Key questions when connecting Odoo with Magento

Installing a connector between Odoo and Magento is not as simple as clicking on the ‘Install’ button in the Odoo Apps.

In the e-commerce domain, there are many use cases which are strongly domain-specific. Every website has its own set of specific requirements. As such, the connector cannot include all the domain-specific requirements in a generic manner.

This document lists the key questions you have to answer when connecting your applications. The questions link to the relevant part in the documentation when it currently exists. Some points have no response, but are things you have to consider and think before and meanwhile your setup. You can also consider it as a checklist for your implementation.

Sale workflows

Payment methods

Are you going to use ‘manual’ payment types like check or invoices?

Are you going to use ‘automatic’ payment types like bankcard, paypal, ...?

Each method needs to be configured, follows: Howto: configure payment methods.

Automatic workflows

For each Payment methods, you will want to configure a different workflow, for instance, the sales orders of an automatic payment is automatically confirmed.

More details on this configuration in Howto: configure automatic workflows.

Exception rules

Do you need to block a sale order according to some conditions?

The connector adds this possibility, it applies some rules, for example, it blocks the sale order if the total amount is different in Odoo and in Magento, so that is a safe-guard against errors.

You can add your own rules, see Howto: configure exception rules.

Support and Claims

How will you handle them?

Catalog

Master of data

Where should the data of the products be maintained and edited?

Magento is the master of data:

Managing the catalog in Magento has the lowest impact on Odoo. Much information stay only on Magento (product attributes, images, links). The categories of products are still imported in Odoo for classification. However 2 related informations will be updated in Odoo and exported to Magento:

  • Available quantity in the stock
  • Price of the products, based on the Odoo pricelists (optionally)
Odoo is the master of data:
As of today, the handling of the catalog in the connector has not been implemented (it was in the version for Odoo 6.1). It is in the Roadmap though.

Types of products

Magento is able to handle many types of products: simple, configurable, bundle, grouped, virtual, downloadable

Custom options can also be added on the products.

None all of theses types are supported by the connector. All the product types are planned to be supported (Roadmap). But, as of today, only simple and configurable products are supported. Using advanced types of products like bundle will need development, wether it is generic or specific to your implementation

The custom options would probably be part of a specific development.

Pricing

Taxes included

When you input the prices of your products, are the taxes included?

Discounts

What kind of discount do you plan do use? Odoo can’t have such advanced discounts as Magento, so try to keep the things simple here if you do not want too much specific developments in your implementation.

Pricing

Do you plan to use multi-currency?

Do you plan to have different prices per websites? You will need to create different price lists in Odoo.

Accounting

Reconciliations

The connector automatically reconcile the payments and the invoices entries for the ‘automatic’ workflows.

However, you will still need to reconcile the bank entries.

You may want to use the reconciliation modules of the bank-statement-reconcile project. They are widely used in production and are specifically designed for the e-commerce.

Fiscal Positions

Due to the limitations of the Magento API and the intrinsic difference between Odoo and Magento, the fiscal positions are not synchronized. If you need to use fiscal positions, you may want to use the module account_fiscal_position_rules in the project account-fiscal-rule.

Note that this configuration will be done 1 time in Magento and 1 time in Odoo. But once the configuration is done, that works fine.

Stock, availability, deliveries

Shipping methods

Which shipping methods will be available?

Configure them using the How to configure shipping methods.

Warehouses

How are you going to organize your warehouses, do you have several of them? If you have several Magento Stores, do you have a warehouse per store or do they share the same one?

Keep in mind that Magento, in a standard installation, does not allow to have different stock quantities on each store.

Shipping

Do you send partial deliveries, or only complete ones?

Replacement of products

Do you sometimes replace products in the sales orders? Are you going to modify the sales order on Magento, or do you want to modify the delivery orders in Odoo?

The latter choice could be complicated because Magento does not allow to change products in delivery orders.

We recommend to edit the sales orders in Magento, the connector knows how to handle theses changes.

Tracking and delivery labels

Do you want tracking numbers on your deliveries?

For the printing of your packets’ labels, are you going to use external software or do you want to print them directly from Odoo?

Management of returned goods

How will you manage the returned goods (RMA)? There is nothing out of the box.

Technical

E-mails

Would you want to send e-mails from Magento or from Odoo? Which transactional e-mails do you plan to send?

Translations

Do you need translations for the descriptions of your products?

The language must be configured on the Magento Storeviews in Odoo, think about it before importing your whole catalog.

Which fields to synchronize

Think about which fields you have in Magento and you need in Odoo. You will maybe need to create a customization module and add the mapping for the new fields, see Add mappings of fields