After Installation of Connector

You need to first go into the Magento Menu and then click on the Core Settings After core settings you can click on the 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 integrate both systems.

2. After adding all the credentials you need to click on the Load website button which will initiate the importing of all your websites into Odoo. This will fetched in Odoo from 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 Load Website and once the website is loaded then click to Load Store this is the necessary step to establish the connection between both the tools.

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

Step 4: To add 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 Shop, Click on shop in the Core Setting menu. Save the details with the respective Name of the Shop, Instances, the Website, and the Store Id. You can Import Orders, Import Status, and Export Status.

Part C: Import Function

Step 1: To Add Attribute Set click

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 product 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.

Product Attribute Menu > Attribute sets.

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

IMPORT ATTRIBUTES & CATEGORIES

After the attribute sets you can Import Attributes and Categories and check the count in Magento.

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, instance, 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 the ERP.

To recheck whether the product is properly Imported or Not.

IMPORT PRODUCTS | STOCK | SIMPLE PRODUCTS | STOCK | IMAGES

You can import products, stock, images, and customers into Odoo with a simple click using dedicated buttons.

To check the Attribute, Product Attributes >> Attributes.

To check the Attribute Option, Product Attributes >> Attributes Option.

To check the Product Categories, Product Attributes >> Categories.

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.

You can also process all the Orders and Invoices in Odoo and update them back to website 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

Step 1: Export invoices and shipments to manage all the operations.

Step 2: We can export the products by creating them in ERP, export can be done in bulk where you can create your products list and export.

Part F: Update Function

Update Magento products from Odoo itself some changes needs to be done in the Inventory, Product images, or General Information such as description, heading,

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

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 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, 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, Select Import Advance Pricelist Tab and Click to Export Advanced Price List button.

Step 7:

To Export the Pricelist, Confirm the Customer Group Id, Instance, and Select the 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.

The customer Pricelist part is an add-on feature for which the module cost is an extra 150 Euros.

Frequently Asked Questions

Why to Integrate ERP with Magento  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.
• As a full-fledged eCommerce, it 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 website but also offers you functionalities such as CRM, Sales, Purchase, Inventory, Accounting and so on…
• Considering various situations of eCommerce merchants Globalteckz has been developing Magento Bridge since 2013. Our company was pioneered in Implementing and  our integration 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 eCommerce backend.
• 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 connecting 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 Returns 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 Magento Odoo Connector :

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 the Enterprise resource planning software.

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 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.