Inventory Settings:
Auto Inventory: If enabled inventory will likely be synced from Odoo to Zoho Stock in actual time
Inventory Motion: Product Amount will sync In keeping with chosen choice Amount available/forecast Discipline.
You may both choose sync of on-hand amount or forecasted amount.
Warehouse: It’s the default warehouse that’s used for importing merchandise from Zoho Stock to Odoo.
Location: It’s the default location the place your inventory will likely be saved when imported from Zoho Stock to Odoo.
ORDER STATE MAPPING
Right here you’ll be able to map order state of Zoho Stock with order state of Odoo. It’s worthwhile to enter the identical title of order standing in channel order standing.
You may as well configure default state straight from right here. Moreover, the creation of invoices and shipments (each paid and open) might be dealt with.
CRON
Now we have offered cron options that may import information from Zoho Stock to Odoo. Knowledge will likely be Imported Primarily based on Created/Up to date standing after an outlined date.
Cron Configuration
To configure Odoo Zoho Stock Connector cron, navigate to Miscellaneous >> International configuration >> Choose the cron you wish to configure.
Right here, One can find the order product buyer class and feed cron.
NOTE: Knowledge will likely be imported primarily based on created/up to date or outlined date.
Mannequin: The module on which server acts.
Allowed teams: The group liable for executing server actions.
Scheduler Consumer: The consumer will likely be liable for working scheduler.
Execute Each: Right here you’ll be able to configure the time interval for the execution of the cron.
Lively: Allow this selection to activate the chosen cron.
Subsequent Execution Date: The subsequent scheduled execution date for this job
Variety of calls: Specifies what number of instances the strategy is known as. A unfavourable worth signifies no restrict.
Precedence: The precedence of the job as an integer 0 means excessive precedence and 10 means decrease precedence.
Repeat missed: Specify whether or not the missed incidence must be executed when the server restart.
MISCELLANEOUS
GLOBAL SETTINGS
Subsequent, go to the ‘multi-channel> miscellaneous> international configuration.’
From right here, you’ll be able to configure the import scheduler and allow ‘Keep away from Duplicity (Default Code)’ to keep away from double imports of unchanged information.
SYNCHRONIZATION HISTORY
Within the ‘Synchronization Historical past’ choice, you’ll be able to view the complete historical past of each sync achieved through Odoo Zoho Stock Connector. On clicking anybody, you’ll be able to see all the small print of the historical past sync.
DATA MAPPING IN ODOO
You may view the mapping of all of the imported information, resembling merchandise, classes, orders, prospects, and transport strategies, in Odoo.
By opening any web page from the mapping menu, you’ll be able to view the record view of each mapping. On clicking any, you’ll be able to view the small print of that specific mapping.
DATA SYNCHRONISATION
DATA IMPORT
You may import information from the connection’s operation tab. You may as well use the import button on the dynamic dashboard.
Notice: The order of information import is as follows: classes >> product >> orders.
To import the order, your product have to be imported. Equally, to import a product, your classes must be imported from Zoho Stock to Odoo.
Furthermore, you’ll be able to solely import the next information from the Zoho Stock to Odoo.
Merchandise– You may import merchandise utilizing the All and By ID filters.
Order– Import utilizing All, date vary, and I’D filters.
Class– Import classes utilizing All and By ID.
Buyer– Import them utilizing the All and By ID filters.
Transport Technique– It permits you to import by All and By ID.
You may import all of this information utilizing the filters talked about above. To finish an information import, you need to choose the “channel occasion,” “object,” and “filter” within the import wizard.
Buyer Import
Class Import
Product Import
Order Import
Transport methodology Import: In Odoo Zoho Stock connector transport methodology just isn’t imported
NEED HELP?
Hope you discover the information useful! Please be at liberty to share your suggestions within the feedback beneath.
Should you nonetheless have any points/queries concerning the identical, please elevate a ticket on the UV Desk.
I hope this helps. In case of any additional queries, contact us at our help mail.
Thanks for paying consideration!!
Present Product Model – 1.0
Supported Framework Model – Odoo 17
