Use the Odoo ERP Integration options to map the Product and BOM properties located in the Odoo ERP system, to the attributes in your CUSTOMTOOLS Database.
The Odoo ERP Integration options are located in the CUSTOMTOOLS Profile Options.
Select the desired CUSTOMTOOLS product from the CUSTOMTOOLS Products box to display the further and the product specific instructions to find the Odoo ERP Integration options.
| CUSTOMTOOLS Products: |
The Odoo ERP Integration options are divided to three tabs by the setting item types as follows:
| Product | On the Product tab, you can determine field mappings for product related fields in the Odoo. |
| BOM | On the BOM tab, you can determine field mappings for a BOM header in Odoo. |
| BOM line | On the BOM line tab, you can determine field mappings for a single component i.e. a BOM line in a BOM in Odoo |
Each tab above, has the following columns included in their main list of settings.
| CT property field | The CT property field column refers to the Label of the field in the associated CUSTOMTOOLS Export Profile. |
| Odoo field | The Odoo field column refers to the name of the target field in the Odoo. |
| Odoo field type | The Odoo field type column refers to the data type stored by the target field specified, in the Odoo system. |
| Unique Odoo field | This field value is used to identify e.g. search for existing products in Odoo ERP. By default the value is name but it can be some other field as well, depending how the Odoo is configured. |
| Create new products only | Select to only create new products to Odoo. When this option is selected the integration creates only new product instances. Existing instances of the products are not being updated. |
| Upload image | Determines whether or not the component preview image is being uploaded to Odoo. Select this option to retrieve a preview image of the component and upload it to the Odoo ERP system. |
| Process BOM structure | Process document structure and update BOM in Odoo. Select this option make logic of the CUSTOMTOOLS Export feature to process the SOLIDWORKS model structure and create and/or update the BOM in Odoo. |
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The list in the BOM line tab operates the same way as the lists in the Product- and BOM tabs. The only required field in the BOM line field mappings is the qty field which is already mapped by default with the Odoo field called product_qty.
In addition, there is a separate list named Linked product fields. Using the Linked product fields options you may determine the Odoo product fields to be used as references to map the product to the BOM Lines in the Odoo ERP System.
| CUSTOMTOOLS property | A dropdown box to select the CUSTOMTOOLS property to link with the Odoo product field. CUSTOMTOOLS Properties that are being used in the associated CUSTOMTOOLS Export Profile are automatically retrieved into the CUSTOMTOOLS property box. |
| Odoo field | Type the name of the desired target field in the Odoo System into the Odoo field box. The target field name in this control have to be typed manually. |
| Odoo field type | Determines the data type of the field data exported to the Odoo by this particular attribute mapping. |
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NOTE: When adding a mapping, all the fields in the Odoo Integration dialog box are mandatory. Also a CT property field in the Export Profile can be mapped only once in a list. If one CT property field is already mapped to a field in odoo, the same CT property field cannot be mapped in another Odoo field. If this is required, copying of the value in the CT property has to be done e.g. by using combinations etc. and then creating a separate export profile field with different label to map the value in another field in Odoo. |
The following general controls are included in all tabs described above.
| Add | Create a new item into the settings list. |
| Edit | Edit selected item in the settings list. |
| Delete | Delete the selected item from the Odoo ERP Integration settings. |
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NOTE: The commands above apply also to the Linked product fields located in the BOM line tab. |
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| Integer | Signed integer value. |
| Real | A numerical value that may have decimals. |
| String | Combination of various kind of characters. |
| Boolean | A value of 1 or 0 representing whether the value is true or false. |
| YesNo | A data type used for example to represent the selection state of a checkbox control in Odoo. |
| IntegerList | Added to support mapping values that are single integer, but are stored in a list of several integers in Odoo. |
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