User Guide | Order form for Odoo AI-OCR document scanning

The Odoo AI-OCR Document Scanning Purchase Order module facilitates purchase order management by using AI to extract important details from scanned documents.

This removes the need for manual data entry, making recording purchase order details faster and more accurate in Odoo.

• Automatically reads and adds key details from scanned purchase orders into Odoo.
• Accurately extracts information about suppliers, order numbers, items and quantities to reduce errors.
• Manages multiple purchase orders at once, saving time when managing a large number of orders.
• Uses AI to identify and extract details from even complex purchase order formats.
• Allows users to design custom templates tailored to their specific purchase orders.
• Provides the ability to create and modify field mappings to match different purchase order layouts.
• Allows users to extract data not only from PDFs but also directly from purchase orders stored in Odoo.

1. Once you purchase the application from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file to your system once the download is complete. As a result, you will be able to see a folder named- ‘odoo_invoice_digitization’
3. Copy and paste this folder into your Odoo add-ons path.
4. Now open the Odoo app and click on the Settings menu. Here, click on Enable Developer Mode.
5. Next, open the Applications menu and click “Update Module List”
6. In the search bar, remove all filters and search ‘odoo_invoice_digitization’
7. You will be able to see the module in the search results. Click “Install” to install it.

1. After installing the Odoo AI-OCR Document Digitization Purchase Order module, go to the OCR pipelines. Open any record to review the extracted purchase order data.

2. Opening the recording displays details such as name, OCR template, source, uploaded document, and extracted JSON data.

• Click “Create Recording” at the top left to save it to Odoo.
• You can also edit, download or delete the downloaded PDF.

3. To check or create templates, go to Configuration tab and select OCR models.

4. To create a new template, click New in the upper left corner of the screen. This opens a form where you can specify the details and customize the template according to your needs.

5. Customize your purchase order template by changing field mappings, adding keywords, setting formats, and adjusting fields as needed.

6. Click “Dry Run” in the upper left corner (see the image in step 5), download a PDF and extract its data. After extracting, click “Create Recording” to save it to Odoo.

7. Once you click Create a recordingthe data is saved and you can view the newly created record.

8. You can also perform a dry run directly from the purchase dashboard. Click the drop-down arrow next to “New” in the upper left corner, and select the “AI” option to extract data.

I hope you find the guide useful! Please feel free to share your thoughts in the comments below.

If you still have issues/questions regarding this, please create a ticket at the UV office.

Hope this helps. If you have additional questions, contact us via our support email.

Thank you for your attention!!