Odoo Shopify Connector Dashboard

The First Tab in the Shopify Odoo Connector displays the Steps of Creating an Instance and a  Customisable Infographic Overview List of all your Odoo Sites' Current Instances. Utilising this page you can Manually Access, Run and Process the Cron for that Instance as well as view and customise the Instance Infographic to display certain key data sets concerning Products, Sales Orders, Invoices or Deliveries for that Instance. (See OSCDI)

Odoo Shopify Connector Dashboard Image: (OSCDI)

Odoo Shopify Connector Sales 

The Second Tab in the Shopify Odoo Connector displays lists of Shopify Data that flow in from the Crons. These are categorised into individual Tabs being, Customer, Quotations, Risky Quotation, Sales Order, Invoices, Refunds, Payout Reports and Delivery Order. To reiterate each section houses the culmination of that Data type that the Crons bring in. 

Customers: Record of All Customers the Crons bring in through the SO's flowing into the system. Utilising the Import Customers Cron, this is where those Customers will appear. Concerning Boody specifics, you will not be using this feature or function, you will be using the Sales Module > Orders > Customers or CRM Module to interact and manage your customers. (See OSCSCI)

Odoo Shopify Connector Sales Customers Image: (OSCSCI)

Quotations: Record of All Cancelled Orders & Quotations, bought in through the cron from Shopify to Odoo. (See OSCSQI)

Note: High Risk Orders come into Odoo as Quotations for the Shopify Team to review and/or either confirm of cancel manually. 

Odoo Shopify Connector Sales Quotations Image: (OSCSQI)

Risky Quotations: A Record of all High-Risk Orders and Quotations in Shopify currently. High-Risk Orders come in as Quotations and are not Sales Orders so they must be confirmed manually to be sent to the 3PL. Please note this will be the page to view and manage High Risk Orders (HRO) once Shopify alerts to a HRO.  (See OSCSRQI)   

Odoo Shopify Connector Sales Risky  Quotations Image: (OSCSRQI)

Sales Order: List of all Boody Shopify Orders brought in through the Cron. (See OSCSSOI)

Odoo Shopify Connector Sales Sales Orders Image: (OSCSSOI)

Invoices: List of All Boody's Shopify Order Invoices created through the Crons Configurations in Odoo. (See OSCSII)

Odoo Shopify Connector Sales Invoices Image: (OSCSII)

Refunds: List of All Boody Shopify Refunds cancelled through cancelling Orders in Odoo. (See OSCSRI)

Note: Not Applicable by Request

Odoo Shopify Connector Sales Refunds Image: (OSCSRI)

Delivery Orders: List of Boody's Shopify Delivery Orders for SO's brought in through the Cron. (See OSCSDOI)

Odoo Shopify Connector Sales Delivery Orders Image: (OSCSDOI)

Odoo Shopify Connector Products 

The Third Tab in the Shopify Odoo Connector displays lists of all Products and Variants that have/have not been exported through to Shopify from Odoo.

Products: The Products Tab is formally known as the Shopify Layer. Utilising the Shopify Layer you may view which products, variants and additional information have or have not been exported through to Shopify. (See OSCPSLI)

Odoo Shopify Connector Products Shopify Layer Image: (OSCPSLI)

Variants:  The Variants Tab details the same information listed above but you may not functionally export the information presented here to Shopify, you may only do that through the Shopify Layer. Contextual to Boody we have customised the Variants Tab to be the location to update a Products HS Code if it ever needed updating. (See SCPVI)

Odoo Shopify Connector Products Variants Image: (OSCPVI)

Odoo Shopify Connector Processes

The fourth Tab in the Shopify Connector displays the methodology to view, run and manage manually the Crons in Odoo. 

Shopify Operations: Opens the Cron Menu Screen to where you may select which Cron and Operation you wish to manually run. Please be aware different operations will have different warnings, information and date settings you to set and specify what, which, and when, you're pulling data into Odoo. If you do not know how to use the Crons, don't use them without setting a meeting or asking one of the WAO Team Members on how to use them. (See OSCPSOI)

Odoo Shopify Connector Processes Shopify Operations Image: (OSCPSOI)

Unshipped Orders: Details a List of the Unshipped Order Queues the Order Process Cron has, is and will be Processing through. Within this List, you can open an Order Queue and Process it manually to expedite the automatic process if the need ever arose.  (See OSCPUOI)

Additionally within the individual Order Queues, when processing manually, if there is an error the Log Lines Tab will detail what the error is to which you may reach out to the WAO Team for assistance, however a customisation to alert the WAO Team has been set in place so any errors both select members of the Boody and WAO Team are alerted to resolve this asap.  (See OSCPUOI)

Odoo Shopify Connector Processes Unshipped Orders Image: (OSCPUOI)

Shipped Orders: Details a List of the Shipped Order Queues the Order Process Cron has is and will be Processing through. This will not be a feature OPC will be utilising unless pulling through an order that has been fulfilled already in Shopify and was implausibly missed by the automatic Unshipped Order Cron.  (See OSCPSOI)  

Odoo Shopify Connector Processes Shipped Orders Image: (OSCPSOI)

Products: Details a List of the Product Data Queues that the Products Data Process Cron has, is, and will be processing through. This is not a feature OPC is using at the moment, but if ever OPC wished to Import Shopify Products to Odoo through the Connector, this is where you would start.  (See OSCPSOI)

Odoo Shopify Connector Processes Products Image: (OSCPPI)

Customers:   Details a List of the Customer Data Queues that the Customer Data Process Cron has, is, and will be processing through. This is not a feature Boody is using at the moment, but if ever OPC wished to Import Shopify Customers to Odoo through the Connector, this is where you would start.  (See OSCPSOI)

Odoo Shopify Connector Processes Customers Image: (OSCPCI)

Log Lines: As stated above, the Log Lines will detail a list of all, every and any errors/problems with the Crons. If an error ever occurs this is more or less the first/second place to look to detail what, which and when this error occurred and what operation it failed on. (See OSCPLLI)

Odoo Shopify Connector Processes Log Lines Image: (OSCPLLI)

Odoo Shopify Connector Reporting

The fifth Tab in the Shopify Connector displays Odoo's Reporting Version of Shopify's Sales Analysis. Not applicable for Boody.

