EDI 구매부터 판매까지 주문서 가져오기¶
Electronic data interchange (EDI) enables companies using different software systems to exchange information in a standardized, structured format.
In Odoo, a purchase order (PO) can be exported as an XML file and imported as a sales order (SO) into another Odoo database, removing the need for manual entry of products, quantities, prices, and other key information.
이 문서에서는 구매자와 판매자가 Odoo 데이터베이스를 통해 데이터를 직접 교환하는 방식을 단계별로 설명합니다. 또는 판매자는 PDF 형식의 견적요청서(RFQ)를 이메일로 수신하여 판매 현황판에 직접 업로드할 수 있습니다. 이 방식이 더 간편하지만, 이 문서에 설명된 XML 기반 교환 방식은 사용하지 않는 방법입니다.
참고
Exported XMLs follow the UBL schema. When exchanging data between two Odoo databases, this schema remains compatible.
However, implementing custom developments for software that does not support the UBL schema may introduce additional complexity.
역할 및 환경설정¶
To facilitate the EDI workflow, two companies are involved: the buyer (the company placing the order) and the seller (the company fulfilling the order). Each company has specific roles and configurations.
구매자 데이터베이스¶
The buyer database is responsible for creating and confirming purchase orders. Prerequisites include:
(필수) 매입 앱 설치하기
(optional) adding vendors (the sellers in this workflow) as portal users.
판매자 데이터베이스¶
The seller database is responsible for receiving and processing sales orders. The only prerequisite is installing the Sales app.
업무 순서¶
구매자 진행 단계¶
To begin, the buyer (in their database) navigates to the app to create a RFQ.
Set the Vendor to the portal user representing the seller, and Confirm the RFQ. Doing so converts it into a purchase order.
Example
PO from the buyer’s database. The Vendor is the seller’s portal user account, Joel.
판매자 진행 단계¶
Once the PO is confirmed, it appears on the seller’s portal dashboard. The seller downloads the XML file and uploads it to their database.
파일 다운로드¶
판매자인 경우, 구매자의 데이터베이스에 포털 사용자로 로그인합니다. 현황판에서 아래로 스크롤을 내려서 주문서 보기 버튼을 클릭합니다. 그러면 구매자의 데이터베이스에서 포털 사용자에게 전송된 구매발주서가 목록으로 표시됩니다.
Select the desired purchase order, and the click Connect with your software! button.
In the pop-up window, copy the provided URL, and paste it into a new browser tab to download the XML file.
Example
Joel’s portal view of the PO. The first image displays the Connect with your software! button, and the second image displays a pop-up window with the Copy button.
Example
PO00017 대상 XML file
파일 업로드¶
Next, the seller logs in to their own Odoo database and opens app. Click Upload and select the downloaded XML file. Alternatively, users can drag and drop the file into the Quotations dashboard.
Doing so automatically generates a sales order with the customer populated as the buyer and all product lines, quantities, and prices pre-filled. This process ensures efficient and accurate data exchange between the two databases.
판매자 데이터베이스에 업로드된 판매주문서.¶
더 보기