This feature introduces a highly configurable system for creating and transferring Electronic Data Interchange (EDI) documents. It supports defining EDI document types, segments, and formats tailored to business needs, with secure transfer capabilities between Odoo instances and SFTP servers.
Key Functionality
- EDI Document Creation
- Configurable document templates allow defining segments, fields, and document structure.
- Dynamically generated documents based on predefined configurations for each segment.
- Document Types
- Supports multiple EDI document types such as invoices, purchase orders, shipment notices, etc.
- Flexible configuration to match partner-specific EDI requirements.
- Data Mapping
- Mapping between Odoo fields and EDI segments ensures accurate and efficient data population.
- Error handling and validation for missing or mismatched fields during generation.
- Transfer Channels
- Odoo-to-Odoo Transfers: Seamless document exchange between Odoo instances.
- SFTP Integration: Automates secure file transfer between Odoo and external systems.
- Secure and Efficient Process
- Encrypted SFTP connection for data security.
- Real-time status tracking for file creation and transfer processes.
- Scalable Configuration
- Easy-to-use interface for managing document types, segments, and transfer settings.
- Expandable to handle additional document types and formats as business needs evolve.
Benefits
- Streamlines business processes with automated EDI generation and transfer.
- Ensures compliance with partner-specific EDI standards.
- Enhances operational efficiency and reduces manual intervention in data exchange workflows.
SME EDI Integration