Odoo - Onboarding Requirements [Information]

When onboarding/adding a new Odoo portal the following information needs to be provided and verified:

• Database Name
  Used to indicate which database should be targeted within the ones set up in Odoo
• Username / Password
  Authentication parameters.
  
  
  

ADDITIONAL ELEMENTS (OPTIONAL)  

WARNING: Before importing any type of order, go to Maintenance --> Clients, select the client and make sure the client Code is set to be DEFAULT, as it will only import to the client associated with that code.

Going to Maintenance --> My portal, WMS, you can decide whether to filter order imports by any order status. You can include one or more (for example: cancel, ready, or done) into the following field:

• Stock picking state filter (only pickings with these states will be eligible to be imported)
  Include the states you need to import separated by commas, and hit Save. 
  
  

Once this field is loaded, when you import, all other statuses will be excluded. Clear the statuses and Save again to remove the filter

WARNING: Odoo has a direct dependency on Service Code Mappings in order to update the selected Carrier back to Odoo. The following fields are required in the Service Code Mappings configuration:

• External Service Code 
  This value will be updated back as the Service Code. 

• External SCAC Code 
  This value is used to look up the Carrier in Odoo by name.

For more information about Service Code Mappings, see: How to set up Carrier Service Code Mappings - [Step-by-step guide].

WARNING: Any missing or non-validated, incorrect setup or information will delay the setup process.