Sales: An interactive reporting tab that is able to filter, view and manage your Shopify SO's and the information surrounding the SO's. Utilise the Graph, Pivot and Dashboard Views to filter and manage your Shopify Data brought in through the Crons. (See OSCRSI)

Odoo Shopify Connector Reporting Sales Image: (OSCRSI)

Odoo Shopify Connector Configuration

The Sixth and Final Tab in the Shopify Connector consists of all the background Settings and Configurations that support and determine which goes where, who does what, etc. 

Settings: Shopify > Configuration > Settings, same Tab within the regular Settings Module, details per instance (Shopify Site), Settings controlling:

• Odoo Product Configuration (Not Applicable) (See OSCCSI1)
• Creating New Instances in Odoo (See OSCCSI1 + OSCCSI2)
• General Configuration (Instance specific Warehousing) (See OSCCSI3)
• Webhook Configuration (Not Applicable) (See OSCCSI4)
• Product Configuration (Product Auto Creation, Image Syncs, Pricelists) (See OSCCSI5)
• Order Configuration (Import Sales Order Statuses, Order Dates, Order Prefixes, POS) (See OSCCSI6)
• Tax Configuration (Shopify Taxes, Credit Note Accounts, Invoice Tax Accounts) (See OSCCSI7)
• Stock Information, Scheduled Activities, Payout Report, and/or Import Process Settings.  (See OSCCSI8)

If any of the above Settings you wish to explore, please reach out to the WAO Team or Higher Clearance Boody Personnel.

Odoo Shopify Connector Configuration Settings Image 1: (OSCCSI1)

Odoo Shopify Connector Configuration Settings Image 2: (OSCCSI2)

Odoo Shopify Connector Configuration Settings Image 3: (OSCCSI3)

Odoo Shopify Connector Configuration Settings Image 4: (OSCCSI4)

Odoo Shopify Connector Configuration Settings Image 5: (OSCCSI5)

Odoo Shopify Connector Configuration Settings Image 6: (OSCCSI6)

Odoo Shopify Connector Configuration Settings Image 7: (OSCCSI7)

Odoo Shopify Connector Configuration Settings Image 8: (OSCCSI8)

Instances: Within Odoo an Instance is just another name for Shopify Site (AU Instance = AU Shopify Site), and this Tab details a list of all instances connected to Boody's Odoo System. Individually when selecting an instance you will be able to view specifically and additionally certain instance settings (API Keys, Passwords, Instance Accounts, Default Products, Meta field Configurations). 

Furthermore, this is also an easier way to view, set and manage the 'front' end Shopify Crons and their Timings (Instance Specific). (See OSCCII2)

DISCLAIMER: Do not touch the Cron or their Timings unless you know with 100% certainty to what you are changing it to and why you would risk Boody losing the capability to process their Shopify Orders. 

Odoo Shopify Connector Configuration Instance Image 1: (OSCCII1)

Odoo Shopify Connector Configuration Instance Image 2: (OSCCII2)

Sales Auto Workflow: The Sales Auto Workflows Tab is the first part of a three-step setting that ensures the Shopify Connector knows which Accounts, Payment Gateway and Financial Statuses it needs to follow for the myriad of SO's flowing through it into Odoo. The main determination of the Sales Auto Workflow is to determine and confirm certain aspects of the Sales Order (Confirming Quotation to Sales Order, Creating, Validating Invoices) and certain Accounts mapping.  (See OSCCSAWI1 + OSCCSAWI2)

Odoo Shopify Connector Configuration Sales Auto Workflow Image 1: (OSCCSAWI1)

Odoo Shopify Connector Configuration Sales Auto Workflow Image 2: (OSCCSAWI2)

Payment Gateway: The Payment Gateways Tab is the second part of the three-step setting which specifies and assigns what the Payment Gateway Name is and which Instance it will be assigned to. Please ensure the Payment Gateway Codes are spelling/text specific else you will encounter errors as Odoo will not recognise it when importing SO's with that Payement Gateway from Shopify. (See OSCCPGI1 + OSCCPGI2)

Odoo Shopify Connector Configuration Payment Gateway Image 1: (OSCCPGI1)

Odoo Shopify Connector Configuration Payment Gateway Image 2: (OSCCPGI2)

Shopify Locations: Shopify Locations is an automatically filled out section that grabs the address details from the Instance Settings in Odoo, and is the Shopify Connectors Record of Warehouses and Locations as listed prior.  (See OSCCSLI1)

Note: Do not change unless you're aware of the consequences.

Odoo Shopify Connector Configuration Shopify Locations Image 1: (OSCCSLI1)

Odoo Shopify Connector Configuration Shopify Locations Image 2: (OSCCSLI2)

Financial Status: The financial Statuses Tab is the third and final Setting that amalgamates the prior two to form a very important line of instruction for the Shopify Crons. For a specific instance defines the combination of Sales Autoworkflows, Payment Gateways and Financial Statuses Details for the Order Process Cron to follow when Processing that Order into Odoo, selecting the appropriate specified Accounts, Order Statuses, Payment Statuses and Payment Gateways.  (See OSCCFSI)

Odoo Shopify Connector Configuration Financial Status Image: (OSCCFSI)