After Installation of Odoo Magento 2 Connector

Let’s see How to integrate Magento with Odoo ERP software. Once you install this connector you can see in Odoo that there has been a menu created. You can check the installation guide with helps you with the setup of Magento 2 Odoo integration including support in case of any issues you face.

You need to first go into the Magento Menu and then click on the Core Settings After core settings you can click on the Magento instance. We have also kept Smart buttons which will help you to easily navigate to Websites, Stores, Attribute Sets, Attribute, Categories, Products, and Customers.

Part B: Creating a Magento Store in Odoo or API Connection.

1. The first step is to enter the website URL (location) including your website username and password so that you can connect your Magento with Odoo ERP.

2. After adding all the credentials you need to click on the Load Magento website button which will initiate the importing of all your websites into Odoo. All the websites will be fetched in Odoo that you have configured in Magento. Add Location of Magento 2 hosting then add a User name, Password and Stock Location with respective Name and save the details, that click to Lord Magento Website and once the website is loaded then click to Load Magento Store this is the necessary step to establish the connection between Magento and Odoo.

Step 3:After the Successful connection we can see the Magento Instances list with Name and Location

Step 4: To add Magento Website details, click in the Core Setting menu and Save the details with its Name, Instances, and website Id.

Step 5: To add Detail of Magento Shop, Click on Magento shop in the Core Setting menu. Save the details with the respective Name of the Shop, Instances, the Magento Website, and the Store Id. In Magento Shop we can Import Orders, Import Status, and Export Status.

Part C: Import Function from Magento 2 to Odoo

Step 1:To Add Attribute Set from your Magento store into Odoo ERP

Product Attribute >> Attribute Sets on the Menu bar

IMPORT PRODUCT ATTRIBUTES SETS

You can initiate by importing the products attribute set first in Odoo since based on attribute sets attributes and categories will be imported. To import your Magento attribute sets you to need to click on the Import attributes button, this can be further automated through schedulers.

After successfully import the step we can see Magento Product Attribute Sets in Odoo. Once you import the attribute set you can check the same in Product Attribute Menu > Attribute sets.

To check the count of Attribute Set by referring to Magento Attribute Set

 IMPORT ATTRIBUTES & CATEGORIES

Similarly, you can Import Attributes and Categories and check the count in Magento. Once you import the product attributes sets from Magento to Odoo you can start importing Magento attributes for that you click on the import attribute button.

IMPORT CATEGORIES

Categories will be easily accessed from instance or from the product attributes -> attribute. In another screenshot, it will help you to update parent category, code, Magento instance, Magento shop and track if the category is exported or not.

To Manage Catalogs, First, we have to import Simple Products, and Second Import Configurable Product (Product with Variants)

After successfully import, we can see all the products in Odoo.

To recheck whether the product is properly Imported or Not from Magento.

IMPORT PRODUCTS | STOCK | SIMPLE PRODUCTS | STOCK | IMAGES

You can easily import all your Magento website products into Odoo by clicking on import products. Similarly Import Stock, Images, and Customer in Odoo

To check the Attribute, Product Attributes >> Attributes, hear we can see all the Product Attribute from Magento.

To check the Attribute Option, Product Attributes >> Attributes Option, hear we can see all the Product Attribute Option from Magento.

To check the Product Categories, Product Attributes >> Categories, hear we can see all the Product Categories from Magento.

Step 1: We can see, an Import Order, Import Invoice, and Import shipment button which helps you to import all your Order, Invoices, and Shipments from Magento into Odoo. We can also process all the Orders and Invoices in Odoo and update them back to Magento which we will show in the later screenshots.

Step 2:

The invoice and shipping orders

Step 3:

The order details show you all the information such as order date, payments, shop, customer address, name, and other references.

Step 4:

Customer Signature

Step 5:

We can see the Sales Order as per the selection

Part E: Exporting function  from Odoo to Magento 2

Step 1: Export invoices and shipments from Magento 2 to Odoo ERP to manage all the operations.

Step 2: From Odoo to Magento 2 we can export the products by creating them in Odoo ERP, export can be done in bulk where you can create your products list and export it from Odoo to Magento

Part F: Update Function

We can update the Magento products from Odoo itself some changes needs to be done in the Inventory, Product images, or General Information such as description, heading, We can make those changes in your Odoo ERP and update the information back to your Magento 2 website.

Part G: Customization of Group Pricing (Advance Function) – Add-on Odoo Magento 2 Connector.

We introduce a Group Pricing for a product where we can maintain a price list as per the time period. For example, We can increase or decrease the price for a particularly festive session like the price of a sweater in winter is $20 and in summer is %15 for 10 quantities.

Step 1:

Select Customer Group from Magento Customer Group Menu Bar

Step 2:

Here we can see the list of Magento Customer Group or you can create or import by the respective button and fill as per the instruction.

To customize the Pricelist
Step 3:

In Sales Setting >> Pricing >> Pricelists >> Select Advance Price rules and Save.

Step 4:

To import the Pricelist, In Magento Instances select Import Advance Pricelist Tab and Click to Import Advanced Price List button.

Step 5:

View the Pricelist Go to Products in the Menu bar of Sales and click on Pricelist.

Step 6:

To Export the Pricelist, In Magento Instances select Import Advance Pricelist Tab and Click to Export Advanced Price List button.

Step 7:

To Export the Pricelist from Odoo to Magento, Confirm the Customer Group Id, Magento Instance, and Select the Magento Pricelist, Now in the Price Rules Tab set Product Item pricelist with Minimum Quantity, Price, Start Date, and End Date respectively.

Step 8:

Once Product Pricelist is Exported and automatically Pricelist Exported checked.

Step 9:

We can View in Magento

The above connector is available for Odoo version 8, 9, 10, 11, 12, 13, 14 15 & 16 the latest version for any queries feel free to connect with us over email – sales@globalteckz.com. The customer Pricelist part is an add-on feature for which the module cost is an extra 150 Euros.

Frequently Asked Questions

Advantages & Benefits of integrating ERP with Magento 2 website.

Nowadays People are emphasizing the digital world and every business is adopting Digital workspace through eCommerce as a Business environment platform. eCommerce is one of the fastest-growing industries, with eCommerce unbounded the business networks and can be done all over the globe without any borders.

Magento being one of the leading eCommerce platforms offers you flexibility and a strong community hold with various developers and companies working on eCommerce development projects. Recently Magento version 2 was released with add-on features and functionalities compared to the older version of Magento 1.9. Magento offers you various themes and plugins that can be installed based on company requirements.

As a full-fledged eCommerce, Magento suffices all the requirements from Catalog management, products, payment gateway integration, and so on… But if your operations run into multiple orders every day then there is a need for an ERP software in your business that can not only integrate well with your eCommerce Magento website but also offers you functionalities such as CRM, Sales, Purchase, Inventory, Accounting and so on…

Considering various situations of Magento eCommerce merchants Globalteckz has been developing Odoo Magento Connector since 2013. Our company was pioneered in Implementing and Integrating the Magento website with Odoo ERP software from version 7 till the latest one. Our Magento Odoo Connector is available for older versions 1.7, 1.8, and 1.9 as well as for Magento 2. This is a single app installation from the Odoo side. There is nothing more you need to add in Magento. 

This is a two-way connector that offers Import Export and Updates functions from Odoo to Magento and vice versa. Let’s have a look on what are the benefits of integrating the Magento website with an ERP solution.

ERP software offers you streamlined business processes and handles all your departments such as sales, purchase, inventory, accounting and you name it. Following are the key benefits and advantages of integrating your Magento eCommerce with ERP software. 

Frequently Asked Questions – Magento 2 Odoo Connector

Key benefits of Integrating ERP with Magento

• It simplifies the updates of the product and its prices.
• Flexibility for multiple operations to add online/offline sales management which reduces inventory costs.
• ERP software automates processes like order History, Inventory status, product categories, Contacts, and Shipping data.
• You can manage your inventory of Product availability, Order Tracking, and other related information that are updated to the customer without hiring staff for such tasks from the ERP software itself.
• Automated Tax Compliance, financial reporting, maintaining Payable / Receivable Account journals, Tax Return,s and other reports to create transparency in the organization. 
• With a single system in place, you don’t need to go into multiple platforms for management. 
• You can also manage multiple platforms within the ERP software such as other marketplaces

Following are the Benefits and Advantages of Integrating Odoo ERP Magento 2 Connection :

1.Decreased in Risk of Error

Integrating your Magento 2 Website with Odoo reduces the redundant task due to automation and updates in real-time inventory management systems, orders, product management, and so on… This helps you with lower error and smooth transition of your Magento website through Odoo.

2.More Automation

Integrating Magento with Odoo ERP allows minimizing the number of manual entries, such as orders and product, inventory, shipping, and customer data entries. More automation means two things – a smaller risk of error and less time wasted on redundant tasks.

Improve communication between sales teams and back-office productivity. i.e. Less manual entry for inventory management and no more Reentry of data so decreased risk of error.

3.Cost Reduction

Businesses are always looking to cut costs and maximize profits. the sales updates are automatically reflected throughout the Odoo ERP by using Magento. Customers place an order, updates are immediately applied to invoices, Account, Shipping, and every aspect of the Odoo ERP system.

4. Satisfaction of Customers

A customer can log in to a Magento Shopping cart to place individual orders and pick the ordered product as well as filter the product by category and Odoo ERP reflects shipping details, order processing, delivery dates, text updates, etc. This kind of general ordering process made it easier with integrating Magento and Odoo ERP.